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Lisa L Lockerman

@Lockerman Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$58.752MTotal holdings103
Assets growth rate-0.54%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lockerman Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Lockerman Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 58.752M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Lisa L Lockerman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NUDMNushares Etf Tr
Recent Activity
Decreased -0.29%
1.23%
$717,262
23,861 shares@ $30.07 avg price
TLHIshares Tr
Recent Activity
Increased 15.16%
1.21%
$706,341
7,096 shares@ $99.55 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -4.66%
1.2%
$700,176
18,248 shares@ $38.38 avg price
BBHYJ P Morgan Exchange Traded F
Recent Activity
Decreased -9.78%
1.19%
$694,448
15,070 shares@ $46.09 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.7%
1.17%
$681,670
3,601 shares@ $189.31 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 0.15%
1.17%
$681,646
11,650 shares@ $58.52 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -6.95%
1.16%
$677,656
1,444 shares@ $469.3 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.66%
1.1%
$643,236
8,945 shares@ $71.92 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.65%
0.98%
$575,669
1,138 shares@ $505.87 avg price
GOOGAlphabet Inc
Recent Activity
0.97%
$565,798
2,971 shares@ $190.45 avg price