Lisa L Lockerman

@Lockerman Financial Group, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$58.752M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BACBank America Corp Recent Activity Increased 6.74%	0.61%	$356,039 8,101 shares@ $43.96 avg price	Increased 6.74%
ASMLAsml Holding N V Recent Activity Increased 31.58%	0.59%	$346,540 500 shares@ $693.08 avg price	Increased 31.58%
BSVVanguard Bd Index Fds Recent Activity Increased 14.86%	0.58%	$338,681 4,383 shares@ $77.28 avg price	Increased 14.86%
SPSMSpdr Ser Tr Recent Activity Increased 3.85%	0.52%	$304,469 6,778 shares@ $44.93 avg price	Increased 3.85%
CSXCsx Corp Recent Activity Increased 9.21%	0.46%	$268,810 8,330 shares@ $32.28 avg price	Increased 9.21%
ABBVAbbvie Inc Recent Activity Increased 9.07%	0.43%	$250,025 1,407 shares@ $177.71 avg price	Increased 9.07%
VEAVanguard Tax-managed Fds Recent Activity Increased 4.04%	0.4%	$234,315 4,900 shares@ $47.82 avg price	Increased 4.04%
VZVerizon Communications Inc Recent Activity Increased 0.04%	0.35%	$200,830 5,022 shares@ $40.0 avg price	Increased 0.04%