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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
METAMeta Platforms Inc
Recent Activity
Increased 14.31%
0.92%
$538,084
919 shares@ $585.52 avg price
VOOVanguard Index Fds
Recent Activity
Increased 69.65%
0.88%
$511,734
950 shares@ $538.67 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.67%
0.82%
$477,824
619 shares@ $771.93 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.57%
0.81%
$472,983
5,235 shares@ $90.36 avg price
DFACDimensional Etf Trust
Recent Activity
0.8%
$467,865
13,526 shares@ $34.6 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.11%
0.79%
$461,802
877 shares@ $526.58 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.89%
0.79%
$460,099
4,132 shares@ $111.36 avg price
COSTCostco Whsl Corp New
Recent Activity
0.78%
$458,135
500 shares@ $916.27 avg price
VVisa Inc
Recent Activity
Decreased -3.49%
0.78%
$453,834
1,436 shares@ $316.05 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.28%
0.77%
$449,673
1,156 shares@ $389.0 avg price