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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
VRTXVertex Pharmaceuticals Inc
Recent Activity
0.59%
$341,893
849 shares@ $402.71 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -1.29%
0.58%
$339,641
534 shares@ $636.04 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 14.86%
0.58%
$338,681
4,383 shares@ $77.28 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.57%
$332,836
5,812 shares@ $57.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.56%
$326,362
720 shares@ $453.29 avg price
NEENextera Energy Inc
Recent Activity
0.56%
$324,183
4,522 shares@ $71.7 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.11%
0.56%
$323,771
2,680 shares@ $120.82 avg price
JNKSpdr Ser Tr
Recent Activity
New Position
0.55%
$321,734
3,370 shares@ $95.48 avg price
COFCapital One Finl Corp
Recent Activity
0.55%
$320,976
1,800 shares@ $178.32 avg price
PWRQuanta Svcs Inc
Recent Activity
0.54%
$316,050
1,000 shares@ $316.05 avg price