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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
IUSBIshares Tr
Recent Activity
New Position
0.54%
$315,797
6,987 shares@ $45.2 avg price
AMGNAmgen Inc
Recent Activity
Decreased -4.44%
0.54%
$314,072
1,205 shares@ $260.65 avg price
NUEMNushares Etf Tr
Recent Activity
0.54%
$313,736
10,811 shares@ $29.03 avg price
CTASCintas Corp
Recent Activity
0.53%
$310,225
1,698 shares@ $182.71 avg price
HYGIshares Tr
Recent Activity
0.53%
$307,994
3,916 shares@ $78.66 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 3.85%
0.52%
$304,469
6,778 shares@ $44.93 avg price
FLGVFranklin Templeton Etf Tr
Recent Activity
Decreased -3.03%
0.52%
$302,967
15,058 shares@ $20.13 avg price
BBMCJ P Morgan Exchange Traded F
Recent Activity
New Position
0.51%
$297,088
3,087 shares@ $96.24 avg price
FITBFifth Third Bancorp
Recent Activity
0.51%
$295,326
6,985 shares@ $42.29 avg price
VONGVanguard Scottsdale Fds
Recent Activity
New Position
0.5%
$288,559
2,793 shares@ $103.32 avg price