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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
SHYGIshares Tr
Recent Activity
0.5%
$288,044
6,760 shares@ $42.62 avg price
TMUST-mobile Us Inc
Recent Activity
0.49%
$286,949
1,300 shares@ $220.73 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.24%
0.48%
$278,544
2,800 shares@ $99.48 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.56%
0.47%
$273,641
526 shares@ $520.24 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.33%
0.47%
$271,142
811 shares@ $334.34 avg price
HCAHca Healthcare Inc
Recent Activity
0.46%
$270,135
900 shares@ $300.15 avg price
CSXCsx Corp
Recent Activity
Increased 9.21%
0.46%
$268,810
8,330 shares@ $32.28 avg price
LINLinde Plc
Recent Activity
Decreased -0.46%
0.46%
$267,531
639 shares@ $418.68 avg price
KLACKla Corp
Recent Activity
Decreased -4.52%
0.46%
$265,911
422 shares@ $630.13 avg price
DFUVDimensional Etf Trust
Recent Activity
0.45%
$263,239
6,433 shares@ $40.93 avg price