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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
DUKDuke Energy Corp New
Recent Activity
0.45%
$258,576
2,400 shares@ $107.74 avg price
ABBVAbbvie Inc
Recent Activity
Increased 9.07%
0.43%
$250,025
1,407 shares@ $177.71 avg price
NXPINxp Semiconductors N V
Recent Activity
0.43%
$249,420
1,200 shares@ $207.85 avg price
ADBEAdobe Inc
Recent Activity
0.43%
$249,021
560 shares@ $444.69 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -0.55%
0.43%
$248,476
9,943 shares@ $25.0 avg price
IXUSIshares Tr
Recent Activity
Decreased -4.09%
0.43%
$247,761
3,746 shares@ $66.15 avg price
EOGEog Res Inc
Recent Activity
Decreased -16.1%
0.42%
$243,935
1,990 shares@ $122.59 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -0.25%
0.41%
$236,316
4,321 shares@ $54.7 avg price
PEPPepsico Inc
Recent Activity
0.4%
$234,477
1,542 shares@ $152.07 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.04%
0.4%
$234,315
4,900 shares@ $47.82 avg price