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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.45%
8.31%
$4.881M
8,328 shares@ $586.09 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.09%
4.07%
$2.391M
22,569 shares@ $105.92 avg price
IJRIshares Tr
Recent Activity
Increased 0.27%
3.95%
$2.318M
20,114 shares@ $115.23 avg price
MASIMasimo Corp
Recent Activity
3.83%
$2.248M
13,600 shares@ $165.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.65%
3.01%
$1.764M
4,185 shares@ $421.51 avg price
IVVIshares Tr
Recent Activity
Increased 9.78%
2.84%
$1.666M
2,830 shares@ $588.68 avg price
AAPLApple Inc
Recent Activity
Decreased -0.86%
2.69%
$1.58M
6,311 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.02%
2.6%
$1.524M
11,347 shares@ $134.3 avg price
NUBDNushares Etf Tr
Recent Activity
Increased 1.95%
1.93%
$1.133M
52,009 shares@ $21.79 avg price
NULGNushares Etf Tr
Recent Activity
Decreased -1.61%
1.77%
$1.04M
12,113 shares@ $85.85 avg price