Lockerman Financial Group, Inc. Incresed Positions in Q4 2024

Lockerman Financial Group, Inc.

  • $55.8 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
390
+ 69.64%
$521.84 - $558.82 $204K - $218K
950 $511K
IVV
Ishares Core S&P 500 ETF

ETFs
252
+ 9.78%
$570.51 - $610.59 $144K - $154K
2.83K $1.67M
NVDA
Nvidia Corp

Technology
2
+ 0.02%
$117.0 - $148.88 $234 - $298
11.3K $1.52M
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.7%
$161.86 - $196.66 $4.05K - $4.92K
3.6K $681K
META
Meta Platforms, Inc.

Communication Services
115
+ 14.3%
$554.08 - $632.68 $63.7K - $72.8K
919 $542K
BAC
Bank Of America Corp

Financial Services
511
+ 6.73%
$39.22 - $47.77 $20K - $24.4K
8.1K $356K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
567
+ 14.86%
$77.02 - $78.58 $43.7K - $44.6K
4.38K $338K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
934
+ 15.16%
$99.04 - $109.59 $92.5K - $102K
7.1K $706K
ASML
Asml Holding Nv

Technology
120
+ 31.58%
$658.43 - $872.27 $79K - $105K
500 $346K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22
+ 0.2%
$66.77 - $71.52 $1.47K - $1.57K
11K $760K
CSX
Csx Corp

Industrials
702
+ 9.2%
$31.58 - $36.88 $22.2K - $25.9K
8.33K $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
398
+ 4.66%
$71.75 - $75.11 $28.6K - $29.9K
8.95K $643K
J P Morgan Exchange Traded F
297
+ 1.86%
N/A
16.2K $0
ABBV
Abb Vie Inc.

Healthcare
117
+ 9.07%
$164.99 - $203.87 $19.3K - $23.9K
1.41K $250K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
278
+ 1.47%
$49.79 - $51.14 $13.8K - $14.2K
19.1K $959K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
183
+ 0.98%
$21.02 - $21.57 $3.85K - $3.95K
18.8K $397K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
43
+ 2.62%
$209.89 - $233.24 $9.03K - $10K
1.68K $357K
XOM
Exxon Mobil Corp

Energy
231
+ 6.29%
$105.51 - $125.37 $24.4K - $29K
3.9K $419K
VEA
Vanguard Ftse Developed Market

ETFs
190
+ 4.03%
$47.57 - $52.44 $9.04K - $9.96K
4.9K $234K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.96%
$288.47 - $316.54 $3.75K - $4.12K
1.37K $397K
MSFT
Microsoft Corp

Technology
27
+ 0.65%
$406.35 - $454.46 $11K - $12.3K
4.19K $1.76M
VZ
Verizon Communications Inc

Communication Services
2
+ 0.04%
$39.6 - $45.21 $79.2 - $90.4
5.02K $200K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
994
+ 1.95%
$21.66 - $22.69 $21.5K - $22.6K
52K $1.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
54
+ 0.27%
$113.92 - $127.38 $6.15K - $6.88K
20.1K $2.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
872
+ 4.22%
$34.13 - $37.35 $29.8K - $32.6K
21.5K $734K
UNH
Unitedhealth Group Inc

Healthcare
40
+ 3.64%
$485.52 - $625.25 $19.4K - $25K
1.14K $575K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
17
+ 0.15%
$58.46 - $65.6 $994 - $1.12K
11.7K $681K
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lockerman Financial Group, Inc. Portfolio

Follow Lockerman Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email