Lockerman Financial Group, Inc. Reduced Holdings in Q4 2025

Lockerman Financial Group, Inc.

  • $45.4 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.65K
- 53.25%
$653.02 - $687.39 $4.34M - $4.57M
5.84K $3.89M
NVDA
Nvidia Corp

Technology
-10.2K
- 78.95%
$179.83 - $207.04 $1.83M - $2.11M
2.71K $506K
MSFT
Microsoft Corp

Technology
-3.23K
- 69.64%
$496.82 - $542.07 $1.61M - $1.75M
1.41K $715K
AAPL
Apple Inc.

Technology
-5.96K
- 82.19%
$245.27 - $275.25 $1.46M - $1.64M
1.29K $345K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.05K
- 39.17%
$656.2 - $690.71 $690K - $726K
1.63K $1.1M
AVGO
Broadcom Inc.

Technology
-2.08K
- 71.71%
$324.63 - $385.98 $676K - $803K
821 $281K
JPM
Jpmorgan Chase & CO

Financial Services
-2.09K
- 66.59%
$294.11 - $320.41 $614K - $669K
1.05K $314K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.06K
- 72.87%
$213.04 - $254.0 $653K - $778K
1.14K $267K
GOOGL
Alphabet Inc.

Communication Services
-2.58K
- 67.77%
$236.57 - $291.31 $611K - $753K
1.23K $339K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.36K
- 63.91%
$96.34 - $98.02 $516K - $525K
3.03K $292K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-4.92K
- 37.47%
$48.11 - $49.01 $237K - $241K
8.21K $395K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.57K
- 19.35%
$44.53 - $47.25 $203K - $216K
19K $867K
LLY
Eli Lilly & CO

Healthcare
-368
- 59.64%
$799.57 - $1025.28 $294K - $377K
249 $254K
NOC
Northrop Grumman Corp

Industrials
-162
- 14.5%
$558.0 - $637.95 $90.4K - $103K
955 $537K
HYG
Ishares Tr

ETFs
-1.62K
- 38.59%
$79.95 - $81.28 $130K - $132K
2.58K $207K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-685
- 35.71%
$191.01 - $199.18 $131K - $136K
1.23K $239K
ABBV
Abb Vie Inc.

Healthcare
-476
- 34.62%
$211.96 - $244.38 $101K - $116K
899 $210K
PG
Procter & Gamble CO

Consumer Defensive
-536
- 20.54%
$145.5 - $153.18 $78K - $82.1K
2.07K $302K
VONG
Vanguard Russell 1000 Growth E

ETFs
-383
- 13.49%
$118.2 - $126.51 $45.3K - $48.5K
2.46K $297K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-450
- 11.01%
$78.65 - $79.19 $35.4K - $35.6K
3.64K $286K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-391
- 11.56%
$74.09 - $75.1 $29K - $29.4K
2.99K $221K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-334
- 2.75%
$42.88 - $45.39 $14.3K - $15.2K
11.8K $525K
IEF
Ishares Barclays

ETFs
-68
- 2.05%
$96.12 - $97.72 $6.54K - $6.64K
3.25K $313K
JIG
J P Morgan Exchange Traded Fd

ETFs
-45
- 1.02%
$74.0 - $77.58 $3.33K - $3.49K
4.37K $327K
Spdr Series Trust
-9.88K
- 33.15%
N/A
19.9K $0
NUDM
Nuveen Esg International Devel

ETFs
-191
- 1.65%
$37.36 - $38.79 $7.14K - $7.41K
11.4K $435K
J P Morgan Exchange Traded F
-63
- 1.44%
N/A
4.31K $0
J P Morgan Exchange Traded F
-832
- 5.17%
N/A
15.3K $0
JPHY
Jp Morgan High Yield Research

ETFs
-50
- 0.62%
N/A
7.99K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-19.3K
- 45.32%
N/A
23.2K $0
VEA
Vanguard Ftse Developed Market

ETFs
-94
- 2.2%
$59.18 - $62.09 $5.56K - $5.84K
4.19K $256K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-419
- 1.78%
$72.75 - $76.17 $30.5K - $31.9K
23.2K $1.74M
GLD
Spdr Gold Trust

ETFs
-27
- 1.73%
$354.79 - $403.15 $9.58K - $10.9K
1.53K $576K
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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