Lockerman Financial Group, Inc. Portfolio Holdings
Lockerman Financial Group, Inc.
- $55.8 Million
- Q4 2024
Lockerman Financial Group, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $55.8 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $4.88M, J P Morgan Exchg Traded Fd with a value of $2.39M, Ishares Core S&P Sm Cap ETF with a value of $2.32M, Masimo Corp with a value of $2.25M, and Microsoft Corp with a value of $1.76M.
Examining the 13F form we can see an decrease of $108K in the current position value, from $55.9M to 55.8M.
Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$55.8 Million
ETFs: $29.3 Million
Technology: $7.01 Million
Healthcare: $5.03 Million
Financial Services: $3.57 Million
Communication Services: $2.73 Million
Industrials: $2.33 Million
Consumer Cyclical: $2.11 Million
Consumer Defensive: $1.59 Million
Other: $2.11 Million