Lockerman Financial Group, Inc. Portfolio Holdings
Lockerman Financial Group, Inc.
- $61.7 Million
- Q1 2025
Lockerman Financial Group, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $61.7 Million distributed in 129 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 $5.29M, J P Morgan Exchg Traded Fd with a value of $2.92M, Masimo Corp with a value of $2.18M, Spdr Ser Tr Fds Spdr Portfolio with a value of $2.11M, and Ishares Core S&P Sm Cap ETF with a value of $2.1M.
Examining the 13F form we can see an increase of $5.97M in the current position value, from $55.8M to 61.7M.
Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$61.7 Million
ETFs: $35.4 Million
Technology: $5.79 Million
Healthcare: $5.19 Million
Financial Services: $3.74 Million
Communication Services: $2.68 Million
Industrials: $2.32 Million
Consumer Cyclical: $2 Million
Consumer Defensive: $1.92 Million
Other: $2.29 Million