Lockerman Financial Group, Inc. Purchases in Q3 2024

Lockerman Financial Group, Inc.

  • $55.9 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
5.99K
+ 36.07%
$93.22 - $103.58 $558K - $620K
22.6K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 2.46%
$517.38 - $573.86 $106K - $118K
8.54K $4.9M
BAC
Bank Of America Corp

Financial Services
7.59K
New
$36.65 - $44.13 $278K - $335K
7.59K $301K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
9.31K
New
$25.19 - $26.77 $234K - $249K
9.31K $247K
WEC
Wec Energy Group, Inc.

Utilities
2.25K
New
$77.68 - $96.19 $175K - $216K
2.25K $216K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.2K
New
$58.35 - $66.29 $187K - $212K
3.2K $212K
AAPL
Apple Inc.

Technology
311
+ 5.14%
$207.23 - $234.82 $64.4K - $73K
6.37K $1.48M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.53K
+ 32.89%
$100.75 - $111.62 $154K - $170K
6.16K $673K
UNH
Unitedhealth Group Inc

Healthcare
177
+ 19.22%
$488.01 - $604.18 $86.4K - $107K
1.1K $641K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.32K
+ 13.8%
$36.02 - $41.68 $83.6K - $96.7K
19.1K $790K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.53K
+ 7.27%
$37.61 - $41.72 $57.7K - $64K
22.6K $944K
META
Meta Platforms, Inc.

Communication Services
143
+ 21.63%
$453.41 - $572.44 $64.8K - $81.9K
804 $460K
MCD
Mcdonalds Corp

Consumer Cyclical
163
+ 13.63%
$245.82 - $304.51 $40.1K - $49.6K
1.36K $413K
TT
Trane Technologies PLC

Industrials
100
+ 9.59%
$314.21 - $388.71 $31.4K - $38.9K
1.14K $444K
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 6.65%
$333.64 - $405.2 $24.4K - $29.6K
1.17K $474K
AVGO
Broadcom Inc.

Technology
3.24K
+ 995.38%
$136.27 - $1745.86 $441K - $5.65M
3.56K $614K
PH
Parker Hannifin Corp

Industrials
39
+ 7.77%
$501.01 - $635.92 $19.5K - $24.8K
541 $341K
AMZN
Amazon Com Inc

Consumer Cyclical
570
+ 15.17%
$161.02 - $200.0 $91.8K - $114K
4.33K $806K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 16.13%
$405.19 - $478.57 $40.5K - $47.9K
720 $331K
WMT
Walmart Inc.

Consumer Defensive
106
+ 2.03%
$66.91 - $81.4 $7.09K - $8.63K
5.32K $429K
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 12.08%
$531.86 - $624.21 $30.3K - $35.6K
529 $327K
MA
Mastercard Inc

Financial Services
41
+ 4.9%
$429.6 - $500.99 $17.6K - $20.5K
878 $433K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
383
+ 3.4%
$60.25 - $66.85 $23.1K - $25.6K
11.6K $768K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
378
+ 3.55%
$60.84 - $67.51 $23K - $25.5K
11K $743K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
879
+ 4.89%
$49.93 - $51.15 $43.9K - $45K
18.9K $964K
TMUS
T Mobile Us, Inc.

Communication Services
100
+ 8.33%
$175.14 - $206.36 $17.5K - $20.6K
1.3K $268K
FITB
Fifth Third Bancorp

Financial Services
264
+ 3.93%
$36.01 - $43.64 $9.51K - $11.5K
6.99K $299K
DIS
Walt Disney CO

Communication Services
664
+ 18.71%
$85.6 - $98.61 $56.8K - $65.5K
4.21K $405K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 2.85%
$160.76 - $177.82 $18.5K - $20.4K
4.15K $718K
CSX
Csx Corp

Industrials
1.3K
+ 20.54%
$32.48 - $35.45 $42.2K - $46.1K
7.63K $263K
CTAS
Cintas Corp

Industrials
1.26K
+ 291.24%
$201.38 - $819.83 $255K - $1.04M
1.7K $349K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
687
+ 6.79%
$26.13 - $31.72 $18K - $21.8K
10.8K $335K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
877
+ 9.62%
$24.86 - $26.33 $21.8K - $23.1K
10K $261K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.3%
$194.9 - $224.8 $1.95K - $2.25K
3.3K $694K
XOM
Exxon Mobil Corp

Energy
186
+ 5.34%
$109.72 - $119.0 $20.4K - $22.1K
3.67K $430K
BND
Vanguard Bd Index Fd Inc Total

ETFs
48
+ 0.56%
$71.45 - $75.64 $3.43K - $3.63K
8.55K $641K
AMGN
Amgen Inc

Healthcare
53
+ 4.39%
$309.38 - $337.38 $16.4K - $17.9K
1.26K $406K
EOG
Eog Resources Inc

Energy
247
+ 11.62%
$117.9 - $132.65 $29.1K - $32.8K
2.37K $291K
PEP
Pepsico Inc

Consumer Defensive
91
+ 6.27%
$161.9 - $179.3 $14.7K - $16.3K
1.54K $262K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
+ 0.49%
$210.25 - $231.86 $1.68K - $1.85K
1.64K $366K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1
+ 0.05%
$102.5 - $112.27 $103 - $112
1.95K $218K
SPMD
Spdr Portfolio

ETFs
14
+ 0.32%
$50.29 - $54.92 $704 - $769
4.33K $236K
CRM
Salesforce, Inc.

Technology
6
+ 0.74%
$238.42 - $276.53 $1.43K - $1.66K
822 $224K
FLGV
Franklin Templeton ETF Trfrank

ETFs
54
+ 0.35%
$20.11 - $21.26 $1.09K - $1.15K
15.5K $327K
LLY
Eli Lilly & CO

Healthcare
22
+ 3.58%
$772.14 - $960.02 $17K - $21.1K
636 $563K
NVDA
Nvidia Corp

Technology
241
+ 2.17%
$98.91 - $134.91 $23.8K - $32.5K
11.3K $1.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 2.04%
$460.0 - $505.78 $7.82K - $8.6K
849 $394K
Linde PLC
51
+ 8.63%
N/A
642 $0
JPHY
Jp Morgan High Yield Research

ETFs
570
+ 3.53%
N/A
16.7K $0
Activity Summary
Buys All Purchases 58 New Holdings 4 Increased Positions 54 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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