Lockerman Financial Group, Inc. Purchases in Q3 2025

Lockerman Financial Group, Inc.

  • $73.5 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.96K
+ 18.58%
$617.65 - $666.84 $1.21M - $1.31M
12.5K $8.32M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12K
+ 103.4%
$69.02 - $73.57 $828K - $882K
23.6K $1.73M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.92K
New
$91.44 - $91.77 $633K - $635K
6.92K $635K
NVDA
Nvidia Corp

Technology
1.39K
+ 12.04%
$153.3 - $186.58 $212K - $259K
12.9K $2.41M
AAPL
Apple Inc.

Technology
1.03K
+ 16.6%
$202.38 - $256.87 $209K - $265K
7.25K $1.85M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
+ 45.82%
$39.8 - $42.86 $474K - $511K
37.9K $1.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.3K
+ 77.94%
$42.26 - $47.16 $437K - $487K
23.6K $1.09M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.31K
+ 8.72%
$111.77 - $121.28 $258K - $280K
28.7K $3.47M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.4K
New
$44.82 - $46.28 $421K - $435K
9.4K $432K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.63K
+ 18.81%
$42.67 - $46.91 $240K - $264K
35.6K $1.66M
MSFT
Microsoft Corp

Technology
475
+ 11.39%
$491.09 - $535.64 $233K - $254K
4.64K $2.41M
JIG
J P Morgan Exchange Traded Fd

ETFs
4.42K
New
$69.55 - $75.34 $307K - $333K
4.42K $332K
CSCO
Cisco Systems, Inc.

Technology
4.8K
New
$66.2 - $71.79 $318K - $345K
4.8K $328K
GOOGL
Alphabet Inc.

Communication Services
387
+ 11.3%
$174.36 - $254.72 $67.5K - $98.6K
3.81K $926K
IEF
Ishares Barclays

ETFs
3.32K
New
$93.91 - $97.26 $311K - $323K
3.32K $319K
OEF
Ishares S&P 100 ETF

ETFs
1.05K
New
N/A
1.05K $278K
CVX
Chevron Corp

Energy
1.69K
New
$145.57 - $161.83 $246K - $274K
1.69K $262K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.3K
+ 37.89%
$96.22 - $98.19 $222K - $226K
8.39K $821K
ETR
Entergy Corp

Utilities
2.28K
New
$80.93 - $93.55 $185K - $214K
2.28K $212K
AMD
Advanced Micro Devices Inc

Technology
1.3K
New
$134.8 - $184.42 $175K - $240K
1.3K $210K
MO
Altria Group, Inc.

Consumer Defensive
3.19K
New
$57.75 - $67.68 $184K - $216K
3.19K $210K
JNJ
Johnson & Johnson

Healthcare
1.11K
New
$155.17 - $185.42 $173K - $207K
1.11K $206K
IVV
Ishares Core S&P 500 ETF

ETFs
105
+ 4.07%
$620.67 - $670.08 $65.2K - $70.4K
2.68K $1.8M
ORCL
Oracle Corp

Technology
183
+ 12.2%
$218.96 - $328.33 $40.1K - $60.1K
1.68K $473K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.69K
+ 27.48%
$54.35 - $59.32 $91.6K - $100K
7.82K $462K
HD
Home Depot, Inc.

Consumer Cyclical
65
+ 5.65%
$357.4 - $423.42 $23.2K - $27.5K
1.22K $492K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.01%
$72.65 - $78.68 $72.7 - $78.7
11K $860K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
822
+ 4.54%
$48.5 - $50.19 $39.9K - $41.3K
18.9K $948K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
863
+ 7.66%
$41.5 - $43.83 $35.8K - $37.8K
12.1K $531K
IVW
Ishares S&P 500 Growth ETF

ETFs
143
+ 4.43%
$108.97 - $121.65 $15.6K - $17.4K
3.37K $407K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 1.1%
$567.77 - $614.76 $6.25K - $6.76K
1.01K $620K
IVE
Ishares S&P 500 Value ETF

ETFs
150
+ 9.57%
$194.44 - $206.51 $29.2K - $31K
1.72K $354K
VONG
Vanguard Russell 1000 Growth E

ETFs
46
+ 1.65%
$108.08 - $121.73 $4.97K - $5.6K
2.84K $342K
IEMG
Ishares Inc

ETFs
662
+ 16.29%
N/A
4.73K $253K
SPMD
Spdr Portfolio

ETFs
27
+ 0.32%
$54.43 - $58.29 $1.47K - $1.57K
8.56K $489K
WMB
Williams Companies, Inc.

Energy
358
+ 8.68%
$56.52 - $64.01 $20.2K - $22.9K
4.48K $283K
RWL
Invesco Exchange Traded Fd Tr

ETFs
66
+ 2.58%
$102.17 - $110.66 $6.74K - $7.3K
2.62K $290K
DUK
Duke Energy Corp

Utilities
62
+ 2.56%
$116.31 - $125.93 $7.21K - $7.81K
2.48K $307K
COF
Capital One Financial Corp

Financial Services
95
+ 5.28%
$207.29 - $229.74 $19.7K - $21.8K
1.9K $402K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6
+ 0.1%
$59.61 - $63.09 $358 - $379
5.92K $372K
MGV
Vanguard Mega Cap Value

ETFs
17
+ 0.84%
$129.46 - $137.85 $2.2K - $2.34K
2.05K $282K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
35
+ 0.8%
$50.32 - $54.01 $1.76K - $1.89K
4.4K $237K
PG
Procter & Gamble CO

Consumer Defensive
178
+ 7.32%
$150.47 - $161.22 $26.8K - $28.7K
2.61K $401K
EMHC
Spdr Bloomberg Emerging Market
125
+ 0.73%
$24.31 - $25.33 $3.04K - $3.17K
17.2K $434K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.84%
$211.65 - $238.24 $7.41K - $8.34K
4.21K $923K
MA
Mastercard Inc

Financial Services
1
+ 0.11%
$550.18 - $598.96 $550 - $599
873 $496K
SUB
Ishares Short Term National Mu

ETFs
40
+ 1.58%
$106.17 - $107.3 $4.25K - $4.29K
2.58K $275K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
153
+ 0.9%
$19.01 - $19.39 $2.91K - $2.97K
17.2K $330K
EBND
Spdr Bloomberg Emerging Market

ETFs
72
+ 0.61%
$20.95 - $21.57 $1.51K - $1.55K
11.9K $254K
Activity Summary
Buys All Purchases 61 New Holdings 14 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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