Lockerman Financial Group, Inc. Incresed Positions in Q2 2025

Lockerman Financial Group, Inc.

  • $69.6 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.08K
+ 11.44%
$496.48 - $617.85 $537K - $668K
10.5K $6.51M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.4K
+ 174.55%
$24.98 - $25.66 $785K - $806K
49.4K $1.26M
NVDA
Nvidia Corp

Technology
156
+ 1.37%
$94.31 - $157.99 $14.7K - $24.6K
11.5K $1.82M
MSFT
Microsoft Corp

Technology
15
+ 0.36%
$354.56 - $497.45 $5.32K - $7.46K
4.17K $2.07M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
15.7K
+ 22.88%
$25.13 - $26.07 $395K - $410K
84.4K $2.18M
META
Meta Platforms, Inc.

Communication Services
293
+ 33.22%
$484.66 - $738.09 $142K - $216K
1.18K $867K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.46K
+ 131.83%
$91.23 - $97.27 $315K - $336K
6.08K $591K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.31K
+ 6.63%
$44.58 - $54.92 $103K - $127K
37.1K $2.04M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.07K
+ 84.36%
$35.35 - $42.68 $215K - $259K
13.3K $564K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2.44K
+ 38.65%
$54.98 - $67.95 $134K - $166K
8.74K $590K
GLD
Spdr Gold Trust

ETFs
281
+ 18.86%
$273.71 - $316.29 $76.9K - $88.9K
1.77K $539K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 6.82%
$456.74 - $568.03 $29.2K - $36.4K
1K $569K
QUAL
Ishares Msci Usa Quality Facto

ETFs
351
+ 18.8%
$152.42 - $182.82 $53.5K - $64.2K
2.22K $405K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19
+ 0.17%
$58.41 - $72.69 $1.11K - $1.38K
11K $798K
IVE
Ishares S&P 500 Value ETF

ETFs
386
+ 32.66%
$168.34 - $195.42 $65K - $75.4K
1.57K $306K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
955
+ 18.45%
$43.53 - $54.46 $41.6K - $52K
6.13K $333K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
519
+ 4.61%
$28.98 - $37.18 $15K - $19.3K
11.8K $437K
IVW
Ishares S&P 500 Growth ETF

ETFs
206
+ 6.81%
$82.96 - $110.1 $17.1K - $22.7K
3.23K $355K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
2.88K
+ 14.14%
$21.37 - $22.67 $61.6K - $65.3K
23.3K $525K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.43K
+ 32.01%
$25.48 - $27.78 $61.8K - $67.4K
10K $265K
EOG
Eog Resources Inc

Energy
599
+ 31.79%
$104.61 - $129.97 $62.7K - $77.9K
2.48K $296K
SPMD
Spdr Portfolio

ETFs
474
+ 5.88%
$44.89 - $54.38 $21.3K - $25.8K
8.53K $463K
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 4.05%
$149.23 - $184.95 $9.7K - $12K
1.67K $303K
BAC
Bank Of America Corp

Financial Services
42
+ 0.52%
$34.39 - $47.46 $1.44K - $1.99K
8.12K $384K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 4.48%
$908.13 - $1056.85 $21.8K - $25.4K
560 $554K
RWL
Invesco Exchange Traded Fd Tr

ETFs
333
+ 14.98%
$89.02 - $104.29 $29.6K - $34.7K
2.56K $266K
MGV
Vanguard Mega Cap Value

ETFs
286
+ 16.36%
$114.87 - $131.25 $32.9K - $37.5K
2.03K $266K
SRLN
Ssga Active Trust

ETFs
899
+ 10.58%
$39.47 - $41.59 $35.5K - $37.4K
9.39K $390K
EMHC
Spdr Bloomberg Emerging Market
1.33K
+ 8.43%
$23.06 - $24.61 $30.7K - $32.7K
17.1K $421K
XOM
Exxon Mobil Corp

Energy
784
+ 19.1%
$99.93 - $119.04 $78.3K - $93.3K
4.89K $527K
EBND
Spdr Bloomberg Emerging Market

ETFs
822
+ 7.46%
$19.57 - $21.4 $16.1K - $17.6K
11.8K $251K
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.72%
$45.65 - $57.01 $1.42K - $1.77K
4.32K $246K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.33K
+ 8.5%
$18.83 - $19.22 $25.1K - $25.6K
17K $325K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17
+ 0.29%
$50.39 - $60.05 $857 - $1.02K
5.92K $355K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
401
+ 5.93%
$40.82 - $43.14 $16.4K - $17.3K
7.16K $308K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
292
+ 5.09%
$46.39 - $47.84 $13.5K - $14K
6.03K $288K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
165
+ 4.21%
$77.74 - $78.78 $12.8K - $13K
4.08K $321K
V
Visa Inc.

Financial Services
20
+ 1.41%
$308.27 - $373.31 $6.17K - $7.47K
1.44K $510K
J P Morgan Exchange Traded F
512
+ 2.64%
N/A
19.9K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
15.2K
+ 55.96%
N/A
42.3K $0
Blackrock ETF Trust Ii
105
+ 2.74%
N/A
3.94K $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
15
+ 1.77%
$421.16 - $509.5 $6.32K - $7.64K
863 $384K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.57%
$390.26 - $489.06 $1.17K - $1.47K
529 $214K
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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