Lockerman Financial Group, Inc. Reduced Holdings in Q1 2025

Lockerman Financial Group, Inc.

  • $61.7 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-25.2K
- 48.52%
$21.49 - $22.24 $542K - $561K
26.8K $592K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-5.53K
- 45.69%
$77.67 - $90.15 $430K - $499K
6.58K $514K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-10.7K
- 47.9%
$38.89 - $41.6 $417K - $446K
11.7K $466K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.21K
- 58.26%
$71.17 - $73.66 $371K - $384K
3.73K $273K
NUDM
Nuveen Esg International Devel

ETFs
-11.3K
- 47.43%
$29.75 - $33.12 $337K - $375K
12.5K $403K
AVGO
Broadcom Inc.

Technology
-210
- 6.37%
$167.43 - $244.7 $35.2K - $51.4K
3.09K $517K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16
- 0.08%
$102.49 - $119.96 $1.64K - $1.92K
20.1K $2.1M
MSFT
Microsoft Corp

Technology
-31
- 0.74%
$375.39 - $447.2 $11.6K - $13.9K
4.15K $1.56M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-9.11K
- 48.42%
$21.05 - $21.54 $192K - $196K
9.71K $205K
GOOGL
Alphabet Inc.

Communication Services
-165
- 4.58%
$154.33 - $206.19 $25.5K - $34K
3.44K $531K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-747
- 22.17%
$94.86 - $97.12 $70.9K - $72.5K
2.62K $249K
MASI
Masimo Corp

Healthcare
-500
- 3.68%
$163.55 - $190.63 $81.8K - $95.3K
13.1K $2.18M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.03K
- 5.37%
$49.25 - $50.66 $50.6K - $52.1K
18.1K $897K
CRM
Salesforce, Inc.

Technology
-17
- 2.1%
$268.36 - $359.95 $4.56K - $6.12K
794 $213K
DIS
Walt Disney CO

Communication Services
-24
- 0.58%
$96.87 - $114.0 $2.32K - $2.74K
4.11K $405K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-72
- 0.65%
$64.88 - $72.1 $4.67K - $5.19K
11K $716K
MRK
Merck & Co., Inc.

Healthcare
-160
- 5.71%
$83.01 - $101.02 $13.3K - $16.2K
2.64K $236K
META
Meta Platforms, Inc.

Communication Services
-37
- 4.03%
$576.36 - $736.67 $21.3K - $27.3K
882 $508K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-467
- 10.65%
$76.94 - $78.28 $35.9K - $36.6K
3.92K $306K
FITB
Fifth Third Bancorp

Financial Services
-188
- 2.69%
$37.48 - $44.96 $7.05K - $8.45K
6.8K $266K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 1.16%
$507.05 - $563.67 $5.58K - $6.2K
939 $482K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.26%
$347.25 - $424.87 $1.04K - $1.27K
1.15K $422K
NEE
Nextera Energy Inc

Utilities
-261
- 5.77%
$66.96 - $76.16 $17.5K - $19.9K
4.26K $302K
BAC
Bank Of America Corp

Financial Services
-27
- 0.33%
$39.61 - $47.74 $1.07K - $1.29K
8.07K $336K
VEA
Vanguard Ftse Developed Market

ETFs
-613
- 12.51%
$47.4 - $52.99 $29.1K - $32.5K
4.29K $219K
PEP
Pepsico Inc

Consumer Defensive
-7
- 0.45%
$142.64 - $156.42 $998 - $1.09K
1.54K $230K
EOG
Eog Resources Inc

Energy
-106
- 5.33%
$120.54 - $138.05 $12.8K - $14.6K
1.88K $241K
Linde PLC
-19
- 2.97%
N/A
620 $0
TJX
Tjx Companies Inc

Consumer Cyclical
-13
- 0.49%
$112.81 - $126.16 $1.47K - $1.64K
2.67K $324K
UNH
Unitedhealth Group Inc

Healthcare
-36
- 3.16%
$461.52 - $548.18 $16.6K - $19.7K
1.1K $577K
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 1.6%
$225.19 - $279.95 $11.7K - $14.6K
3.19K $783K
CVX
Chevron Corp

Energy
-134
- 8.6%
$146.71 - $167.97 $19.7K - $22.5K
1.42K $238K
WMB
Williams Companies, Inc.

Energy
-109
- 2.58%
$54.02 - $61.09 $5.89K - $6.66K
4.12K $246K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-575
- 4.94%
$58.04 - $65.84 $33.4K - $37.9K
11.1K $705K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.51%
$279.74 - $321.29 $1.96K - $2.25K
1.37K $426K
CME
Cme Group Inc.

Financial Services
-6
- 0.63%
$225.82 - $266.54 $1.35K - $1.6K
952 $252K
WEC
Wec Energy Group, Inc.

Utilities
-6
- 0.27%
$92.12 - $108.98 $553 - $654
2.23K $243K
CTAS
Cintas Corp

Industrials
-9
- 0.53%
$182.09 - $208.14 $1.64K - $1.87K
1.69K $347K
V
Visa Inc.

Financial Services
-19
- 1.32%
$306.92 - $362.71 $5.83K - $6.89K
1.42K $496K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8
- 0.48%
$208.48 - $244.03 $1.67K - $1.95K
1.68K $408K
AMGN
Amgen Inc

Healthcare
-2
- 0.17%
$258.59 - $327.36 $517 - $655
1.2K $374K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.14%
$433.45 - $513.82 $867 - $1.03K
1.44K $738K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.12%
$402.49 - $513.76 $402 - $514
848 $411K
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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