Lockerman Financial Group, Inc. Reduced Holdings in Q2 2025

Lockerman Financial Group, Inc.

  • $69.6 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-31.6K
- 54.83%
$32.66 - $40.75 $1.03M - $1.29M
26K $1.05M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.6K
- 27.98%
$34.72 - $42.74 $404K - $497K
29.9K $1.28M
UNH
Unitedhealth Group Inc

Healthcare
-180
- 16.33%
$274.35 - $599.47 $49.4K - $108K
922 $287K
IVV
Ishares Core S&P 500 ETF

ETFs
-521
- 16.81%
$498.8 - $620.9 $260K - $323K
2.58K $1.6M
AAPL
Apple Inc.

Technology
-147
- 2.31%
$172.42 - $223.89 $25.3K - $32.9K
6.22K $1.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-850
- 10.96%
$97.29 - $105.63 $82.7K - $89.8K
6.91K $701K
MCD
Mcdonalds Corp

Consumer Cyclical
-121
- 8.86%
$285.55 - $321.23 $34.6K - $38.9K
1.24K $363K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-58
- 3.46%
$212.1 - $244.27 $12.3K - $14.2K
1.62K $353K
ABBV
Abb Vie Inc.

Healthcare
-64
- 4.15%
$170.16 - $206.27 $10.9K - $13.2K
1.48K $274K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.08K
- 8.15%
$45.12 - $46.23 $48.5K - $49.7K
12.1K $560K
PG
Procter & Gamble CO

Consumer Defensive
-117
- 4.59%
$157.66 - $172.39 $18.4K - $20.2K
2.43K $387K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.16%
$713.71 - $898.95 $714 - $899
621 $484K
NEE
Nextera Energy Inc

Utilities
-272
- 6.38%
$64.11 - $75.0 $17.4K - $20.4K
3.99K $276K
NOC
Northrop Grumman Corp

Industrials
-3
- 0.21%
$456.3 - $540.39 $1.37K - $1.62K
1.44K $719K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-209
- 5.6%
$72.02 - $73.82 $15.1K - $15.4K
3.53K $259K
WEC
Wec Energy Group, Inc.

Utilities
-3
- 0.13%
$102.24 - $109.76 $307 - $329
2.23K $232K
CRM
Salesforce, Inc.

Technology
-25
- 3.15%
$236.26 - $291.15 $5.91K - $7.28K
769 $209K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.26%
$335.24 - $380.78 $1.01K - $1.14K
1.15K $421K
Spdr Series Trust
-7.98K
- 32.1%
N/A
16.9K $0
MA
Mastercard Inc

Financial Services
-22
- 2.46%
$479.92 - $590.74 $10.6K - $13K
872 $490K
JPHY
Jp Morgan High Yield Research

ETFs
-8.63K
- 52.22%
N/A
7.89K $0
Linde PLC
-2
- 0.32%
N/A
618 $0
HYG
Ishares Tr

ETFs
-85
- 1.98%
$75.75 - $80.65 $6.44K - $6.86K
4.21K $339K
TJX
Tjx Companies Inc

Consumer Cyclical
-14
- 0.52%
$119.13 - $135.03 $1.67K - $1.89K
2.65K $327K
T
At&T Inc.

Communication Services
-26
- 0.35%
$26.33 - $28.94 $685 - $752
7.5K $217K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-397
- 3.4%
$36.02 - $41.92 $14.3K - $16.6K
11.3K $472K
CME
Cme Group Inc.

Financial Services
-3
- 0.32%
$252.37 - $290.71 $757 - $872
949 $261K
NUDM
Nuveen Esg International Devel

ETFs
-719
- 5.73%
$28.66 - $35.49 $20.6K - $25.5K
11.8K $419K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.48K
- 8.56%
$89.63 - $111.92 $222K - $277K
26.4K $2.96M
WMT
Walmart Inc.

Consumer Defensive
-63
- 1.12%
$81.79 - $99.98 $5.15K - $6.3K
5.54K $541K
PH
Parker Hannifin Corp

Industrials
-1
- 0.18%
$517.23 - $700.54 $517 - $701
566 $395K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-400
- 6.08%
$70.54 - $93.95 $28.2K - $37.6K
6.18K $580K
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.29%
$144.7 - $178.6 $1.45K - $1.79K
3.43K $603K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-155
- 0.77%
$90.56 - $109.49 $14K - $17K
19.9K $2.18M
AMZN
Amazon Com Inc

Consumer Cyclical
-179
- 4.12%
$167.32 - $223.3 $30K - $40K
4.17K $914K
KLAC
Kla Corp

Technology
-1
- 0.23%
$576.53 - $902.94 $577 - $903
437 $391K
TT
Trane Technologies PLC

Industrials
-2
- 0.18%
$315.21 - $437.41 $630 - $875
1.14K $497K
JPM
Jpmorgan Chase & CO

Financial Services
-23
- 0.72%
$210.28 - $289.91 $4.84K - $6.67K
3.17K $919K
AVGO
Broadcom Inc.

Technology
-38
- 1.23%
$146.29 - $275.65 $5.56K - $10.5K
3.05K $840K
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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