Lockerman Financial Group, Inc. Reduced Holdings in Q4 2024

Lockerman Financial Group, Inc.

  • $55.8 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-1.6K
- 38.65%
$161.05 - $179.7 $258K - $288K
2.55K $426K
NOC
Northrop Grumman Corp

Industrials
-108
- 6.96%
$466.52 - $543.88 $50.4K - $58.7K
1.44K $677K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-4.92K
- 19.32%
$21.01 - $22.0 $103K - $108K
20.6K $433K
AMGN
Amgen Inc

Healthcare
-56
- 4.44%
$258.78 - $328.31 $14.5K - $18.4K
1.21K $314K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-892
- 4.66%
$38.37 - $42.82 $34.2K - $38.2K
18.2K $700K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.68K
- 25.94%
$45.17 - $47.23 $76K - $79.5K
4.81K $217K
NUDM
Nuveen Esg International Devel

ETFs
-71
- 0.3%
$30.06 - $33.38 $2.13K - $2.37K
23.9K $717K
LLY
Eli Lilly & CO

Healthcare
-17
- 2.67%
$727.2 - $932.06 $12.4K - $15.8K
619 $477K
AMT
American Tower Corp

Real Estate
-120
- 9.84%
$179.4 - $232.01 $21.5K - $27.8K
1.1K $201K
KLAC
Kla Corp

Technology
-20
- 4.52%
$614.46 - $829.55 $12.3K - $16.6K
422 $265K
MRK
Merck & Co., Inc.

Healthcare
-155
- 5.25%
$96.31 - $114.76 $14.9K - $17.8K
2.8K $278K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 0.57%
$501.29 - $612.85 $1.5K - $1.84K
526 $273K
EOG
Eog Resources Inc

Energy
-382
- 16.1%
$118.22 - $136.54 $45.2K - $52.2K
1.99K $243K
IXUS
Ishares Tr

ETFs
-160
- 4.1%
$65.95 - $72.56 $10.6K - $11.6K
3.75K $247K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-172
- 4.65%
$57.07 - $62.58 $9.82K - $10.8K
3.53K $201K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 1.28%
$385.02 - $431.37 $5.78K - $6.47K
1.16K $449K
FLGV
Franklin Templeton ETF Trfrank

ETFs
-472
- 3.04%
$20.03 - $21.07 $9.45K - $9.95K
15.1K $302K
TT
Trane Technologies PLC

Industrials
-3
- 0.26%
$369.35 - $419.14 $1.11K - $1.26K
1.14K $421K
SPY
Spdr S&P 500 ETF Trust

ETFs
-210
- 2.46%
$567.81 - $607.81 $119K - $128K
8.33K $4.88M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-55
- 0.55%
$24.94 - $26.14 $1.37K - $1.44K
9.94K $248K
CVX
Chevron Corp

Energy
-32
- 2.01%
$141.15 - $162.53 $4.52K - $5.2K
1.56K $225K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-2
- 0.1%
$108.28 - $117.54 $217 - $235
1.95K $212K
WEC
Wec Energy Group, Inc.

Utilities
-8
- 0.36%
$92.94 - $101.82 $744 - $815
2.24K $210K
PH
Parker Hannifin Corp

Industrials
-7
- 1.29%
$621.74 - $709.46 $4.35K - $4.97K
534 $339K
SPMD
Spdr Portfolio

ETFs
-11
- 0.25%
$54.13 - $59.56 $595 - $655
4.32K $236K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-146
- 0.65%
N/A
22.3K $0
JPHY
Jp Morgan High Yield Research

ETFs
-1.63K
- 9.78%
N/A
15.1K $0
Linde PLC
-3
- 0.47%
N/A
639 $0
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.36%
$280.04 - $302.45 $1.4K - $1.51K
1.38K $398K
TJX
Tjx Companies Inc

Consumer Cyclical
-3
- 0.11%
$112.15 - $127.2 $336 - $382
2.68K $323K
CME
Cme Group Inc.

Financial Services
-1
- 0.1%
$221.17 - $246.02 $221 - $246
958 $222K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-38
- 0.27%
$51.31 - $55.61 $1.95K - $2.11K
14K $749K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-199
- 1.62%
$81.6 - $90.89 $16.2K - $18.1K
12.1K $1.04M
MA
Mastercard Inc

Financial Services
-1
- 0.11%
$491.3 - $536.15 $491 - $536
877 $461K
WMT
Walmart Inc.

Consumer Defensive
-84
- 1.58%
$79.1 - $95.7 $6.64K - $8.04K
5.24K $472K
V
Visa Inc.

Financial Services
-52
- 3.49%
$273.87 - $320.91 $14.2K - $16.7K
1.44K $453K
CRM
Salesforce, Inc.

Technology
-11
- 1.34%
$270.87 - $367.87 $2.98K - $4.05K
811 $271K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-22
- 0.1%
$102.46 - $110.17 $2.25K - $2.42K
22.6K $2.39M
DIS
Walt Disney CO

Communication Services
-80
- 1.9%
$92.39 - $117.6 $7.39K - $9.41K
4.13K $460K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 1.52%
$205.18 - $250.29 $10.3K - $12.5K
3.25K $777K
AAPL
Apple Inc.

Technology
-55
- 0.86%
$221.69 - $259.02 $12.2K - $14.2K
6.31K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-37
- 0.85%
$180.88 - $232.93 $6.69K - $8.62K
4.29K $941K
AVGO
Broadcom Inc.

Technology
-262
- 7.36%
$159.67 - $250.0 $41.8K - $65.5K
3.3K $764K
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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