Lockerman Financial Group, Inc. Reduced Holdings in Q3 2024

Lockerman Financial Group, Inc.

  • $55.9 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.99K
- 27.9%
$33.74 - $37.96 $270K - $303K
20.7K $775K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-2.67K
- 41.9%
$56.88 - $63.65 $152K - $170K
3.7K $233K
CVX
Chevron Corp

Energy
-456
- 22.29%
$137.88 - $161.97 $62.9K - $73.9K
1.59K $234K
MRK
Merck & Co., Inc.

Healthcare
-366
- 11.02%
$111.15 - $128.97 $40.7K - $47.2K
2.96K $335K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-920
- 6.95%
$73.86 - $84.2 $68K - $77.5K
12.3K $1.02M
VZ
Verizon Communications Inc

Communication Services
-910
- 15.35%
$38.89 - $45.0 $35.4K - $41K
5.02K $225K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-277
- 6.77%
$76.38 - $78.87 $21.2K - $21.8K
3.82K $300K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48
- 7.89%
$475.2 - $527.7 $22.8K - $25.3K
560 $295K
V
Visa Inc.

Financial Services
-91
- 5.76%
$253.74 - $291.56 $23.1K - $26.5K
1.49K $409K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-334
- 4.9%
$44.9 - $47.55 $15K - $15.9K
6.49K $306K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-387
- 5.67%
$38.51 - $41.69 $14.9K - $16.1K
6.43K $268K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-832
- 5.79%
$31.05 - $34.29 $25.8K - $28.5K
13.5K $463K
ABBV
Abb Vie Inc.

Healthcare
-173
- 11.83%
$163.84 - $199.33 $28.3K - $34.5K
1.29K $254K
CME
Cme Group Inc.

Financial Services
-70
- 6.8%
$193.43 - $220.62 $13.5K - $15.4K
959 $211K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-75
- 0.53%
$46.89 - $52.24 $3.52K - $3.92K
14.1K $729K
HYG
Ishares Tr

ETFs
-12
- 0.31%
$76.72 - $80.36 $921 - $964
3.92K $314K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-314
- 4.59%
$41.02 - $46.01 $12.9K - $14.4K
6.53K $297K
VEA
Vanguard Ftse Developed Market

ETFs
-56
- 1.17%
$47.6 - $53.31 $2.67K - $2.99K
4.71K $248K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.79%
$255.18 - $283.2 $2.81K - $3.12K
1.38K $391K
TJX
Tjx Companies Inc

Consumer Cyclical
-13
- 0.48%
$107.93 - $120.23 $1.4K - $1.56K
2.68K $315K
IXUS
Ishares Tr

ETFs
-6
- 0.15%
$64.9 - $73.35 $389 - $440
3.91K $283K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-42
- 0.16%
$20.94 - $22.17 $879 - $931
25.5K $560K
PM
Philip Morris International Inc.

Consumer Defensive
-214
- 8.7%
$101.25 - $127.45 $21.7K - $27.3K
2.25K $272K
AMT
American Tower Corp

Real Estate
-105
- 7.92%
$192.27 - $242.73 $20.2K - $25.5K
1.22K $283K
DUK
Duke Energy Corp

Utilities
-23
- 0.95%
$99.35 - $117.71 $2.29K - $2.71K
2.4K $276K
MET
Metlife Inc

Financial Services
-127
- 3.5%
$67.96 - $82.48 $8.63K - $10.5K
3.5K $288K
IVV
Ishares Core S&P 500 ETF

ETFs
-71
- 2.68%
$520.18 - $576.82 $36.9K - $41K
2.58K $1.49M
NUDM
Nuveen Esg International Devel

ETFs
-575
- 2.35%
$30.15 - $34.01 $17.3K - $19.6K
23.9K $805K
PLD
Prologis, Inc.

Real Estate
-81
- 1.89%
$111.95 - $132.43 $9.07K - $10.7K
4.2K $530K
LMT
Lockheed Martin Corp

Industrials
-55
- 7.81%
$460.3 - $584.56 $25.3K - $32.2K
649 $379K
NEE
Nextera Energy Inc

Utilities
-142
- 3.04%
$69.9 - $84.97 $9.93K - $12.1K
4.52K $382K
Activity Summary
Buys All Purchases 58 New Holdings 4 Increased Positions 54 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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