Lockerman Financial Group, Inc. Portfolio Holdings
Lockerman Financial Group, Inc.
- $55.9 Million
- Q3 2024
Lockerman Financial Group, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $55.9 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $4.9M, Ishares Core S&P Sm Cap ETF with a value of $2.35M, J P Morgan Exchg Traded Fd with a value of $2.34M, Masimo Corp with a value of $1.81M, and Microsoft Corp with a value of $1.79M.
Examining the 13F form we can see an increase of $3.62M in the current position value, from $52.2M to 55.9M.
Below you can find more details about Lockerman Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$55.9 Million
ETFs: $27.6 Million
Technology: $6.72 Million
Healthcare: $5.1 Million
Financial Services: $3.88 Million
Industrials: $2.89 Million
Communication Services: $2.45 Million
Consumer Defensive: $2.34 Million
Consumer Cyclical: $2.01 Million
Other: $2.89 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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