Lockerman Financial Group, Inc. Top Holdings and 13F Report (2025) About Lockerman Financial Group, Inc.Investment ActivityLockerman Financial Group, Inc. has $58.75 million in total holdings as of December 31, 2024.Lockerman Financial Group, Inc. owns shares of 103 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 5.72% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, Lockerman Financial Group, Inc. has purchased 102 new stocks and bought additional shares in 28 stocks.Lockerman Financial Group, Inc. sold shares of 44 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $4,880,875JP Morgan BetaBuilders U.S. Equity ETF $2,390,503iShares Core S&P Small-Cap ETF $2,317,536Masimo $2,248,080Microsoft $1,763,978 Largest New Holdings this Quarter JPMorgan US Quality Factor ETF $332,836 HoldingSPDR Bloomberg High Yield Bond ETF $321,734 HoldingiShares Core Total USD Bond Market ETF $315,797 HoldingJPMorgan BetaBuilders U.S. Mid Cap Equity ETF $297,088 HoldingVanguard Russell 1000 Growth ETF $288,559 Holding Largest Purchases this Quarter JPMorgan US Quality Factor ETF 5,812 shares (about $332.84K)SPDR Bloomberg High Yield Bond ETF 3,370 shares (about $321.73K)iShares Core Total USD Bond Market ETF 6,987 shares (about $315.80K)JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3,087 shares (about $297.09K)Vanguard Russell 1000 Growth ETF 2,793 shares (about $288.56K) Largest Sales this Quarter Procter & Gamble 1,603 shares (about $268.72K)SPDR S&P 500 ETF Trust 210 shares (about $123.08K)Franklin U.S. Core Bond ETF 4,922 shares (about $103.81K)Vanguard Mortgage-Backed Securities ETF 1,683 shares (about $76.31K)JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 1,634 shares (about $75.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLockerman Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$4,880,875$123,077 ▼-2.5%8,3288.3%FinanceBBUSJP Morgan BetaBuilders U.S. Equity ETF$2,390,503$2,330 ▼-0.1%22,5694.1%ETFIJRiShares Core S&P Small-Cap ETF$2,317,536$6,222 ▲0.3%20,1143.9%ETFMASIMasimo$2,248,0800.0%13,6003.8%MedicalMSFTMicrosoft$1,763,978$11,381 ▲0.6%4,1853.0%Computer and TechnologyIVViShares Core S&P 500 ETF$1,665,959$148,347 ▲9.8%2,8302.8%ETFAAPLApple$1,580,401$13,773 ▼-0.9%6,3112.7%Computer and TechnologyNVDANVIDIA$1,523,789$269 ▲0.0%11,3472.6%Computer and TechnologyNUBDNuveen ESG U.S. Aggregate Bond ETF$1,132,757$21,649 ▲1.9%52,0091.9%ETFNULGNuveen ESG Large-Cap Growth ETF$1,039,780$17,082 ▼-1.6%12,1131.8%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$1,008,337$6,596 ▼-0.6%22,3181.7%ETFJ P MORGAN EXCHANGE TRADED F$974,189$17,832 ▲1.9%16,2261.7%GLOBAL SEL EQUITVTEBVanguard Tax-Exempt Bond ETF$959,539$13,936 ▲1.5%19,1411.6%ETFAMZNAmazon.com$941,403$8,117 ▼-0.9%4,2911.6%Retail/WholesaleNULVNuveen ESG Large-Cap Value ETF$881,455$9,843 ▼-1.1%22,3891.5%ETFJPMJPMorgan Chase & Co.$777,859$11,986 ▼-1.5%3,2451.3%FinanceAVGOBroadcom$764,609$60,742 ▼-7.4%3,2981.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$760,582$1,517 ▲0.2%11,0331.3%ETFXLSRSPDR SSGA US Sector Rotation ETF$749,871$2,031 ▼-0.3%14,0321.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$734,888$29,761 ▲4.2%21,5321.3%ETFNUDMNuShares ESG International Developed Markets Equity ETF$717,262$2,134 ▼-0.3%23,8611.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$706,341$92,971 ▲15.2%7,0961.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$700,176$34,226 ▼-4.7%18,2481.2%ETFBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$694,448$75,297 ▼-9.8%15,0701.2%ETFGOOGLAlphabet$681,670$4,733 ▲0.7%3,6011.2%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$681,646$995 ▲0.1%11,6501.2%ETFNOCNorthrop Grumman$677,656$50,683 ▼-7.0%1,4441.2%AerospaceBNDVanguard Total Bond Market ETF$643,236$28,620 ▲4.7%8,9451.1%ETFUNHUnitedHealth Group$575,669$20,234 ▲3.6%1,1381.0%MedicalGOOGAlphabet$565,7980.0%2,9711.0%Computer and TechnologyMETAMeta Platforms$538,084$67,334 ▲14.3%9190.9%Computer and TechnologyVOOVanguard S&P 500 ETF$511,734$210,080 ▲69.6%9500.9%ETFLLYEli Lilly and Company$477,824$13,123 ▼-2.7%6190.8%MedicalWMTWalmart$472,983$7,589 ▼-1.6%5,2350.8%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$467,8650.0%13,5260.8%ETFMAMastercard$461,802$527 ▼-0.1%8770.8%Business ServicesDISWalt Disney$460,099$8,908 ▼-1.9%4,1320.8%Consumer DiscretionaryCOSTCostco Wholesale$458,1350.0%5000.8%Retail/WholesaleVVisa$453,834$16,434 ▼-3.5%1,4360.8%Business ServicesHDHome Depot$449,673$5,835 ▼-1.3%1,1560.8%Retail/WholesaleFLCBFranklin U.S. Core Bond ETF$433,400$103,805 ▼-19.3%20,5500.7%ETFPGProcter & Gamble$426,634$268,721 ▼-38.6%2,5450.7%Consumer StaplesTTTrane Technologies$421,059$1,108 ▼-0.3%1,1400.7%ConstructionXOMExxon Mobil$419,739$24,849 ▲6.3%3,9020.7%Oils/EnergyVTIVanguard Total Stock Market ETF$398,779$1,449 ▼-0.4%1,3760.7%ETFMCDMcDonald's$397,730$3,769 ▲1.0%1,3720.7%Retail/WholesaleNUHYNuveen ESG High Yield Corporate Bond ETF$397,625$3,867 ▲1.0%18,8180.7%ETFMMCMarsh & McLennan Companies$357,699$9,134 ▲2.6%1,6840.6%FinanceBACBank of America$356,039$22,458 ▲6.7%8,1010.6%FinanceASMLASML$346,540$83,170 ▲31.6%5000.6%Computer and TechnologyVRTXVertex Pharmaceuticals$341,8930.0%8490.6%MedicalPHParker-Hannifin$339,641$4,452 ▼-1.3%5340.6%Industrial ProductsBSVVanguard Short-Term Bond ETF$338,681$43,813 ▲14.9%4,3830.6%ETFJQUAJPMorgan US Quality Factor ETF$332,836$332,836 ▲New Holding5,8120.6%ETFBRK.BBerkshire Hathaway$326,3620.0%7200.6%FinanceNEENextEra Energy$324,1830.0%4,5220.6%UtilitiesTJXTJX Companies$323,771$362 ▼-0.1%2,6800.6%Retail/WholesaleJNKSPDR Bloomberg High Yield Bond ETF$321,734$321,734 ▲New Holding3,3700.5%FinanceCOFCapital One Financial$320,9760.0%1,8000.5%FinancePWRQuanta Services$316,0500.0%1,0000.5%ConstructionIUSBiShares Core Total USD Bond Market ETF$315,797$315,797 ▲New Holding6,9870.5%ManufacturingAMGNAmgen$314,072$14,596 ▼-4.4%1,2050.5%MedicalNUEMNuveen ESG Emerging Markets Equity ETF$313,7360.0%10,8110.5%ETFCTASCintas$310,2250.0%1,6980.5%Business ServicesHYGiShares iBoxx $ High Yield Corporate Bond ETF$307,9940.0%3,9160.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$304,469$11,275 ▲3.8%6,7780.5%ETFFLGVFranklin U.S. Treasury Bond ETF$302,967$9,497 ▼-3.0%15,0580.5%ETFBBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF$297,088$297,088 ▲New Holding3,0870.5%ETFFITBFifth Third Bancorp$295,3260.0%6,9850.5%FinanceVONGVanguard Russell 1000 Growth ETF$288,559$288,559 ▲New Holding2,7930.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$288,0440.0%6,7600.5%ETFTMUST-Mobile US$286,9490.0%1,3000.5%Computer and TechnologyMRKMerck & Co., Inc.$278,544$15,419 ▼-5.2%2,8000.5%MedicalTMOThermo Fisher Scientific$273,641$1,561 ▼-0.6%5260.5%MedicalCRMSalesforce$271,142$3,678 ▼-1.3%8110.5%Computer and TechnologyHCAHCA Healthcare$270,1350.0%9000.5%MedicalCSXCSX$268,810$22,654 ▲9.2%8,3300.5%TransportationLINDE PLC$267,531$1,256 ▼-0.5%6390.5%SHSKLACKLA$265,911$12,602 ▼-4.5%4220.5%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$263,2390.0%6,4330.4%ETFDUKDuke Energy$258,5760.0%2,4000.4%UtilitiesABBVAbbVie$250,025$20,791 ▲9.1%1,4070.4%MedicalNXPINXP Semiconductors$249,4200.0%1,2000.4%Computer and TechnologyADBEAdobe$249,0210.0%5600.4%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$248,476$1,374 ▼-0.6%9,9430.4%ETFIXUSiShares Core MSCI Total International Stock ETF$247,761$10,582 ▼-4.1%3,7460.4%ManufacturingEOGEOG Resources$243,935$46,826 ▼-16.1%1,9900.4%Oils/EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$236,316$602 ▼-0.3%4,3210.4%ETFPEPPepsiCo$234,4770.0%1,5420.4%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$234,315$9,086 ▲4.0%4,9000.4%ETFWMBWilliams Companies$229,036$229,036 ▲New Holding4,2320.4%Oils/EnergyCVXChevron$225,661$4,635 ▼-2.0%1,5580.4%Oils/EnergyCMECME Group$222,477$232 ▼-0.1%9580.4%FinanceMGVVanguard Mega Cap Value ETF$218,343$218,343 ▲New Holding1,7480.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$217,914$76,311 ▼-25.9%4,8060.4%ETFRWLInvesco S&P 500 Revenue ETF$217,481$217,481 ▲New Holding2,2210.4%ETFIDViShares International Select Dividend ETF$214,8790.0%7,8480.4%ETFONEYSPDR Russell 1000 Yield Focus ETF$212,230$218 ▼-0.1%1,9500.4%ETFWECWEC Energy Group$210,650$752 ▼-0.4%2,2400.4%UtilitiesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$209,558$209,558 ▲New Holding2,2920.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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