LF

LOCKERMAN FINANCIAL GROUP, INC.

13F
LOCKERMAN FINANCIAL GROUP, INC.
Last update 2025-07-18 121 Stocks (20 new)
Value $74.00 Mil Turnover 15 %
Countries:
Top Holdings: SPY(8.76%)BBUS(3.98%)MASI(2.97%)FISR(2.94%)IJR(2.93%)
Summary Stock Picks Current Portfolio
LOCKERMAN FINANCIAL GROUP, INC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
10,532
6,507.2
+11.44%
8.760
+0.90%
0.000
+22.72%
+7.92%
648,753.6
 
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
26,442
2,959.4
-8.56%
3.980
-0.38%
0.060
+23.08%
+8.17%
5,144.4
 
MASI
Masimo Corp
13,100
2,203.7
0%
2.970
0%
0.020
+3.95%
-6.15%
8,411.0
Medical Devices & Instruments
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
SPDR SSGA Fixed Income Sector Rotation ETF
84,417
2,181.3
+22.88%
2.940
+0.55%
0.530
+1.92%
+2.83%
404.4
 
IJR
iShares Core S&P Small-Cap ETF
19,943
2,179.6
-0.77%
2.930
-0.02%
0.000
+18.69%
-2.48%
81,332.4
 
MSFT
Microsoft Corp
4,169
2,073.7
+0.36%
2.790
+0.01%
0.000
+42.29%
+21.48%
3,791,043.3
Software
XLSR
SPDR SSGA U.S. Sector Rotation ETF
37,096
2,037.3
+6.63%
2.740
+0.17%
0.270
+20.79%
+4.58%
766.9
 
JAGG
JAGG
42,296
1,952.8
+55.96%
2.630
+0.94%
-
+1.14%
+2.95%
0
 
NVDA
NVIDIA Corp
11,508
1,818.2
+1.37%
2.450
+0.03%
0.000
+76.86%
+27.64%
4,179,539.5
Semiconductors
IVV
iShares Core S&P 500 ETF
2,578
1,601.0
-16.81%
2.160
-0.44%
0.000
+22.72%
+7.98%
636,566.3
 

LOCKERMAN FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

LOCKERMAN FINANCIAL GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Reduce
Reduce
-1.74%
●
32.66 ($38.31) 40.75
$40.46
5.61%
Reduce -54.83%
25,997
-31,556
JPHY
JPMorgan Active High Yield ETF
2025-06-30
Sold Out
Sold Out
-1.15%
●
43.87 ($45.87) 50.56
$50.56
10.22%
Sold Out
0
-16,518
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-06-30
Add
Add
+1.08%
●
24.98 ($25.28) 25.66
$25.39
0.44%
Add 174.55%
49,411
31,414
JAGG
JAGG
2025-06-30
Add
Add
+0.94%
●
45.1 ($45.64) 46.41
$47.25
3.53%
Add 55.96%
42,296
15,176
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.90%
●
496.48 ($571.44) 617.85
$628.77
10.03%
Add 11.44%
10,532
1,081
SPEM
SPDR Portfolio Emerging Markets ETF
2025-06-30
Reduce
Reduce
-0.69%
●
34.72 ($40.34) 42.74
$43.74
8.43%
Reduce -27.98%
29,931
-11,628
RWR
SPDR DJ Wilshire REIT ETF
2025-06-30
New Buy
New Buy
+0.62%
●
86.33 ($96.04) 99.71
$97.35
1.36%
New holding
4,756
4,756
FEU
FEU
2025-06-30
Sold Out
Sold Out
-0.62%
●
39.44 ($46.22) 49.12
$33.68
-27.13%
Sold Out
0
-9,316
DIS
The Walt Disney Co
2025-06-30
Sold Out
Sold Out
-0.61%
●
81.72 ($103.82) 124.01
$120.84
16.39%
Sold Out
0
-4,108
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-06-30
Sold Out
Sold Out
-0.59%
●
91.43 ($91.58) 91.74
$91.66
0.09%
Sold Out
0
-4,284

LOCKERMAN FINANCIAL GROUP, INC. Total Holding History ($B)

To

LOCKERMAN FINANCIAL GROUP, INC.'s Asset Allocation

To

LOCKERMAN FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LOCKERMAN FINANCIAL GROUP, INC.'s Hypothetical Growth since 2025-06-30

LOCKERMAN FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

LOCKERMAN FINANCIAL GROUP, INC.'s Holdings Heat Map

Size field:

LOCKERMAN FINANCIAL GROUP, INC.'s Holdings Bubble Chart

LOCKERMAN FINANCIAL GROUP, INC. News

  • 1

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