Sponsored

The Analysis of LOCKERMAN FINANCIAL GROUP, INC.'s Holdings & P&L

Currently, LOCKERMAN FINANCIAL GROUP, INC. holds 87 types of securities in its portfolio with a total value $55.6M. In the most recent quarter, they have increased their positions in FISR (+31.8K shares, valued at $818.6K), SPLB (+21.8K shares, valued at $484.8K), IVV (+663 shares, valued at $433.2K); decreased their positions in SPY (-818 shares, valued at $532.0K), SPTL (-11.0K shares, valued at $288.4K), MASI (-1.3K shares, valued at $231.2K); initiated new positions in SPLB (+21.8K shares, valued at $484.8K), EFG (+3.0K shares, valued at $337.9K), GOVT (+10.8K shares, valued at $247.8K).

1M P&L

+1.5M+2.61%

3M P&L

+1.6M+2.89%

HY P&L

+4.2M+7.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A48.0M

89.4%

2Medical Devices1.9M

3.5%

3Drug Manufacturers - General726.6K

1.4%

Top Industries by Stock Count

1N/A71 stocks

85.5%

2Drug Manufacturers - General3 stocks

3.6%

3Internet Retail1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BBUS J P MORGAN EXCHANGE TRADED F29.7K shares2.01%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T5.0K shares-14.01%2026-03-312026-04-14

FISR SSGA ACTIVE TR103.5K shares44.42%2026-03-312026-04-14

XLSR SSGA ACTIVE TR39.8K shares5.18%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS47.6K shares-5.91%2026-03-312026-04-14

MASI MASIMO CORP10.5K shares-11.02%2026-03-312026-04-14

SPEM SPDR INDEX SHS FDS38.1K shares4.49%2026-03-312026-04-14

JIRE J P MORGAN EXCHANGE TRADED F21.7K shares-6.28%2026-03-312026-04-14

Sponsored

IVV ISHARES TR2.3K shares40.63%2026-03-312026-04-14

JBND J P MORGAN EXCHANGE TRADED F24.8K shares-1.36%2026-03-312026-04-14

CERY SPDR SERIES TRUST31.7K shares59.18%2026-03-312026-04-14

BBAG J P MORGAN EXCHANGE TRADED F23.0K shares-0.93%2026-03-312026-04-14

JMUB J P MORGAN EXCHANGE TRADED F20.5K shares3.44%2026-03-312026-04-14

JGLO J P MORGAN EXCHANGE TRADED F15.3K shares0.34%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS19.0K shares0.00%2026-03-312026-04-14

SPYM SPDR SERIES TRUST11.2K shares1.53%2026-03-312026-04-14

Sponsored

IUSB ISHARES TR17.8K shares50.26%2026-03-312026-04-14

SPSM SPDR SERIES TRUST16.3K shares-14.27%2026-03-312026-04-14

IVE ISHARES TR3.6K shares19.91%2026-03-312026-04-14

SPAB SPDR SERIES TRUST26.6K shares96.97%2026-03-312026-04-14

IVW ISHARES TR5.8K shares43.75%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP938 shares-1.78%2026-03-312026-04-14

DYNF BLACKROCK ETF TRUST10.9K shares15.32%2026-03-312026-04-14

IEMG ISHARES INC8.7K shares12.96%2026-03-312026-04-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-14

GLD SPDR GOLD TR1.4K shares-10.23%2026-03-312026-04-14

SPDR SERIES TRUST SPDR SERIES TRUST5.9K shares94.45%2026-03-312026-04-14

SPMD SPDR SERIES TRUST9.1K shares3.06%2026-03-312026-04-14

BINC BLACKROCK ETF TRUST II10.3K shares56.22%2026-03-312026-04-14

EFV ISHARES TR7.1K shares32.30%2026-03-312026-04-14

GWX SPDR INDEX SHS FDS12.3K shares2.74%2026-03-312026-04-14

EMHC SPDR SERIES TRUST20.7K shares14.73%2026-03-312026-04-14

Sponsored

DFAC DIMENSIONAL ETF TRUST13.1K shares-2.91%2026-03-312026-04-14

MSFT MICROSOFT CORP1.4K shares-3.05%2026-03-312026-04-14

NVDA NVIDIA CORPORATION2.8K shares3.76%2026-03-312026-04-14

SPTL SPDR SERIES TRUST18.5K shares-37.17%2026-03-312026-04-14

SPLB SPDR SERIES TRUST21.8K sharesnew addition2026-03-312026-04-14

SRLN SSGA ACTIVE ETF TR11.6K shares17.85%2026-03-312026-04-14

IGEB ISHARES TR10.1K shares7.37%2026-03-312026-04-14

TIPX SPDR SERIES TRUST22.5K shares26.14%2026-03-312026-04-14

Sponsored

NUBD NUSHARES ETF TR18.8K shares-23.33%2026-03-312026-04-14

JIVE J P MORGAN EXCHANGE TRADED F4.8K shares11.88%2026-03-312026-04-14

NULV NUSHARES ETF TR8.5K shares-28.27%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.3K shares8.14%2026-03-312026-04-14

NULG NUSHARES ETF TR4.2K shares-27.39%2026-03-312026-04-14

JQUA J P MORGAN EXCHANGE TRADED F6.0K shares0.10%2026-03-312026-04-14

TLH ISHARES TR3.4K shares58.07%2026-03-312026-04-14

EFG ISHARES TR3.0K sharesnew addition2026-03-312026-04-14

Sponsored

CLOA BLACKROCK ETF TRUST II6.5K shares20.68%2026-03-312026-04-14

IEF ISHARES TR3.5K shares7.27%2026-03-312026-04-14

QLTA ISHARES TR7.0K shares-15.09%2026-03-312026-04-14

PG PROCTER & GAMBLE CO2.3K shares10.13%2026-03-312026-04-14

JIG J P MORGAN EXCHANGE TRADED F4.4K shares1.03%2026-03-312026-04-14

QUAL ISHARES TR1.7K shares37.23%2026-03-312026-04-14

AAPL APPLE INC1.3K shares-2.63%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO1.1K shares2.58%2026-03-312026-04-14

Sponsored

GSUS GOLDMAN SACHS ETF TR3.5K shares-6.96%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST6.4K shares0.00%2026-03-312026-04-14

RWL INVESCO EXCH TRADED FD TR II2.7K shares2.82%2026-03-312026-04-14

BAI BLACKROCK ETF TRUST9.3K shares45.16%2026-03-312026-04-14

MTUM ISHARES TR1.3K shares41.91%2026-03-312026-04-14

NUDM NUSHARES ETF TR8.4K shares-26.62%2026-03-312026-04-14

MGV VANGUARD WORLD FD2.1K shares0.88%2026-03-312026-04-14

EBND SPDR SERIES TRUST14.1K shares13.38%2026-03-312026-04-14

Sponsored

JNJ JOHNSON & JOHNSON1.2K shares-0.92%2026-03-312026-04-14

THRO BLACKROCK ETF TRUST8.0K shares41.70%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS3.6K shares-1.87%2026-03-312026-04-14

BBHY J P MORGAN EXCHANGE TRADED F6.1K shares-23.67%2026-03-312026-04-14

SUB ISHARES TR2.6K shares0.00%2026-03-312026-04-14

VONG VANGUARD SCOTTSDALE FDS2.5K shares1.22%2026-03-312026-04-14

AMZN AMAZON COM INC1.3K shares11.74%2026-03-312026-04-14

IDMO INVESCO EXCH TRADED FD TR II4.8K shares5.93%2026-03-312026-04-14

Sponsored

BROADCOM INC BROADCOM INC817 shares-0.49%2026-03-312026-04-14

GOVT ISHARES TR10.8K sharesnew addition2026-03-312026-04-14

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS3.8K shares-8.74%2026-03-312026-04-14

MBB ISHARES TR2.5K sharesnew addition2026-03-312026-04-14

IDEF BLACKROCK ETF TRUST7.3K sharesnew addition2026-03-312026-04-14

HYG ISHARES TR3.0K shares15.36%2026-03-312026-04-14

LLY ELI LILLY & CO248 shares-0.40%2026-03-312026-04-14

Sponsored

BLCR BLACKROCK ETF TRUST5.6K sharesnew addition2026-03-312026-04-14

BND VANGUARD BD INDEX FDS2.9K shares-2.37%2026-03-312026-04-14

VTI VANGUARD INDEX FDS665 shares-3.06%2026-03-312026-04-14

NVO NOVO-NORDISK A S5.7K shares-4.74%2026-03-312026-04-14

IAGG ISHARES TR4.1K sharesnew addition2026-03-312026-04-14

RGLO RUSSELL INVTS EXCHANGE TRADE7.1K shares0.00%2026-03-312026-04-14

BIL SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-04-14

BBUS

J P MORGAN EXCHANGE TRADED F

2.01%

Shares29.7K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-14.01%

Shares5.0K

Event2026-03-31

Filed2026-04-14

FISR

SSGA ACTIVE TR

44.42%

Shares103.5K

Event2026-03-31

Filed2026-04-14

XLSR

SSGA ACTIVE TR

5.18%

Shares39.8K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

-5.91%

Shares47.6K

Event2026-03-31

Filed2026-04-14

MASI

MASIMO CORP

-11.02%

Shares10.5K

Event2026-03-31

Filed2026-04-14

SPEM

SPDR INDEX SHS FDS

4.49%

Shares38.1K

Event2026-03-31

Filed2026-04-14

JIRE

J P MORGAN EXCHANGE TRADED F

-6.28%

Shares21.7K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

40.63%

Shares2.3K

Event2026-03-31

Filed2026-04-14

JBND

J P MORGAN EXCHANGE TRADED F

-1.36%

Shares24.8K

Event2026-03-31

Filed2026-04-14

CERY

SPDR SERIES TRUST

59.18%

Shares31.7K

Event2026-03-31

Filed2026-04-14

BBAG

J P MORGAN EXCHANGE TRADED F

-0.93%

Shares23.0K

Event2026-03-31

Filed2026-04-14

JMUB

J P MORGAN EXCHANGE TRADED F

3.44%

Shares20.5K

Event2026-03-31

Filed2026-04-14

JGLO

J P MORGAN EXCHANGE TRADED F

0.34%

Shares15.3K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

1.53%

Shares11.2K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

50.26%

Shares17.8K

Event2026-03-31

Filed2026-04-14

SPSM

SPDR SERIES TRUST

-14.27%

Shares16.3K

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

19.91%

Shares3.6K

Event2026-03-31

Filed2026-04-14

SPAB

SPDR SERIES TRUST

96.97%

Shares26.6K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

43.75%

Shares5.8K

Event2026-03-31

Filed2026-04-14

NOC

NORTHROP GRUMMAN CORP

-1.78%

Shares938

Event2026-03-31

Filed2026-04-14

DYNF

BLACKROCK ETF TRUST

15.32%

Shares10.9K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

12.96%

Shares8.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-10.23%

Shares1.4K

Event2026-03-31

Filed2026-04-14

SPDR SERIES TRUST

94.45%

Shares5.9K

Event2026-03-31

Filed2026-04-14

SPMD

SPDR SERIES TRUST

3.06%

Shares9.1K

Event2026-03-31

Filed2026-04-14

BINC

BLACKROCK ETF TRUST II

56.22%

Shares10.3K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

32.30%

Shares7.1K

Event2026-03-31

Filed2026-04-14

GWX

SPDR INDEX SHS FDS

2.74%

Shares12.3K

Event2026-03-31

Filed2026-04-14

EMHC

SPDR SERIES TRUST

14.73%

Shares20.7K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

-2.91%

Shares13.1K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.05%

Shares1.4K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

3.76%

Shares2.8K

Event2026-03-31

Filed2026-04-14

SPTL

SPDR SERIES TRUST

-37.17%

Shares18.5K

Event2026-03-31

Filed2026-04-14

SPLB

SPDR SERIES TRUST

New

Shares21.8K

Event2026-03-31

Filed2026-04-14

SRLN

SSGA ACTIVE ETF TR

17.85%

Shares11.6K

Event2026-03-31

Filed2026-04-14

IGEB

ISHARES TR

7.37%

Shares10.1K

Event2026-03-31

Filed2026-04-14

TIPX

SPDR SERIES TRUST

26.14%

Shares22.5K

Event2026-03-31

Filed2026-04-14

NUBD

NUSHARES ETF TR

-23.33%

Shares18.8K

Event2026-03-31

Filed2026-04-14

JIVE

J P MORGAN EXCHANGE TRADED F

11.88%

Shares4.8K

Event2026-03-31

Filed2026-04-14

NULV

NUSHARES ETF TR

-28.27%

Shares8.5K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

8.14%

Shares1.3K

Event2026-03-31

Filed2026-04-14

NULG

NUSHARES ETF TR

-27.39%

Shares4.2K

Event2026-03-31

Filed2026-04-14

JQUA

J P MORGAN EXCHANGE TRADED F

0.10%

Shares6.0K

Event2026-03-31

Filed2026-04-14

TLH

ISHARES TR

58.07%

Shares3.4K

Event2026-03-31

Filed2026-04-14

EFG

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-14

CLOA

BLACKROCK ETF TRUST II

20.68%

Shares6.5K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

7.27%

Shares3.5K

Event2026-03-31

Filed2026-04-14

QLTA

ISHARES TR

-15.09%

Shares7.0K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

10.13%

Shares2.3K

Event2026-03-31

Filed2026-04-14

JIG

J P MORGAN EXCHANGE TRADED F

1.03%

Shares4.4K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

37.23%

Shares1.7K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-2.63%

Shares1.3K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

2.58%

Shares1.1K

Event2026-03-31

Filed2026-04-14

GSUS

GOLDMAN SACHS ETF TR

-6.96%

Shares3.5K

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-14

RWL

INVESCO EXCH TRADED FD TR II

2.82%

Shares2.7K

Event2026-03-31

Filed2026-04-14

BAI

BLACKROCK ETF TRUST

45.16%

Shares9.3K

Event2026-03-31

Filed2026-04-14

MTUM

ISHARES TR

41.91%

Shares1.3K

Event2026-03-31

Filed2026-04-14

NUDM

NUSHARES ETF TR

-26.62%

Shares8.4K

Event2026-03-31

Filed2026-04-14

MGV

VANGUARD WORLD FD

0.88%

Shares2.1K

Event2026-03-31

Filed2026-04-14

EBND

SPDR SERIES TRUST

13.38%

Shares14.1K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.92%

Shares1.2K

Event2026-03-31

Filed2026-04-14

THRO

BLACKROCK ETF TRUST

41.70%

Shares8.0K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-1.87%

Shares3.6K

Event2026-03-31

Filed2026-04-14

BBHY

J P MORGAN EXCHANGE TRADED F

-23.67%

Shares6.1K

Event2026-03-31

Filed2026-04-14

SUB

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

VONG

VANGUARD SCOTTSDALE FDS

1.22%

Shares2.5K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

11.74%

Shares1.3K

Event2026-03-31

Filed2026-04-14

IDMO

INVESCO EXCH TRADED FD TR II

5.93%

Shares4.8K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

-0.49%

Shares817

Event2026-03-31

Filed2026-04-14

GOVT

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-8.74%

Shares3.8K

Event2026-03-31

Filed2026-04-14

MBB

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

IDEF

BLACKROCK ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-04-14

HYG

ISHARES TR

15.36%

Shares3.0K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-0.40%

Shares248

Event2026-03-31

Filed2026-04-14

BLCR

BLACKROCK ETF TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

-2.37%

Shares2.9K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-3.06%

Shares665

Event2026-03-31

Filed2026-04-14

NVO

NOVO-NORDISK A S

-4.74%

Shares5.7K

Event2026-03-31

Filed2026-04-14

IAGG

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-04-14

RGLO

RUSSELL INVTS EXCHANGE TRADE

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-14

BIL

SPDR SERIES TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available