The Analysis of LOCKERMAN FINANCIAL GROUP, INC.'s Holdings
Currently, LOCKERMAN FINANCIAL GROUP, INC. holds 118 types of securities in its portfolio with a total value $79.3M. In the most recent quarter, they have increased their positions in SPY (+2.0K shares, valued at $1.3M), JIRE (+12.0K shares, valued at $881.9K), BIL (+6.9K shares, valued at $635.3K); decreased their positions in SPAB (-40.1K shares, valued at $1.0M), FISR (-37.5K shares, valued at $977.5K), XOM (-3.1K shares, valued at $344.3K); initiated new positions in BIL (+6.9K shares, valued at $635.3K), IGEB (+9.4K shares, valued at $432.6K), OEF (+1.0K shares, valued at $348.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR12.5K shares18.58%2025-09-302025-10-16
BBUS J P MORGAN EXCHANGE TRADED F28.7K shares8.72%2025-09-302025-10-16 NVDA NVIDIA CORPORATION12.9K shares12.04%2025-09-302025-10-16 MSFT MICROSOFT CORP4.6K shares11.39%2025-09-302025-10-16 IJR ISHARES TR19.9K shares0.00%2025-09-302025-10-16 XLSR SSGA ACTIVE TR37.0K shares-0.37%2025-09-302025-10-16 BBAG J P MORGAN EXCHANGE TRADED F42.5K shares0.48%2025-09-302025-10-16 AAPL APPLE INC7.3K shares16.60%2025-09-302025-10-16 IVV ISHARES TR2.7K shares4.07%2025-09-302025-10-16 MASI MASIMO CORP11.8K shares-9.92%2025-09-302025-10-16 JIRE J P MORGAN EXCHANGE TRADED F23.6K shares103.40%2025-09-302025-10-16 SPEM SPDR INDEX SHS FDS35.6K shares18.81%2025-09-302025-10-16 SPDW SPDR INDEX SHS FDS37.9K shares45.82%2025-09-302025-10-16 FISR SSGA ACTIVE TR46.9K shares-44.44%2025-09-302025-10-16 SPSM SPDR SERIES TRUST23.6K shares77.94%2025-09-302025-10-16 JGLO J P MORGAN EXCHANGE TRADED F16.1K shares-19.23%2025-09-302025-10-16 JPM JPMORGAN CHASE & CO.3.1K shares-1.04%2025-09-302025-10-16 AVGO BROADCOM INC2.9K shares-4.85%2025-09-302025-10-16 VTEB VANGUARD MUN BD FDS18.9K shares4.54%2025-09-302025-10-16 GOOGL ALPHABET INC3.8K shares11.30%2025-09-302025-10-16 AMZN AMAZON COM INC4.2K shares0.84%2025-09-302025-10-16 SPYM SPDR SERIES TRUST11.0K shares0.01%2025-09-302025-10-16 CERY SPDR SERIES TRUST29.8K shares76.50%2025-09-302025-10-16 META META PLATFORMS INC1.2K shares-1.96%2025-09-302025-10-16 JNK SPDR SERIES TRUST8.4K shares37.89%2025-09-302025-10-16 GOOG ALPHABET INC2.9K shares0.00%2025-09-302025-10-16 TLH ISHARES TR6.7K shares-3.52%2025-09-302025-10-16 NOC NORTHROP GRUMMAN CORP1.1K shares-22.38%2025-09-302025-10-16 QLTA ISHARES TR13.1K shares117.94%2025-09-302025-10-16 BIL SPDR SERIES TRUST6.9K sharesnew addition2025-09-302025-10-16 VOO VANGUARD INDEX FDS1.0K shares1.10%2025-09-302025-10-16 NULG NUSHARES ETF TR5.7K shares-8.11%2025-09-302025-10-16 GLD SPDR GOLD TR1.6K shares-11.86%2025-09-302025-10-16 WMT WALMART INC5.3K shares-3.59%2025-09-302025-10-16 NUBD NUSHARES ETF TR24.4K shares-0.61%2025-09-302025-10-16 NULV NUSHARES ETF TR12.1K shares7.66%2025-09-302025-10-16 DFAC DIMENSIONAL ETF TRUST13.5K shares0.00%2025-09-302025-10-16 COST COSTCO WHSL CORP NEW560 shares0.00%2025-09-302025-10-16 IUSB ISHARES TR10.8K shares-11.14%2025-09-302025-10-16 MA MASTERCARD INCORPORATED873 shares0.11%2025-09-302025-10-16 HD HOME DEPOT INC1.2K shares5.65%2025-09-302025-10-16 SPMD SPDR SERIES TRUST8.6K shares0.32%2025-09-302025-10-16 ORCL ORACLE CORP1.7K shares12.20%2025-09-302025-10-16 LLY ELI LILLY & CO617 shares-0.64%2025-09-302025-10-16 GWX SPDR INDEX SHS FDS11.7K shares-0.66%2025-09-302025-10-16 DYNF BLACKROCK ETF TRUST7.8K shares27.48%2025-09-302025-10-16 IWR ISHARES TR4.7K shares0.00%2025-09-302025-10-16 KLAC KLA CORP409 shares-6.41%2025-09-302025-10-16 NUDM NUSHARES ETF TR11.6K shares-2.11%2025-09-302025-10-16 EMHC SPDR SERIES TRUST17.2K shares0.73%2025-09-302025-10-16 IGEB ISHARES TR9.4K sharesnew addition2025-09-302025-10-16 IVW ISHARES TR3.4K shares4.43%2025-09-302025-10-16 COF CAPITAL ONE FINL CORP1.9K shares5.28%2025-09-302025-10-16 PG PROCTER AND GAMBLE CO2.6K shares7.32%2025-09-302025-10-16 SRLN SSGA ACTIVE ETF TR9.4K shares0.27%2025-09-302025-10-16 HCA HCA HEALTHCARE INC900 shares0.00%2025-09-302025-10-16 TJX TJX COS INC NEW2.6K shares-0.41%2025-09-302025-10-16 BBHY J P MORGAN EXCHANGE TRADED F8.0K shares1.85%2025-09-302025-10-16 MCD MCDONALDS CORP1.2K shares-0.72%2025-09-302025-10-16 QUAL ISHARES TR1.9K shares-13.53%2025-09-302025-10-16 JQUA J P MORGAN EXCHANGE TRADED F5.9K shares0.10%2025-09-302025-10-16 BAC BANK AMERICA CORP7.2K shares-11.04%2025-09-302025-10-16 BRK.B BERKSHIRE HATHAWAY INC DEL720 shares0.00%2025-09-302025-10-16 INTC INTEL CORP10.6K shares0.00%2025-09-302025-10-16 IVE ISHARES TR1.7K shares9.57%2025-09-302025-10-16 BA BOEING CO1.6K shares0.00%2025-09-302025-10-16 MMC MARSH & MCLENNAN COS INC1.7K shares7.23%2025-09-302025-10-16 OEF ISHARES TR1.0K sharesnew addition2025-09-302025-10-16 CTAS CINTAS CORP1.7K shares0.00%2025-09-302025-10-16 EFV ISHARES TR5.1K shares-13.41%2025-09-302025-10-16 VONG VANGUARD SCOTTSDALE FDS2.8K shares1.65%2025-09-302025-10-16 HYG ISHARES TR4.2K shares0.00%2025-09-302025-10-16 BINC BLACKROCK ETF TRUST II6.4K shares62.21%2025-09-302025-10-16 GSUS GOLDMAN SACHS ETF TR3.7K shares0.00%2025-09-302025-10-16 VRTX VERTEX PHARMACEUTICALS INC863 shares0.00%2025-09-302025-10-16 JIG J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2025-09-302025-10-16 NVO NOVO-NORDISK A S6.0K shares-1.34%2025-09-302025-10-16 IWM ISHARES TR1.4K shares0.00%2025-09-302025-10-16 TIPX SPDR SERIES TRUST17.2K shares0.90%2025-09-302025-10-16 JIVE J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2025-09-302025-10-16 CSCO CISCO SYS INC4.8K sharesnew addition2025-09-302025-10-16 BSV VANGUARD BD INDEX FDS4.1K shares0.12%2025-09-302025-10-16 IEF ISHARES TR3.3K sharesnew addition2025-09-302025-10-16 ABBV ABBVIE INC1.4K shares-7.09%2025-09-302025-10-16 IEMG ISHARES INC4.7K shares16.29%2025-09-302025-10-16 TMUS T-MOBILE US INC1.3K shares0.00%2025-09-302025-10-16 SHYG ISHARES TR7.2K shares-0.03%2025-09-302025-10-16 DUK DUKE ENERGY CORP NEW2.5K shares2.56%2025-09-302025-10-16 FITB FIFTH THIRD BANCORP6.8K shares0.00%2025-09-302025-10-16 CB CHUBB LIMITED1.0K shares-3.99%2025-09-302025-10-16 RWL INVESCO EXCH TRADED FD TR II2.6K shares2.58%2025-09-302025-10-16 DFUV DIMENSIONAL ETF TRUST6.4K shares0.00%2025-09-302025-10-16 WMB WILLIAMS COS INC4.5K shares8.68%2025-09-302025-10-16 LIN LINDE PLC597 shares-3.40%2025-09-302025-10-16 MGV VANGUARD WORLD FD2.1K shares0.84%2025-09-302025-10-16 SUB ISHARES TR2.6K shares1.58%2025-09-302025-10-16 PM PHILIP MORRIS INTL INC1.7K shares1.44%2025-09-302025-10-16 EOG EOG RES INC2.4K shares-3.30%2025-09-302025-10-16 CVX CHEVRON CORP NEW1.7K sharesnew addition2025-09-302025-10-16 ORLY OREILLY AUTOMOTIVE INC2.4K shares0.00%2025-09-302025-10-16 VEA VANGUARD TAX-MANAGED FDS4.3K shares-0.83%2025-09-302025-10-16 WEC WEC ENERGY GROUP INC2.2K shares-0.13%2025-09-302025-10-16 TMO THERMO FISHER SCIENTIFIC INC526 shares-0.57%2025-09-302025-10-16 EBND SPDR SERIES TRUST11.9K shares0.61%2025-09-302025-10-16 BND VANGUARD BD INDEX FDS3.4K shares-4.03%2025-09-302025-10-16 NEE NEXTERA ENERGY INC3.2K shares-20.18%2025-09-302025-10-16 SPAB SPDR SERIES TRUST9.3K shares-81.19%2025-09-302025-10-16 IDMO INVESCO EXCH TRADED FD TR II4.4K shares0.80%2025-09-302025-10-16 HYGW ISHARES TR7.7K sharesnew addition2025-09-302025-10-16 VTI VANGUARD INDEX FDS686 shares-5.12%2025-09-302025-10-16 IBM INTERNATIONAL BUSINESS MACHS769 shares-5.41%2025-09-302025-10-16 ETR ENTERGY CORP NEW2.3K sharesnew addition2025-09-302025-10-16 MO ALTRIA GROUP INC3.2K sharesnew addition2025-09-302025-10-16 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-16 T AT&T INC7.4K shares-1.89%2025-09-302025-10-16 XOM EXXON MOBIL CORP1.8K shares-62.47%2025-09-302025-10-16 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-16 RGLO RUSSELL INVTS EXCHANGE TRADE7.1K sharesnew addition2025-09-302025-10-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available