LOCKERMAN FINANCIAL GROUP, INC. Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$66.1B

Holdings

113

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (113 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
9,451$5.3B8.00%
2
BBUSJ P MORGAN EXCHANGE TRADED F
28,918$2.9B4.41%
3
3M4MASIMO CORP
13,100$2.2B3.30%
4
IJRISHARES TR
20,098$2.1B3.18%
5
SPDWSPDR INDEX SHS FDS
57,553$2.1B3.17%
6
FISRSSGA ACTIVE TR
68,698$1.8B2.69%
7
XLSRSSGA ACTIVE TR
34,791$1.8B2.67%
8
IVVISHARES TR
3,099$1.7B2.63%
9
SPEMSPDR INDEX SHS FDS
41,559$1.6B2.47%
10
MSFTMICROSOFT CORP
4,154$1.6B2.36%
11
AAPLAPPLE INC
6,365$1.4B2.14%
12
BBAGJ P MORGAN EXCHANGE TRADED F
27,120$1.3B1.89%
13
NVDANVIDIA CORPORATION
11,352$1.2B1.86%
14
JGLOJ P MORGAN EXCHANGE TRADED F
19,421$1.1B1.73%
15
VTEBVANGUARD MUN BD FDS
18,113$898.8M1.36%
16
AMZNAMAZON COM INC
4,349$827.4M1.25%
17
TLHISHARES TR
7,757$804.8M1.22%
18
JPMJPMORGAN CHASE & CO.
3,193$783.2M1.18%
19
BBHYJ P MORGAN EXCHANGE TRADED F
16,518$760.7M1.15%
20
NOCNORTHROP GRUMMAN CORP
1,442$738.3M1.12%
21
SPYMSPDR SER TR
10,961$720.8M1.09%
22
JIREJ P MORGAN EXCHANGE TRADED F
11,075$705.7M1.07%
23
CERYSPDR SER TR
24,867$689.1M1.04%
24
IUSBISHARES TR
13,209$608.7M0.92%
25
NUBDNUSHARES ETF TR
26,774$594.0M0.90%
26
UNHUNITEDHEALTH GROUP INC
1,102$577.2M0.87%
27
GOOGLALPHABET INC
3,436$531.3M0.80%
28
AVGOBROADCOM INC
3,088$517.0M0.78%
29
NULGNUSHARES ETF TR
6,579$515.0M0.78%
30
LLYELI LILLY & CO
622$513.8M0.78%
31
METAMETA PLATFORMS INC
882$508.4M0.77%
32
COSTCOSTCO WHSL CORP NEW
536$506.9M0.77%
33
VVISA INC
1,417$496.6M0.75%
34
WMTWALMART INC
5,605$492.1M0.74%
35
MAMASTERCARD INCORPORATED
894$490.0M0.74%
36
XOMEXXON MOBIL CORP
4,105$488.2M0.74%
37
VOOVANGUARD INDEX FDS
939$482.6M0.73%
38
NULVNUSHARES ETF TR
11,664$472.3M0.71%
39
SPLBSPDR SER TR
20,385$460.1M0.70%
40
SPABSPDR SER TR
17,997$459.6M0.70%
41
GOOGALPHABET INC
2,904$453.7M0.69%
42
DFACDIMENSIONAL ETF TRUST
13,526$446.2M0.67%
43
PGPROCTER AND GAMBLE CO
2,549$434.5M0.66%
44
GQ9SPDR GOLD TR
1,490$429.3M0.65%
45
MCDMCDONALDS CORP
1,365$426.4M0.64%
46
HDHOME DEPOT INC
1,153$422.6M0.64%
47
SPMDSPDR SER TR
8,056$412.3M0.62%
48
VRTXVERTEX PHARMACEUTICALS INC
848$411.1M0.62%
49
SPEUSPDR INDEX SHS FDS
9,316$410.0M0.62%
50
MRSHMARSH & MCLENNAN COS INC
1,676$409.0M0.62%
51
DISDISNEY WALT CO
4,108$405.5M0.61%
52
NUDMNUSHARES ETF TR
12,543$399.5M0.60%
53
BILSPDR SER TR
4,284$393.0M0.59%
54
BBINJ P MORGAN EXCHANGE TRADED F
6,305$387.8M0.59%
55
TTTRANE TECHNOLOGIES PLC
1,140$384.1M0.58%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
720$383.5M0.58%
57
EMHCSPDR SER TR
15,778$381.2M0.58%
58
AMGNAMGEN INC
1,203$374.8M0.57%
59
GWXSPDR INDEX SHS FDS
11,250$359.6M0.54%
60
SRLNSSGA ACTIVE ETF TR
8,494$349.4M0.53%
61
CITCINTAS CORP
1,689$347.1M0.53%
62
TMUST-MOBILE US INC
1,300$346.7M0.52%
63
PHPARKER-HANNIFIN CORP
567$344.7M0.52%
64
HYGISHARES TR
4,293$338.7M0.51%
65
BACBANK AMERICA CORP
8,074$336.9M0.51%
66
JQUAJ P MORGAN EXCHANGE TRADED F
5,901$333.2M0.50%
67
ASMLASML HOLDING N V
500$331.3M0.50%
68
TJXTJX COS INC NEW
2,667$324.8M0.49%
69
ABBVABBVIE INC
1,544$323.5M0.49%
70
COFCAPITAL ONE FINL CORP
1,800$322.7M0.49%
71
QUALISHARES TR
1,867$319.1M0.48%
72
HCAHCA HEALTHCARE INC
900$311.0M0.47%
73
BSVVANGUARD BD INDEX FDS
3,916$306.5M0.46%
74
NEENEXTERA ENERGY INC
4,261$302.1M0.46%
75
TIPXSPDR SER TR
15,668$300.7M0.45%
76
KLACKLA CORP
438$297.8M0.45%
77
DUKDUKE ENERGY CORP NEW
2,422$295.4M0.45%
78
SPSMSPDR SER TR
7,193$293.2M0.44%
79
LINLINDE PLC
620$288.7M0.44%
80
SHYGISHARES TR
6,760$287.4M0.43%
81
IVWISHARES TR
3,024$280.7M0.42%
82
BNDVANGUARD BD INDEX FDS
3,734$274.3M0.41%
83
QLTAISHARES TR
5,734$272.5M0.41%
84
SUBISHARES TR
2,539$268.1M0.41%
85
FITBFIFTH THIRD BANCORP
6,797$266.4M0.40%
86
DFUVDIMENSIONAL ETF TRUST
6,433$265.1M0.40%
87
TMOTHERMO FISHER SCIENTIFIC INC
526$261.7M0.40%
88
VONGVANGUARD SCOTTSDALE FDS
2,794$259.2M0.39%
89
4I1PHILIP MORRIS INTL INC
1,603$254.4M0.38%
90
PWRQUANTA SVCS INC
1,000$254.2M0.38%
91
CMECME GROUP INC
952$252.6M0.38%
92
DYNFBLACKROCK ETF TRUST
5,176$252.4M0.38%
93
CSXCSX CORP
8,518$250.7M0.38%
94
JNKSPDR SER TR
2,623$250.0M0.38%
95
WMBWILLIAMS COS INC
4,123$246.4M0.37%
96
WECWEC ENERGY GROUP INC
2,234$243.5M0.37%
97
EOGEOG RES INC
1,884$241.6M0.37%
98
AMTAMERICAN TOWER CORP NEW
1,100$239.4M0.36%
99
CVXCHEVRON CORP NEW
1,424$238.2M0.36%
100
MRKMERCK & CO INC
2,640$237.0M0.36%
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