Lisa L. Lockerman Portfolio
Invests via LOCKERMAN FINANCIAL GROUP Inc. | Managed by Lisa L. Lockerman
Invests via LOCKERMAN FINANCIAL GROUP Inc.
Managed by Lisa L. Lockerman
Automatically Tracked
Lisa L. Lockerman Profile
Lisa L. Lockerman has a distinguished career in corporate governance and strategic leadership, underscoring her role as a trusted advisor to boards of directors across diverse sectors. Her extensive experience encompasses multiple high-stakes positions that bridge the realms of business operations and financial oversight, driving initiatives that enhance organizational effectiveness. Having served on several influential boards, she leverages insights into regulatory dynamics and market trends to facilitate sustainable growth strategies. With a focus on enhancing shareholder value through operational excellence, Lisa plays an instrumental role in guiding companies through complex transformations while fostering transparency and accountability at the highest levels.
Lisa L. Lockerman has a distinguished career in corporate governance and strategic leadership, underscoring her role as a trusted advisor to boards of directors across diverse sectors. Her extensive experience encompasses multiple high-stakes positions that bridge the realms of business operations and financial oversight, driving initiatives that enhance organizational effectiveness. Having served on several influential boards, she leverages insights into regulatory dynamics and market trends to facilitate sustainable growth strategies. With a focus on enhancing shareholder value through operational excellence, Lisa plays an instrumental role in guiding companies through complex transformations while fostering transparency and accountability at the highest levels.
Investment Philosophy & Strategy
Growth dynamics are at the forefront of decision-making for Lisa L. Lockerman, whose insights as a strategic leader drive impactful corporate governance. Her ability to synthesize operational excellence with innovative strategies allows organizations to navigate challenging market landscapes effectively. Focused on long-term performance, she champions sustainable initiatives that optimize resource allocation while addressing evolving stakeholder expectations. By applying her extensive knowledge of regulatory environments and best practices in board leadership, she cultivates an atmosphere conducive to robust organizational growth and accountability.
Growth dynamics are at the forefront of decision-making for Lisa L. Lockerman, whose insights as a strategic leader drive impactful corporate governance. Her ability to synthesize operational excellence with innovative strategies allows organizations to navigate challenging market landscapes effectively. Focused on long-term performance, she champions sustainable initiatives that optimize resource allocation while addressing evolving stakeholder expectations. By applying her extensive knowledge of regulatory environments and best practices in board leadership, she cultivates an atmosphere conducive to robust organizational growth and accountability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.77%
Gain -0.28%
Monthly
0.62%
Yearly
7.68%
Drawdown
19.97%
$0
Equity
Holdings
$0
Investment
$0
$15.51M
Profit -$153,633.32
Realized
$15.51M
Unrealized
$0
Dividends
$4.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$153,633.32
Win %
78%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$653,671.31
Win %
78%
This Month
Compared to last month
Gain
-1.82%
Profit
-$1.1M
Win %
78%
This Year
Compared to last year
Gain
6.86%
Profit
$3.8M
Win %
79%
SPY SPDR S&P 500 ETF Trust
+$2.16M
NVDA NVIDIA Corporation
+$1.1M
BBUS JPMorgan Betabuilders U.S. Equity Fund
+$822,637.71
GOOGL Alphabet Inc
+$724,783.86
IVV iShares Core S&P 500 ETF
+$670,736.61
SPDW SPDR Portfolio Developed World ex-US ETF
+$647,111.84
AVGO Broadcom Inc.
+$624,945.74
AAPL Apple Inc.
+$610,805.12
JPM JPMorgan Chase & Co.
+$604,773.84
NOC Northrop Grumman Corporation
+$556,062.53
LLY Eli Lilly and Company
+$487,805.24
JIRE JPMorgan International Research Enhanced Equity ETF
+$480,677.9
MSFT Microsoft Corp.
+$477,390.76
SPEM SPDR Portfolio Emerging Markets ETF
+$434,460.93
IJR iShares Core S&P Small-Cap ETF
+$421,080.42
XLSR SPDR SSGA US Sector Rotation ETF
+$398,004.53
GOOG Alphabet Inc
+$291,989.9
AMZN Amazon.com Inc
+$279,953.66
WMT Walmart Inc.
+$262,625.55
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+$232,463.82
GLD SPDR Gold Shares
+$230,428.1
V Visa Inc. Class A
+$224,110.02
TT Trane Technologies plc
+$204,769.55
MA Mastercard Incorporated
+$193,377.04
NULG Nuveen ESG Large-Cap Growth ETF
+$191,737.63
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+$184,840.48
LMT Lockheed Martin Corporation
+$182,263.96
SPYM State Street SPDR Portfolio S&P 500 ETF
+$180,735.08
HCA HCA Healthcare Inc.
+$174,744
COST Costco Wholesale Corporation
+$171,775.96
TJX The TJX Companies, Inc.
+$162,599.33
HD The Home Depot, Inc.
+$162,213.38
DFAC Dimensional U.S. Core Equity 2 ETF
+$161,389.76
JGLO JPMorgan Global Select Equity ETF
+$160,993.02
KLAC KLA Corporation
+$160,844.58
HIG The Hartford Insurance Group, Inc.
+$153,126.55
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+$149,482.68
BBIN JPMorgan BetaBuilders International Equity Fund
+$142,773.84
NUDM Nuveen ESG International Developed Markets Equity Fund
+$142,710.5
COF Capital One Financial Corporation
+$140,350
VOO Vanguard S&P 500 ETF
+$139,265.11
GWX SPDR S&P International Small Cap ETF
+$138,098.4
DFUV Dimensional US Marketwide Value ETF
+$130,258.53
NULV Nuveen ESG Large-Cap Value ETF
+$126,637.83
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+$126,341.72
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$125,174.24
VTEB Vanguard Tax-Exempt Bond ETF
+$124,531.29
PWR Quanta Services Inc.
+$124,470
PM Philip Morris International Inc.
+$123,456.48
VTI VANGUARD TOTAL STOCK MKT ETF
+$120,854.06
CINF Cincinnati Financial Corporation
+$115,066.5
INTC Intel Corporation
+$112,697.98
BAC Bank of America Corporation
+$104,687.04
MRK Merck & Co., Inc.
+$98,845.24
AJG Arthur J. Gallagher & Co.
+$97,881.5
ORCL Oracle Corporation
+$95,506.5
MET MetLife Inc.
+$94,620.49
FLQL Franklin U.S. Large Cap Multisector Fund
+$93,090.95
CTAS Cintas Corporation
+$90,544.04
ABBV AbbVie Inc.
+$87,902.29
TMUS T-Mobile US, Inc.
+$85,824
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+$82,725.6
PH Parker-Hannifin Corporation
+$82,689.74
EFV iShares MSCI EAFE Value ETF
+$81,948.37
JNJ Johnson & Johnson
+$79,220.11
CME CME Group Inc.
+$76,911
MCD McDonald's Corporation
+$73,266.08
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+$70,273.7
AMD Advanced Micro Devices, Inc.
+$68,081
KO The Coca-Cola Company
+$65,589.49
DUK Duke Energy Corporation
+$64,373.59
IEMG iShares Core MSCI Emerging Markets ETF
+$60,766.6
TLH iShares 10-20 Year Treasury Bond ETF
+$59,909.62
BRK-B Berkshire Hathaway Inc.
+$56,596.4
BSV Vanguard Short-Term Bond ETF
+$56,282.87
DYNF iShares U.S. Equity Factor Rotation Active ETF
+$51,911.98
QUAL iShares MSCI USA Quality Factor ETF
+$51,792.17
WEC WEC Energy Group Inc.
+$51,006.24
JNK SPDR Bloomberg High Yield Bond ETF
+$50,839.94
BLCR iShares Large Cap Core ACT ETF
+$50,290.6
SPEU SPDR Portfolio Europe ETF
+$49,523.88
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$49,519.67
AMGN Amgen Inc.
+$48,839.99
HYD VanEck High Yield Muni ETF
+$48,312.18
SPAB SPDR Portfolio Aggregate Bond ETF
+$48,184.47
CMCSA Comcast Corp
+$48,142.75
MGV Vanguard Mega Cap Value ETF
+$47,732.25
RWL Invesco S&P 500 Revenue ETF
+$47,481.87
WMB The Williams Companies, Inc.
+$47,149.55
JIVE JPMorgan International Value ETF
+$46,502.87
ARCC Ares Capital Corporation
+$45,591.59
NEE NextEra Energy, Inc.
+$44,198.11
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+$43,817.9
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+$43,009.09
T AT&T Inc.
+$42,782.39
EFG iShares MSCI EAFE Growth ETF
+$42,570.78
ORLY O'Reilly Automotive Inc.
+$42,432
IUSB iShares Core Universal USD Bond ETF
+$41,911.74
IVE ISHARES S&P 500 VALUE ETF
+$39,525.7
VZ Verizon Communications Inc.
+$37,893.81
SUB iShares Short-Term National Muni Bond ETF
+$37,134.91
AMT American Tower Corporation
+$35,927.3
META Meta Platforms Inc Class A
+$33,808.73
JQUA JPMorgan U.S. Quality Factor ETF
+$30,454.7
AXP American Express Company
+$30,342.86
FITB Fifth Third Bancorp
+$30,121.58
PAYX Paychex Inc.
+$28,804.4
AEP American Electric Power Company, Inc.
+$28,782.7
SRLN SPDR Blackstone Senior Loan ETF
+$26,623.25
IXUS iShares Core International Stock ETF
+$26,412.74
BND Vanguard Total Bond Market Index Fund
+$26,057.81
IDMO Invesco S&P International Developed Momentum ETF
+$25,506.86
IWR iShares Russell Mid-Cap ETF
+$24,944.86
VONG Vanguard Russell 1000 Growth Fund
+$24,275.38
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+$23,662
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+$23,565.47
PG Procter & Gamble Co
+$23,135.02
RWR SPDR Dow Jones REIT ETF
+$23,036.3
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+$20,922.1
EMR Emerson Electric Co.
+$19,130.15
BCE BCE Inc.
+$18,954.43
NUHY Nuveen ESG High Yield Corporate Bond ETF
+$18,701.01
QLTA iShares AAA - A Rated Corporate Bond ETF
+$18,415.53
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+$18,412.19
GSUS Goldman Sachs MarketBeta U.S.
+$18,224.7
BINC iShares Flexible Income Active ETF
+$18,142.55
JBND JPMorgan Active Bond ETF
+$16,194.93
SCHD Schwab U.S. Dividend Equity ETF
+$15,804.65
CRM Salesforce Inc
+$15,281.85
LIN Linde plc
+$12,900.87
IDEF iShares U.S. Defense & Aerospace Index ETF
+$12,742.81
FLCB Franklin U.S. Core Bond ETF
+$12,653.82
OEF iShares S&P 100 ETF
+$12,637.09
IBM International Business Machines Corporation
+$10,478.1
BA Boeing Company
+$10,218.6
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+$8,760.86
SO The Southern Company
+$8,565.01
IDV iShares International Select Dividend ETF
+$8,318.87
VMBS Vanguard Mortgage-Backed Securities Fund
+$7,543.53
IGEB iShares Investment Grade Corporate Bond ETF
+$7,290.82
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+$7,206.65
ONEY SPDR Russell 1000 Yield Focus ETF
+$7,141.46
CLOA iShares AAA CLO ETF
+$6,507.83
FLGV Franklin U.S. Treasury Bond ETF
+$6,309.77
JMUB JPMorgan Municipal Bond ETF
+$5,146.48
SPTL SPDR Portfolio Long Term Treasury ETF
+$5,007.6
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+$4,883.43
IAGG iShares International Aggregate Bond Fund
+$3,103.13
JIG JPMorgan International Growth ETF
+$2,387.32
MBB iShares MBS ETF
+$1,445.77
SHV iShares Short Treasury Bond ETF
+$1,254.35
SDY SPDR S&P Dividend ETF
+$1,134
XOM Exxon Mobil Corporation
+$1,087.75
GOVT iShares U.S. Treasury Bond ETF
+$842.66
MRSH Marsh & McLennan Companies, Inc.
+$311.31
IEF iShares 7-10 Year Treasury Bond ETF
+$294.47
CVX Chevron Corporation
+$73.92
RGLO
RGLO
+$3.71
MASI Masimo Corporation
-$1.95M
IWM iShares Russell 2000 ETF
-$280,392.74
AAXJ iShares MSCI All Country Asia ex Japan ETF
-$255,125.8
UNH UnitedHealth Group Incorporated
-$211,249.57
MAA Mid-America Apartment Communities, Inc.
-$207,911.67
NVO Novo Nordisk A/S Sponsored ADR
-$147,338.39
PLD Prologis Inc.
-$135,967.18
QCOM QUALCOMM Incorporated
-$132,597.87
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-$118,364.61
ASML ASML Holding N.V. New York Registry Shares
-$114,497
DIS The Walt Disney Company
-$95,977.37
BUD Anheuser-Busch InBev S.A. ADR
-$93,585.66
CCI Crown Castle Inc.
-$82,137.96
KEY KeyCorp
-$77,561.75
DHR Danaher Corporation
-$75,557.92
ISRG Intuitive Surgical, Inc.
-$70,980.84
TMO Thermo Fisher Scientific Inc.
-$65,279.06
ADBE Adobe Inc.
-$59,241.21
UNP Union Pacific Corporation
-$51,528.68
PEP PepsiCo, Inc.
-$50,507.38
UPS United Parcel Service, Inc.
-$44,156
PGX Invesco Preferred ETF
-$43,355.95
VRTX Vertex Pharmaceuticals Incorporated
-$39,010.12
FNDX Schwab Fundamental U.S. Large Company Index ETF
-$34,972.66
PFE Pfizer Inc.
-$33,331.42
CSX CSX Corporation
-$30,197.28
NXPI NXP Semiconductors N.V.
-$29,495.4
ITOT iShares Core S&P Total U.S. Stock Market ETF
-$23,884.38
MO Altria Group, Inc.
-$23,377.89
ES Eversource Energy
-$21,872.39
GPC Genuine Parts Company
-$20,839.35
SPYG SPDR Portfolio S&P 500 Growth ETF
-$20,475.14
USB U.S. Bancorp
-$20,200.29
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-$18,256.52
GRNB VanEck Green Bond ETF
-$17,703.9
NUEM Nuveen ESG Emerging Markets Equity Fund
-$16,842.82
VXUS Vanguard Total International Stock Index Fund Investor Shares
-$14,905.08
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-$12,921.6
THRO iShares U.S. Thematic Rotation Active ETF
-$12,712.23
SBUX Starbucks Corporation
-$10,254.68
EOG EOG Resources, Inc.
-$9,703.49
MTUM iShares MSCI USA Momentum Factor ETF
-$8,650.93
BDX Becton, Dickinson and Company
-$7,672.45
DVY iShares Select Dividend ETF
-$6,671.65
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-$6,202.97
CB Chubb Limited
-$6,008.58
XEL Xcel Energy Inc.
-$5,500.26
ACN Accenture plc Class A
-$5,105.89
GILD Gilead Sciences Inc.
-$5,043.84
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-$4,964.33
CSCO Cisco Systems, Inc.
-$4,249.71
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-$3,194.86
MPC Marathon Petroleum Corporation
-$2,618
BAI iShares A.I. Innovation and Tech Active ETF
-$2,251.55
NNN NNN REIT, Inc.
-$1,245.17
ETR Entergy Corporation
-$273.96
Events
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Dividends
Dividend Analysis
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| Trades 1343 | Longs Won 783/1343 58% | Profit Factor 2.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $68,627.21 |
| Average Win $24,047.75 | Best Trade (Dec 31) $1.24M | Sharpe Ratio -18.17 |
| Average Loss -$12,598.75 | Worst Trade (Jun 29) -$1.21M | Z-Score -6.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $11,550.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Lisa L. Lockerman?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $2.16M, NVIDIA Corporation - $1.1M, JPMorgan Betabuilders U.S. Equity Fund - $822,637.71, Alphabet Inc - $724,783.86, and iShares Core S&P 500 ETF - $670,736.61. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Masimo Corporation - $1.95M, iShares Russell 2000 ETF - $280,392.74, iShares MSCI All Country Asia ex Japan ETF - $255,125.8, UnitedHealth Group Incorporated - $211,249.57, and Mid-America Apartment Communities, Inc - $207,911.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lisa L. Lockerman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.5M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $249,135.05, JPMorgan BetaBuilders U.S. Aggregate Bond ETF - $156,990.95, Nuveen ESG U.S. Aggregate Bond ETF - $142,873.68, SPDR Portfolio Developed World ex-US ETF - $135,855.9, and JPMorgan International Research Enhanced Equity ETF - $112,814.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lisa L. Lockerman's monthly returns?
Lisa L. Lockerman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lisa L. Lockerman's strategy be considered aggressive or moderate?
It is difficult to clearly classify Lisa L. Lockerman's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Lisa L. Lockerman's strategy?
It is difficult to determine whether Lisa L. Lockerman's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
