Lokken Investment Group LLC Purchases in Q4 2024

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
84.5K
+ 194.13%
$52.7 - $53.15 $4.45M - $4.49M
128K $6.75M
MINO
Pimco ETF Tr Municipal Income

ETFs
31K
+ 177.83%
$44.94 - $46.07 $1.39M - $1.43M
48.4K $2.18M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
7.65K
+ 5.11%
$37.84 - $44.21 $290K - $338K
157K $6.55M
AVGO
Broadcom Inc.

Technology
7
+ 0.07%
$159.67 - $250.0 $1.12K - $1.75K
10.3K $2.39M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18.8K
+ 14.92%
$44.87 - $46.86 $841K - $879K
144K $6.48M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.85K
New
$99.0 - $99.5 $579K - $582K
5.85K $580K
QDPL
Pacer Fds Tr Metaurus Us Large
13.3K
New
$37.54 - $40.11 $497K - $531K
13.3K $508K
TSLA
Tesla, Inc.

Consumer Cyclical
683
New
$213.65 - $479.86 $146K - $328K
683 $275K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
5K
New
$49.39 - $52.31 $247K - $261K
5K $248K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.2K
New
$53.94 - $58.15 $226K - $244K
4.2K $236K
PLTR
Palantir Technologies Inc.

Technology
3.08K
New
$36.46 - $82.38 $112K - $254K
3.08K $233K
TM
Toyota Motor Corp

Consumer Cyclical
696
+ 12.85%
$169.2 - $199.52 $118K - $139K
6.11K $1.19M
CSCO
Cisco Systems, Inc.

Technology
665
+ 2.55%
$52.45 - $60.02 $34.9K - $39.9K
26.7K $1.58M
HON
Honeywell International Inc

Industrials
213
+ 3.71%
$202.84 - $236.0 $43.2K - $50.3K
5.95K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.42K
+ 16.13%
$57.53 - $60.83 $197K - $208K
24.6K $1.42M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.76K
+ 34.79%
$81.68 - $82.93 $144K - $146K
6.81K $558K
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 1.47%
$180.88 - $232.93 $10.1K - $13K
3.87K $848K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.62K
+ 17.04%
$43.84 - $48.76 $202K - $225K
31.7K $1.4M
NVDA
Nvidia Corp

Technology
129
+ 1.43%
$117.0 - $148.88 $15.1K - $19.2K
9.17K $1.23M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.75K
+ 11.9%
$77.02 - $78.58 $135K - $137K
16.4K $1.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.55K
+ 14.71%
$49.79 - $51.14 $127K - $130K
19.9K $996K
MCD
Mcdonalds Corp

Consumer Cyclical
425
+ 20.85%
$288.47 - $316.54 $123K - $135K
2.46K $713K
GOOGL
Alphabet Inc.

Communication Services
92
+ 3.31%
$161.86 - $196.66 $14.9K - $18.1K
2.87K $543K
ORCL
Oracle Corp

Technology
494
+ 28.34%
$165.41 - $192.43 $81.7K - $95.1K
2.24K $372K
JPM
Jpmorgan Chase & CO

Financial Services
48
+ 2.86%
$205.18 - $250.29 $9.85K - $12K
1.73K $413K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
183
+ 4.16%
$442.29 - $483.08 $80.9K - $88.4K
4.59K $2.08M
ABT
Abbott Laboratories

Healthcare
520
+ 5.36%
$111.93 - $119.39 $58.2K - $62.1K
10.2K $1.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
88.5K
+ 197.8%
$22.01 - $66.82 $1.95M - $5.91M
133K $3.02M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 4.33%
$570.51 - $610.59 $30.2K - $32.4K
1.28K $752K
VONG
Vanguard Russell 1000 Growth E

ETFs
96
+ 1.8%
$95.27 - $107.82 $9.15K - $10.4K
5.42K $559K
BMY
Bristol Myers Squibb CO

Healthcare
66
+ 1.29%
$51.92 - $59.94 $3.43K - $3.96K
5.18K $292K
FRT
Federal Realty Investment Trust

Real Estate
507
+ 5.23%
$109.55 - $117.53 $55.5K - $59.6K
10.2K $1.14M
SYK
Stryker Corp

Healthcare
83
+ 2.24%
$345.14 - $392.15 $28.6K - $32.5K
3.8K $1.37M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
345
+ 1.32%
$91.29 - $91.8 $31.5K - $31.7K
26.4K $2.41M
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$44.89 - $51.34 $44.9 - $51.3
5.49K $265K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$280.08 - $307.97 $280 - $308
925 $270K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22
+ 2.09%
$198.04 - $221.51 $4.36K - $4.87K
1.08K $226K
IBM
International Business Machines Corp

Technology
75
+ 3.28%
$204.9 - $238.04 $15.4K - $17.9K
2.36K $519K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.07%
$178.39 - $215.0 $178 - $215
1.45K $279K
TXN
Texas Instruments Inc

Technology
43
+ 0.68%
N/A
6.4K $1.25M
DE
Deere & CO

Industrials
1
+ 0.09%
$389.45 - $466.0 $389 - $466
1.1K $466K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
103
+ 2.72%
$55.86 - $60.21 $5.75K - $6.2K
3.89K $222K
ITW
Illinois Tool Works Inc

Industrials
193
+ 3.93%
$253.56 - $278.5 $48.9K - $53.8K
5.11K $1.3M
EFG
Msci Eafe Growth ETF

ETFs
344
+ 14.13%
$96.83 - $106.88 $33.3K - $36.8K
2.78K $268K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.18K
+ 2.64%
$56.06 - $61.35 $65.9K - $72.1K
45.6K $2.58M
DUK
Duke Energy Corp

Utilities
194
+ 8.24%
$105.76 - $120.76 $20.5K - $23.4K
2.55K $274K
VONV
Vanguard Russell 1000 Value Et

ETFs
136
+ 2.58%
$80.87 - $87.69 $11K - $11.9K
5.4K $439K
Pimco ETF Tr
37.4K
+ 45.43%
N/A
120K $0
Pimco ETF Tr
37K
+ 19.65%
N/A
225K $0
Activity Summary
Buys All Purchases 77 New Holdings 8 Increased Positions 69 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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