Lokken Investment Group LLC Purchases in Q2 2025

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FRT
Federal Realty Investment Trust

Real Estate
910
+ 7.54%
$83.56 - $99.08 $76K - $90.2K
13K $1.23M
ITW
Illinois Tool Works Inc

Industrials
213
+ 3.98%
$218.41 - $252.43 $46.5K - $53.8K
5.57K $1.38M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
3.8K
+ 26.57%
$21.4 - $26.31 $81.3K - $100K
18.1K $392K
PSX
Phillips 66

Energy
707
+ 7.42%
$92.87 - $125.73 $65.7K - $88.9K
10.2K $1.22M
TM
Toyota Motor Corp

Consumer Cyclical
436
+ 5.98%
$158.63 - $195.39 $69.2K - $85.2K
7.73K $1.33M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23
+ 2.19%
$171.4 - $227.1 $3.94K - $5.22K
1.07K $243K
NEE
Nextera Energy Inc

Utilities
1K
+ 4.28%
$64.11 - $75.0 $64.2K - $75.1K
24.4K $1.69M
IWD
Ishares Russell 1000 Val ETF

ETFs
111
+ 8.45%
$166.82 - $194.23 $18.5K - $21.6K
1.43K $276K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
128
+ 0.26%
$47.46 - $55.3 $6.07K - $7.08K
49.1K $2.71M
HD
Home Depot, Inc.

Consumer Cyclical
57
+ 4.77%
$335.24 - $380.78 $19.1K - $21.7K
1.25K $459K
VONV
Vanguard Russell 1000 Value Et

ETFs
10
+ 0.21%
$73.19 - $85.21 $732 - $852
4.85K $412K
PG
Procter & Gamble CO

Consumer Defensive
864
+ 7.37%
$157.66 - $172.39 $136K - $149K
12.6K $2.01M
TJX
Tjx Companies Inc

Consumer Cyclical
24
+ 1.37%
$119.13 - $135.03 $2.86K - $3.24K
1.78K $219K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.32%
$276.76 - $326.81 $830 - $980
951 $293K
Ishares Bitcoin Trust ETF
3.98K
New
N/A
3.98K $0
Linde PLC
173
+ 6.15%
N/A
2.98K $0
Rbb Fund Trust
97.1K
New
N/A
97.1K $0
Pimco ETF Tr
7.3K
+ 5.21%
N/A
147K $0
Blackrock Inc
84
+ 5.42%
N/A
1.64K $0
Pimco ETF Tr
36.6K
+ 13.33%
N/A
311K $0
LOW
Lowes Companies Inc

Consumer Cyclical
346
+ 4.83%
$210.83 - $235.28 $72.9K - $81.4K
7.51K $1.67M
AEP
American Electric Power CO Inc

Utilities
14
+ 0.66%
$98.59 - $109.11 $1.38K - $1.53K
2.12K $220K
VZ
Verizon Communications Inc

Communication Services
52
+ 0.5%
$41.67 - $45.62 $2.17K - $2.37K
10.4K $447K
AMGN
Amgen Inc

Healthcare
400
+ 8.9%
$262.28 - $309.85 $105K - $124K
4.9K $1.37M
XLE
Energy Sector Spdr

ETFs
707
+ 6.17%
$76.44 - $94.13 $54K - $66.5K
12.2K $1.03M
PEP
Pepsico Inc

Consumer Defensive
619
+ 7.16%
$128.02 - $151.37 $79.2K - $93.7K
9.26K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
203
+ 4.26%
$483.48 - $539.8 $98.1K - $110K
4.97K $2.41M
XOM
Exxon Mobil Corp

Energy
1.18K
+ 5.09%
$99.93 - $119.04 $118K - $140K
24.4K $2.63M
UNH
Unitedhealth Group Inc

Healthcare
421
+ 17.94%
$274.35 - $599.47 $116K - $252K
2.77K $863K
Activity Summary
Buys All Purchases 80 New Holdings 13 Increased Positions 67 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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