Lokken Investment Group LLC Purchases in Q1 2025

Lokken Investment Group LLC

  • $216 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
84
+ 3.3%
$105.87 - $121.97 $8.89K - $10.2K
2.63K $321K
FRT
Federal Realty Investment Trust

Real Estate
1.86K
+ 18.17%
$94.7 - $111.82 $176K - $207K
12.1K $1.18M
ITW
Illinois Tool Works Inc

Industrials
242
+ 4.74%
$244.9 - $274.48 $59.3K - $66.4K
5.35K $1.33M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
904
+ 21.53%
$51.45 - $58.51 $46.5K - $52.9K
5.1K $264K
TXN
Texas Instruments Inc

Technology
109
+ 1.7%
N/A
6.51K $1.27M
ADP
Automatic Data Processing Inc

Industrials
23
+ 2.49%
$286.85 - $318.64 $6.6K - $7.33K
948 $289K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
84
+ 2.05%
$78.97 - $85.82 $6.63K - $7.21K
4.18K $346K
NEE
Nextera Energy Inc

Utilities
441
+ 1.92%
$66.96 - $76.16 $29.5K - $33.6K
23.4K $1.66M
GOOGL
Alphabet Inc.

Communication Services
725
+ 25.26%
$154.33 - $206.19 $112K - $149K
3.6K $555K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
295
+ 1.48%
$49.25 - $50.66 $14.5K - $14.9K
20.2K $1M
Vaneck ETF Trust
13K
+ 22.99%
N/A
69.6K $0
Linde PLC
181
+ 6.88%
N/A
2.81K $0
Pimco ETF Tr
20.1K
+ 16.81%
N/A
140K $0
Blackrock Inc
1
+ 0.06%
N/A
1.55K $0
Natixis ETF Tr
9.52K
+ 9.06%
N/A
115K $0
Pimco ETF Tr
49.1K
+ 21.8%
N/A
275K $0
USA
Liberty All Star Equity Fund

Financial Services
2
+ 0.01%
$6.41 - $7.32 $12.8 - $14.6
18.9K $123K
LMT
Lockheed Martin Corp

Industrials
247
+ 7.41%
$423.19 - $506.29 $105K - $125K
3.58K $1.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.69%
$168.84 - $202.89 $1.69K - $2.03K
1.46K $256K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.71%
$360.07 - $417.26 $2.16K - $2.5K
846 $305K
LOW
Lowes Companies Inc

Consumer Cyclical
235
+ 3.39%
$222.66 - $268.42 $52.3K - $63.1K
7.16K $1.67M
GOOG
Alphabet Inc.

Communication Services
29
+ 2.25%
$156.06 - $207.71 $4.53K - $6.02K
1.32K $205K
ANVS
Annovis Bio, Inc.

Healthcare
11K
+ 60.32%
$1.5 - $5.39 $16.5K - $59.3K
29.2K $43K
IRM
Iron Mountain Inc

Real Estate
5
+ 0.14%
$82.79 - $111.31 $414 - $557
3.48K $299K
AMZN
Amazon Com Inc

Consumer Cyclical
184
+ 4.76%
$190.26 - $242.06 $35K - $44.5K
4.05K $770K
NVDA
Nvidia Corp

Technology
870
+ 9.49%
$106.98 - $149.43 $93.1K - $130K
10K $1.09M
STRL
Sterling Construction CO Inc

Industrials
51
+ 1.05%
$108.65 - $200.56 $5.54K - $10.2K
4.91K $555K
VUG
Vanguard Growth ETF

ETFs
3.11K
+ 8.63%
$369.1 - $427.61 $1.15M - $1.33M
39.2K $14.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.41K
+ 2.78%
$67.24 - $84.27 $94.8K - $119K
52.1K $3.55M
VB
Vanguard Small Cap ETF

ETFs
843
+ 2.41%
$217.89 - $252.64 $184K - $213K
35.9K $7.95M
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email