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
Blackrock Inc
1.55K
New
N/A
1.55K $0
Linde PLC
100
+ 3.95%
N/A
2.63K $0
Vaneck ETF Trust
56.6K
New
N/A
56.6K $0
Natixis ETF Tr
10.7K
+ 11.29%
N/A
105K $0
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$123.11 - $139.3 $123 - $139
1.66K $208K
FTCS
First Trust Capital Strength E

ETFs
1.46K
+ 3.19%
$87.62 - $94.03 $128K - $137K
47.1K $4.14M
ANVS
Annovis Bio, Inc.

Healthcare
6K
+ 49.04%
$4.37 - $9.87 $26.2K - $59.2K
18.2K $91K
MMM
3 M CO

Industrials
5
+ 0.31%
$124.74 - $137.12 $624 - $686
1.6K $206K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
175
+ 2.56%
$96.64 - $101.23 $16.9K - $17.7K
7.02K $680K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.06%
$385.02 - $431.37 $5.01K - $5.61K
1.24K $481K
AFL
Aflac Inc

Financial Services
1
+ 0.03%
$100.37 - $115.27 $100 - $115
3.26K $336K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.11%
$164.99 - $203.87 $330 - $408
1.75K $310K
PG
Procter & Gamble CO

Consumer Defensive
169
+ 1.43%
$161.05 - $179.7 $27.2K - $30.4K
12K $2M
UNP
Union Pacific Corp

Industrials
139
+ 3.19%
$223.15 - $249.32 $31K - $34.7K
4.5K $1.03M
NVO
Novo Nordisk A S

Healthcare
94
+ 4.09%
$85.0 - $120.04 $7.99K - $11.3K
2.39K $205K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.06K
+ 0.97%
$17.65 - $18.18 $53.9K - $55.5K
319K $5.64M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
161
+ 0.33%
$15.88 - $17.71 $2.56K - $2.85K
49.5K $805K
XOM
Exxon Mobil Corp

Energy
231
+ 1.7%
$105.51 - $125.37 $24.4K - $29K
13.8K $1.49M
XLV
Select Sector Spdr Fund Health

ETFs
66
+ 0.87%
$136.28 - $154.74 $8.99K - $10.2K
7.62K $1.05M
PEP
Pepsico Inc

Consumer Defensive
70
+ 0.92%
$151.29 - $176.1 $10.6K - $12.3K
7.7K $1.17M
PSX
Phillips 66

Energy
219
+ 2.42%
$110.35 - $138.93 $24.2K - $30.4K
9.27K $1.06M
AWK
American Water Works Company, Inc.

Utilities
164
+ 2.01%
$123.83 - $146.07 $20.3K - $24K
8.32K $1.04M
JNJ
Johnson & Johnson

Healthcare
247
+ 1.65%
$143.34 - $165.86 $35.4K - $41K
15.2K $2.2M
AMGN
Amgen Inc

Healthcare
85
+ 2.11%
$258.78 - $328.31 $22K - $27.9K
4.12K $1.07M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
437
+ 1.28%
$58.46 - $65.6 $25.5K - $28.7K
34.7K $2.03M
LMT
Lockheed Martin Corp

Industrials
37
+ 1.12%
$479.66 - $614.62 $17.7K - $22.7K
3.33K $1.62M
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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