Lokken Investment Group LLC Incresed Positions in Q1 2025

Lokken Investment Group LLC

  • $216 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
8.09K
+ 8.08%
$167.73 - $179.21 $1.36M - $1.45M
108K $18.7M
GLD
Spdr Gold Trust

ETFs
167
+ 0.48%
$243.19 - $288.14 $40.6K - $48.1K
34.9K $10M
QDPL
Pacer Fds Tr Metaurus Us Large
45.7K
+ 344.9%
$36.5 - $40.04 $1.67M - $1.83M
58.9K $2.15M
LLY
Eli Lilly & CO

Healthcare
1.51K
+ 36.78%
$725.72 - $929.72 $1.1M - $1.4M
5.62K $4.64M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
50K
+ 31.74%
$37.73 - $43.15 $1.89M - $2.16M
207K $8.01M
XOM
Exxon Mobil Corp

Energy
9.38K
+ 67.87%
$105.44 - $118.93 $989K - $1.11M
23.2K $2.76M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.4K
+ 14.84%
$44.41 - $45.98 $952K - $986K
166K $7.57M
XLF
Financial Sector Spdr

ETFs
15K
+ 273.76%
$47.32 - $52.19 $711K - $784K
20.5K $1.02M
CLOI
Vaneck ETF Tr

ETFs
10.6K
+ 8.27%
$52.68 - $53.16 $558K - $563K
139K $7.32M
FPE
First Tr Pfd Secs & Income ETF

ETFs
28.6K
+ 8.97%
$17.53 - $17.87 $501K - $511K
347K $6.11M
ABT
Abbott Laboratories

Healthcare
1.65K
+ 16.15%
$111.1 - $140.22 $183K - $231K
11.9K $1.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.48K
+ 13.19%
$91.45 - $91.75 $319K - $320K
29.9K $2.74M
AMGN
Amgen Inc

Healthcare
375
+ 9.1%
$258.59 - $327.36 $97K - $123K
4.5K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
1.74K
+ 7.61%
$251.87 - $277.95 $437K - $482K
24.5K $6.35M
XLV
Select Sector Spdr Fund Health

ETFs
1.34K
+ 17.65%
$137.61 - $149.68 $185K - $201K
8.96K $1.31M
FTCS
First Trust Capital Strength E

ETFs
1.86K
+ 3.94%
$86.39 - $91.35 $160K - $169K
49K $4.39M
CSCO
Cisco Systems, Inc.

Technology
2.7K
+ 10.1%
$58.74 - $64.87 $158K - $175K
29.4K $1.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.36K
+ 3.57%
$50.39 - $50.66 $169K - $170K
97.3K $4.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.73K
+ 11.08%
$56.17 - $59.71 $153K - $163K
27.4K $1.56M
UNP
Union Pacific Corp

Industrials
458
+ 10.18%
$225.21 - $254.42 $103K - $117K
4.96K $1.17M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
2.65K
+ 52.94%
$48.25 - $52.09 $128K - $138K
7.64K $377K
PEP
Pepsico Inc

Consumer Defensive
946
+ 12.29%
$142.64 - $156.42 $135K - $148K
8.65K $1.3M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
2.18K
+ 4.39%
$16.21 - $17.94 $35.3K - $39K
51.7K $927K
PSX
Phillips 66

Energy
256
+ 2.76%
$113.93 - $131.55 $29.2K - $33.7K
9.53K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
438
+ 25.36%
$225.19 - $279.95 $98.6K - $123K
2.17K $531K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.38K
+ 7.41%
$53.6 - $58.97 $181K - $199K
49K $2.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
863
+ 5.98%
$56.51 - $62.98 $48.8K - $54.4K
15.3K $928K
SPGI
S&P Global Inc.

Financial Services
144
+ 5.66%
$478.26 - $543.77 $68.9K - $78.3K
2.69K $1.37M
TM
Toyota Motor Corp

Consumer Cyclical
1.18K
+ 19.29%
$176.53 - $195.35 $208K - $230K
7.29K $1.29M
SYK
Stryker Corp

Healthcare
122
+ 3.21%
$355.18 - $399.9 $43.3K - $48.8K
3.92K $1.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
905
+ 13.29%
$81.83 - $82.73 $74.1K - $74.9K
7.71K $638K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.97K
+ 4.06%
$44.44 - $45.83 $87.4K - $90.1K
50.4K $2.25M
SO
Southern CO

Utilities
218
+ 4.6%
$80.96 - $92.96 $17.6K - $20.3K
4.96K $456K
UNH
Unitedhealth Group Inc

Healthcare
36
+ 1.56%
$461.52 - $548.18 $16.6K - $19.7K
2.35K $1.23M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.34%
$169.2 - $216.66 $1.02K - $1.3K
1.75K $367K
HON
Honeywell International Inc

Industrials
649
+ 10.91%
$202.75 - $226.52 $132K - $147K
6.6K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
490
+ 13.94%
$104.71 - $107.69 $51.3K - $52.8K
4.01K $422K
VNQ
Vanguard Specialized Funds Van

ETFs
481
+ 18.72%
$85.55 - $94.34 $41.1K - $45.4K
3.05K $276K
DUK
Duke Energy Corp

Utilities
84
+ 3.3%
$105.87 - $121.97 $8.89K - $10.2K
2.63K $321K
WELL
Welltower Inc.

Real Estate
10
+ 0.6%
$124.05 - $156.86 $1.24K - $1.57K
1.67K $255K
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
84
+ 2.05%
$78.97 - $85.82 $6.63K - $7.21K
4.18K $346K
ADP
Automatic Data Processing Inc

Industrials
23
+ 2.49%
$286.85 - $318.64 $6.6K - $7.33K
948 $289K
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
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
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