Lokken Investment Group LLC Incresed Positions in Q3 2024

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
3.53K
+ 3.18%
$159.75 - $174.57 $564K - $617K
115K $20M
GLD
Spdr Gold Trust

ETFs
667
+ 1.9%
$215.56 - $246.98 $144K - $165K
35.8K $8.71M
VB
Vanguard Small Cap ETF

ETFs
1.02K
+ 2.47%
$214.77 - $237.72 $218K - $241K
42.2K $10M
VUG
Vanguard Growth ETF

ETFs
1.28K
+ 3.22%
$341.08 - $391.94 $437K - $502K
41.1K $15.8M
VO
Vanguard Mid Cap ETF

ETFs
891
+ 3.94%
$237.84 - $263.83 $212K - $235K
23.5K $6.2M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
7.28K
+ 5.11%
$34.88 - $39.23 $254K - $285K
150K $5.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.6K
+ 7.34%
$44.65 - $47.21 $384K - $406K
126K $5.88M
VTI
Vanguard Total Stock Market Et

ETFs
491
+ 2.3%
$255.18 - $283.2 $125K - $139K
21.8K $6.17M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 7.07%
$66.91 - $81.4 $118K - $144K
26.7K $2.16M
LMT
Lockheed Martin Corp

Industrials
148
+ 4.7%
$460.3 - $584.56 $68.1K - $86.5K
3.3K $1.93M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.58K
+ 8.69%
$59.93 - $66.52 $214K - $238K
44.7K $2.98M
NEE
Nextera Energy Inc

Utilities
790
+ 3.49%
$69.9 - $84.97 $55.2K - $67.1K
23.4K $1.98M
BLK
Black Rock Inc.

Financial Services
126
+ 8.34%
$782.27 - $949.51 $98.6K - $120K
1.64K $1.55M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
336
+ 0.65%
$66.56 - $75.11 $22.4K - $25.2K
52.4K $3.91M
FTCS
First Trust Capital Strength E

ETFs
329
+ 0.73%
$83.58 - $90.94 $27.5K - $29.9K
45.6K $4.14M
JNJ
Johnson & Johnson

Healthcare
653
+ 4.57%
$145.48 - $167.38 $95K - $109K
15K $2.42M
SPGI
S&P Global Inc.

Financial Services
314
+ 13.84%
$446.32 - $527.38 $140K - $166K
2.58K $1.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.74K
+ 5.01%
$50.25 - $50.74 $238K - $241K
99.4K $5.04M
CSCO
Cisco Systems, Inc.

Technology
1.91K
+ 7.92%
$44.74 - $53.22 $85.5K - $102K
26.1K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.09%
$405.19 - $478.57 $1.62K - $1.91K
4.4K $2.03M
AWK
American Water Works Company, Inc.

Utilities
651
+ 8.68%
$127.76 - $149.9 $83.2K - $97.6K
8.15K $1.19M
FRT
Federal Realty Investment Trust

Real Estate
856
+ 9.68%
$100.42 - $117.38 $86K - $100K
9.7K $1.12M
ITW
Illinois Tool Works Inc

Industrials
377
+ 8.3%
$233.14 - $263.97 $87.9K - $99.5K
4.92K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
572
+ 5.1%
$160.76 - $177.82 $92K - $102K
11.8K $2.04M
ABT
Abbott Laboratories

Healthcare
883
+ 10.02%
$100.07 - $118.13 $88.4K - $104K
9.7K $1.11M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
940
+ 2.82%
$60.25 - $66.85 $56.6K - $62.8K
34.2K $2.26M
XLU
Utilities Sector Spdr

ETFs
268
+ 2.21%
$67.67 - $80.78 $18.1K - $21.6K
12.4K $1M
UNP
Union Pacific Corp

Industrials
385
+ 9.68%
$221.78 - $256.09 $85.4K - $98.6K
4.36K $1.07M
SYK
Stryker Corp

Healthcare
272
+ 7.9%
$315.94 - $371.96 $85.9K - $101K
3.71K $1.34M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
409
+ 0.93%
$53.41 - $57.9 $21.8K - $23.7K
44.4K $2.57M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.98K
+ 7.89%
$42.22 - $48.62 $83.7K - $96.4K
27.1K $1.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.85K
+ 9.56%
$54.98 - $59.51 $102K - $110K
21.2K $1.26M
TGT
Target Corp

Consumer Defensive
616
+ 7.39%
$133.47 - $159.25 $82.2K - $98.1K
8.95K $1.39M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
702
+ 1.16%
$25.61 - $28.13 $18K - $19.7K
61.1K $1.72M
PEP
Pepsico Inc

Consumer Defensive
561
+ 7.94%
$161.9 - $179.3 $90.8K - $101K
7.63K $1.3M
AMGN
Amgen Inc

Healthcare
294
+ 7.86%
$309.38 - $337.38 $91K - $99.2K
4.04K $1.3M
IBM
International Business Machines Corp

Technology
11
+ 0.48%
$175.1 - $223.38 $1.93K - $2.46K
2.29K $505K
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.34%
$245.82 - $304.51 $6.64K - $8.22K
2.04K $620K
BOC
Boston Omaha Corp

Communication Services
3.68K
+ 12.28%
$12.6 - $15.08 $46.3K - $55.4K
33.6K $499K
AVGO
Broadcom Inc.

Technology
9.26K
+ 883.97%
$136.27 - $1745.86 $1.26M - $16.2M
10.3K $1.78M
TXN
Texas Instruments Inc

Technology
454
+ 7.69%
$194.6 - $194.6 $88.3K - $88.3K
6.36K $1.24M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
70
+ 0.14%
$16.0 - $17.82 $1.12K - $1.25K
49.4K $879K
TJX
Tjx Companies Inc

Consumer Cyclical
578
+ 31.13%
$107.93 - $120.23 $62.4K - $69.5K
2.44K $286K
XLV
Select Sector Spdr Fund Health

ETFs
131
+ 1.77%
$143.3 - $157.24 $18.8K - $20.6K
7.55K $1.16M
ADES
Advanced Emissions Solutions, Inc.

Industrials
10K
+ 100.0%
N/A
20K $151K
AFL
Aflac Inc

Financial Services
12
+ 0.37%
$88.52 - $111.8 $1.06K - $1.34K
3.25K $363K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
961
+ 5.87%
$49.93 - $51.15 $48K - $49.2K
17.3K $886K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.07%
$99.55 - $123.34 $199 - $247
2.99K $362K
SO
Southern CO

Utilities
12
+ 0.25%
$77.0 - $90.52 $924 - $1.09K
4.8K $432K
Activity Summary
Buys All Purchases 91 New Holdings 11 Increased Positions 80 Sells All Sells 40 Reductions 40 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