Lokken Investment Group LLC Incresed Positions in Q2 2025

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
310
+ 2.42%
$354.56 - $497.45 $110K - $154K
13.1K $6.52M
AVGO
Broadcom Inc.

Technology
242
+ 2.41%
$146.29 - $275.65 $35.4K - $66.7K
10.3K $2.83M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.1K
+ 12.14%
$44.68 - $45.96 $900K - $925K
186K $8.51M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.18K
+ 4.18%
$61.92 - $81.5 $135K - $177K
54.3K $4.42M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
14.2K
+ 6.83%
$33.53 - $39.61 $475K - $561K
222K $8.75M
VB
Vanguard Small Cap ETF

ETFs
640
+ 1.78%
$193.73 - $237.37 $124K - $152K
36.5K $8.65M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
19.2K
+ 161.79%
$26.38 - $32.66 $506K - $627K
31K $1.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.29K
+ 54.16%
$54.19 - $67.22 $449K - $557K
23.6K $1.59M
VO
Vanguard Mid Cap ETF

ETFs
370
+ 1.51%
$228.54 - $279.83 $84.6K - $104K
24.9K $6.97M
NVDA
Nvidia Corp

Technology
793
+ 7.9%
$94.31 - $157.99 $74.8K - $125K
10.8K $1.71M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.79K
+ 32.13%
$51.14 - $57.0 $449K - $501K
36.1K $2.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 13.56%
$496.48 - $617.85 $205K - $255K
3.46K $2.14M
QDPL
Pacer Fds Tr Metaurus Us Large
4.58K
+ 7.77%
$32.46 - $39.77 $149K - $182K
63.5K $2.51M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.78K
+ 12.63%
$91.43 - $91.74 $345K - $346K
33.7K $3.09M
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 4.58%
$81.79 - $99.98 $87.5K - $107K
24.4K $2.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
66
+ 1.9%
$416.06 - $551.64 $27.5K - $36.4K
3.55K $1.96M
CSCO
Cisco Systems, Inc.

Technology
1.15K
+ 3.89%
$53.19 - $69.38 $60.9K - $79.4K
30.6K $2.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.0%
$19.1 - $23.83 $95.5 - $119
133K $3.16M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
672
+ 1.97%
$56.88 - $70.77 $38.2K - $47.6K
34.8K $2.46M
HON
Honeywell International Inc

Industrials
480
+ 7.28%
$182.86 - $232.88 $87.8K - $112K
7.08K $1.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.82K
+ 23.87%
$48.13 - $49.85 $232K - $240K
25K $1.23M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.68K
+ 34.71%
$82.21 - $83.12 $220K - $223K
10.4K $860K
CLOI
Vaneck ETF Tr

ETFs
3.89K
+ 2.81%
$51.16 - $53.02 $199K - $206K
142K $7.54M
SYK
Stryker Corp

Healthcare
304
+ 7.76%
$337.37 - $395.63 $103K - $120K
4.22K $1.67M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.46K
+ 14.96%
$77.74 - $78.78 $191K - $194K
18.9K $1.49M
SPGI
S&P Global Inc.

Financial Services
245
+ 9.11%
$438.31 - $527.29 $107K - $129K
2.94K $1.55M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
3.05K
+ 39.89%
$43.78 - $51.5 $133K - $157K
10.7K $550K
LMT
Lockheed Martin Corp

Industrials
242
+ 6.76%
$430.82 - $486.45 $104K - $118K
3.82K $1.77M
MCD
Mcdonalds Corp

Consumer Cyclical
620
+ 26.48%
$285.55 - $321.23 $177K - $199K
2.96K $865K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.99%
$167.32 - $223.3 $6.69K - $8.93K
4.09K $897K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
5.28K
+ 52.17%
$23.36 - $24.11 $123K - $127K
15.4K $367K
XLV
Select Sector Spdr Fund Health

ETFs
1.6K
+ 17.85%
$128.77 - $144.3 $206K - $231K
10.6K $1.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
107
+ 12.65%
$320.42 - $424.58 $34.3K - $45.4K
953 $404K
VONG
Vanguard Russell 1000 Growth E

ETFs
4
+ 0.07%
$82.51 - $109.2 $330 - $437
5.35K $584K
ABT
Abbott Laboratories

Healthcare
340
+ 2.86%
$123.95 - $138.08 $42.1K - $46.9K
12.2K $1.66M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$498.8 - $620.9 $499 - $621
1.35K $837K
UNP
Union Pacific Corp

Industrials
391
+ 7.89%
$208.27 - $238.46 $81.4K - $93.2K
5.35K $1.23M
TXN
Texas Instruments Inc

Technology
299
+ 4.59%
N/A
6.81K $1.32M
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
AMT
American Tower Corp

Real Estate
71
+ 7.24%
$203.96 - $228.19 $14.5K - $16.2K
1.05K $232K
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
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