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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
375
+ 2.62%
$76.38 - $78.87 $28.6K - $29.6K
14.7K $1.16M
HON
Honeywell International Inc

Industrials
451
+ 8.54%
$196.73 - $220.21 $88.7K - $99.3K
5.74K $1.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
282
+ 4.29%
$96.25 - $101.98 $27.1K - $28.8K
6.85K $693K
ORCL
Oracle Corp

Technology
22
+ 1.28%
$125.9 - $170.35 $2.77K - $3.75K
1.74K $296K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
567
+ 2.22%
$91.42 - $91.82 $51.8K - $52.1K
26.1K $2.39M
KO
Coca Cola CO

Consumer Defensive
33
+ 0.54%
$62.69 - $73.01 $2.07K - $2.41K
6.1K $438K
AMT
American Tower Corp

Real Estate
5
+ 0.39%
$192.27 - $242.73 $961 - $1.21K
1.28K $297K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.01%
$45.65 - $57.21 $45.7 - $57.2
12K $611K
ABBV
Abb Vie Inc.

Healthcare
19
+ 1.1%
$163.84 - $199.33 $3.11K - $3.79K
1.75K $344K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.07%
$156.14 - $187.2 $156 - $187
1.45K $267K
XOM
Exxon Mobil Corp

Energy
86
+ 0.64%
$109.72 - $119.0 $9.44K - $10.2K
13.6K $1.59M
DUK
Duke Energy Corp

Utilities
12
+ 0.51%
$99.35 - $117.71 $1.19K - $1.41K
2.36K $271K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.76%
$233.44 - $279.45 $1.63K - $1.96K
924 $255K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.35K
+ 1.5%
$23.88 - $24.01 $32.3K - $32.4K
91.3K $2.19M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
299
+ 5.01%
$48.27 - $49.43 $14.4K - $14.8K
6.27K $309K
VGT
Vanguard Information Technolog

ETFs
24
+ 4.63%
$514.43 - $606.85 $12.3K - $14.6K
542 $317K
PSX
Phillips 66

Energy
699
+ 8.37%
$125.0 - $147.17 $87.4K - $103K
9.05K $1.19M
XLK
Technology Sector Spdr

ETFs
39
+ 4.02%
$197.34 - $237.68 $7.7K - $9.27K
1.01K $227K
USA
Liberty All Star Equity Fund

Financial Services
1
+ 0.01%
$6.43 - $7.14 $6.43 - $7.14
18.9K $134K
AMD
Advanced Micro Devices Inc

Technology
14
+ 0.79%
$128.67 - $183.96 $1.8K - $2.58K
1.79K $294K
BAC
Bank Of America Corp

Financial Services
70
+ 0.72%
$36.65 - $44.13 $2.57K - $3.09K
9.82K $389K
Pimco ETF Tr
2.57K
+ 3.22%
N/A
82.4K $0
Linde PLC
201
+ 8.63%
N/A
2.53K $0
Natixis ETF Tr
3.71K
+ 4.09%
N/A
94.4K $0
NVDA
Nvidia Corp

Technology
107
+ 1.2%
$98.91 - $134.91 $10.6K - $14.4K
9.04K $1.1M
GOOG
Alphabet Inc.

Communication Services
35
+ 2.8%
$149.54 - $192.66 $5.23K - $6.74K
1.29K $215K
MSFT
Microsoft Corp

Technology
432
+ 3.27%
$395.15 - $467.56 $171K - $202K
13.7K $5.88M
NVO
Novo Nordisk A S

Healthcare
7
+ 0.31%
$119.07 - $145.42 $833 - $1.02K
2.3K $273K
SOXX
Ishares Semiconductor ETF

ETFs
142
+ 1.97%
$199.29 - $265.49 $28.3K - $37.7K
7.34K $1.69M
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
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