Lokken Investment Group LLC Reduced Holdings in Q3 2024

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
-120K
- 95.47%
$45.51 - $46.26 $5.45M - $5.54M
5.69K $260K
CMCSA
Comcast Corp

Communication Services
-21.8K
- 80.02%
$37.33 - $41.78 $815K - $912K
5.45K $227K
IVV
Ishares Core S&P 500 ETF

ETFs
-301
- 19.72%
$520.18 - $576.82 $157K - $174K
1.23K $706K
LLY
Eli Lilly & CO

Healthcare
-30
- 0.71%
$772.14 - $960.02 $23.2K - $28.8K
4.17K $3.69M
INTC
Intel Corp

Technology
-725
- 6.06%
$18.9 - $34.87 $13.7K - $25.3K
11.2K $263K
MPC
Marathon Petroleum Corp

Energy
-148
- 2.68%
$158.61 - $180.75 $23.5K - $26.8K
5.37K $874K
VONG
Vanguard Russell 1000 Growth E

ETFs
-927
- 14.83%
$85.48 - $98.39 $79.2K - $91.2K
5.32K $513K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.41K
- 11.99%
$28.11 - $29.42 $95.9K - $100K
25K $736K
GOOGL
Alphabet Inc.

Communication Services
-89
- 3.1%
$148.65 - $191.18 $13.2K - $17K
2.78K $460K
AMZN
Amazon Com Inc

Consumer Cyclical
-158
- 3.98%
$161.02 - $200.0 $25.4K - $31.6K
3.81K $709K
EFG
Msci Eafe Growth ETF

ETFs
-448
- 15.54%
$96.84 - $108.77 $43.4K - $48.7K
2.43K $262K
MUB
Ishares National Muni Bond ETF

ETFs
-354
- 7.26%
$106.13 - $108.7 $37.6K - $38.5K
4.52K $491K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-140
- 2.83%
$434.77 - $502.96 $60.9K - $70.4K
4.8K $2.34M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-539
- 12.18%
$80.13 - $88.89 $43.2K - $47.9K
3.89K $343K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-61
- 6.77%
$332.02 - $382.76 $20.3K - $23.3K
840 $315K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-81
- 7.13%
$178.94 - $207.0 $14.5K - $16.8K
1.06K $211K
MINO
Pimco ETF Tr Municipal Income

ETFs
-458
- 2.56%
$45.07 - $46.16 $20.6K - $21.1K
17.4K $804K
CAT
Caterpillar Inc

Industrials
-132
- 16.94%
$316.8 - $391.12 $41.8K - $51.6K
647 $253K
MAR
Marriott International Inc

Consumer Cyclical
-103
- 3.23%
$211.35 - $255.11 $21.8K - $26.3K
3.08K $766K
DOW
Dow Inc.

Basic Materials
-104
- 2.36%
$50.15 - $55.41 $5.22K - $5.76K
4.31K $235K
XLF
Financial Sector Spdr

ETFs
-548
- 9.08%
$40.84 - $45.74 $22.4K - $25.1K
5.48K $248K
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.47%
$194.9 - $224.8 $4.87K - $5.62K
1.68K $353K
PFE
Pfizer Inc

Healthcare
-321
- 1.47%
$27.7 - $31.39 $8.89K - $10.1K
21.5K $622K
DD
Du Pont De Nemours, Inc.

Basic Materials
-114
- 4.23%
$77.22 - $89.49 $8.8K - $10.2K
2.58K $230K
VZ
Verizon Communications Inc

Communication Services
-325
- 2.97%
$38.89 - $45.0 $12.6K - $14.6K
10.6K $476K
VONV
Vanguard Russell 1000 Value Et

ETFs
-122
- 2.26%
$76.07 - $83.33 $9.28K - $10.2K
5.27K $438K
VNQ
Vanguard Specialized Funds Van

ETFs
-3
- 0.12%
$82.97 - $98.97 $249 - $297
2.58K $251K
APD
Air Products & Chemicals, Inc.

Basic Materials
-19
- 1.77%
$247.34 - $300.11 $4.7K - $5.7K
1.05K $313K
SPY
Spdr S&P 500 ETF Trust

ETFs
-145
- 3.57%
$517.38 - $573.86 $75K - $83.2K
3.92K $2.25M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-71
- 0.14%
$46.89 - $52.24 $3.33K - $3.71K
52K $2.7M
BMY
Bristol Myers Squibb CO

Healthcare
-69
- 1.33%
$39.66 - $51.75 $2.74K - $3.57K
5.11K $264K
VEU
Vanguard Ftse All World Ex Us

ETFs
-285
- 1.82%
$56.47 - $63.69 $16.1K - $18.2K
15.4K $970K
CRM
Salesforce, Inc.

Technology
-20
- 0.56%
$238.42 - $276.53 $4.77K - $5.53K
3.53K $967K
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.16%
$333.64 - $405.2 $667 - $810
1.22K $495K
STRL
Sterling Construction CO Inc

Industrials
-223
- 4.3%
$102.56 - $148.9 $22.9K - $33.2K
4.96K $719K
IWV
Ishares Russell 3000 ETF

ETFs
-50
- 0.72%
$294.75 - $326.73 $14.7K - $16.3K
6.93K $2.26M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 0.84%
$488.01 - $604.18 $9.76K - $12.1K
2.35K $1.37M
BX
Blackstone Inc.

Financial Services
-135
- 1.91%
$120.77 - $159.66 $16.3K - $21.6K
6.95K $1.06M
AAPL
Apple Inc.

Technology
-21
- 0.06%
$207.23 - $234.82 $4.35K - $4.93K
36.9K $8.58M
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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