Lokken Investment Group LLC Reduced Holdings in Q1 2025

Lokken Investment Group LLC

  • $216 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-30.4K
- 62.7%
$49.85 - $56.22 $1.51M - $1.71M
18.1K $917K
AAPL
Apple Inc.

Technology
-245
- 0.68%
$209.68 - $247.1 $51.4K - $60.5K
35.7K $7.94M
MSFT
Microsoft Corp

Technology
-547
- 4.1%
$375.39 - $447.2 $205K - $245K
12.8K $4.81M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-29.2K
- 64.18%
$26.56 - $28.74 $776K - $840K
16.3K $443K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.21K
- 25.73%
$468.34 - $539.52 $565K - $651K
3.48K $1.63M
JNJ
Johnson & Johnson

Healthcare
-6.26K
- 41.21%
$142.06 - $167.7 $890K - $1.05M
8.94K $1.48M
AVGO
Broadcom Inc.

Technology
-294
- 2.85%
$167.43 - $244.7 $49.2K - $71.9K
10K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-721
- 19.14%
$551.42 - $612.93 $398K - $442K
3.05K $1.7M
CRM
Salesforce, Inc.

Technology
-955
- 26.58%
$268.36 - $359.95 $256K - $344K
2.64K $707K
BX
Blackstone Inc.

Financial Services
-1.19K
- 17.67%
$136.53 - $186.74 $162K - $221K
5.53K $772K
WMT
Walmart Inc.

Consumer Defensive
-1.73K
- 6.89%
$84.5 - $105.05 $146K - $182K
23.4K $2.05M
MAR
Marriott International Inc

Consumer Cyclical
-319
- 10.47%
$237.01 - $304.45 $75.6K - $97.1K
2.73K $649K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-625
- 0.47%
$21.23 - $23.75 $13.3K - $14.8K
133K $2.85M
IWV
Ishares Russell 3000 ETF

ETFs
-148
- 2.23%
$313.1 - $349.83 $46.3K - $51.8K
6.49K $2.06M
MS
Morgan Stanley

Financial Services
-446
- 14.8%
$111.68 - $141.08 $49.8K - $62.9K
2.57K $299K
ORCL
Oracle Corp

Technology
-124
- 5.54%
$139.81 - $186.47 $17.3K - $23.1K
2.11K $295K
VONG
Vanguard Russell 1000 Growth E

ETFs
-72
- 1.33%
$92.71 - $107.38 $6.68K - $7.73K
5.35K $496K
VGT
Vanguard Information Technolog

ETFs
-22
- 4.63%
$542.38 - $646.34 $11.9K - $14.2K
453 $245K
EFG
Msci Eafe Growth ETF

ETFs
-557
- 20.05%
$96.1 - $106.37 $53.5K - $59.2K
2.22K $222K
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 3.4%
$347.25 - $424.87 $14.6K - $17.8K
1.2K $437K
VONV
Vanguard Russell 1000 Value Et

ETFs
-568
- 10.51%
$80.21 - $86.14 $45.6K - $48.9K
4.84K $399K
PFE
Pfizer Inc

Healthcare
-371
- 1.88%
$25.01 - $27.13 $9.28K - $10.1K
19.4K $491K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-624
- 9.95%
$47.47 - $48.84 $29.6K - $30.5K
5.65K $270K
BAC
Bank Of America Corp

Financial Services
-84
- 0.86%
$39.61 - $47.74 $3.33K - $4.01K
9.68K $403K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-27
- 2.51%
$192.82 - $222.1 $5.21K - $6K
1.05K $202K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-955
- 8.62%
$23.87 - $24.35 $22.8K - $23.3K
10.1K $242K
AFL
Aflac Inc

Financial Services
-421
- 12.93%
$100.99 - $111.19 $42.5K - $46.8K
2.83K $315K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-239
- 1.91%
$11.83 - $13.03 $2.83K - $3.11K
12.3K $148K
TJX
Tjx Companies Inc

Consumer Cyclical
-111
- 5.96%
$112.81 - $126.16 $12.5K - $14K
1.75K $213K
PG
Procter & Gamble CO

Consumer Defensive
-230
- 1.92%
$158.56 - $176.26 $36.5K - $40.5K
11.7K $2M
RTX
Raytheon Technologies Corp

Industrials
-414
- 13.92%
$114.1 - $135.66 $47.2K - $56.2K
2.56K $339K
AMT
American Tower Corp

Real Estate
-173
- 14.99%
$173.46 - $217.6 $30K - $37.6K
981 $213K
BMY
Bristol Myers Squibb CO

Healthcare
-243
- 4.7%
$53.9 - $63.11 $13.1K - $15.3K
4.93K $300K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-18
- 0.11%
$76.94 - $78.28 $1.38K - $1.41K
16.4K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-122
- 4.95%
$279.74 - $321.29 $34.1K - $39.2K
2.34K $731K
MMM
3 M CO

Industrials
-54
- 3.38%
$129.7 - $155.12 $7K - $8.38K
1.55K $227K
MPC
Marathon Petroleum Corp

Energy
-64
- 1.2%
$134.72 - $159.03 $8.62K - $10.2K
5.27K $767K
KO
Coca Cola CO

Consumer Defensive
-201
- 3.88%
$60.81 - $72.32 $12.2K - $14.5K
4.98K $356K
DE
Deere & CO

Industrials
-21
- 1.91%
$408.57 - $509.27 $8.58K - $10.7K
1.08K $506K
VZ
Verizon Communications Inc

Communication Services
-309
- 2.91%
$37.81 - $46.49 $11.7K - $14.4K
10.3K $467K
IBM
International Business Machines Corp

Technology
-53
- 2.24%
$217.4 - $264.74 $11.5K - $14K
2.31K $573K
CVX
Chevron Corp

Energy
-111
- 3.25%
$146.71 - $167.97 $16.3K - $18.6K
3.31K $553K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-560
- 1.62%
$58.04 - $65.84 $32.5K - $36.9K
34.1K $2.17M
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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