Lokken Investment Group LLC Sells in Q2 2025

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-3.16K
- 48.71%
$281.67 - $351.0 $891K - $1.11M
3.33K $1.17M
XLF
Financial Sector Spdr

ETFs
-14.3K
- 69.74%
$43.92 - $52.37 $628K - $749K
6.2K $324K
AAPL
Apple Inc.

Technology
-433
- 1.21%
$172.42 - $223.89 $74.7K - $96.9K
35.3K $7.25M
MINO
Pimco ETF Tr Municipal Income

ETFs
-11.2K
- 22.32%
$43.42 - $45.15 $488K - $508K
39.2K $1.73M
LLY
Eli Lilly & CO

Healthcare
-197
- 3.51%
$713.71 - $898.95 $141K - $177K
5.42K $4.22M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-20.2K
- 5.83%
$16.93 - $17.81 $343K - $361K
327K $5.82M
VTI
Vanguard Total Stock Market Et

ETFs
-2.12K
- 12.25%
$243.75 - $303.93 $518K - $646K
15.2K $4.62M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-5.19K
- 31.83%
$24.72 - $28.27 $128K - $147K
11.1K $313K
JNJ
Johnson & Johnson

Healthcare
-82
- 0.92%
$146.36 - $159.82 $12K - $13.1K
8.85K $1.35M
CVX
Chevron Corp

Energy
-249
- 7.52%
$133.73 - $168.51 $33.3K - $42K
3.06K $438K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
-7.77K
- 15.03%
$16.64 - $19.62 $129K - $152K
43.9K $861K
MUB
Ishares National Muni Bond ETF

ETFs
-576
- 14.38%
$102.31 - $105.8 $58.9K - $60.9K
3.43K $358K
FTCS
First Trust Capital Strength E

ETFs
-1.3K
- 2.65%
$81.6 - $92.39 $106K - $120K
47.7K $4.33M
VNQ
Vanguard Specialized Funds Van

ETFs
-535
- 17.54%
$79.79 - $91.42 $42.7K - $48.9K
2.52K $223K
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.46%
$170.16 - $206.27 $1.36K - $1.65K
1.75K $324K
DUK
Duke Energy Corp

Utilities
-212
- 8.05%
$112.46 - $124.05 $23.8K - $26.3K
2.42K $285K
PFE
Pfizer Inc

Healthcare
-327
- 1.69%
$21.59 - $24.84 $7.06K - $8.12K
19.1K $462K
T
At&T Inc.

Communication Services
-1.14K
- 12.45%
$26.33 - $28.94 $30.1K - $33K
8.03K $232K
DD
Du Pont De Nemours, Inc.

Basic Materials
-22
- 0.59%
$55.13 - $75.25 $1.21K - $1.66K
3.73K $255K
SO
Southern CO

Utilities
-264
- 5.32%
$84.91 - $92.56 $22.4K - $24.4K
4.7K $431K
GOOGL
Alphabet Inc.

Communication Services
-566
- 15.74%
$144.7 - $178.6 $81.9K - $101K
3.03K $533K
CRM
Salesforce, Inc.

Technology
-115
- 4.36%
$236.26 - $291.15 $27.2K - $33.5K
2.52K $687K
AFL
Aflac Inc

Financial Services
-7
- 0.25%
$99.77 - $112.45 $698 - $787
2.83K $298K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-397
- 0.41%
$50.36 - $50.68 $20K - $20.1K
96.9K $4.91M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-540
- 10.58%
$45.88 - $54.4 $24.8K - $29.4K
4.56K $248K
IEF
Ishares Barclays

ETFs
-241
- 1.23%
$93.15 - $96.56 $22.4K - $23.3K
19.3K $1.85M
USA
Liberty All Star Equity Fund

Financial Services
-2K
- 10.59%
$5.9 - $6.81 $11.8K - $13.6K
16.9K $114K
KO
Coca Cola CO

Consumer Defensive
-18
- 0.36%
$68.37 - $73.9 $1.23K - $1.33K
4.96K $350K
BOND
Pimco Active Bond Exchange Tra

ETFs
-15
- 0.21%
$89.87 - $92.93 $1.35K - $1.39K
7.11K $655K
WELL
Welltower Inc.

Real Estate
-4
- 0.24%
$136.49 - $155.22 $546 - $621
1.66K $255K
Natixis ETF Tr
-305
- 0.27%
N/A
114K $0
Vaneck ETF Trust
-14.4K
- 20.75%
N/A
55.2K $0
JPM
Jpmorgan Chase & CO

Financial Services
-317
- 14.64%
$210.28 - $289.91 $66.7K - $91.9K
1.85K $535K
MAR
Marriott International Inc

Consumer Cyclical
-334
- 12.24%
$211.12 - $274.14 $70.5K - $91.6K
2.39K $654K
MMM
3 M CO

Industrials
-7
- 0.45%
$126.09 - $154.15 $883 - $1.08K
1.54K $234K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-959
- 7.51%
$13.86 - $18.24 $13.3K - $17.5K
11.8K $215K
GOOG
Alphabet Inc.

Communication Services
-77
- 5.85%
$146.58 - $180.01 $11.3K - $13.9K
1.24K $219K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5
- 0.34%
$149.76 - $186.42 $749 - $932
1.45K $270K
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.23%
$113.75 - $148.48 $683 - $891
2.55K $372K
DE
Deere & CO

Industrials
-2
- 0.19%
$412.99 - $531.48 $826 - $1.06K
1.08K $547K
BAC
Bank Of America Corp

Financial Services
-236
- 2.44%
$34.39 - $47.46 $8.12K - $11.2K
9.45K $446K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-465
- 2.57%
$44.58 - $54.92 $20.7K - $25.5K
17.6K $967K
BX
Blackstone Inc.

Financial Services
-13
- 0.24%
$120.07 - $151.11 $1.56K - $1.96K
5.51K $824K
MPC
Marathon Petroleum Corp

Energy
-232
- 4.4%
$118.55 - $170.08 $27.5K - $39.5K
5.04K $836K
IBM
International Business Machines Corp

Technology
-15
- 0.65%
$221.03 - $294.78 $3.32K - $4.42K
2.29K $675K
ORCL
Oracle Corp

Technology
-96
- 4.54%
$122.82 - $218.63 $11.8K - $21K
2.02K $440K
GLD
Spdr Gold Trust

ETFs
-416
- 1.19%
$273.71 - $316.29 $114K - $132K
34.4K $10.5M
STRL
Sterling Construction CO Inc

Industrials
-203
- 4.13%
$104.96 - $231.51 $21.3K - $47K
4.71K $1.09M
VUG
Vanguard Growth ETF

ETFs
-95
- 0.24%
$329.49 - $438.4 $31.3K - $41.6K
39.1K $17.1M
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