Lokken Investment Group LLC Portfolio Holdings
Lokken Investment Group LLC
- $216 Million
- Q1 2025
Lokken Investment Group LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $18.7M, Vanguard Growth ETF with a value of $14.5M, Spdr Gold Trust with a value of $10M, Unified Ser Tr Ballast Small/M with a value of $8.01M, and Apple Inc. with a value of $7.94M.
Examining the 13F form we can see an increase of $3.33M in the current position value, from $213M to 216M.
Below you can find more details about Lokken Investment Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$216 Million
ETFs: $142 Million
Technology: $20.4 Million
Healthcare: $13.3 Million
Financial Services: $7.45 Million
Industrials: $7.41 Million
Consumer Cyclical: $5.76 Million
Consumer Defensive: $5.7 Million
Energy: $5.25 Million
Other: $6.61 Million