Lokken Investment Group LLC Purchases and Sells in Q3 2025

Lokken Investment Group LLC

$254 Million
Q3 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	4.66K + 93.78%	$459.11 - $506.91 $2.14M - $2.36M	9.62K $4.84M
AAPL	634 + 1.8%	$202.38 - $256.87 $128K - $163K	35.9K $9.15M
MGMT	11.3K + 5.08%	$39.9 - $44.74 $449K - $504K	233K $10.3M
UNH	3.18K + 114.74%	$237.77 - $353.61 $755K - $1.12M	5.94K $2.05M
FBND	18.6K + 9.97%	$45.26 - $46.63 $840K - $865K	205K $9.46M
VB	746 + 2.04%	$237.58 - $259.17 $177K - $193K	37.2K $9.47M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARKK	25.7K New	$68.94 - $86.3 $1.77M - $2.22M	25.7K $2.22M
CMCSA	37.3K New	$31.41 - $36.33 $1.17M - $1.35M	37.3K $1.17M
SUB	3.56K New	$106.17 - $107.3 $377K - $381K	3.56K $379K
FMHI	7.37K New	$45.92 - $47.76 $338K - $352K	7.37K $350K
INTC	10.4K New	$19.31 - $35.5 $201K - $370K	10.4K $349K
CAT	667 New	$390.92 - $477.15 $261K - $318K	667 $318K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-30.8K - 62.71%	$55.15 - $58.11 $1.7M - $1.79M	18.3K $1.05M
LMT	-2.6K - 67.9%	$410.74 - $499.21 $1.07M - $1.3M	1.23K $612K
LLY	-1.33K - 24.52%	$625.65 - $812.69 $831K - $1.08M	4.09K $3.12M
VTV	-11.1K - 10.26%	$175.51 - $186.57 $1.96M - $2.08M	97.5K $18.2M
HON	-24 - 0.34%	$207.7 - $240.4 $4.98K - $5.77K	7.05K $1.48M
CRM	-88 - 3.49%	$231.66 - $273.65 $20.4K - $24.1K	2.44K $577K

Activity Summary All Purchases 94 New Holdings 14 Increased Positions 80 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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