Lokken Investment Group LLC Purchases in Q2 2024

Lokken Investment Group LLC

  • $205 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
94.7K
New
$50.22 - $50.48 $4.75M - $4.78M
94.7K $4.78M
VUG
Vanguard Growth ETF

ETFs
1.92K
+ 5.06%
$322.46 - $377.11 $618K - $723K
39.8K $14.9M
AAPL
Apple Inc.

Technology
563
+ 1.55%
$165.0 - $216.67 $92.9K - $122K
36.9K $7.77M
ABT
Abbott Laboratories

Healthcare
8.82K
New
$100.73 - $112.44 $888K - $991K
8.82K $915K
FRT
Federal Realty Investment Trust

Real Estate
8.85K
New
$96.43 - $104.91 $853K - $928K
8.85K $893K
VTV
Vanguard Value ETF

ETFs
6.83K
+ 6.55%
$154.57 - $163.65 $1.06M - $1.12M
111K $17.8M
GLD
Spdr Gold Trust

ETFs
1.56K
+ 4.63%
$207.82 - $224.56 $324K - $350K
35.2K $7.56M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.1K
+ 14.8%
$44.06 - $45.49 $665K - $687K
117K $5.26M
STRL
Sterling Construction CO Inc

Industrials
5.18K
New
$96.56 - $135.55 $501K - $703K
5.18K $613K
MSFT
Microsoft Corp

Technology
547
+ 4.31%
$389.33 - $452.85 $213K - $248K
13.2K $5.91M
NVDA
Nvidia Corp

Technology
8.22K
+ 1157.75%
$118.11 - $1224.4 $971K - $10.1M
8.93K $1.1M
SOXX
Ishares Semiconductor ETF

ETFs
1.24K
+ 20.82%
$198.39 - $259.28 $246K - $322K
7.2K $1.77M
NVO
Novo Nordisk A S

Healthcare
2.29K
New
$122.71 - $146.91 $281K - $337K
2.29K $327K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.42K
New
$79.31 - $93.31 $271K - $319K
3.42K $316K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.98K
New
$76.09 - $82.16 $303K - $327K
3.98K $311K
WMT
Walmart Inc.

Consumer Defensive
1.8K
+ 7.8%
$58.85 - $68.9 $106K - $124K
24.9K $1.69M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.97K
New
$47.4 - $48.65 $283K - $291K
5.97K $288K
NEE
Nextera Energy Inc

Utilities
1.8K
+ 8.67%
$61.7 - $80.02 $111K - $144K
22.6K $1.6M
QCOM
Qualcomm Inc

Technology
1.35K
New
$157.63 - $227.09 $213K - $307K
1.35K $269K
AMGN
Amgen Inc

Healthcare
449
+ 13.63%
$262.75 - $319.31 $118K - $143K
3.74K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 2.59%
$414.65 - $485.21 $51.8K - $60.7K
4.94K $2.37M
GOOG
Alphabet Inc.

Communication Services
1.25K
New
$151.94 - $186.86 $190K - $234K
1.25K $229K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.14K
New
$170.63 - $199.67 $194K - $227K
1.14K $223K
TXN
Texas Instruments Inc

Technology
572
+ 10.73%
$159.68 - $202.54 $91.3K - $116K
5.9K $1.15M
XLK
Technology Sector Spdr

ETFs
970
New
$192.53 - $231.41 $187K - $224K
970 $219K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5K
New
$40.83 - $44.89 $204K - $224K
5K $218K
ADP
Automatic Data Processing Inc

Industrials
917
New
$237.3 - $254.02 $218K - $233K
917 $218K
LMT
Lockheed Martin Corp

Industrials
370
+ 13.31%
$447.57 - $471.51 $166K - $174K
3.15K $1.47M
TJX
Tjx Companies Inc

Consumer Cyclical
1.86K
New
$92.66 - $111.05 $172K - $206K
1.86K $204K
IVV
Ishares Core S&P 500 ETF

ETFs
301
+ 24.57%
$497.53 - $549.64 $150K - $165K
1.53K $835K
SPY
Spdr S&P 500 ETF Trust

ETFs
196
+ 5.07%
$495.16 - $548.49 $97.1K - $108K
4.06K $2.21M
MINO
Pimco ETF Tr Municipal Income

ETFs
3.82K
+ 27.18%
$44.89 - $45.65 $172K - $175K
17.9K $812K
SPGI
S&P Global Inc.

Financial Services
287
+ 14.48%
$408.56 - $448.91 $117K - $129K
2.27K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.43K
+ 26.53%
$49.55 - $50.44 $170K - $173K
16.4K $820K
PG
Procter & Gamble CO

Consumer Defensive
785
+ 7.53%
$155.33 - $168.56 $122K - $132K
11.2K $1.85M
AWK
American Water Works Company, Inc.

Utilities
829
+ 12.42%
$113.82 - $135.5 $94.4K - $112K
7.5K $969K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.46K
+ 2.88%
$61.64 - $73.21 $89.9K - $107K
52.1K $3.56M
HON
Honeywell International Inc

Industrials
512
+ 10.73%
$190.36 - $215.89 $97.5K - $111K
5.28K $1.13M
GOOGL
Alphabet Inc.

Communication Services
386
+ 15.56%
$150.53 - $185.41 $58.1K - $71.6K
2.87K $522K
AMZN
Amazon Com Inc

Consumer Cyclical
452
+ 12.86%
$173.67 - $197.85 $78.5K - $89.4K
3.97K $766K
VB
Vanguard Small Cap ETF

ETFs
2.34K
+ 6.03%
$210.76 - $226.94 $494K - $531K
41.2K $8.98M
XLU
Utilities Sector Spdr

ETFs
1.02K
+ 9.15%
$62.77 - $72.87 $63.8K - $74K
12.1K $825K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
4.46K
+ 7.97%
$24.89 - $26.3 $111K - $117K
60.4K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
329
+ 8.09%
$396.73 - $420.24 $131K - $138K
4.4K $1.79M
ADES
Advanced Emissions Solutions, Inc.

Industrials
10K
New
$6.53 - $7.56 $65.3K - $75.6K
10K $75K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
409
+ 0.79%
$47.15 - $51.25 $19.3K - $21K
52.1K $2.65M
IWV
Ishares Russell 3000 ETF

ETFs
32
+ 0.46%
$283.16 - $309.9 $9.06K - $9.92K
6.98K $2.15M
CSCO
Cisco Systems, Inc.

Technology
2.54K
+ 11.78%
$45.52 - $50.04 $116K - $127K
24.1K $1.15M
SYK
Stryker Corp

Healthcare
356
+ 11.54%
$324.3 - $354.67 $115K - $126K
3.44K $1.17M
Activity Summary
Buys All Purchases 100 New Holdings 16 Increased Positions 84 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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