Lokken Investment Group LLC Incresed Positions in Q3 2025

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.66K
+ 93.78%
$459.11 - $506.91 $2.14M - $2.36M
9.62K $4.84M
AAPL
Apple Inc.

Technology
634
+ 1.8%
$202.38 - $256.87 $128K - $163K
35.9K $9.15M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
11.3K
+ 5.08%
$39.9 - $44.74 $449K - $504K
233K $10.3M
UNH
Unitedhealth Group Inc

Healthcare
3.18K
+ 114.74%
$237.77 - $353.61 $755K - $1.12M
5.94K $2.05M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18.6K
+ 9.97%
$45.26 - $46.63 $840K - $865K
205K $9.46M
VB
Vanguard Small Cap ETF

ETFs
746
+ 2.04%
$237.58 - $259.17 $177K - $193K
37.2K $9.47M
AVGO
Broadcom Inc.

Technology
312
+ 3.04%
$264.74 - $369.57 $82.6K - $115K
10.6K $3.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12K
+ 12.4%
$50.47 - $50.74 $606K - $610K
109K $5.53M
VTI
Vanguard Total Stock Market Et

ETFs
368
+ 2.42%
$303.93 - $329.86 $112K - $121K
15.6K $5.11M
NVDA
Nvidia Corp

Technology
774
+ 7.15%
$153.3 - $186.58 $119K - $144K
11.6K $2.16M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.8K
+ 62.56%
$22.64 - $23.22 $357K - $366K
41K $948K
GOOGL
Alphabet Inc.

Communication Services
621
+ 20.5%
$174.36 - $254.72 $108K - $158K
3.65K $887K
ORCL
Oracle Corp

Technology
721
+ 35.75%
$218.96 - $328.33 $158K - $237K
2.74K $770K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.08K
+ 111.29%
$53.81 - $57.52 $273K - $292K
9.64K $554K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.8K
+ 8.31%
$91.44 - $91.77 $256K - $257K
36.5K $3.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4
+ 0.0%
$23.82 - $25.84 $95.3 - $103
133K $3.41M
LOW
Lowes Companies Inc

Consumer Cyclical
112
+ 1.49%
$215.01 - $273.02 $24.1K - $30.6K
7.62K $1.91M
FTCS
First Trust Capital Strength E

ETFs
1.21K
+ 2.53%
$89.72 - $93.74 $108K - $113K
48.9K $4.58M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.88K
+ 27.7%
$82.38 - $83.0 $237K - $239K
13.3K $1.1M
MINO
Pimco ETF Tr Municipal Income

ETFs
4.22K
+ 10.77%
$43.6 - $45.33 $184K - $191K
43.4K $1.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.82K
+ 7.72%
$66.38 - $71.68 $121K - $131K
25.4K $1.81M
XOM
Exxon Mobil Corp

Energy
894
+ 3.67%
$105.83 - $117.22 $94.6K - $105K
25.3K $2.85M
PSX
Phillips 66

Energy
369
+ 3.61%
$118.37 - $139.46 $43.7K - $51.5K
10.6K $1.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.68K
+ 14.16%
$78.11 - $79.07 $209K - $212K
21.6K $1.7M
CLOI
Vaneck ETF Tr

ETFs
3.28K
+ 2.3%
$52.8 - $53.1 $173K - $174K
146K $7.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.04K
+ 12.14%
$48.5 - $50.19 $147K - $152K
28K $1.4M
VTHR
Vanguard Russell 3000 ETF

ETFs
430
+ 22.57%
$272.54 - $295.85 $117K - $127K
2.34K $687K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.74K
+ 7.58%
$55.61 - $57.37 $152K - $157K
38.9K $2.22M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
900
+ 2.59%
$69.02 - $73.57 $62.1K - $66.2K
35.7K $2.62M
PEP
Pepsico Inc

Consumer Defensive
550
+ 5.94%
$133.81 - $152.16 $73.6K - $83.7K
9.81K $1.38M
TM
Toyota Motor Corp

Consumer Cyclical
28
+ 0.36%
$167.86 - $202.79 $4.7K - $5.68K
7.76K $1.48M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
355
+ 49.93%
$301.44 - $365.84 $107K - $130K
1.07K $344K
BX
Blackstone Inc.

Financial Services
2
+ 0.04%
$152.77 - $188.68 $306 - $377
5.52K $942K
FRT
Federal Realty Investment Trust

Real Estate
348
+ 2.68%
$90.61 - $102.67 $31.5K - $35.7K
13.3K $1.35M
ITW
Illinois Tool Works Inc

Industrials
120
+ 2.16%
$252.31 - $269.41 $30.3K - $32.3K
5.69K $1.48M
XLV
Select Sector Spdr Fund Health

ETFs
439
+ 4.16%
$129.01 - $139.72 $56.6K - $61.3K
11K $1.53M
XLE
Energy Sector Spdr

ETFs
511
+ 4.2%
$84.25 - $91.99 $43.1K - $47K
12.7K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 8.66%
$282.78 - $316.06 $45.2K - $50.6K
2.01K $633K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
8.94K
+ 64.7%
$9.34 - $10.15 $83.5K - $90.7K
22.8K $228K
UNP
Union Pacific Corp

Industrials
226
+ 4.23%
$214.91 - $237.16 $48.6K - $53.6K
5.58K $1.32M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.73%
$175.16 - $255.24 $1.58K - $2.3K
1.25K $303K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.23%
$184.85 - $231.54 $739 - $926
1.75K $405K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.93K
+ 19.0%
$23.69 - $24.32 $69.4K - $71.2K
18.3K $445K
AMGN
Amgen Inc

Healthcare
184
+ 3.76%
$271.18 - $309.22 $49.9K - $56.9K
5.08K $1.43M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
2.59K
+ 5.89%
$19.19 - $20.37 $49.6K - $52.7K
46.5K $925K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.27%
$144.19 - $167.33 $1.01K - $1.17K
2.56K $428K
CVX
Chevron Corp

Energy
101
+ 3.3%
$145.57 - $161.83 $14.7K - $16.3K
3.16K $490K
MS
Morgan Stanley

Financial Services
22
+ 0.86%
$139.09 - $161.16 $3.06K - $3.55K
2.59K $411K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.24%
$357.4 - $423.42 $1.07K - $1.27K
1.26K $508K
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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