Lokken Investment Group LLC Reduced Holdings in Q2 2024

Lokken Investment Group LLC

  • $205 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.41K
- 37.38%
$439.2 - $524.63 $621K - $741K
2.37K $1.21M
JNJ
Johnson & Johnson

Healthcare
-2.04K
- 12.47%
$144.38 - $157.78 $294K - $322K
14.3K $2.09M
MUB
Ishares National Muni Bond ETF

ETFs
-2K
- 29.08%
$105.37 - $107.16 $211K - $214K
4.87K $519K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-4.8K
- 39.25%
$26.87 - $34.05 $129K - $163K
7.43K $207K
THO
Thor Industries Inc

Consumer Cyclical
-1K
- 26.35%
$88.93 - $116.19 $88.9K - $116K
2.8K $261K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-5.5K
- 16.2%
$28.14 - $28.86 $155K - $159K
28.5K $805K
CRM
Salesforce, Inc.

Technology
-40
- 1.11%
$218.01 - $304.74 $8.72K - $12.2K
3.55K $913K
MPC
Marathon Petroleum Corp

Energy
-32
- 0.58%
$168.76 - $219.13 $5.4K - $7.01K
5.52K $957K
FTSL
First Trust Senior Ln Fund

ETFs
-2K
- 1.57%
$45.71 - $46.33 $91.2K - $92.4K
125K $5.73M
XOM
Exxon Mobil Corp

Energy
-991
- 6.84%
$108.36 - $122.2 $107K - $121K
13.5K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 1.21%
$325.1 - $368.03 $4.88K - $5.52K
1.23K $422K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-550
- 2.11%
$91.42 - $91.82 $50.3K - $50.5K
25.5K $2.34M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-5.07K
- 25.08%
$8.77 - $9.04 $44.4K - $45.8K
15.1K $136K
MAR
Marriott International Inc

Consumer Cyclical
-33
- 1.03%
$228.38 - $258.55 $7.54K - $8.53K
3.19K $770K
VEU
Vanguard Ftse All World Ex Us

ETFs
-592
- 3.64%
$56.22 - $60.47 $33.3K - $35.8K
15.7K $919K
VNQ
Vanguard Specialized Funds Van

ETFs
-240
- 8.5%
$78.61 - $85.97 $18.9K - $20.6K
2.58K $216K
VZ
Verizon Communications Inc

Communication Services
-260
- 2.32%
$38.6 - $42.84 $10K - $11.1K
10.9K $451K
PFE
Pfizer Inc

Healthcare
-227
- 1.03%
$25.26 - $29.6 $5.73K - $6.72K
21.8K $611K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-270
- 2.11%
$11.01 - $12.0 $2.97K - $3.24K
12.5K $149K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-113
- 0.83%
$15.29 - $16.92 $1.73K - $1.91K
13.4K $226K
DD
Du Pont De Nemours, Inc.

Basic Materials
-31
- 1.14%
$72.5 - $82.16 $2.25K - $2.55K
2.7K $217K
ORCL
Oracle Corp

Technology
-6
- 0.35%
$113.75 - $144.64 $683 - $868
1.72K $243K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-384
- 0.92%
$57.57 - $63.3 $22.1K - $24.3K
41.2K $2.59M
LLY
Eli Lilly & CO

Healthcare
-337
- 7.43%
$724.87 - $909.04 $244K - $306K
4.2K $3.8M
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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