Lokken Investment Group LLC Reduced Holdings in Q4 2024

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-14.5K
- 12.61%
$168.32 - $181.87 $2.43M - $2.63M
100K $17M
VB
Vanguard Small Cap ETF

ETFs
-7.17K
- 16.99%
$233.76 - $261.58 $1.68M - $1.87M
35K $8.41M
VTI
Vanguard Total Stock Market Et

ETFs
-4.25K
- 19.48%
$280.04 - $302.45 $1.19M - $1.28M
17.5K $5.09M
VUG
Vanguard Growth ETF

ETFs
-5.04K
- 12.25%
$378.79 - $428.11 $1.91M - $2.16M
36.1K $14.8M
LLY
Eli Lilly & CO

Healthcare
-63
- 1.51%
$727.2 - $932.06 $45.8K - $58.7K
4.11K $3.17M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-16.7K
- 66.73%
$28.6 - $29.27 $478K - $489K
8.33K $238K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-15.5K
- 25.45%
$27.35 - $29.08 $425K - $452K
45.5K $1.25M
NEE
Nextera Energy Inc

Utilities
-424
- 1.81%
$69.77 - $85.43 $29.6K - $36.2K
23K $1.65M
GLD
Spdr Gold Trust

ETFs
-1.15K
- 3.21%
$236.59 - $257.5 $272K - $296K
34.7K $8.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.46K
- 5.49%
$50.37 - $50.6 $275K - $276K
93.9K $4.73M
TGT
Target Corp

Consumer Defensive
-156
- 1.74%
$121.59 - $160.69 $19K - $25.1K
8.79K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 1.53%
$485.52 - $625.25 $17.5K - $22.5K
2.31K $1.17M
VO
Vanguard Mid Cap ETF

ETFs
-693
- 2.95%
$261.5 - $284.63 $181K - $197K
22.8K $6.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-33
- 0.47%
$244.52 - $284.07 $8.07K - $9.37K
6.92K $1.71M
XLU
Utilities Sector Spdr

ETFs
-1.19K
- 9.62%
$74.89 - $82.93 $89.2K - $98.8K
11.2K $847K
VEU
Vanguard Ftse All World Ex Us

ETFs
-956
- 6.21%
$57.29 - $63.1 $54.8K - $60.3K
14.4K $829K
MPC
Marathon Petroleum Corp

Energy
-35
- 0.65%
$131.65 - $174.84 $4.61K - $6.12K
5.33K $744K
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 22.23%
$105.78 - $108.7 $106K - $109K
3.52K $374K
KO
Coca Cola CO

Consumer Defensive
-919
- 15.07%
$61.74 - $71.71 $56.7K - $65.9K
5.18K $322K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-3.58K
- 6.87%
$51.31 - $55.61 $184K - $199K
48.5K $2.59M
PFE
Pfizer Inc

Healthcare
-1.74K
- 8.09%
$24.8 - $30.19 $43.2K - $52.5K
19.8K $524K
AMT
American Tower Corp

Real Estate
-125
- 9.77%
$179.4 - $232.01 $22.4K - $29K
1.15K $211K
AMD
Advanced Micro Devices Inc

Technology
-25
- 1.39%
$118.88 - $172.8 $2.97K - $4.32K
1.77K $213K
APD
Air Products & Chemicals, Inc.

Basic Materials
-233
- 22.11%
$285.5 - $335.62 $66.5K - $78.2K
821 $238K
SPGI
S&P Global Inc.

Financial Services
-37
- 1.43%
$480.36 - $529.17 $17.8K - $19.6K
2.55K $1.27M
TJX
Tjx Companies Inc

Consumer Cyclical
-573
- 23.53%
$112.15 - $127.2 $64.3K - $72.9K
1.86K $224K
VZ
Verizon Communications Inc

Communication Services
-4
- 0.04%
$39.6 - $45.21 $158 - $181
10.6K $424K
NSC
Norfolk Southern Corp

Industrials
-152
- 14.84%
$230.6 - $277.0 $35.1K - $42.1K
872 $204K
IWV
Ishares Russell 3000 ETF

ETFs
-288
- 4.16%
$323.08 - $349.08 $93K - $101K
6.64K $2.22M
SO
Southern CO

Utilities
-54
- 1.13%
$81.5 - $94.15 $4.4K - $5.08K
4.74K $390K
SPY
Spdr S&P 500 ETF Trust

ETFs
-153
- 3.9%
$567.81 - $607.81 $86.9K - $93K
3.77K $2.21M
XLK
Technology Sector Spdr

ETFs
-134
- 13.28%
$220.26 - $241.44 $29.5K - $32.4K
875 $203K
CVX
Chevron Corp

Energy
-108
- 3.06%
$141.15 - $162.53 $15.2K - $17.6K
3.42K $495K
VNQ
Vanguard Specialized Funds Van

ETFs
-12
- 0.46%
$87.85 - $98.6 $1.05K - $1.18K
2.57K $228K
VGT
Vanguard Information Technolog

ETFs
-67
- 12.36%
$571.78 - $647.97 $38.3K - $43.4K
475 $295K
RTX
Raytheon Technologies Corp

Industrials
-17
- 0.57%
$114.45 - $127.21 $1.95K - $2.16K
2.97K $344K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.74K
- 3.33%
$73.49 - $86.09 $128K - $150K
50.7K $3.9M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-650
- 4.84%
$17.14 - $18.44 $11.1K - $12K
12.8K $226K
GWW
W.W. Grainger, Inc.

Industrials
-7
- 3.35%
$1023.06 - $1220.93 $7.16K - $8.55K
202 $212K
BAC
Bank Of America Corp

Financial Services
-56
- 0.57%
$39.22 - $47.77 $2.2K - $2.68K
9.77K $429K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-116
- 2.42%
$481.22 - $538.17 $55.8K - $62.4K
4.69K $2.4M
MS
Morgan Stanley

Financial Services
-39
- 1.28%
$104.42 - $134.99 $4.07K - $5.26K
3.01K $378K
MAR
Marriott International Inc

Consumer Cyclical
-35
- 1.14%
$246.06 - $292.59 $8.61K - $10.2K
3.05K $849K
BX
Blackstone Inc.

Financial Services
-233
- 3.35%
$148.45 - $199.05 $34.6K - $46.4K
6.71K $1.16M
STRL
Sterling Construction CO Inc

Industrials
-102
- 2.06%
$142.94 - $199.03 $14.6K - $20.3K
4.86K $818K
WMT
Walmart Inc.

Consumer Defensive
-1.6K
- 5.97%
$79.1 - $95.7 $126K - $153K
25.1K $2.27M
AAPL
Apple Inc.

Technology
-867
- 2.35%
$221.69 - $259.02 $192K - $225K
36K $9.01M
Activity Summary
Buys All Purchases 77 New Holdings 8 Increased Positions 69 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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