Lokken Investment Group LLC Sells in Q3 2025

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-30.8K
- 62.71%
$55.15 - $58.11 $1.7M - $1.79M
18.3K $1.05M
LMT
Lockheed Martin Corp

Industrials
-2.6K
- 67.9%
$410.74 - $499.21 $1.07M - $1.3M
1.23K $612K
LLY
Eli Lilly & CO

Healthcare
-1.33K
- 24.52%
$625.65 - $812.69 $831K - $1.08M
4.09K $3.12M
VTV
Vanguard Value ETF

ETFs
-11.1K
- 10.26%
$175.51 - $186.57 $1.96M - $2.08M
97.5K $18.2M
HON
Honeywell International Inc

Industrials
-24
- 0.34%
$207.7 - $240.4 $4.98K - $5.77K
7.05K $1.48M
CRM
Salesforce, Inc.

Technology
-88
- 3.49%
$231.66 - $273.65 $20.4K - $24.1K
2.44K $577K
MCD
Mcdonalds Corp

Consumer Cyclical
-398
- 13.44%
$291.67 - $316.99 $116K - $126K
2.56K $778K
MUB
Ishares National Muni Bond ETF

ETFs
-858
- 25.02%
$103.24 - $106.68 $88.6K - $91.5K
2.57K $273K
PG
Procter & Gamble CO

Consumer Defensive
-84
- 0.67%
$150.47 - $161.22 $12.6K - $13.5K
12.5K $1.92M
CSCO
Cisco Systems, Inc.

Technology
-727
- 2.38%
$66.2 - $71.79 $48.1K - $52.2K
29.8K $2.04M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-2.1K
- 19.67%
$51.16 - $55.21 $108K - $116K
8.59K $474K
PLTR
Palantir Technologies Inc.

Technology
-1.1K
- 38.66%
$130.68 - $186.97 $143K - $205K
1.74K $317K
DE
Deere & CO

Industrials
-3
- 0.28%
$457.26 - $524.37 $1.37K - $1.57K
1.07K $491K
MAR
Marriott International Inc

Consumer Cyclical
-85
- 3.55%
$255.35 - $282.87 $21.7K - $24K
2.31K $601K
IEF
Ishares Barclays

ETFs
-547
- 2.83%
$93.91 - $97.26 $51.4K - $53.2K
18.8K $1.81M
XLF
Financial Sector Spdr

ETFs
-713
- 11.49%
$51.37 - $54.25 $36.6K - $38.7K
5.49K $295K
KO
Coca Cola CO

Consumer Defensive
-34
- 0.69%
$65.67 - $71.67 $2.23K - $2.44K
4.93K $326K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-113
- 11.86%
$420.11 - $472.68 $47.5K - $53.4K
840 $393K
VNQ
Vanguard Specialized Funds Van

ETFs
-73
- 2.9%
$88.47 - $93.24 $6.46K - $6.81K
2.44K $223K
VZ
Verizon Communications Inc

Communication Services
-105
- 1.01%
$40.84 - $45.06 $4.29K - $4.73K
10.2K $450K
DD
Du Pont De Nemours, Inc.

Basic Materials
-340
- 9.12%
$69.9 - $78.26 $23.8K - $26.6K
3.39K $263K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-276
- 2.48%
$28.17 - $30.01 $7.77K - $8.28K
10.8K $325K
AFL
Aflac Inc

Financial Services
-11
- 0.39%
$98.09 - $111.7 $1.08K - $1.23K
2.82K $314K
PFE
Pfizer Inc

Healthcare
-110
- 0.58%
$23.29 - $25.88 $2.56K - $2.85K
19K $483K
VONG
Vanguard Russell 1000 Growth E

ETFs
-205
- 3.83%
$108.08 - $121.73 $22.2K - $25K
5.15K $620K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-761
- 4.32%
$54.9 - $59.81 $41.8K - $45.5K
16.9K $1M
BAC
Bank Of America Corp

Financial Services
-39
- 0.41%
$44.92 - $52.42 $1.75K - $2.04K
9.41K $485K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-909
- 2.93%
$32.11 - $34.92 $29.2K - $31.7K
30.1K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-767
- 3.14%
$94.4 - $104.27 $72.4K - $80K
23.7K $2.44M
IWV
Ishares Russell 3000 ETF

ETFs
-77
- 2.31%
$351.04 - $379.81 $27K - $29.2K
3.25K $1.23M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.03K
- 1.23%
$17.81 - $18.39 $71.7K - $74.1K
323K $5.89M
MPC
Marathon Petroleum Corp

Energy
-188
- 3.73%
$158.59 - $198.69 $29.8K - $37.4K
4.85K $934K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 2.17%
$546.99 - $602.2 $42.1K - $46.4K
3.47K $2.08M
MSFT
Microsoft Corp

Technology
-269
- 2.05%
$491.09 - $535.64 $132K - $144K
12.8K $6.65M
QDPL
Pacer Fds Tr Metaurus Us Large
-588
- 0.93%
$39.4 - $42.1 $23.2K - $24.8K
62.9K $2.64M
NEE
Nextera Energy Inc

Utilities
-40
- 0.16%
$69.77 - $77.54 $2.79K - $3.1K
24.4K $1.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.29%
$617.65 - $666.84 $6.18K - $6.67K
3.45K $2.3M
JNJ
Johnson & Johnson

Healthcare
-296
- 3.34%
$155.17 - $185.42 $45.9K - $54.9K
8.56K $1.59M
STRL
Sterling Construction CO Inc

Industrials
-183
- 3.89%
$222.54 - $371.84 $40.7K - $68K
4.52K $1.54M
VUG
Vanguard Growth ETF

ETFs
-2.23K
- 5.71%
$433.97 - $484.08 $968K - $1.08M
36.9K $17.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-358
- 0.66%
$82.22 - $96.68 $29.4K - $34.6K
53.9K $5.21M
GLD
Spdr Gold Trust

ETFs
-1.48K
- 4.29%
$300.96 - $355.47 $444K - $525K
33K $11.7M
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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