Lokken Investment Group LLC Portfolio Holdings

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025

Lokken Investment Group LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $18.2M, Vanguard Growth ETF with a value of $17.7M, Spdr Gold Trust with a value of $11.7M, Unified Ser Tr Ballast Small/M with a value of $10.3M, and Vanguard Small Cap ETF with a value of $9.47M.

Examining the 13F form we can see an increase of $22M in the current position value, from $232M to 254M.

Below you can find more details about Lokken Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $254 Million
ETFs: $164 Million
Technology: $27.8 Million
Healthcare: $13 Million
Financial Services: $10.3 Million
Industrials: $8.65 Million
Consumer Cyclical: $7.02 Million
Consumer Defensive: $6.07 Million
Energy: $5.92 Million
Other: $8.58 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$925,000 0.36% of portfolio
46,509
Q3 2025 Added 5.89%
$0
$289,000 0.11% of portfolio
7,889
Q3 2025 New
$0
$227,000 0.09% of portfolio
11,812
Q2 2025 Reduced 7.51%
$0
$228,000 0.09% of portfolio
22,757
Q3 2025 Added 64.7%
$0
$166,000 0.07% of portfolio
12,769
Q3 2025 Added 3.87%
$18.9M
$60,000 0.02% of portfolio
29,248
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $254 Million
  • Prior Value $232 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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