The Analysis of Lokken Investment Group LLC's Holdings
Currently, Lokken Investment Group LLC holds 148 types of securities in its portfolio with a total value $291.2M. In the most recent quarter, they have increased their positions in FEOE (+98.1K shares, valued at $4.5M), FMTM (+88.2K shares, valued at $2.6M), BRK.B (+4.7K shares, valued at $2.3M); decreased their positions in VTV (-11.1K shares, valued at $2.1M), COWZ (-30.8K shares, valued at $1.8M), LMT (-2.6K shares, valued at $1.3M); initiated new positions in FMTM (+88.2K shares, valued at $2.6M), ARKK (+25.7K shares, valued at $2.2M), CMCSA (+37.3K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS97.5K shares-10.26%2025-09-302025-11-05
VUG VANGUARD INDEX FDS36.9K shares-5.71%2025-09-302025-11-05 GLD SPDR GOLD TR33.0K shares-4.29%2025-09-302025-11-05 MGMT UNIFIED SER TR232.9K shares5.08%2025-09-302025-11-05 VB VANGUARD INDEX FDS37.2K shares2.04%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR204.6K shares9.97%2025-09-302025-11-05 AAPL APPLE INC35.9K shares1.80%2025-09-302025-11-05 FEOE RBB FUND TRUST195.2K shares101.06%2025-09-302025-11-05 PYLD PIMCO ETF TR325.6K shares4.65%2025-09-302025-11-05 CLOI VANECK ETF TRUST145.8K shares2.30%2025-09-302025-11-05 VO VANGUARD INDEX FDS25.3K shares1.36%2025-09-302025-11-05 MSFT MICROSOFT CORP12.8K shares-2.05%2025-09-302025-11-05 GQI NATIXIS ETF TR116.0K shares1.49%2025-09-302025-11-05 FPE FIRST TR EXCH TRADED FD III323.1K shares-1.23%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F108.9K shares12.40%2025-09-302025-11-05 AIRR FIRST TR EXCHANGE TRADED FD53.9K shares-0.66%2025-09-302025-11-05 VTI VANGUARD INDEX FDS15.6K shares2.42%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL9.6K shares93.78%2025-09-302025-11-05 FTCS FIRST TR EXCHANGE-TRADED FD48.9K shares2.53%2025-09-302025-11-05 CMDT PIMCO ETF TR152.6K shares3.65%2025-09-302025-11-05 AVGO BROADCOM INC10.6K shares3.04%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR132.6K shares0.00%2025-09-302025-11-05 BIL SPDR SERIES TRUST36.5K shares8.31%2025-09-302025-11-05 LLY ELI LILLY & CO4.1K shares-24.52%2025-09-302025-11-05 XOM EXXON MOBIL CORP25.3K shares3.67%2025-09-302025-11-05 FMTM EA SERIES TRUST88.2K sharesnew addition2025-09-302025-11-05 QDPL PACER FDS TR62.9K shares-0.93%2025-09-302025-11-05 JIRE J P MORGAN EXCHANGE TRADED F35.7K shares2.59%2025-09-302025-11-05 WMT WALMART INC23.7K shares-3.14%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR3.4K shares-0.29%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F38.9K shares7.58%2025-09-302025-11-05 ARKK ARK ETF TR25.7K sharesnew addition2025-09-302025-11-05 NVDA NVIDIA CORPORATION11.6K shares7.15%2025-09-302025-11-05 SMHX VANECK ETF TRUST56.5K shares2.33%2025-09-302025-11-05 QQQ INVESCO QQQ TR3.5K shares-2.17%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC5.9K shares114.74%2025-09-302025-11-05 CSCO CISCO SYS INC29.8K shares-2.38%2025-09-302025-11-05 MINO PIMCO ETF TR43.4K shares10.77%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO12.5K shares-0.67%2025-09-302025-11-05 BLK BLACKROCK INC1.6K shares0.67%2025-09-302025-11-05 LOW LOWES COS INC7.6K shares1.49%2025-09-302025-11-05 NEE NEXTERA ENERGY INC24.4K shares-0.16%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F25.4K shares7.72%2025-09-302025-11-05 IEF ISHARES TR18.8K shares-2.83%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS21.6K shares14.16%2025-09-302025-11-05 ABT ABBOTT LABS12.3K shares1.11%2025-09-302025-11-05 SYK STRYKER CORPORATION4.4K shares4.55%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON8.6K shares-3.34%2025-09-302025-11-05 STRL STERLING INFRASTRUCTURE INC4.5K shares-3.89%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR11.0K shares4.16%2025-09-302025-11-05 HON HONEYWELL INTL INC7.1K shares-0.34%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC5.7K shares2.16%2025-09-302025-11-05 TM TOYOTA MOTOR CORP7.8K shares0.36%2025-09-302025-11-05 PSX PHILLIPS 6610.6K shares3.61%2025-09-302025-11-05 LIN LINDE PLC3.0K shares1.68%2025-09-302025-11-05 SPGI S&P GLOBAL INC3.0K shares0.51%2025-09-302025-11-05 AMGN AMGEN INC5.1K shares3.76%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS28.0K shares12.14%2025-09-302025-11-05 PEP PEPSICO INC9.8K shares5.94%2025-09-302025-11-05 FRT FEDERAL RLTY INVT TR NEW13.3K shares2.68%2025-09-302025-11-05 UNP UNION PAC CORP5.6K shares4.23%2025-09-302025-11-05 TXN TEXAS INSTRS INC6.9K shares0.65%2025-09-302025-11-05 IWV ISHARES TR3.3K shares-2.31%2025-09-302025-11-05 CMCSA COMCAST CORP NEW37.3K sharesnew addition2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR12.7K shares4.20%2025-09-302025-11-05 SHY ISHARES TR13.3K shares27.70%2025-09-302025-11-05 COWZ PACER FDS TR18.3K shares-62.71%2025-09-302025-11-05 CWI SPDR INDEX SHS FDS30.1K shares-2.93%2025-09-302025-11-05 XLSR SSGA ACTIVE TR16.9K shares-4.32%2025-09-302025-11-05 GOVT ISHARES TR41.0K shares62.56%2025-09-302025-11-05 BX BLACKSTONE INC5.5K shares0.04%2025-09-302025-11-05 MPC MARATHON PETE CORP4.8K shares-3.73%2025-09-302025-11-05 TBLD THORNBURG INCM BUILDER OPP T46.5K shares5.89%2025-09-302025-11-05 AMZN AMAZON COM INC4.1K shares1.32%2025-09-302025-11-05 IVV ISHARES TR1.3K shares0.00%2025-09-302025-11-05 GOOGL ALPHABET INC3.6K shares20.50%2025-09-302025-11-05 MCD MCDONALDS CORP2.6K shares-13.44%2025-09-302025-11-05 ORCL ORACLE CORP2.7K shares35.75%2025-09-302025-11-05 VTHR VANGUARD SCOTTSDALE FDS2.3K shares22.57%2025-09-302025-11-05 BOND PIMCO ETF TR7.3K shares3.28%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS2.3K shares0.04%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.2.0K shares8.66%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS5.1K shares-3.83%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP1.2K shares-67.90%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW2.3K shares-3.55%2025-09-302025-11-05 CRM SALESFORCE INC2.4K shares-3.49%2025-09-302025-11-05 JEPQ J P MORGAN EXCHANGE TRADED F9.6K shares111.29%2025-09-302025-11-05 HD HOME DEPOT INC1.3K shares0.24%2025-09-302025-11-05 DE DEERE & CO1.1K shares-0.28%2025-09-302025-11-05 CVX CHEVRON CORP NEW3.2K shares3.30%2025-09-302025-11-05 BAC BANK AMERICA CORP9.4K shares-0.41%2025-09-302025-11-05 PFE PFIZER INC19.0K shares-0.58%2025-09-302025-11-05 IUS INVESCO EXCH TRD SLF IDX FD8.6K shares-19.67%2025-09-302025-11-05 SO SOUTHERN CO4.9K shares3.75%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC10.2K shares-1.01%2025-09-302025-11-05 MMIT NEW YORK LIFE INVTS ACTIVE E18.3K shares19.00%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS4.9K shares1.98%2025-09-302025-11-05 RTX RTX CORPORATION2.6K shares0.27%2025-09-302025-11-05 MS MORGAN STANLEY2.6K shares0.86%2025-09-302025-11-05 ABBV ABBVIE INC1.8K shares0.23%2025-09-302025-11-05 IWF ISHARES TR840 shares-11.86%2025-09-302025-11-05 SUB ISHARES TR3.6K sharesnew addition2025-09-302025-11-05 IRM IRON MTN INC DEL3.5K shares0.00%2025-09-302025-11-05 FMHI FIRST TR EXCH TRADED FD III7.4K sharesnew addition2025-09-302025-11-05 INTC INTEL CORP10.4K sharesnew addition2025-09-302025-11-05 RCL ROYAL CARIBBEAN GROUP1.1K shares49.93%2025-09-302025-11-05 VGT VANGUARD WORLD FD453 shares0.00%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF5.2K shares30.21%2025-09-302025-11-05 KO COCA COLA CO4.9K shares-0.69%2025-09-302025-11-05 TACK CAPITOL SER TR10.8K shares-2.48%2025-09-302025-11-05 CAT CATERPILLAR INC667 sharesnew addition2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC1.7K shares-38.66%2025-09-302025-11-05 CPRX CATALYST PHARMACEUTICALS INC16.1K shares-11.32%2025-09-302025-11-05 AFL AFLAC INC2.8K shares-0.39%2025-09-302025-11-05 VXF VANGUARD INDEX FDS1.5K shares0.67%2025-09-302025-11-05 GOOG ALPHABET INC1.2K shares0.73%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW2.4K shares0.04%2025-09-302025-11-05 WELL WELLTOWER INC1.7K shares0.00%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR5.5K shares-11.49%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC1.8K shares0.17%2025-09-302025-11-05 IWD ISHARES TR1.4K shares0.00%2025-09-302025-11-05 CEF SPROTT ASSET MANAGEMENT LP7.9K sharesnew addition2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN953 shares0.21%2025-09-302025-11-05 MUB ISHARES TR2.6K shares-25.02%2025-09-302025-11-05 DD DUPONT DE NEMOURS INC3.4K shares-9.12%2025-09-302025-11-05 TJX TJX COS INC NEW1.8K shares0.06%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR897 shares2.87%2025-09-302025-11-05 T AT&T INC8.5K shares6.01%2025-09-302025-11-05 MMM 3M CO1.5K shares0.39%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC2.1K shares0.05%2025-09-302025-11-05 SETM SPROTT FDS TR9.4K sharesnew addition2025-09-302025-11-05 EMR EMERSON ELEC CO1.8K sharesnew addition2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP765 sharesnew addition2025-09-302025-11-05 TSLA TESLA INC516 sharesnew addition2025-09-302025-11-05 OZ BELPOINTE PREP LLC3.6K shares0.00%2025-09-302025-11-05 MQT BLACKROCK MUNIYIELD QUALITY22.8K shares64.70%2025-09-302025-11-05 CSQ CALAMOS STRATEGIC TOTAL RETU11.8K shares0.00%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS2.4K shares-2.90%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO4.9K shares0.33%2025-09-302025-11-05 JQUA J P MORGAN EXCHANGE TRADED F3.5K shares0.55%2025-09-302025-11-05 IBTH ISHARES TR9.3K shares0.00%2025-09-302025-11-05 IBTG ISHARES TR9.1K shares0.00%2025-09-302025-11-05 IBTF ISHARES TR8.9K shares0.00%2025-09-302025-11-05 NI NISOURCE INC4.7K sharesnew addition2025-09-302025-11-05 VLO VALERO ENERGY CORP1.2K sharesnew addition2025-09-302025-11-05 FOF COHEN & STEERS CLOSED-END OP12.8K shares3.87%2025-09-302025-11-05 ANVS ANNOVIS BIO INC29.2K shares0.04%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available