| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q2 2024 | 8.5% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 7.7% |
| APPLE INC | 16 | Q2 2024 | 7.5% |
| SPDR GOLD TR | 16 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 5.0% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 16 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 2.8% |
| VANGUARD BD INDEX FDS | 16 | Q2 2024 | 6.6% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q2 2024 | 2.4% |
View Lokken Investment Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
View Lokken Investment Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.