Lokken Investment Group LLC - Q2 2021 holdings

$123 Million is the total value of Lokken Investment Group LLC's 115 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .

 Value Shares↓ Weighting
STPZ NewPIMCO ETF TR1-5 us tip idx$2,424,00044,028
+100.0%
1.97%
AUD NewAUDACY INCcl a$900,000208,828
+100.0%
0.73%
PFFD NewGLOBAL X FDSus pfd etf$660,00025,202
+100.0%
0.54%
VGT NewVANGUARD WORLD FDSinf tech etf$274,000688
+100.0%
0.22%
JPM NewJPMORGAN CHASE & CO$241,0001,549
+100.0%
0.20%
XLF NewSELECT SECTOR SPDR TRfinancial$228,0006,207
+100.0%
0.18%
SGA NewSAGA COMMUNICATIONS INCcl a new$217,00010,000
+100.0%
0.18%
TXN NewTEXAS INSTRS INC$213,0001,106
+100.0%
0.17%
TD NewTORONTO DOMINION BK ONT$205,0002,924
+100.0%
0.17%
ITW NewILLINOIS TOOL WKS INC$201,000899
+100.0%
0.16%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-08-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS13Q3 20238.2%
VANGUARD INDEX FDS13Q3 20237.7%
APPLE INC13Q3 20237.5%
VANGUARD INDEX FDS13Q3 20235.0%
SPDR GOLD TR13Q3 20234.2%
VANGUARD BD INDEX FDS13Q3 20236.6%
VANGUARD INDEX FDS13Q3 20233.1%
MICROSOFT CORP13Q3 20232.9%
VANGUARD INDEX FDS13Q3 20232.8%
BERKSHIRE HATHAWAY INC DEL13Q3 20234.6%

View Lokken Investment Group LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-09
13F-HR2023-05-09
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-08
13F-HR2022-05-11
13F-HR2022-02-07

View Lokken Investment Group LLC's complete filings history.

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