$153 Million is the total value of Lokken Investment Group LLC's 130 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | New | BROADCOM INC | $858,756 | – | 990 | +100.0% | 0.56% | – |
| CRM | New | SALESFORCE INC | $755,888 | – | 3,578 | +100.0% | 0.49% | – |
| TSN | New | TYSON FOODS INCcl a | $629,374 | – | 12,331 | +100.0% | 0.41% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $349,809 | – | 4,817 | +100.0% | 0.23% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $229,039 | – | 518 | +100.0% | 0.15% | – |
| JPM | New | JPMORGAN CHASE & CO | $219,469 | – | 1,509 | +100.0% | 0.14% | – |
| BOMN | New | BOSTON OMAHA CORP | $214,981 | – | 11,423 | +100.0% | 0.14% | – |
| ORCL | New | ORACLE CORP | $204,597 | – | 1,718 | +100.0% | 0.13% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $203,155 | – | 6,027 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 13 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 7.7% |
| APPLE INC | 13 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 5.0% |
| SPDR GOLD TR | 13 | Q3 2023 | 4.2% |
| VANGUARD BD INDEX FDS | 13 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 13 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 13 | Q3 2023 | 4.6% |
View Lokken Investment Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-07 |
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.