$213 Million is the total value of Lokken Investment Group LLC's 151 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $17,815,966 | +4.9% | 111,065 | +6.5% | 8.38% | -1.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $14,897,774 | +14.2% | 39,833 | +5.1% | 7.01% | +7.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $8,976,754 | +1.1% | 41,170 | +6.0% | 4.22% | -4.6% |
| AAPL | Buy | APPLE INC | $7,767,807 | +24.7% | 36,881 | +1.6% | 3.65% | +17.7% |
| GLD | Buy | SPDR GOLD TR | $7,561,687 | +9.4% | 35,169 | +4.6% | 3.56% | +3.2% |
| MSFT | Buy | MICROSOFT CORP | $5,912,493 | +10.8% | 13,229 | +4.3% | 2.78% | +4.6% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $5,732,685 | -2.6% | 125,414 | -1.6% | 2.70% | -8.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,698,588 | +10.4% | 21,302 | +7.3% | 2.68% | +4.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $5,474,181 | -0.1% | 22,611 | +3.1% | 2.57% | -5.7% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $5,261,994 | +13.8% | 117,115 | +14.8% | 2.47% | +7.4% |
| MGMT | Buy | UNIFIED SER TRballast smlmd cp | $5,114,446 | -0.2% | 142,543 | +5.5% | 2.40% | -5.8% |
| Buy | NATIXIS ETF TRgateway quality | $4,876,199 | +4.0% | 90,680 | +3.6% | 2.29% | -1.8% | |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,777,143 | – | 94,653 | +100.0% | 2.25% | – |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,808,491 | -0.2% | 45,318 | +1.7% | 1.79% | -5.8% |
| LLY | Sell | ELI LILLY & CO | $3,802,084 | +7.7% | 4,199 | -7.4% | 1.79% | +1.7% |
| AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $3,557,127 | +4.4% | 52,073 | +2.9% | 1.67% | -1.5% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $2,652,114 | +2.9% | 52,115 | +0.8% | 1.25% | -3.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,587,620 | +2.0% | 41,158 | -0.9% | 1.22% | -3.7% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,399,451 | -4.2% | 44,035 | +2.1% | 1.13% | -9.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,368,433 | +10.7% | 4,943 | +2.6% | 1.11% | +4.5% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $2,340,379 | -2.1% | 25,500 | -2.1% | 1.10% | -7.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,211,547 | +9.3% | 4,064 | +5.1% | 1.04% | +3.2% |
| Buy | PIMCO ETF TR | $2,173,732 | +7.3% | 79,794 | +6.9% | 1.02% | +1.2% | |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $2,156,139 | -2.6% | 89,914 | -2.7% | 1.01% | -8.1% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $2,153,568 | +3.3% | 6,977 | +0.5% | 1.01% | -2.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,089,911 | -19.1% | 14,299 | -12.5% | 0.98% | -23.7% |
| Buy | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $2,083,140 | +1.4% | 33,277 | +1.4% | 0.98% | -4.3% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,849,601 | +9.3% | 11,215 | +7.5% | 0.87% | +3.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,789,106 | +4.6% | 4,398 | +8.1% | 0.84% | -1.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,774,775 | +31.9% | 7,196 | +20.8% | 0.84% | +24.4% |
| WMT | Buy | WALMART INC | $1,688,677 | +21.3% | 24,940 | +7.8% | 0.79% | +14.4% |
| AVGO | BROADCOM INC | $1,681,924 | +21.1% | 1,048 | 0.0% | 0.79% | +14.3% | |
| NEE | Buy | NEXTERA ENERGY INC | $1,600,802 | +20.4% | 22,607 | +8.7% | 0.75% | +13.6% |
| Buy | CAPITOL SER TRfairlead tactica | $1,567,469 | +6.0% | 60,374 | +8.0% | 0.74% | 0.0% | |
| XOM | Sell | EXXON MOBIL CORP | $1,553,832 | -7.7% | 13,497 | -6.8% | 0.73% | -12.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,470,738 | +16.3% | 3,149 | +13.3% | 0.69% | +9.8% |
| LOW | Buy | LOWES COS INC | $1,448,007 | -5.9% | 6,568 | +8.7% | 0.68% | -11.2% |
| TGT | Buy | TARGET CORP | $1,233,383 | -9.5% | 8,331 | +8.3% | 0.58% | -14.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,205,355 | -35.5% | 2,367 | -37.4% | 0.57% | -39.2% |
| BLK | Buy | BLACKROCK INC | $1,189,507 | +4.7% | 1,511 | +10.9% | 0.56% | -1.2% |
| PSX | Buy | PHILLIPS 66 | $1,179,397 | -5.4% | 8,354 | +9.5% | 0.56% | -10.6% |
| SYK | Buy | STRYKER CORPORATION | $1,170,720 | +6.1% | 3,441 | +11.5% | 0.55% | +0.2% |
| AMGN | Buy | AMGEN INC | $1,169,188 | +24.9% | 3,742 | +13.6% | 0.55% | +17.8% |
| PEP | Buy | PEPSICO INC | $1,165,675 | +4.8% | 7,068 | +11.2% | 0.55% | -1.1% |
| TXN | Buy | TEXAS INSTRS INC | $1,148,311 | +23.6% | 5,903 | +10.7% | 0.54% | +16.6% |
| CSCO | Buy | CISCO SYS INC | $1,146,851 | +6.4% | 24,139 | +11.8% | 0.54% | +0.4% |
| HON | Buy | HONEYWELL INTL INC | $1,128,345 | +15.2% | 5,284 | +10.7% | 0.53% | +8.8% |
| NVDA | Buy | NVIDIA CORPORATION | $1,103,224 | +72.0% | 8,930 | +1157.7% | 0.52% | +62.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,098,497 | +2.4% | 14,322 | +2.3% | 0.52% | -3.4% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,096,871 | +1.1% | 19,352 | +3.2% | 0.52% | -4.6% |
| CALF | Buy | PACER FDS TRpacer us small | $1,093,939 | +0.3% | 25,113 | +13.2% | 0.51% | -5.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,081,208 | +5.9% | 7,418 | +7.3% | 0.51% | -0.2% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,075,798 | -1.0% | 4,540 | +12.1% | 0.51% | -6.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,068,363 | +3.0% | 27,282 | +14.0% | 0.50% | -2.9% |
| Buy | LINDE PLC | $1,021,988 | +7.4% | 2,329 | +13.6% | 0.48% | +1.5% | |
| SPGI | Buy | S&P GLOBAL INC | $1,011,974 | +20.0% | 2,269 | +14.5% | 0.48% | +13.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $969,087 | +18.8% | 7,503 | +12.4% | 0.46% | +12.3% |
| MPC | Sell | MARATHON PETE CORP | $957,147 | -14.4% | 5,517 | -0.6% | 0.45% | -19.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $919,710 | -3.7% | 15,684 | -3.6% | 0.43% | -9.0% |
| ABT | New | ABBOTT LABS | $915,967 | – | 8,815 | +100.0% | 0.43% | – |
| CRM | Sell | SALESFORCE INC | $913,493 | -15.6% | 3,553 | -1.1% | 0.43% | -20.2% |
| UNP | Buy | UNION PAC CORP | $899,610 | +2.8% | 3,976 | +11.7% | 0.42% | -3.0% |
| New | FEDERAL RLTY INVT TR NEWsh ben int new | $893,282 | – | 8,847 | +100.0% | 0.42% | – | |
| BX | Buy | BLACKSTONE INC | $876,677 | -5.7% | 7,081 | +0.0% | 0.41% | -11.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $835,073 | +29.7% | 1,526 | +24.6% | 0.39% | +22.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $825,570 | +13.3% | 12,116 | +9.2% | 0.39% | +6.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $820,651 | +25.3% | 16,377 | +26.5% | 0.39% | +18.4% |
| Buy | PIMCO ETF TR | $812,922 | +26.6% | 17,890 | +27.2% | 0.38% | +19.4% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $805,305 | -18.3% | 28,456 | -16.2% | 0.38% | -22.8% |
| Buy | THORNBURG INCM BUILDER OPP T | $794,919 | +1.3% | 49,282 | +1.6% | 0.37% | -4.3% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $770,063 | -5.2% | 3,185 | -1.0% | 0.36% | -10.6% |
| AMZN | Buy | AMAZON COM INC | $766,816 | +20.9% | 3,968 | +12.9% | 0.36% | +14.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $637,411 | +4.5% | 6,567 | +5.4% | 0.30% | -1.3% |
| UMH | UMH PPTYS INC | $625,561 | -1.5% | 39,122 | 0.0% | 0.29% | -7.3% | |
| SSSS | SURO CAPITAL CORP | $616,725 | -11.9% | 153,797 | 0.0% | 0.29% | -16.9% | |
| STRL | New | STERLING INFRASTRUCTURE INC | $613,475 | – | 5,184 | +100.0% | 0.29% | – |
| PFE | Sell | PFIZER INC | $611,035 | -0.2% | 21,838 | -1.0% | 0.29% | -5.9% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $586,398 | +11.2% | 6,251 | +2.8% | 0.28% | +4.9% |
| WSFS | Buy | WSFS FINL CORP | $563,447 | +5.1% | 11,988 | +0.9% | 0.26% | -0.7% |
| CVX | Buy | CHEVRON CORP NEW | $554,547 | +0.4% | 3,545 | +1.3% | 0.26% | -5.1% |
| STKL | SUNOPTA INC | $548,084 | -21.4% | 101,497 | 0.0% | 0.26% | -25.6% | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $531,235 | -22.6% | 26,615 | 0.0% | 0.25% | -26.9% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $522,224 | +39.5% | 2,867 | +15.6% | 0.25% | +31.6% |
| MUB | Sell | ISHARES TRnational mun etf | $519,325 | -29.8% | 4,874 | -29.1% | 0.24% | -33.9% |
| MCD | Buy | MCDONALDS CORP | $512,530 | -9.0% | 2,011 | +0.7% | 0.24% | -14.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $451,050 | -4.0% | 10,937 | -2.3% | 0.21% | -9.4% |
| HD | Sell | HOME DEPOT INC | $421,963 | -11.4% | 1,226 | -1.2% | 0.20% | -16.5% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $412,710 | +2.0% | 5,390 | +4.7% | 0.19% | -4.0% |
| DE | Buy | DEERE & CO | $410,619 | -8.7% | 1,099 | +0.4% | 0.19% | -13.8% |
| KYN | KAYNE ANDERSON ENERGY INFRST | $409,006 | +3.2% | 39,594 | 0.0% | 0.19% | -3.0% | |
| BOMN | BOSTON OMAHA CORP | $402,764 | -12.9% | 29,923 | 0.0% | 0.19% | -18.2% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $393,502 | -9.4% | 2,275 | +0.0% | 0.18% | -14.4% |
| BAC | BANK AMERICA CORP | $387,797 | +4.9% | 9,751 | 0.0% | 0.18% | -1.1% | |
| KO | Buy | COCA COLA CO | $386,113 | +4.5% | 6,066 | +0.5% | 0.18% | -1.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $377,305 | +13.7% | 4,621 | +13.9% | 0.18% | +7.3% |
| SO | SOUTHERN CO | $371,172 | +8.1% | 4,785 | 0.0% | 0.18% | +2.3% | |
| INTC | Buy | INTEL CORP | $370,497 | -23.2% | 11,963 | +9.5% | 0.17% | -27.8% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $359,745 | +3.3% | 4,426 | +3.6% | 0.17% | -2.9% |
| JPM | Buy | JPMORGAN CHASE & CO. | $344,711 | +18.4% | 1,704 | +17.2% | 0.16% | +11.7% |
| NVO | New | NOVO-NORDISK A Sadr | $327,303 | – | 2,293 | +100.0% | 0.15% | – |
| IWF | ISHARES TRrus 1000 grw etf | $328,424 | +8.1% | 901 | 0.0% | 0.15% | +2.0% | |
| IVW | New | ISHARES TRs&p 500 grwt etf | $316,672 | – | 3,422 | +100.0% | 0.15% | – |
| CWH | CAMPING WORLD HLDGS INCcl a | $314,497 | -35.9% | 17,609 | 0.0% | 0.15% | -39.3% | |
| EFA | New | ISHARES TRmsci eafe etf | $311,597 | – | 3,978 | +100.0% | 0.15% | – |
| IRM | IRON MTN INC DEL | $311,340 | +11.7% | 3,474 | 0.0% | 0.15% | +5.0% | |
| RTX | Buy | RTX CORPORATION | $300,105 | +3.4% | 2,989 | +0.4% | 0.14% | -2.8% |
| VGT | VANGUARD WORLD FDinf tech etf | $298,683 | +10.0% | 518 | 0.0% | 0.14% | +3.7% | |
| MS | MORGAN STANLEY | $296,721 | +3.2% | 3,053 | 0.0% | 0.14% | -2.1% | |
| EFG | Buy | ISHARES TReafe grwth etf | $294,829 | -0.0% | 2,882 | +1.4% | 0.14% | -5.4% |
| ABBV | Buy | ABBVIE INC | $296,174 | -2.5% | 1,727 | +3.5% | 0.14% | -7.9% |
| AFL | Buy | AFLAC INC | $289,542 | +4.0% | 3,242 | +0.0% | 0.14% | -2.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $288,734 | +0.4% | 1,780 | +11.7% | 0.14% | -4.9% |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $288,615 | – | 5,973 | +100.0% | 0.14% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $276,898 | +9.1% | 1,073 | +2.4% | 0.13% | +3.2% |
| QCOM | New | QUALCOMM INC | $269,491 | – | 1,353 | +100.0% | 0.13% | – |
| MMIT | Buy | INDEXIQ ACTIVE ETF TRiq mackay intrme | $267,963 | -0.5% | 11,082 | +0.4% | 0.13% | -6.0% |
| THO | Sell | THOR INDS INC | $261,226 | -41.3% | 2,795 | -26.4% | 0.12% | -44.6% |
| CAT | Buy | CATERPILLAR INC | $259,336 | +11.2% | 779 | +22.3% | 0.12% | +5.2% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $250,653 | -3.7% | 1,485 | 0.0% | 0.12% | -9.2% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $247,973 | -2.4% | 6,032 | +0.0% | 0.12% | -7.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $247,683 | -0.9% | 1,274 | +0.7% | 0.12% | -7.2% |
| ORCL | Sell | ORACLE CORP | $243,005 | +12.0% | 1,721 | -0.3% | 0.11% | +5.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $234,840 | +4.2% | 2,343 | +0.5% | 0.11% | -1.8% |
| DOW | Buy | DOW INC | $234,112 | -3.4% | 4,413 | +5.5% | 0.11% | -9.1% |
| IWD | ISHARES TRrus 1000 val etf | $229,254 | -2.6% | 1,314 | 0.0% | 0.11% | -7.7% | |
| GOOG | New | ALPHABET INCcap stk cl c | $229,642 | – | 1,252 | +100.0% | 0.11% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $224,793 | -3.7% | 1,446 | +0.1% | 0.11% | -8.6% |
| CSQ | Sell | CALAMOS STRATEGIC TOTAL RETU | $226,010 | +2.0% | 13,421 | -0.8% | 0.11% | -3.6% |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $223,932 | – | 1,136 | +100.0% | 0.10% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $219,461 | – | 970 | +100.0% | 0.10% | – |
| NSC | NORFOLK SOUTHN CORP | $219,782 | -15.8% | 1,024 | 0.0% | 0.10% | -20.8% | |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $218,965 | – | 917 | +100.0% | 0.10% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $218,756 | – | 4,999 | +100.0% | 0.10% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $216,436 | -11.4% | 2,584 | -8.5% | 0.10% | -16.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $217,102 | +3.8% | 2,697 | -1.1% | 0.10% | -1.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $215,024 | -21.4% | 5,178 | +2.7% | 0.10% | -25.7% |
| ETH | Sell | ETHAN ALLEN INTERIORS INC | $207,167 | -51.0% | 7,428 | -39.3% | 0.10% | -54.0% |
| BELPOINTE PREP LLCunit rp ltd lb a | $206,935 | -4.9% | 3,574 | 0.0% | 0.10% | -10.2% | ||
| TJX | New | TJX COS INC NEW | $204,457 | – | 1,857 | +100.0% | 0.10% | – |
| PPG | PPG INDS INC | $204,697 | -13.1% | 1,626 | 0.0% | 0.10% | -17.9% | |
| KOPN | KOPIN CORP | $198,216 | -53.3% | 236,000 | 0.0% | 0.09% | -56.1% | |
| FOF | Sell | COHEN & STEERS CLOSED-END OP | $149,757 | +0.1% | 12,532 | -2.1% | 0.07% | -6.7% |
| MQT | BLACKROCK MUNIYIELD QUALITY | $142,177 | -2.1% | 13,817 | 0.0% | 0.07% | -6.9% | |
| NIM | Sell | NUVEEN SELECT MAT MUN FDsh ben int | $136,766 | -24.7% | 15,129 | -25.1% | 0.06% | -28.9% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $128,370 | -4.9% | 18,878 | +0.0% | 0.06% | -10.4% |
| SOLO BRANDS INC | $114,000 | +5.1% | 50,000 | 0.0% | 0.05% | 0.0% | ||
| BTZ | BLACKROCK CR ALLOCATION INCO | $110,281 | +0.2% | 10,297 | 0.0% | 0.05% | -5.5% | |
| KSM | DWS STRATEGIC MUN INCOME TR | $108,105 | +10.3% | 10,964 | 0.0% | 0.05% | +4.1% | |
| EIM | EATON VANCE MUN BD FD | $109,048 | +2.2% | 10,307 | 0.0% | 0.05% | -3.8% | |
| ANVS | ANNOVIS BIO INC | $70,474 | -51.6% | 12,235 | 0.0% | 0.03% | -54.8% | |
| ADES | New | ARQ INC | $60,700 | – | 10,000 | +100.0% | 0.03% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -812 | -100.0% | -0.10% | – |
| FICS | Exit | FIRST TR EXCHANGE-TRADED FDintl dev strngth | $0 | – | -6,460 | -100.0% | -0.11% | – |
| SGA | Exit | SAGA COMMUNICATIONS INCcl a new | $0 | – | -12,180 | -100.0% | -0.14% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -7,242 | -100.0% | -0.29% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -7,352 | -100.0% | -0.48% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -227,054 | -100.0% | -2.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-12
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.