LI

Lokken Investment Group LLC

13F
Lokken Investment Group LLC
Last update 2025-05-02 132 Stocks (10 new)
Value $237.00 Mil Turnover 10 %
Countries:
Top Holdings: VTV(7.88%)VUG(6.13%)GLD(4.23%)MGMT(3.38%)VB(3.35%)
Summary Stock Picks Current Portfolio
Lokken Investment Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV 		Vanguard Value ETF
108,233
18,696.2
+8.08%
7.880
+0.59%
0.010
-3.22%
+1.83%
136,284.5
 
VUG 		Vanguard Growth ETF
39,192
14,533.2
+8.63%
6.130
+0.49%
0.010
+1.96%
+0.79%
147,910.7
 
GLD 		SPDR Gold Shares ETF
34,853
10,042.5
+0.48%
4.230
+0.02%
0.010
+15.32%
+25.39%
97,667.1
 
MGMT 		Ballast Small/Mid Cap ETF
207,461
8,008.0
+31.74%
3.380
+0.81%
5.320
-6.53%
-7.86%
149.4
 
VB 		Vanguard Small Cap ETF
35,861
7,952.1
+2.41%
3.350
+0.08%
0.010
-3.57%
-4.65%
59,791.7
 
AAPL 		Apple Inc
35,748
7,940.6
-0.68%
3.350
-0.03%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
FBND 		Fidelity Total Bond ETF
165,909
7,573.7
+14.84%
3.190
+0.41%
0.040
-0.29%
+2.68%
18,467.4
 
CLOI 		VanEck CLO ETF
138,581
7,322.6
+8.27%
3.090
+0.24%
0.690
+1.07%
+2.25%
1,085.9
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
274,543
7,234.2
+21.80%
3.050
+0.55%
0.150
+0.38%
+3.03%
5,240.9
 
VO 		Vanguard Mid-Cap ETF
24,544
6,347.6
+7.61%
2.680
+0.19%
0.010
+0.32%
+2.74%
74,555.2
 

Lokken Investment Group LLC's Historical Top Holdings Breakdowns

Lokken Investment Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MGMT 		Ballast Small/Mid Cap ETF2025-03-31Add
+0.81%
●
37.73 ($40.84) 43.15
$38.31
-6.19%
Add 31.74%
207,461
49,987
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31New Buy
+0.79%
●
91.17 ($93.56) 95.39
$94.57
1.08%
New holding
19,543
19,543
QDPL 		Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF2025-03-31Add
+0.71%
●
36.5 ($38.57) 40.04
$38.14
-1.11%
Add 344.9%
58,949
45,699
XLSR 		SPDR SSGA U.S. Sector Rotation ETF2025-03-31Reduce
-0.70%
●
49.84 ($53.57) 56.22
$52.63
-1.75%
Reduce -62.7%
18,077
-30,389
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Sold Out
-0.60%
●
36.64 ($41.46) 45.76
$38.45
-7.26%
Sold Out
0
-31,713
VTV 		Vanguard Value ETF2025-03-31Add
+0.59%
●
167.73 ($174.39) 179.21
$171.39
-1.72%
Add 8.08%
108,233
8,091
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+0.55%
●
25.77 ($26.17) 26.48
$26.22
0.19%
Add 21.8%
274,543
49,139
LLY 		Eli Lilly and Co2025-03-31Add
+0.53%
●
725.72 ($832.09) 929.72
$737.67
-11.35%
Add 36.78%
5,616
1,510
TGT 		Target Corp2025-03-31Sold Out
-0.51%
●
103.65 ($124.98) 142.5
$94.01
-24.78%
Sold Out
0
-8,791
VUG 		Vanguard Growth ETF2025-03-31Add
+0.49%
●
369.1 ($404.54) 427.61
$413.14
2.13%
Add 8.63%
39,192
3,113

Lokken Investment Group LLC Total Holding History ($B)

To

Lokken Investment Group LLC's Asset Allocation

To

Lokken Investment Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lokken Investment Group LLC's Hypothetical Growth since 2025-03-31

Lokken Investment Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lokken Investment Group LLC's Holdings Heat Map

Size field:

Lokken Investment Group LLC's Holdings Bubble Chart

Lokken Investment Group LLC News

  • 1

Discussions on Lokken Investment Group LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.