Get Premium to unlock powerful stock data

Top 5 1st Quarter Trades of Lokken Investment Group LLC

Author's Avatar
insider
May 12, 2022
Article's Main Image

Lokken Investment Group LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

1413 SAVANNAH ROAD LEWES, DE 19958

As of the latest 13F report, the guru’s equity portfolio contained 127 stocks valued at a total of $126,000,000. The top holdings were VTV(7.71%), VUG(5.29%), and AAPL(4.28%).

According to GuruFocus data, these were Lokken Investment Group LLC’s top five trades of the quarter.

Vanguard Short-Term Bond ETF


Lokken Investment Group LLC reduced their investment in ARCA:BSV by 63,219 shares. The trade had a 3.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $79.14.

On 05/12/2022, Vanguard Short-Term Bond ETF traded for a price of $77.14 per share and a market cap of $36,747,882,000. The stock has returned -4.92% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR DoubleLine Total Return Tactical ETF


The guru established a new position worth 89,626 shares in ARCA:TOTL, giving the stock a 3.08% weight in the equity portfolio. Shares traded for an average price of $45.73 during the quarter.

On 05/12/2022, SPDR DoubleLine Total Return Tactical ETF traded for a price of $43.05 per share and a market cap of $2,356,988,000. The stock has returned -8.43% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

VanEck Inflation Allocation ETF


The guru established a new position worth 108,492 shares in ARCA:RAAX, giving the stock a 2.34% weight in the equity portfolio. Shares traded for an average price of $25.99 during the quarter.

On 05/12/2022, VanEck Inflation Allocation ETF traded for a price of $26.05 per share and a market cap of $111,364,000. The stock has returned 8.88% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, VanEck Inflation Allocation ETF has a price-earnings ratio of 16.62 and a price-book ratio of 2.29.

Vanguard Total Bond Market ETF


The guru sold out of their 37,822-share investment in NAS:BND. Previously, the stock had a 2.29% weight in the equity portfolio. Shares traded for an average price of $81.21 during the quarter.

On 05/12/2022, Vanguard Total Bond Market ETF traded for a price of $76.07 per share and a market cap of $80,750,056,000. The stock has returned -8.54% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

VanEck Vectors Fallen Angel High Yield Bond ETF


During the quarter, Lokken Investment Group LLC bought 81,535 shares of NAS:ANGL for a total holding of 139,588. The trade had a 1.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $30.78.

On 05/12/2022, VanEck Vectors Fallen Angel High Yield Bond ETF traded for a price of $28.02 per share and a market cap of $3,603,372,000. The stock has returned -9.16% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, VanEck Vectors Fallen Angel High Yield Bond ETF has a price-earnings ratio of 59.69 and a price-book ratio of 7.04.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles