Lokken Investment Group LLC

CIK: 0001842840SEC EDGAR →

Portfolio Value

$291.2M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

138

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

VTVCLOSED
$19.2M
VUGCLOSED
$17.1M
GQ9CLOSED
$10.5M
MGMTCLOSED
$8.8M
VBCLOSED
$8.7M

Closed Positions (138)

$19.2M · 109K shares
$17.1M · 39K shares
$10.5M · 34K shares
$8.8M · 222K shares
$8.7M · 37K shares
$8.5M · 186K shares
$8.3M · 311K shares
$7.5M · 142K shares
$7.2M · 35K shares
$7.0M · 25K shares
$6.5M · 13K shares
$6.1M · 114K shares
$5.8M · 327K shares
$4.9M · 97K shares
$4.6M · 15K shares
$4.4M · 54K shares
$4.3M · 48K shares
$4.2M · 5K shares
$4.1M · 97K shares
$3.8M · 147K shares
$3.2M · 133K shares
$3.1M · 34K shares
$2.8M · 10K shares
$2.7M · 49K shares
$2.6M · 24K shares
$2.5M · 64K shares
$2.5M · 35K shares
$2.4M · 5K shares
$2.4M · 24K shares
$2.1M · 3K shares
$2.1M · 31K shares
$2.1M · 36K shares
$2.0M · 13K shares
$2.0M · 4K shares
$1.8M · 19K shares
$1.8M · 4K shares
$1.7M · 39K shares
$1.7M · 55K shares
$1.7M · 2K shares
$1.7M · 11K shares
$1.7M · 24K shares
$1.7M · 4K shares
$1.7M · 8K shares
$1.7M · 12K shares
$1.6M · 7K shares
$1.6M · 24K shares
$1.5M · 3K shares
$1.5M · 19K shares
$1.4M · 11K shares
$1.4M · 7K shares
$1.4M · 3K shares
$1.4M · 6K shares
$1.4M · 5K shares
$1.4M · 9K shares
$1.3M · 8K shares
$1.2M · 13K shares
$1.2M · 5K shares
$1.2M · 25K shares
$1.2M · 9K shares
$1.2M · 10K shares
$1.2M · 3K shares
$1.1M · 5K shares
$1.0M · 12K shares
$1.0M · 31K shares
$967K · 18K shares
$897K · 4K shares
$865K · 3K shares
$864K · 3K shares
$862K · 44K shares
$861K · 10K shares
$837K · 1K shares
$837K · 5K shares
$825K · 6K shares
$688K · 3K shares
$676K · 2K shares
$655K · 7K shares
$654K · 2K shares
$584K · 5K shares
$580K · 25K shares
$550K · 11K shares
$548K · 1K shares
$536K · 2K shares
$534K · 3K shares
$520K · 2K shares
$462K · 19K shares
$459K · 1K shares
$448K · 10K shares
$447K · 9K shares
$441K · 2K shares
$438K · 3K shares
$431K · 5K shares
$413K · 5K shares
$405K · 953 shares
$393K · 18K shares
$386K · 3K shares
$373K · 3K shares
$368K · 15K shares
$362K · 3K shares
$358K · 3K shares
$357K · 3K shares
$351K · 5K shares
$325K · 6K shares
$324K · 2K shares
$314K · 11K shares
$300K · 453 shares
$298K · 3K shares
$293K · 951 shares
$286K · 1K shares
$286K · 2K shares
$277K · 1K shares
$271K · 1K shares
$256K · 4K shares
$255K · 2K shares
$254K · 2K shares
$248K · 5K shares
$244K · 1K shares
$244K · 4K shares
$234K · 2K shares
$233K · 1K shares
$232K · 8K shares
$229K · 4K shares
$227K · 5K shares
$224K · 3K shares
$223K · 711 shares
$221K · 872 shares
$220K · 2K shares
$220K · 1K shares
$219K · 2K shares
$215K · 12K shares
$210K · 9K shares
$209K · 9K shares
$208K · 9K shares
$206K · 3K shares
$202K · 151 shares
$155K · 12K shares
$133K · 14K shares
$115K · 17K shares
$63K · 29K shares