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Lokken Investment Group LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTVCommon78,9979,14511,225,481,00011,216,269,0007.32  Hist 06/30/2023
Vanguard Growth ETF VUGETF34,1917,1519,674,731,0009,668,704,0006.31  Hist 06/30/2023
FIDELITY FREEDOM 2020 FBNDCommon157,685157,6857,162,060,0007,162,060,0004.67  Hist 06/30/2023
Apple Inc. AAPLCommon33,137-34,9656,427,577,0006,418,266,0004.19  Hist 06/30/2023
FTSL FTSLCOM121,27840,5335,493,880,0005,490,319,0003.58  Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS28,4811,8325,077,308,0005,072,819,0003.31  Hist 06/30/2023
VANGUARD INDEX FUNDS VBETF23,9589,0814,765,011,0004,762,391,0003.11  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK19,052-1,2454,194,422,0004,190,424,0002.73  Hist 06/30/2023
MICROSOFT CORP MSFTCommon12,2803044,181,703,0004,178,627,0002.730.00 Hist 06/30/2023
INVESCO EXCH TRD SLF IDX FD BSCQCommon198,310198,3103,756,974,0003,756,974,0002.45  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon15,040-9473,312,938,0003,309,922,0002.16  Hist 06/30/2023
FIRST TRUST EXCHANGE TRADED FUND FTCSCommon42,2091,3313,169,035,0003,166,176,0002.07  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon14,8921,9242,464,896,0002,462,594,0001.61  Hist 06/30/2023
Vanguard Small-Cap Value ETF VBRcommon14,0171,2932,318,448,0002,316,542,0001.51  Hist 06/30/2023
ELI LILLY & Co LLYCommon4,764-1762,234,187,0002,232,585,0001.460.00 Hist 06/30/2023
iSHARES TRUST UAECommon89,67389,6732,134,208,0002,134,208,0001.39  Hist 06/30/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF4,7022171,736,842,0001,735,585,0001.13  Hist 06/30/2023
SSGA Active Trust XLSRCommon39,10239,1021,695,481,0001,695,481,0001.11  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHBCommon31,609-9,9271,634,168,0001,632,333,0001.07  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon3,580-3691,586,952,0001,585,462,0001.03  Hist 06/30/2023
iSHARES TRUST DVYDJ SEL DIV INX13,77013,7701,560,176,0001,560,176,0001.02  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon14,4712761,551,999,0001,550,783,0001.010.00 Hist 06/30/2023
iSHARES TRUST IWVCommon5,9231601,507,285,0001,506,032,0000.98  Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF13,3156,7811,421,110,0001,420,415,0000.93  Hist 06/30/2023
Global X Funds QYLDCommon76,67776,6771,361,023,0001,361,023,0000.89  Hist 06/30/2023
PFIZER INC PFECommon34,2355,1321,255,741,0001,254,215,0000.820.00 Hist 06/30/2023
LOWES COMPANIES INC LOWCommon5,3946051,217,469,0001,216,633,0000.790.00 Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon3,545-17,2431,208,845,0001,203,170,0000.79  Hist 06/30/2023
Walmart Inc. WMTCommon6,9701,3281,095,572,0001,094,886,0000.710.00 Hist 06/30/2023
VERIZON COMMUNICATIONS INC VZCommon27,48018,5871,022,000,0001,021,549,0000.670.00 Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon2,072156996,123,000995,139,0000.650.00 Hist 06/30/2023
CHEVRON CORP CVXCommon6,1821,907972,794,000972,175,0000.630.00 Hist 06/30/2023
CISCO SYSTEMS, INC. CSCOCommon18,4403,700954,063,000953,434,0000.620.00 Hist 06/30/2023
ROYCE VALUE TRUST, INC. RVTCommon68,14612,170940,418,000939,636,0000.61  Hist 06/30/2023
GABELLI DIVD & INCOME TR GDVCOM43,840-2,090926,339,000925,400,0000.60  Hist 06/30/2023
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