Lokken-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "STRL",
  "MQT",
  "ANVS",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "BTZ",
  null,
  "CSQ",
  "USA",
  "DUK",
  null,
  "FRT",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  "UNP",
  "ITW",
  "MUB",
  null,
  null,
  null,
  null,
  "OZ",
  "LIN",
  "MPC",
  null,
  "MSFT",
  "MS",
  "BX",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "IRM",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  "SPGI",
  null,
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "IBM",
  "SYK",
  "TXN",
  "TM",
  "TJX",
  "VNQ",
  "VO",
  "VXF",
  "FOF",
  "IWV",
  null,
  null,
  null,
  "TBLD",
  "IEF",
  null,
  "DD",
  "AFL",
  "AEP",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  "VEU",
  "VGT",
  "VUG",
  "VTEB",
  "BSV",
  "VB",
  "VTV",
  "WMT",
  "WELL",
  null,
  "SO",
  "PSX",
  "CRM",
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CPRX",
  "CVX",
  "CSCO",
  "KO",
  "DE",
  "NEE",
  "MAR",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 132
Total Value: 237142181
Accession Number: 0001754960-25-000267
Form Type: 13F-HR
CIK: lokken-investment-group
Manager Name: Lokken-Investment-Group

Data Enrichment

76% identified

100 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $237.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

Sort by:

EXXON MOBIL CORP

XOM|30231G102

Shares:23.2K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$237.1M)

78468R663

Shares:29.9K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$237.1M)

69374H881

Shares:49.0K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$237.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$237.1M)

72201R635

Shares:50.4K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$237.1M)

46641Q134

Shares:34.1K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$237.1M)

69374H436

Shares:58.9K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$237.1M)

464287689

IWV|464287689

Shares:6.5K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$237.1M)

Walmart Inc.

WMT|931142103

Shares:23.4K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$237.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:11.7K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$237.1M)

464287440

IEF|464287440

Shares:19.5K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$237.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:29.4K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$237.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.0K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$237.1M)

Broadcom Inc.

AVGO|11135F101

Shares:10.0K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$237.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:7.2K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$237.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:23.4K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$237.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.5K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.1M)

92189H664

Shares:69.6K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.6K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:11.9K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$237.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	23.2K	QoQ +67.86% (+9.4K) YoY +60.05% (+8.7K)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$237.1M)	QoQ +85.59% (+$1.3M) YoY +63.76% (+$1.1M)
(cusip78468R663)✕	29.9K	QoQ +13.18% (+3.5K) YoY +14.76% (+3.8K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$237.1M)	QoQ +13.55% (+$327.4K) YoY +14.67% (+$350.9K)
(cusip69374H881)✕	49.0K	QoQ +7.41% (+3.4K) YoY +13.64% (+5.9K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$237.1M)	QoQ +4.14% (+$106.8K) YoY +7.09% (+$177.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ +3.88% (+178) YoY +17.05% (+694)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$237.1M)	QoQ +22.05% (+$458.4K) YoY +48.24% (+$825.6K)
(cusip72201R635)✕	50.4K	QoQ +4.06% (+2.0K) YoY +258.27% (+36.3K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$237.1M)	QoQ +3.29% (+$72.0K) YoY +251.21% (+$1.6M)
(cusip46641Q134)✕	34.1K	QoQ -1.61% (-560) YoY +3.93% (+1.3K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$237.1M)	QoQ +7.14% (-$144.9K) YoY +5.76% (+$118.4K)
(cusip69374H436)✕	58.9K	QoQ +344.89% (+45.7K) YoY NEW(+58.9K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$237.1M)	QoQ +323.23% (+$1.6M) YoY NEW(+$2.2M)
(IWVcusip464287689)	6.5K	QoQ -2.22% (-148) YoY -6.53% (-454)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$237.1M)	QoQ -7.08% (-$157.1K) YoY -1.06% (-$22.2K)
Walmart Inc.(WMTcusip931142103)	23.4K	QoQ -6.89% (-1.7K) YoY +1.04% (+242)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$237.1M)	QoQ -9.53% (-$216.2K) YoY +47.43% (+$660.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	11.7K	QoQ -1.92% (-230) YoY +12.42% (+1.3K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$237.1M)	QoQ -0.30% (-$6.1K) YoY +18.08% (+$306.1K)
(IEFcusip464287440)	19.5K	QoQ NEW(+19.5K) YoY NEW(+19.5K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$237.1M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	29.4K	QoQ +10.09% (+2.7K) YoY +36.20% (+7.8K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$237.1M)	QoQ +14.76% (+$233.5K) YoY +68.40% (+$737.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.0K	QoQ -19.14% (-721) YoY -21.27% (-823)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$237.1M)	QoQ -22.82% (-$503.7K) YoY -15.80% (-$319.8K)
Broadcom Inc.(AVGOcusip11135F101)	10.0K	QoQ -2.84% (-294) YoY +856.58% (+9.0K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$237.1M)	QoQ -29.83% (-$713.8K) YoY +20.82% (+$289.4K)
LOWES COMPANIES INC(LOWcusip548661107)	7.2K	QoQ +3.39% (-235) YoY +18.48% (+1.1K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$237.1M)	QoQ -2.29% (-$39.2K) YoY +8.47% (+$130.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	23.4K	QoQ +1.91% (+441) YoY +12.55% (+2.6K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$237.1M)	QoQ +0.78% (+$12.9K) YoY +24.84% (+$330.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.5K	QoQ -25.73% (-1.2K) YoY -27.75% (-1.3K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.1M)	QoQ -31.87% (-$763.8K) YoY -23.68% (-$506.8K)
(cusip92189H664)✕	69.6K	QoQ +22.98% (-13.0K) YoY NEW(+69.6K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.1M)	QoQ -1.85% (-$30.7K) YoY NEW(+$1.6M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.6K	QoQ +7.40% (-247) YoY +28.85% (+802)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.1M)	QoQ -1.28% (-$20.8K) YoY +26.51% (+$335.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	11.9K	QoQ +16.14% (+1.6K) YoY NEW(+11.9K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.1M)	QoQ +36.21% (+$418.5K) YoY NEW(+$1.6M)