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

132 positions • $237.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46641Q332

Shares:27.4K

Value:$1.6M

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

JOHNSON & JOHNSON

Shares:8.9K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$237.1M)

BlackRock, Inc.

Shares:1.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$237.1M)

STRYKER CORP

Shares:3.9K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$237.1M)

AMGEN INC

Shares:4.5K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$237.1M)

HONEYWELL INTERNATIONAL INC

Shares:6.6K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$237.1M)

S&P Global Inc.

Shares:2.7K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$237.1M)

ILLINOIS TOOL WORKS INC

Shares:5.4K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$237.1M)

LINDE PLC

Shares:2.8K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$237.1M)

81369Y209

Shares:9.0K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$237.1M)

PEPSICO INC

Shares:8.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$237.1M)

TOYOTA MOTOR CORP/

Shares:7.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$237.1M)

921937827

Shares:16.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$237.1M)

UNITEDHEALTH GROUP INC

Shares:2.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$237.1M)

FEDERAL REALTY INVESTMENT TRUST

Shares:12.1K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$237.1M)

Phillips 66

Shares:9.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$237.1M)

UNION PACIFIC CORP

Shares:5.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$237.1M)

TEXAS INSTRUMENTS INC

Shares:6.5K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$237.1M)

NVIDIA CORP

Shares:10.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$237.1M)

81369Y506

Shares:11.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$237.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q332)✕	27.4K	QoQ +11.07% (+2.7K) YoY +45.86% (+8.6K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$237.1M)	QoQ +10.32% (+$146.2K) YoY +44.05% (+$477.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	8.9K	QoQ -41.20% (-6.3K) YoY -45.30% (-7.4K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$237.1M)	QoQ -32.57% (-$716.1K) YoY -42.65% (-$1.1M)
BlackRock, Inc.(BLKcusip09290D101)	1.6K	QoQ +0.06% (-1) YoY NEW(+1.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$237.1M)	QoQ -7.61% (-$120.9K) YoY NEW(+$1.5M)
STRYKER CORP(SYKcusip863667101)	3.9K	QoQ +3.21% (+122) YoY +27.00% (+833)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$237.1M)	QoQ +6.71% (+$91.8K) YoY +32.12% (+$354.6K)
AMGEN INC(AMGNcusip031162100)	4.5K	QoQ +9.09% (+375) YoY +36.53% (+1.2K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$237.1M)	QoQ +30.39% (+$326.5K) YoY +49.60% (+$464.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	6.6K	QoQ +10.91% (+649) YoY +38.24% (+1.8K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$237.1M)	QoQ +3.96% (+$53.3K) YoY +42.62% (+$417.5K)
S&P Global Inc.(SPGIcusip78409V104)	2.7K	QoQ +5.65% (+144) YoY +35.72% (+708)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$237.1M)	QoQ +7.79% (+$98.9K) YoY +62.10% (+$523.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	5.4K	QoQ +4.73% (+242) YoY +32.14% (+1.3K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$237.1M)	QoQ +2.44% (+$31.7K) YoY +22.14% (+$240.6K)
LINDE PLC(LINcusipG54950103)	2.8K	QoQ +6.88% (+181) YoY +37.12% (+761)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$237.1M)	QoQ +18.87% (+$207.9K) YoY +37.52% (+$357.2K)
(cusip81369Y209)✕	9.0K	QoQ +17.64% (+1.3K) YoY +29.57% (+2.0K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$237.1M)	QoQ +24.87% (+$260.5K) YoY +28.06% (+$286.7K)
PEPSICO INC(PEPcusip713448108)	8.6K	QoQ +12.28% (+946) YoY +35.99% (+2.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$237.1M)	QoQ +10.72% (+$125.6K) YoY +16.51% (+$183.7K)
TOYOTA MOTOR CORP/(TMcusip892331307)	7.3K	QoQ +19.28% (+1.2K) YoY NEW(+7.3K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$237.1M)	QoQ +8.20% (+$97.6K) YoY NEW(+$1.3M)
(BSVcusip921937827)	16.4K	QoQ -0.10% (-18) YoY +17.39% (+2.4K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$237.1M)	QoQ +1.19% (-$15.2K) YoY +19.85% (+$213.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.3K	QoQ +1.55% (+36) YoY -37.91% (-1.4K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$237.1M)	QoQ +5.11% (+$59.8K) YoY -34.27% (-$640.8K)
FEDERAL REALTY INVESTMENT TRUST(FRTcusip313745101)	12.1K	QoQ +18.16% (+1.9K) YoY NEW(+12.1K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$237.1M)	QoQ +3.25% (+$37.2K) YoY NEW(+$1.2M)
Phillips 66(PSXcusip718546104)	9.5K	QoQ +2.76% (+256) YoY +24.85% (-1.9K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$237.1M)	QoQ +11.36% (+$120.1K) YoY -5.61% (-$70.0K)
UNION PACIFIC CORP(UNPcusip907818108)	5.0K	QoQ +10.17% (+458) YoY +39.30% (+1.4K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$237.1M)	QoQ +14.13% (+$145.1K) YoY +33.81% (+$296.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	6.5K	QoQ +1.70% (-109) YoY +22.09% (+1.2K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$237.1M)	QoQ -2.53% (-$30.4K) YoY +25.93% (+$240.9K)
NVIDIA CORP(NVDAcusip67066G104)	10.0K	QoQ +9.49% (-870) YoY +1313.52% (+9.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$237.1M)	QoQ -11.63% (-$143.2K) YoY +69.55% (+$446.2K)
(cusip81369Y506)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$237.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)