Notify me when Lokken Investment Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 148 | $291,202,508 | +$24,562,004 | -$10,117,194 | +$14,444,810 | VTV, VUG, GLD, MGMT, VB | 13F-HR | 04 Nov 2025, 20:49 |
| Q2 2025 | 138 | $259,565,456 | +$17,558,916 | -$7,177,190 | +$10,381,726 | VTV, VUG, GLD, MGMT, VB | 13F-HR | 23 Jul 2025, 20:19 |
| Q1 2025 | 132 | $237,142,181 | +$24,344,758 | -$14,281,052 | +$10,063,706 | VTV, VUG, GLD, MGMT, VB | 13F-HR | 01 May 2025, 19:51 |
| Q4 2024 | 139 | $231,531,637 | +$19,227,709 | -$24,141,462 | -$4,913,753 | VTV, VUG, AAPL, VB, GLD | 13F-HR | 12 Feb 2025, 15:37 |
| Q3 2024 | 157 | $239,792,266 | +$23,789,962 | -$8,741,315 | +$15,048,647 | VTV, VUG, VB, GLD, AAPL | 13F-HR | 12 Nov 2024, 11:21 |
| Q2 2024 | 151 | $212,648,944 | +$20,688,202 | -$9,015,663 | +$11,672,539 | VTV, VUG, VB, AAPL, GLD | 13F-HR | 09 Aug 2024, 19:27 |
| Q1 2024 | 141 | $200,665,501 | +$26,167,165 | -$12,603,064 | +$13,564,101 | VTV, VUG, VB, GLD, AAPL | 13F-HR | 14 May 2024, 13:18 |
| Q4 2023 | 137 | $176,801,038 | +$22,749,501 | -$11,687,918 | +$11,061,583 | VTV, VUG, FBND, AAPL, GLD | 13F-HR | 13 Feb 2024, 16:20 |
| Q3 2023 | 135 | $152,547,302 | +$13,506,089 | -$8,907,580 | +$4,598,509 | VTV, VUG, FBND, FTSL, AAPL | 13F-HR | 13 Nov 2023, 13:34 |
| Q2 2023 | 130 | $153,410,488 | +$20,015,291 | -$3,764,515 | +$16,250,776 | VTV, VUG, FBND, AAPL, FTSL | 13F-HR | 09 Aug 2023, 17:05 |
| Q1 2023 | 128 | $131,665,688 | +$19,768,833 | -$17,789,952 | +$1,978,881 | VTV, VUG, FBND, AAPL, GLD | 13F-HR | 08 May 2023, 18:05 |
| Q4 2022 | 122 | $126,671,383 | +$9,230,313 | -$6,821,568 | +$2,408,745 | VTV, VUG, FBND, GLD, AAPL | 13F-HR | 13 Feb 2023, 18:34 |
| Q3 2022 | 114 | $115,989,000 | +$7,743,011 | -$9,297,797 | -$1,554,786 | VTV, VUG, FBND, AAPL, GLD | 13F-HR | 14 Nov 2022, 15:26 |
| Q2 2022 | 115 | $123,363,000 | +$20,900,502 | -$15,504,935 | +$5,395,567 | AAPL, VTV, VUG, BRKB, GLD | 13F-HR | 08 Aug 2022, 13:25 |
| Q1 2022 | 125 | $124,529,000 | +$22,377,959 | -$22,757,534 | -$379,575 | VTV, VUG, AAPL, GLD, VO | 13F-HR | 11 May 2022, 16:57 |
| Q4 2021 | 135 | $140,216,000 | +$9,157,348 | -$3,922,904 | +$5,234,444 | VTV, VUG, AAPL, BSV, VO | 13F-HR | 07 Feb 2022, 16:01 |
| Q3 2021 | 121 | $126,140,000 | +$7,881,011 | -$3,612,995 | +$4,268,016 | VTV, VUG, BSV, VO, AAPL | 13F-HR | 05 Nov 2021, 16:20 |
| Q2 2021 | 115 | $123,113,000 | +$7,693,319 | -$4,344,541 | +$3,348,778 | VTV, VUG, BSV, VO, AAPL | 13F-HR | 03 Aug 2021, 14:51 |
| Q1 2021 | 109 | $113,273,000 | +$6,010,048 | -$8,248,614 | -$2,238,566 | VTV, VUG, BSV, VO, AAPL | 13F-HR | 10 Jun 2021, 11:58 |
| Q4 2020 | 104 | $109,517,000 | $0 | $0 | $0 | VUG, VTV, BSV, VO, AAPL | 13F-HR | 08 Feb 2021, 15:19 |
| Q1 2012 | 109 | $63,404,000 | $0 | $0 | $0 | VUG, BSV, VO, GLD, VB | 13F-HR | 12 Apr 2021, 20:13 |