Lokken Investment Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$240M
Signature - Title
Aryn Sands - Agent
Location
Lewes, DE
Summary
This page shows a list of all the recent 13F filings made by Lokken Investment Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lokken Investment Group LLC reported 157 stock holdings with total value $240M as of Q3 2024. Top holdings included VTV, VUG, VB, GLD, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 157 $240M +$23.8M -$8.74M +$15M VTV, VUG, VB, GLD, AAPL 13F-HR 11/12/2024, 11:21 AM
Q2 2024 151 $213M +$20.7M -$9.02M +$11.7M VTV, VUG, VB, AAPL, GLD 13F-HR 8/9/2024, 07:27 PM
Q1 2024 141 $201M +$26.2M -$12.6M +$13.6M VTV, VUG, VB, GLD, AAPL 13F-HR 5/14/2024, 01:18 PM
Q4 2023 137 $177M +$22.7M -$11.7M +$11.1M VTV, VUG, FBND, AAPL, GLD 13F-HR 2/13/2024, 04:20 PM
Q3 2023 135 $153M +$13.5M -$8.91M +$4.6M VTV, VUG, FBND, FTSL, AAPL 13F-HR 11/13/2023, 01:34 PM
Q2 2023 130 $153M +$20M -$3.76M +$16.3M VTV, VUG, FBND, AAPL, FTSL 13F-HR 8/9/2023, 05:05 PM
Q1 2023 128 $132M +$19.8M -$17.8M +$1.98M VTV, VUG, FBND, AAPL, GLD 13F-HR 5/8/2023, 06:05 PM
Q4 2022 122 $127M +$9.23M -$6.82M +$2.41M VTV, VUG, FBND, GLD, AAPL 13F-HR 2/13/2023, 06:34 PM
Q3 2022 114 $116M +$7.74M -$9.3M -$1.55M VTV, VUG, FBND, AAPL, GLD 13F-HR 11/14/2022, 03:26 PM
Q2 2022 115 $123M +$20.9M -$15.5M +$5.4M AAPL, VTV, VUG, BRKB, GLD 13F-HR 8/8/2022, 01:25 PM
Q1 2022 125 $125M +$22.4M -$22.8M -$380K VTV, VUG, AAPL, GLD, VO 13F-HR 5/11/2022, 04:57 PM
Q4 2021 135 $140M +$9.16M -$3.92M +$5.23M VTV, VUG, AAPL, BSV, VO 13F-HR 2/7/2022, 04:01 PM
Q3 2021 121 $126M +$7.88M -$3.61M +$4.27M VTV, VUG, BSV, VO, AAPL 13F-HR 11/5/2021, 04:20 PM
Q2 2021 115 $123M +$7.69M -$4.34M +$3.35M VTV, VUG, BSV, VO, AAPL 13F-HR 8/3/2021, 02:51 PM
Q1 2021 109 $113M +$6.01M -$8.25M -$2.24M VTV, VUG, BSV, VO, AAPL 13F-HR 6/10/2021, 11:58 AM
Q4 2020 104 $110M $0 $0 VUG, VTV, BSV, VO, AAPL 13F-HR 2/8/2021, 03:19 PM
Q1 2012 109 $63.4M $0 $0 VUG, BSV, VO, GLD, VB 13F-HR 4/12/2021, 08:13 PM