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Home > Institutional Investor > Lokken Investment Group Llc > Profile

Instuitional Investor - Lokken Investment Group Llc

Fund Profile
Filing Period:
Fund Name: Lokken Investment Group Llc
Portfolio Value $231,531,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 100,142 $16,953,959 7.32%
2.
Vanguard Index Fds - GROWTH ETF
 36,079 $14,808,232 6.39%
3.
Apple Inc.
 AAPL 35,993 $9,013,320 3.89%
4.
Vanguard Index Fds - SMALL CP ETF
 35,018 $8,414,230 3.63%
5.
Spdr Gold Trust
 GLD 34,686 $8,398,521 3.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)