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| Name: |
Lokken Investment Group LLC |
| City: |
LEWES |
| State: |
DE |
| Zip: |
19958 |
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data |
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| Holdings
Found :
12 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GQI |
Natixis Gateway Quality Inc... |
11 |
New |
$0.00 |
$4,688,000 |
87,495 |
2.34% |
4,688,000 |
87,495 |
5.147 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
21 |
New |
$0.00 |
$2,391,000 |
26,050 |
1.19% |
2,391,000 |
26,050 |
0.003 |
Closed - End Fund - E... |
|
|
JIRE |
Jpmorgan International Rese... |
25 |
New |
$0.00 |
$2,054,000 |
32,803 |
1.02% |
2,054,000 |
32,803 |
0.031 |
N/A |
|
|
CMDT |
Pimco Commodity Strategy Ac... |
26 |
New |
$0.00 |
$2,026,000 |
74,638 |
1.01% |
2,026,000 |
74,638 |
0.829 |
N/A |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
37 |
New |
$228.24 |
$1,346,000 |
5,956 |
0.67% |
1,346,000 |
5,956 |
0.05 |
Closed - End Fund - E... |
|
|
MINO |
Pimco Municipal Income Oppo... |
74 |
New |
$0.00 |
$642,000 |
14,067 |
0.32% |
642,000 |
14,067 |
0 |
N/A |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
104 |
New |
$0.00 |
$295,000 |
2,841 |
0.15% |
295,000 |
2,841 |
0 |
Closed - End Fund - E... |
|
|
CAT |
Caterpillar Inc |
124 |
New |
$356.27 |
$233,000 |
637 |
0.12% |
233,000 |
637 |
0 |
Farm & Construction M... |
|
|
FICS |
First Trust International D... |
126 |
New |
$0.00 |
$226,000 |
6,460 |
0.11% |
226,000 |
6,460 |
0.072 |
N/A |
|
|
ORCL |
Oracle Corp |
130 |
New |
$123.50 |
$217,000 |
1,727 |
0.11% |
217,000 |
1,727 |
0 |
Application Software |
|
|
ANVS |
Annovis Bio Ord Shs |
135 |
New |
$0.00 |
$146,000 |
12,235 |
0.07% |
146,000 |
12,235 |
0.178 |
N/A |
|
|
DTC |
Solo Brands, Inc. |
139 |
New |
$2.02 |
$109,000 |
50,000 |
0.05% |
109,000 |
50,000 |
0.056 |
N/A |
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