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  Name: Lokken Investment Group LLC
  City: LEWES
  State: DE
  Zip: 19958
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $176,801,000
  Total Value Change : $24,253,000
  Securities Held Change : 2
   
All Securities Held : 137
  New Positions : 12
  Closed Positions : 11
  Increased Positions : 74
  Unchanged Positions : 25
  Decreased Positions : 26

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 37 New $0.00 $1,093,000 22,755 0.62% 1,093,000 22,755 0.025    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 58 New $245.90 $829,000 3,373 0.47% 829,000 3,373 0.001    Railroads
   (SPGI)1 Year Chart         SPGI S&P Global Inc 60 New $429.21 $790,000 1,794 0.45% 790,000 1,794 0.001    Publishing
   (LIN)1 Year Chart         LIN Linde Plc 61 New $427.71 $760,000 1,851 0.43% 760,000 1,851 0    N/A
   (KYN)1 Year Chart         KYN Kayne Anderson Mlp Investme... 87 New $9.86 $400,000 45,594 0.23% 400,000 45,594 0.036    Closed - End Fund - Debt
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 98 New $81.28 $310,000 3,779 0.18% 310,000 3,779 0    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 102 New $335.19 $269,000 886 0.15% 269,000 886 0    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 118 New $153.62 $234,000 1,588 0.13% 234,000 1,588 0    Semiconductor- Broad...
   (DUK)1 Year Chart         DUK Duke Energy Corp 120 New $102.38 $226,000 2,328 0.13% 226,000 2,328 0    Electric Utilities
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 123 New $175.05 $217,000 1,314 0.12% 217,000 1,314 0    Closed - End Fund - E...
   (MMIT)1 Year Chart         MMIT Iq Mackay Municipal Interme... 126 New $0.00 $204,000 8,289 0.12% 204,000 8,289 0.009    N/A
   (SGA)1 Year Chart         SGA Saga Communications Inc 128 New $22.85 $200,000 9,000 0.11% 200,000 9,000 0.152    Broadcasting - Radio
      12 Records Found
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