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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed 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
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 138 Closed $233.58 $0 0 0% -668,000 -2,583 0    Medical Instruments &...
   (MTB)1 Year Chart         MTB M&T Bank Corp 144 Closed $151.26 $0 0 0% -411,000 -3,252 0    Domestic Regional Banks
   (TJX)1 Year Chart         TJX TJX Companies Inc 143 Closed $98.50 $0 0 0% -742,000 -8,343 0    Discount, Variety Stores
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 142 Closed $0.00 $0 0 0% -2,276,000 -91,701 0    N/A
   (LAZY)1 Year Chart         LAZY Lazydays Holdings Inc 148 Closed $3.99 $0 0 0% -138,000 -18,185 0    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 141 Closed $170.28 $0 0 0% -577,000 -5,180 0    Property & Casualty I...
   (RVT)1 Year Chart         RVT Royce Value Trust Inc 147 Closed $14.74 $0 0 0% -909,000 -70,667 0    Closed - End Fund - E...
   (NWL)1 Year Chart         NWL Newell Rubbermaid Inc 140 Closed $8.05 $0 0 0% -151,000 -16,722 0    Housewares & Accessories
   (TSN)1 Year Chart         TSN Tyson Foods Inc 146 Closed $59.13 $0 0 0% -553,000 -10,956 0    Meat Products
   (MKC)1 Year Chart         MKC McCormick & Co Inc 139 Closed $75.56 $0 0 0% -522,000 -6,900 0    Processed & Packaged ...
   (KMF)1 Year Chart         KMF Kayne Anderson Midstream/en... 145 Closed $6.72 $0 0 0% -395,000 -55,437 0    N/A

      11 Records Found
  1    
Page 1 of 1
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