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Lokken Investment Group LLC - Portfolio Stock Holdings

Lokken Investment Group LLC disclosed 152 stock positions in a recent SEC 13F filing. $291,203,437 of stock holdings were filed, with the largest holdings including VTV, VUG, and GLD. This filing represented positions held on Sept. 30, 2025, and was filed on Nov. 5, 2025.

Report Period:

Sept. 30, 2025

No. of Stocks:

152

Est. Stock Holding Value:

$291,203,437

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lokken Investment Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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