Lokken Investment Group LLC

Q1 2024 vs. Q1 2025 13F Holdings

Period
Q1 2024
Q1 2025
Holdings as of
3/31/2024
3/31/2025
Value ($000)
$200,666
$237,142
Num holdings
141
132
Form type
13F-HR
13F-HR
Date filed
5/14/2024
5/1/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2024 Q1 2025 Diff Chg % Q1 2024 Q1 2025 Diff Chg %