StockDriftsStockDriftsTop 50 Lokken Investment Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6.24% | 97.5K | $18.2M | -10.26%(-11.14K) | $101.36(+90.20%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.07% | 36.9K | $17.7M | -5.71%(-2.23K) | $167.36(+195.80%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 4.02% | 33.0K | $11.7M | -4.29%(-1.48K) | $170.57(+144.32%) | 2025-09-30 | |
| MGMT | UNIFIED SER TR | 3.52% | 232.9K | $10.3M | +5.08%(+11.26K) | $36.75(+23.02%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 3.25% | 37.2K | $9.5M | +2.04%(+746) | $168.50(+55.99%) | 2025-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.25% | 204.6K | $9.5M | +9.97%(+18.55K) | $45.79(+1.31%) | 2025-09-30 | |
| AAPL | APPLE INC | 3.14% | 35.9K | $9.2M | +1.80%(+634) | $98.18(+178.46%) | 2025-09-30 | |
| FEOE | RBB FUND TRUST | 3.09% | 195.2K | $9.0M | +101.06%(+98.11K) | $42.19(+16.90%) | 2025-09-30 | |
| PYLD | PIMCO ETF TR | 3% | 325.6K | $8.7M | +4.65%(+14.46K) | $26.24(+2.25%) | 2025-09-30 | |
| CLOI | VANECK ETF TRUST | 2.66% | 145.8K | $7.7M | +2.30%(+3.28K) | $52.93(+0.17%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.61% | +66.84% |
| Top 20 Holdings Unweighted | +18.26% | +65.39% |
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