0001730546-21-000002.txt : 20210226 0001730546-21-000002.hdr.sgml : 20210226 20210226151345 ACCESSION NUMBER: 0001730546-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210226 DATE AS OF CHANGE: 20210226 EFFECTIVENESS DATE: 20210226 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Luken Investment Analytics, LLC CENTRAL INDEX KEY: 0001730546 IRS NUMBER: 462876156 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21075 FILM NUMBER: 21687820 BUSINESS ADDRESS: STREET 1: 136 FRIERSON STREET CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 615474538 MAIL ADDRESS: STREET 1: 136 FRIERSON STREET CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730546 XXXXXXXX 12-31-2020 12-31-2020 Luken Investment Analytics, LLC

136 FRIERSON STREET BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-21075 N Carri Sanford 615-474-5378 Carri Sanford Brentwood TN 02-26-2021 0 109 134526 false INFORMATION TABLE 2 13fformreport2020_12a.xml DISNEY WALT CO COM 254687106 21 115 SH SOLE 0 0 115 PFIZER INC COM 717081103 1237 33613 SH SOLE 0 0 33613 SPDR S&P 500 ETF TR TR UNIT 78462F103 13464 36011 SH SOLE 0 0 36011 DEERE & CO COM 244199105 108 400 SH SOLE 0 0 400 CHEMOURS CO COM 163851108 1 40 SH SOLE 0 0 40 SELECT SECTOR SPDR TR ENERGY 81369Y506 3589 94697 SH SOLE 0 0 94697 ISHARES TR SELECT DIVID ETF 464287168 160 1661 SH SOLE 0 0 1661 ABBOTT LABS COM 002824100 9 84 SH SOLE 0 0 84 CVS HEALTH CORP COM 126650100 358 5246 SH SOLE 0 0 5246 OCCIDENTAL PETE CORP COM 674599105 11 640 SH SOLE 0 0 640 ISHARES TR COHEN STEER REIT 464287564 0 6 SH SOLE 0 0 6 ANNALY CAPITAL MANAGEMENT IN COM 035710409 2 200 SH SOLE 0 0 200 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 12 1000 SH SOLE 0 0 1000 UNION PAC CORP COM 907818108 61 292 SH SOLE 0 0 292 TARGET CORP COM 87612E106 46 262 SH SOLE 0 0 262 FB FINL CORP COM 30257X104 1121 32271 SH SOLE 0 0 32271 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 4691 15339 SH SOLE 0 0 15339 ISHARES TR INTL SEL DIV ETF 464288448 339 11504 SH SOLE 0 0 11504 LOWES COS INC COM 548661107 128 800 SH SOLE 0 0 800 AT&T INC COM 00206R102 2 77 SH SOLE 0 0 77 PRUDENTIAL FINL INC COM 744320102 8 100 SH SOLE 0 0 100 MERCK & CO. INC COM 58933Y105 11 134 SH SOLE 0 0 134 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 78 300 SH SOLE 0 0 300 TRAVELERS COMPANIES INC COM 89417E109 15 106 SH SOLE 0 0 106 VEREIT INC COM 92339V308 72 1908 SH SOLE 0 0 1908 GLOBAL MED REIT INC COM NEW 37954A204 5 400 SH SOLE 0 0 400 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 1 80 SH SOLE 0 0 80 APPLE INC COM 037833100 372 2800 SH SOLE 0 0 2800 AMAZON COM INC COM 023135106 651 200 SH SOLE 0 0 200 PROCTER AND GAMBLE CO COM 742718109 34 246 SH SOLE 0 0 246 BOEING CO COM 097023105 43 200 SH SOLE 0 0 200 ORACLE CORP COM 68389X105 18 272 SH SOLE 0 0 272 TEXAS INSTRS INC COM 882508104 36 218 SH SOLE 0 0 218 NORFOLK SOUTHN CORP COM 655844108 24 100 SH SOLE 0 0 100 CINCINNATI FINL CORP COM 172062101 4 48 SH SOLE 0 0 48 PHILIP MORRIS INTL INC COM 718172109 50 600 SH SOLE 0 0 600 INTEL CORP COM 458140100 9 187 SH SOLE 0 0 187 WALMART INC COM 931142103 7 46 SH SOLE 0 0 46 DUKE ENERGY CORP NEW COM NEW 26441C204 66 721 SH SOLE 0 0 721 CINTAS CORP COM 172908105 35 98 SH SOLE 0 0 98 ISHARES TR US REGNL BKS ETF 464288778 79 1750 SH SOLE 0 0 1750 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 65 1332 SH SOLE 0 0 1332 EXXON MOBIL CORP COM 30231G102 41 1000 SH SOLE 0 0 1000 DOW INC COM 260557103 5 85 SH SOLE 0 0 85 INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 23 500 SH SOLE 0 0 500 ABBVIE INC COM 00287Y109 9 84 SH SOLE 0 0 84 WISDOMTREE TR YIELD ENHANCD US 97717X511 2633 49038 SH SOLE 0 0 49038 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 2041 37288 SH SOLE 0 0 37288 HCA HEALTHCARE INC COM 40412C101 99 600 SH SOLE 0 0 600 MONDELEZ INTL INC CL A 609207105 24 415 SH SOLE 0 0 415 ISHARES TR RUS 1000 VAL ETF 464287598 8 58 SH SOLE 0 0 58 LILLY ELI & CO COM 532457108 73 435 SH SOLE 0 0 435 HARLEY DAVIDSON INC COM 412822108 15 412 SH SOLE 0 0 412 TJX COS INC NEW COM 872540109 14 210 SH SOLE 0 0 210 PINNACLE FINL PARTNERS INC COM 72346Q104 134 2080 SH SOLE 0 0 2080 VIACOMCBS INC CL B 92556H206 23 606 SH SOLE 0 0 606 VANGUARD INDEX FDS TOTAL STK MKT 922908769 165 847 SH SOLE 0 0 847 WISDOMTREE TR EM LCL DEBT FD 97717X867 210 6030 SH SOLE 0 0 6030 HUMANA INC COM 444859102 287 700 SH SOLE 0 0 700 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 1 20 SH SOLE 0 0 20 HOME DEPOT INC COM 437076102 109 409 SH SOLE 0 0 409 3M CO COM 88579Y101 1266 7244 SH SOLE 0 0 7244 INVESCO QQQ TR UNIT SER 1 46090E103 30798 98166 SH SOLE 0 0 98166 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7723 22470 SH SOLE 0 0 22470 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 86 1797 SH SOLE 0 0 1797 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 16236 270420 SH SOLE 0 0 270420 INTERNATIONAL BUSINESS MACHS COM 459200101 19 150 SH SOLE 0 0 150 COCA COLA CO COM 191216100 99 1800 SH SOLE 0 0 1800 VERIZON COMMUNICATIONS INC COM 92343V104 64 1095 SH SOLE 0 0 1095 VENTAS INC COM 92276F100 44 906 SH SOLE 0 0 906 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 10 100 SH SOLE 0 0 100 WASTE MGMT INC DEL COM 94106L109 12 100 SH SOLE 0 0 100 MICROSOFT CORP COM 594918104 70 314 SH SOLE 0 0 314 RAYTHEON TECHNOLOGIES CORP COM 75513E101 565 7895 SH SOLE 0 0 7895 ISHARES TR RUS 1000 GRW ETF 464287614 58 239 SH SOLE 0 0 239 ISHARES TR MSCI EMG MKT ETF 464287234 1531 29621 SH SOLE 0 0 29621 VERTICAL CAP INCOME FD SHS BEN INT 92535C104 8 819 SH SOLE 0 0 819 STARBUCKS CORP COM 855244109 171 1600 SH SOLE 0 0 1600 BANK NEW YORK MELLON CORP COM 064058100 8 184 SH SOLE 0 0 184 LINDE PLC SHS G5494J103 10 39 SH SOLE 0 0 39 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 657 25987 SH SOLE 0 0 25987 SPDR SER TR PRTFLO S&P500 GW 78464A409 7082 128090 SH SOLE 0 0 128090 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 21247 503956 SH SOLE 0 0 503956 AMERISOURCEBERGEN CORP COM 03073E105 88 900 SH SOLE 0 0 900 ANTHEM INC COM 036752103 15 48 SH SOLE 0 0 48 MCDONALDS CORP COM 580135101 20 92 SH SOLE 0 0 92 ITRON INC COM 465741106 88 915 SH SOLE 0 0 915 FIRST TR NASDAQ 100 TECH IND SHS 337345102 22 160 SH SOLE 0 0 160 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 52 1275 SH SOLE 0 0 1275 EMERSON ELEC CO COM 291011104 829 10316 SH SOLE 0 0 10316 HONEYWELL INTL INC COM 438516106 1373 6457 SH SOLE 0 0 6457 ISHARES TR MSCI EAFE ETF 464287465 8479 116214 SH SOLE 0 0 116214 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4 120 SH SOLE 0 0 120 SERVISFIRST BANCSHARES INC COM 81768T108 302 7500 SH SOLE 0 0 7500 DUPONT DE NEMOURS INC COM 26614N102 6 85 SH SOLE 0 0 85 CORTEVA INC COM 22052L104 3 85 SH SOLE 0 0 85 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 67 565 SH SOLE 0 0 565 HALLIBURTON CO COM 406216101 15 800 SH SOLE 0 0 800 VMWARE INC CL A COM 928563402 7 50 SH SOLE 0 0 50 VANECK VECTORS ETF TR BDC INCOME ETF 92189F411 143 10431 SH SOLE 0 0 10431 ASTRAZENECA PLC SPONSORED ADR 046353108 75 1500 SH SOLE 0 0 1500 BAXTER INTL INC COM 071813109 6 74 SH SOLE 0 0 74 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 38 568 SH SOLE 0 0 568 UNITED PARCEL SERVICE INC CL B 911312106 506 3003 SH SOLE 0 0 3003 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 56 589 SH SOLE 0 0 589 JOHNSON & JOHNSON COM 478160104 106 671 SH SOLE 0 0 671 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1500 29902 SH SOLE 0 0 29902 KRAFT HEINZ CO COM 500754106 5 138 SH SOLE 0 0 138 ISHARES TR CRE U S REIT ETF 464288521 0 9 SH SOLE 0 0 9