0001754960-21-000101.txt : 20210610 0001754960-21-000101.hdr.sgml : 20210610 20210610115840 ACCESSION NUMBER: 0001754960-21-000101 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210610 DATE AS OF CHANGE: 20210610 EFFECTIVENESS DATE: 20210610 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lokken Investment Group LLC CENTRAL INDEX KEY: 0001842840 IRS NUMBER: 263694539 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20609 FILM NUMBER: 211007432 BUSINESS ADDRESS: STREET 1: 1413 SAVANNAH ROAD STREET 2: SUITE 4 CITY: LEWES STATE: DE ZIP: 19958 BUSINESS PHONE: 3026456650 MAIL ADDRESS: STREET 1: 1413 SAVANNAH ROAD STREET 2: SUITE 4 CITY: LEWES STATE: DE ZIP: 19958 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001842840 XXXXXXXX 03-31-2021 03-31-2021 Lokken Investment Group LLC
1413 SAVANNAH ROAD SUITE 4 LEWES DE 19958
13F HOLDINGS REPORT 028-20609 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 06-10-2021 0 109 113273 false
INFORMATION TABLE 2 InformationTableOutput.xml AT&T INCCOM00206R102749 24737 SH SOLE 0 0 24737 AIR PRODS & CHEMS INCCOM009158106623 2215 SH SOLE 0 0 2215 ALLSTATE CORPCOM020002101332 2889 SH SOLE 0 0 2889 AMAZON COM INCCOM023135106439 142 SH SOLE 0 0 142 AMERICAN EAGLE OUTFITTERS INCOM02553E106391 13375 SH SOLE 0 0 13375 AMERICAN TOWER CORP NEWCOM03027X100413 1728 SH SOLE 0 0 1728 AMERICAN WTR WKS CO INC NEWCOM030420103203 1357 SH SOLE 0 0 1357 ANNOVIS BIO INCCOM03615A108486 17411 SH SOLE 0 0 17411 APPLE INCCOM0378331004423 36211 SH SOLE 0 0 36211 ARTISAN PARTNERS ASSET MGMTCL A04316A108563 10790 SH SOLE 0 0 10790 BK OF AMERICA CORPCOM060505104322 8312 SH SOLE 0 0 8312 BECTON DICKINSON & COCOM075887109429 1766 SH SOLE 0 0 1766 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022945 11526 SH SOLE 0 0 11526 BLACKROCK INCCOM09247X101243 322 SH SOLE 0 0 322 BLACKSTONE GROUP INCCOM09260D107692 9281 SH SOLE 0 0 9281 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101227 13163 SH SOLE 0 0 13163 CAMPING WORLD HLDGS INCCL A13462K109386 10609 SH SOLE 0 0 10609 CHEVRON CORP NEWCOM166764100222 2123 SH SOLE 0 0 2123 CISCO SYS INCCOM17275R102698 13501 SH SOLE 0 0 13501 COCA COLA COCOM191216100306 5814 SH SOLE 0 0 5814 COHEN & STEERS CLOSED-END OPCOM19248P106978 72922 SH SOLE 0 0 72922 COMCAST CORP NEWCL A20030N101589 10886 SH SOLE 0 0 10886 CONSTELLATION BRANDS INCCL A21036P108516 2265 SH SOLE 0 0 2265 DEERE & COCOM244199105408 1091 SH SOLE 0 0 1091 DOLLAR GEN CORP NEWCOM256677105665 3283 SH SOLE 0 0 3283 DUKE ENERGY CORP NEWCOM NEW26441C204203 2106 SH SOLE 0 0 2106 EMERSON ELEC COCOM291011104588 6518 SH SOLE 0 0 6518 ENTERCOM COMMUNICATIONS CORPCL A2936391001094 208449 SH SOLE 0 0 208449 ETHAN ALLEN INTERIORS INCCOM297602104314 11368 SH SOLE 0 0 11368 EXXON MOBIL CORPCOM30231G102785 14065 SH SOLE 0 0 14065 FEDERATED HERMES INCCL B314211103308 9829 SH SOLE 0 0 9829 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042525 35658 SH SOLE 0 0 35658 FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846615 14711 SH SOLE 0 0 14711 FIRST TR EXCHANGE TRADED FDINDXX NEXTG ETF33737K2051776 24310 SH SOLE 0 0 24310 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8052030 38420 SH SOLE 0 0 38420 FOOT LOCKER INCCOM344849104309 5502 SH SOLE 0 0 5502 GABELLI DIVID & INCOME TRCOM36242H1041072 44728 SH SOLE 0 0 44728 GILEAD SCIENCES INCCOM375558103304 4698 SH SOLE 0 0 4698 HAIN CELESTIAL GROUP INCCOM405217100430 9851 SH SOLE 0 0 9851 HENNESSY ADVISORS INCCOM425885100106 12336 SH SOLE 0 0 12336 HOME DEPOT INCCOM437076102419 1374 SH SOLE 0 0 1374 INTEL CORPCOM4581401001317 20583 SH SOLE 0 0 20583 INVESCO QQQ TRUNIT SER 146090E1031224 3836 SH SOLE 0 0 3836 INVESCO EXCH TRD SLF IDX FDBULSHS 2021 CB46138J700259 12271 SH SOLE 0 0 12271 INVESCO EXCH TRD SLF IDX FDBULSHS 2022 CB46138J882273 12618 SH SOLE 0 0 12618 ISHARES TRCORE S&P500 ETF464287200267 671 SH SOLE 0 0 671 ISHARES TRIBOXX INV CP ETF464287242271 2085 SH SOLE 0 0 2085 ISHARES TRNASDAQ BIOTECH4642875562087 13862 SH SOLE 0 0 13862 ISHARES TRRUS 1000 GRW ETF464287614251 1034 SH SOLE 0 0 1034 ISHARES TRRUSSELL 3000 ETF4642876891350 5689 SH SOLE 0 0 5689 ISHARES TRNATIONAL MUN ETF464288414481 4146 SH SOLE 0 0 4146 ISHARES TRISHS 1-5YR INVS464288646249 4553 SH SOLE 0 0 4553 ISHARES TRMODERT ALLOC ETF464289875421 9670 SH SOLE 0 0 9670 ISHARES TRBLACKROCK ULTRA46434V8781742 34490 SH SOLE 0 0 34490 JOHNSON & JOHNSONCOM4781601041709 10400 SH SOLE 0 0 10400 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108369 55437 SH SOLE 0 0 55437 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104144 18901 SH SOLE 0 0 18901 LILLY ELI & COCOM532457108886 4741 SH SOLE 0 0 4741 LOCKHEED MARTIN CORPCOM539830109478 1293 SH SOLE 0 0 1293 LOEWS CORPCOM540424108384 7495 SH SOLE 0 0 7495 LOWES COS INCCOM548661107997 5241 SH SOLE 0 0 5241 MCDONALDS CORPCOM580135101429 1916 SH SOLE 0 0 1916 MICROSOFT CORPCOM5949181042804 11895 SH SOLE 0 0 11895 MORGAN STANLEYCOM NEW617446448530 6825 SH SOLE 0 0 6825 NEWELL BRANDS INCCOM651229106364 13599 SH SOLE 0 0 13599 NEXTERA ENERGY INCCOM65339F101338 4468 SH SOLE 0 0 4468 NORFOLK SOUTHN CORPCOM655844108265 986 SH SOLE 0 0 986 OAKTREE SPECIALTY LENDING COCOM67401P108375 60531 SH SOLE 0 0 60531 PNC FINL SVCS GROUP INCCOM693475105334 1906 SH SOLE 0 0 1906 PPG INDS INCCOM693506107483 3215 SH SOLE 0 0 3215 PEPSICO INCCOM713448108254 1798 SH SOLE 0 0 1798 PFIZER INCCOM717081103992 27375 SH SOLE 0 0 27375 POLARIS INCCOM731068102281 2104 SH SOLE 0 0 2104 PROCTER AND GAMBLE COCOM742718109615 4544 SH SOLE 0 0 4544 RAYTHEON TECHNOLOGIES CORPCOM75513E101336 4342 SH SOLE 0 0 4342 RIVERNORTH OPPORTUNITIES FDCOM76881Y109188 10790 SH SOLE 0 0 10790 ROYCE VALUE TR INCCOM780910105941 51983 SH SOLE 0 0 51983 SPDR S&P 500 ETF TRTR UNIT78462F1031910 4818 SH SOLE 0 0 4818 SPDR GOLD TRGOLD SHS78463V1073872 24204 SH SOLE 0 0 24204 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102701 7250 SH SOLE 0 0 7250 SIREN ETF TRNSD NXGN ECO ETF8296582021262 26230 SH SOLE 0 0 26230 SMUCKER J M COCOM NEW832696405352 2781 SH SOLE 0 0 2781 SOUTHERN COCOM842587107292 4701 SH SOLE 0 0 4701 SUNOPTA INCCOM8676EP108812 54997 SH SOLE 0 0 54997 SURO CAPITAL CORPCOM NEW86887Q109378 27861 SH SOLE 0 0 27861 TJX COS INC NEWCOM872540109496 7501 SH SOLE 0 0 7501 TARGET CORPCOM87612E106221 1117 SH SOLE 0 0 1117 THOR INDS INCCOM885160101439 3258 SH SOLE 0 0 3258 3M COCOM88579Y101248 1289 SH SOLE 0 0 1289 UMH PPTYS INCCOM903002103324 16922 SH SOLE 0 0 16922 UNITEDHEALTH GROUP INCCOM91324P102709 1905 SH SOLE 0 0 1905 V F CORPCOM918204108227 2841 SH SOLE 0 0 2841 VANECK VECTORS ETF TRFALLEN ANGEL HG92189F4371526 47800 SH SOLE 0 0 47800 VANGUARD BD INDEX FDSSHORT TRM BOND9219378275833 70971 SH SOLE 0 0 70971 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378353218 37985 SH SOLE 0 0 37985 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858288 5868 SH SOLE 0 0 5868 VANGUARD WORLD FDSCONSUM DIS ETF92204A1081764 5972 SH SOLE 0 0 5972 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775877 14461 SH SOLE 0 0 14461 VANGUARD INDEX FDSREAL ESTATE ETF922908553273 2968 SH SOLE 0 0 2968 VANGUARD INDEX FDSMID CAP ETF9229086295125 23153 SH SOLE 0 0 23153 VANGUARD INDEX FDSEXTEND MKT ETF922908652375 2122 SH SOLE 0 0 2122 VANGUARD INDEX FDSGROWTH ETF9229087368453 32886 SH SOLE 0 0 32886 VANGUARD INDEX FDSVALUE ETF9229087448968 68218 SH SOLE 0 0 68218 VANGUARD INDEX FDSSMALL CP ETF9229087513312 15472 SH SOLE 0 0 15472 VANGUARD INDEX FDSTOTAL STK MKT9229087692943 14240 SH SOLE 0 0 14240 VERIZON COMMUNICATIONS INCCOM92343V104558 9599 SH SOLE 0 0 9599 VISA INCCOM CL A92826C839627 2961 SH SOLE 0 0 2961 WSFS FINL CORPCOM929328102364 7316 SH SOLE 0 0 7316 WALMART INCCOM931142103712 5245 SH SOLE 0 0 5245