0001754960-24-000086.txt : 20240213 0001754960-24-000086.hdr.sgml : 20240213 20240213162043 ACCESSION NUMBER: 0001754960-24-000086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lokken Investment Group LLC CENTRAL INDEX KEY: 0001842840 ORGANIZATION NAME: 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: 24626303 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 X0202 13F-HR LIVE false false false 0001842840 XXXXXXXX 12-31-2023 12-31-2023 Lokken Investment Group LLC

1413 SAVANNAH ROAD SUITE 4 LEWES DE 19958

13F HOLDINGS REPORT 028-20609 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 02-13-2024 0 137 176801038 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG54950103760274 1851 SH SOLE 1851 0 0 AFLAC INCCOM001055102267296 3240 SH SOLE 3240 0 0 ABBVIE INCCOM00287Y109258139 1666 SH SOLE 1666 0 0 ADVANCED MICRO DEVICES INCCOM007903107234087 1588 SH SOLE 1588 0 0 AIR PRODS & CHEMS INCCOM009158106291441 1064 SH SOLE 1064 0 0 ALPHABET INCCAP STK CL A02079K305245435 1757 SH SOLE 1757 0 0 AMAZON COM INCCOM023135106407047 2679 SH SOLE 2679 0 0 AMERICAN EAGLE OUTFITTERS INCOM02553E106721873 34115 SH SOLE 34115 0 0 AMERICAN TOWER CORP NEWCOM03027X100288032 1334 SH SOLE 1334 0 0 AMERICAN WTR WKS CO INC NEWCOM030420103813850 6166 SH SOLE 6166 0 0 AMGEN INCCOM031162100897307 3115 SH SOLE 3115 0 0 APPLE INCCOM0378331006303877 32742 SH SOLE 32742 0 0 BANK AMERICA CORPCOM060505104328316 9751 SH SOLE 9751 0 0 BELPOINTE PREP LLCUNIT RP LTD LB A080694102262573 3399 SH SOLE 3399 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021461949 4099 SH SOLE 4099 0 0 BLACKROCK INCCOM09247X1011065060 1312 SH SOLE 1312 0 0 BLACKROCK CR ALLOCATION INCOCOM092508100106265 10297 SH SOLE 10297 0 0 BLACKROCK CAP INVT CORPCOM09253310840542 10476 SH SOLE 10476 0 0 BLACKROCK MUNIYIELD QUALITYCOM09254G108143006 13817 SH SOLE 13817 0 0 BLACKSTONE INCCOM09260D107968715 7399 SH SOLE 7399 0 0 BOSTON OMAHA CORPCL A COM STK101044105258334 16423 SH SOLE 16423 0 0 BRISTOL-MYERS SQUIBB COCOM110122108257273 5014 SH SOLE 5014 0 0 BROADCOM INCCOM11135F1011185549 1062 SH SOLE 1062 0 0 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101201251 13534 SH SOLE 13534 0 0 CAMPING WORLD HLDGS INCCL A13462K109357372 13609 SH SOLE 13609 0 0 CAPITOL SER TRFAIRLEAD TACTICA14064D5501572020 63436 SH SOLE 63436 0 0 CHEVRON CORP NEWCOM166764100521208 3494 SH SOLE 3494 0 0 CISCO SYS INCCOM17275R1021032859 20445 SH SOLE 20445 0 0 COCA COLA COCOM191216100355822 6038 SH SOLE 6038 0 0 COHEN & STEERS CLOSED-END OPCOM19248P106143618 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ETF33738R7043003226 51923 SH SOLE 51923 0 0 GLOBAL X FDSNASDAQ 100 COVER37954Y4831379194 79538 SH SOLE 79538 0 0 HOME DEPOT INCCOM437076102469718 1355 SH SOLE 1355 0 0 HONEYWELL INTL INCCOM438516106932580 4447 SH SOLE 4447 0 0 ILLINOIS TOOL WKS INCCOM4523081091008993 3852 SH SOLE 3852 0 0 INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827203578 8289 SH SOLE 8289 0 0 INTEL CORPCOM458140100549137 10928 SH SOLE 10928 0 0 INTERNATIONAL BUSINESS MACHSCOM459200101362793 2218 SH SOLE 2218 0 0 INVESCO QQQ TRUNIT SER 146090E1031972820 4817 SH SOLE 4817 0 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB46138J7914145298 214782 SH SOLE 214216 0 566 IRON MTN INC DELCOM46284V101243111 3474 SH SOLE 3474 0 0 ISHARES TRCORE S&P500 ETF464287200585097 1225 SH SOLE 1225 0 0 ISHARES TRCORE US AGGBD ET464287226552690 5569 SH SOLE 5569 0 0 ISHARES TR1 3 YR TREAS BD464287457310029 3779 SH SOLE 3779 0 0 ISHARES TRRUS 1000 VAL ETF464287598217139 1314 SH SOLE 1314 0 0 ISHARES TRRUS 1000 GRW ETF464287614268609 886 SH SOLE 886 0 0 ISHARES TRRUSSELL 3000 ETF4642876891896353 6928 SH SOLE 6928 0 0 ISHARES TRNATIONAL MUN ETF4642884141393177 12851 SH SOLE 12851 0 0 ISHARES TRMODERT ALLOC ETF464289875402107 9687 SH SOLE 9687 0 0 ISHARES TRIBONDS 24 TRM TS46436E8742214878 92828 SH SOLE 92828 0 0 JPMORGAN CHASE & COCOM46625H100249197 1465 SH SOLE 1465 0 0 J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332902827 16421 SH SOLE 16421 0 0 JOHNSON & JOHNSONCOM4781601042526711 16120 SH SOLE 16120 0 0 KAYNE ANDERSON ENERGY INFRSTCOM486606106400315 45594 SH SOLE 45594 0 0 KOPIN CORPCOM500600101142100 70000 SH SOLE 70000 0 0 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104120421 18875 SH SOLE 18875 0 0 ELI LILLY & COCOM5324571082774815 4760 SH SOLE 4760 0 0 LOCKHEED MARTIN CORPCOM5398301091199947 2647 SH SOLE 2647 0 0 LOWES COS INCCOM5486611071303108 5855 SH SOLE 5855 0 0 MARATHON PETE CORPCOM56585A102842409 5678 SH SOLE 5678 0 0 MARRIOTT INTL INC NEWCL A571903202738996 3277 SH SOLE 3277 0 0 MCDONALDS 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S&P GLOBAL INCCOM78409V104790329 1794 SH SOLE 1794 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1031723398 3626 SH SOLE 3626 0 0 SPDR GOLD TRGOLD SHS78463V1076139233 32114 SH SOLE 32075 0 39 SSGA ACTIVE TRSPDR SSGA US SCT78470P4082388566 52200 SH SOLE 52200 0 0 SAGA COMMUNICATIONS INCCL A NEW786598300200340 9000 SH SOLE 9000 0 0 SALESFORCE INCCOM79466L302949672 3609 SH SOLE 3609 0 0 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241022099823 37719 SH SOLE 37719 0 0 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797502228 6597 SH SOLE 6477 0 120 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209949584 6963 SH SOLE 6963 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605226710 6030 SH SOLE 6030 0 0 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886696740 11002 SH SOLE 11002 0 0 SOUTHERN COCOM842587107336155 4794 SH SOLE 4794 0 0 STRYKER CORPORATIONCOM863667101883563 2951 SH SOLE 2951 0 0 SUNOPTA INCCOM8676EP108555189 101497 SH SOLE 101497 0 0 SURO CAPITAL CORPCOM NEW86887Q109396746 100697 SH SOLE 100697 0 0 TARGET CORPCOM87612E1061060112 7444 SH SOLE 7444 0 0 TEXAS INSTRS INCCOM882508104843777 4950 SH SOLE 4950 0 0 THOR INDS INCCOM885160101626148 5295 SH SOLE 5295 0 0 THORNBURG INCM BUILDER OPP TCOM885213108682021 43973 SH SOLE 43973 0 0 UMH PPTYS INCCOM903002103446149 29122 SH SOLE 29122 0 0 UNIFIED SER TRBALLAST SMLMD CP90470L5504679841 126451 SH SOLE 126154 0 297 UNION PAC CORPCOM907818108828568 3373 SH SOLE 3373 0 0 UNITEDHEALTH GROUP INCCOM91324P1021950771 3705 SH SOLE 3705 0 0 VANECK ETF TRUSTFALLEN ANGEL HG92189F437755533 26252 SH SOLE 25753 0 499 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844351024 2060 SH SOLE 2060 0 0 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271051246 13649 SH SOLE 13649 0 0 VANGUARD WHITEHALL FDSINTL DVD ETF921946810561092 7072 SH SOLE 7072 0 0 VANGUARD BD INDEX FDSVANGUARD ULTRA92203C303460384 9312 SH SOLE 9129 0 183 VANGUARD WORLD FDSINF TECH ETF92204A702250712 518 SH SOLE 518 0 0 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775947812 16883 SH SOLE 16883 0 0 VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680488941 6267 SH SOLE 6267 0 0 VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206C714332976 4590 SH SOLE 4590 0 0 VANGUARD SCOTTSDALE FDSLONG TERM TREAS92206C847237677 3863 SH SOLE 3863 0 0 VANGUARD MUN BD FDSTAX EXEMPT BD922907746623474 12213 SH SOLE 12213 0 0 VANGUARD INDEX FDSREAL ESTATE ETF922908553384589 4353 SH SOLE 4353 0 0 VANGUARD INDEX FDSSM CP VAL ETF9229086112550660 14173 SH SOLE 14173 0 0 VANGUARD INDEX FDSMID CAP ETF9229086294902905 21075 SH SOLE 21043 0 32 VANGUARD INDEX FDSEXTEND MKT ETF922908652244164 1485 SH SOLE 1485 0 0 VANGUARD INDEX FDSGROWTH ETF92290873611050989 35547 SH SOLE 35477 0 70 VANGUARD INDEX FDSVALUE ETF92290874414742412 98611 SH SOLE 98466 0 145 VANGUARD INDEX FDSSMALL CP ETF9229087515580482 26159 SH SOLE 26108 0 51 VANGUARD INDEX FDSTOTAL STK MKT9229087694348013 18329 SH SOLE 18329 0 0 VERIZON COMMUNICATIONS INCCOM92343V104417000 11061 SH SOLE 11061 0 0 WSFS FINL CORPCOM929328102499625 10878 SH SOLE 10878 0 0 WALMART INCCOM9311421031173154 7442 SH SOLE 7442 0 0