0001730546-24-000001.txt : 20240131 0001730546-24-000001.hdr.sgml : 20240131 20240131105505 ACCESSION NUMBER: 0001730546-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Luken Investment Analytics, LLC CENTRAL INDEX KEY: 0001730546 ORGANIZATION NAME: 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: 24581175 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 X0202 13F-HR LIVE false true true 0001730546 XXXXXXXX 12-31-2023 12-31-2023 Luken Investment Analytics, LLC

136 FRIERSON STREET BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-21075 000169008 801-112496 N Carri Sanford 6155505570 Carri Sanford Brentwood TN 01-31-2024 0 132 185453738 false INFORMATION TABLE 2 A2023-1213F.xml TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 41600 400 SH SOLE 0 0 400 ELI LILLY & CO COM 532457108 390556 670 SH SOLE 0 0 670 MCDONALDS CORP COM 580135101 27279 92 SH SOLE 0 0 92 3M CO COM 88579Y101 791914 7244 SH SOLE 0 0 7244 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2271414 13477 SH SOLE 0 0 13477 INTEL CORP COM 458140100 9397 187 SH SOLE 0 0 187 STARBUCKS CORP COM 855244109 153616 1600 SH SOLE 0 0 1600 BAXTER INTL INC COM 071813109 2861 74 SH SOLE 0 0 74 WASTE MGMT INC DEL COM 94106L109 8955 50 SH SOLE 0 0 50 VENTAS INC COM 92276F100 22578 453 SH SOLE 0 0 453 ISHARES TR RUS 1000 GRW ETF 464287614 80811 267 SH SOLE 0 0 267 MICROSOFT CORP COM 594918104 155681 414 SH SOLE 0 0 414 EXXON MOBIL CORP COM 30231G102 152769 1528 SH SOLE 0 0 1528 PINNACLE FINL PARTNERS INC COM 72346Q104 181418 2080 SH SOLE 0 0 2080 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 52355 272 SH SOLE 0 0 272 ISHARES TR US REGNL BKS ETF 464288778 73220 1750 SH SOLE 0 0 1750 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 155536 6739 SH SOLE 0 0 6739 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 3114 80 SH SOLE 0 0 80 HALLIBURTON CO COM 406216101 28920 800 SH SOLE 0 0 800 WARNER BROS DISCOVERY INC COM SER A 934423104 3141 276 SH SOLE 0 0 276 ISHARES TR CORE S&P500 ETF 464287200 5645109 11819 SH SOLE 0 0 11819 HOME DEPOT INC COM 437076102 106391 307 SH SOLE 0 0 307 HUMANA INC COM 444859102 320467 700 SH SOLE 0 0 700 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 276195 8121 SH SOLE 0 0 8121 VANGUARD INDEX FDS TOTAL STK MKT 922908769 120271 507 SH SOLE 0 0 507 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 51638 589 SH SOLE 0 0 589 OMNIAB INC COM 68218J103 1283 208 SH SOLE 0 0 208 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35666 100 SH SOLE 0 0 100 HCA HEALTHCARE INC COM 40412C101 254439 940 SH SOLE 0 0 940 SERVISFIRST BANCSHARES INC COM 81768T108 641380 9626 SH SOLE 0 0 9626 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 45463 568 SH SOLE 0 0 568 BANK NEW YORK MELLON CORP COM 064058100 9577 184 SH SOLE 0 0 184 HONEYWELL INTL INC COM 438516106 1238757 5907 SH SOLE 0 0 5907 CARNIVAL CORP UNIT 99/99/9999 143658300 1854 100 SH SOLE 0 0 100 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 5223199 124570 SH SOLE 0 0 124570 WALMART INC COM 931142103 86077 546 SH SOLE 0 0 546 PAYPAL HLDGS INC COM 70450Y103 1535 25 SH SOLE 0 0 25 TJX COS INC NEW COM 872540109 19700 210 SH SOLE 0 0 210 CINCINNATI FINL CORP COM 172062101 5380 52 SH SOLE 0 0 52 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F730 8419389 233164 SH SOLE 0 0 233164 CHEVRON CORP NEW COM 166764100 37290 250 SH SOLE 0 0 250 VERIZON COMMUNICATIONS INC COM 92343V104 53308 1414 SH SOLE 0 0 1414 MERCK & CO INC COM 58933Y105 14609 134 SH SOLE 0 0 134 DUKE ENERGY CORP NEW COM NEW 26441C204 69966 721 SH SOLE 0 0 721 CINTAS CORP COM 172908105 1389131 2305 SH SOLE 0 0 2305 ISHARES INC MSCI MEXICO ETF 464286822 3814120 56214 SH SOLE 0 0 56214 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 3250192 78186 SH SOLE 0 0 78186 SPDR SER TR PRTFLO S&P500 GW 78464A409 3143309 48314 SH SOLE 0 0 48314 SSGA ACTIVE TR SPDR BLACKSTONE 78470P846 10692607 380114 SH SOLE 0 0 380114 OCCIDENTAL PETE CORP COM 674599105 38214 640 SH SOLE 0 0 640 AMAZON COM INC COM 023135106 668536 4400 SH SOLE 0 0 4400 EMERSON ELEC CO COM 291011104 1004056 10316 SH SOLE 0 0 10316 JPMORGAN CHASE & CO COM 46625H100 328633 1932 SH SOLE 0 0 1932 RTX CORPORATION COM 75513E101 664285 7895 SH SOLE 0 0 7895 VANECK ETF TRUST BDC INCOME ETF 92189F411 144312 8997 SH SOLE 0 0 8997 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 14127 120 SH SOLE 0 0 120 PRUDENTIAL FINL INC COM 744320102 22609 218 SH SOLE 0 0 218 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 969 50 SH SOLE 0 0 50 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 10120 1000 SH SOLE 0 0 1000 LINDE PLC SHS G54950103 16018 39 SH SOLE 0 0 39 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 3571 50 SH SOLE 0 0 50 ISHARES TR INTL SEL DIV ETF 464288448 6290920 224756 SH SOLE 0 0 224756 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1055993 8991 SH SOLE 0 0 8991 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 9659730 161913 SH SOLE 0 0 161913 SELECT SECTOR SPDR TR INDL 81369Y704 17099 150 SH SOLE 0 0 150 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 36974 668 SH SOLE 0 0 668 COCA COLA CO COM 191216100 106074 1800 SH SOLE 0 0 1800 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 52637 150 SH SOLE 0 0 150 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 136618 6886 SH SOLE 0 0 6886 TRAVELERS COMPANIES INC COM 89417E109 20192 106 SH SOLE 0 0 106 INVESCO QQQ TR UNIT SER 1 46090E103 21609278 52767 SH SOLE 0 0 52767 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST BFR 33740F623 350504 8800 SH SOLE 0 0 8800 TEXAS INSTRS INC COM 882508104 37160 218 SH SOLE 0 0 218 ITRON INC COM 465741106 34546 458 SH SOLE 0 0 458 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 357309 54802 SH SOLE 0 0 54802 FIRST TR NASDAQ ABA CMNTY BK UT COM SHS ETF 33736Q104 6022474 120849 SH SOLE 0 0 120849 VANGUARD INDEX FDS GROWTH ETF 922908736 62176 200 SH SOLE 0 0 200 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 65726 1275 SH SOLE 0 0 1275 ORACLE CORP COM 68389X105 28677 272 SH SOLE 0 0 272 PLUG POWER INC COM NEW 72919P202 1980 440 SH SOLE 0 0 440 GEVO INC COM PAR 374396406 522 450 SH SOLE 0 0 450 DISNEY WALT CO COM 254687106 30247 335 SH SOLE 0 0 335 PFIZER INC COM 717081103 967718 33613 SH SOLE 0 0 33613 CENCORA INC COM 03073E105 184842 900 SH SOLE 0 0 900 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 243927 3989 SH SOLE 0 0 3989 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 19418 227 SH SOLE 0 0 227 FIRST TR EXCHNG TRADED FD VI US EQT DEEP DUFR 33740F771 423637 11300 SH SOLE 0 0 11300 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 9475890 60050 SH SOLE 0 0 60050 TRACTOR SUPPLY CO COM 892356106 60208 280 SH SOLE 0 0 280 ABBVIE INC COM 00287Y109 13017 84 SH SOLE 0 0 84 ASTRAZENECA PLC SPONSORED ADR 046353108 101025 1500 SH SOLE 0 0 1500 ARES CAPITAL CORP COM 04010L103 92138 4600 SH SOLE 0 0 4600 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 13305379 145589 SH SOLE 0 0 145589 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 55825 1105 SH SOLE 0 0 1105 SPDR SER TR S&P DIVID ETF 78464A763 160836 1287 SH SOLE 0 0 1287 JOHNSON & JOHNSON COM 478160104 105173 671 SH SOLE 0 0 671 UNITED PARCEL SERVICE INC CL B 911312106 458954 2919 SH SOLE 0 0 2919 FORD MTR CO DEL COM 345370860 13884 1139 SH SOLE 0 0 1139 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 54178 565 SH SOLE 0 0 565 PEAKSTONE REALTY TRUST COMMON SHARES 39818P799 448664 22512 SH SOLE 0 0 22512 NORFOLK SOUTHN CORP COM 655844108 23638 100 SH SOLE 0 0 100 SPDR SER TR PORTFOLIO S&P500 78464A854 2497668 44681 SH SOLE 0 0 44681 ISHARES TR MSCI USA MIN VOL 46429B697 33163 425 SH SOLE 0 0 425 ORION OFFICE REIT INC COM 68629Y103 183 32 SH SOLE 0 0 32 DEERE & CO COM 244199105 319896 800 SH SOLE 0 0 800 PROCTER AND GAMBLE CO COM 742718109 36049 246 SH SOLE 0 0 246 HARLEY DAVIDSON INC COM 412822108 15178 412 SH SOLE 0 0 412 ISHARES TR RUS 1000 VAL ETF 464287598 172998 1047 SH SOLE 0 0 1047 ABBOTT LABS COM 002824100 9246 84 SH SOLE 0 0 84 CVS HEALTH CORP COM 126650100 337475 4274 SH SOLE 0 0 4274 COMCAST CORP NEW CL A 20030N101 7104 162 SH SOLE 0 0 162 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 27441865 774975 SH SOLE 0 0 774975 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20457 150 SH SOLE 0 0 150 FIRST TR NASDAQ 100 TECH IND SHS 337345102 28075 160 SH SOLE 0 0 160 ALPHABET INC CAP STK CL A 02079K305 83814 600 SH SOLE 0 0 600 DOMINOS PIZZA INC COM 25754A201 41223 100 SH SOLE 0 0 100 PARAMOUNT GLOBAL CLASS B COM 92556H206 8963 606 SH SOLE 0 0 606 SPDR S&P 500 ETF TR TR UNIT 78462F103 13171157 27711 SH SOLE 0 0 27711 TARGET CORP COM 87612E106 37314 262 SH SOLE 0 0 262 FIRST HORIZON CORPORATION COM 320517105 17643 1246 SH SOLE 0 0 1246 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 9140951 413057 SH SOLE 0 0 413057 FB FINL CORP COM 30257X104 990512 24856 SH SOLE 0 0 24856 GLOBAL MED REIT INC COM NEW 37954A204 4440 400 SH SOLE 0 0 400 FEDEX CORP COM 31428X106 10119 40 SH SOLE 0 0 40 UNION PAC CORP COM 907818108 71721 292 SH SOLE 0 0 292 REALTY INCOME CORP COM 756109104 18776 327 SH SOLE 0 0 327 AT&T INC COM 00206R102 19196 1144 SH SOLE 0 0 1144 INTERNATIONAL BUSINESS MACHS COM 459200101 14883 91 SH SOLE 0 0 91 XCEL ENERGY INC COM 98389B100 32565 526 SH SOLE 0 0 526 APPLE INC COM 037833100 716212 3720 SH SOLE 0 0 3720 ISHARES TR MSCI EAFE ETF 464287465 37600 499 SH SOLE 0 0 499 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5441218 12457 SH SOLE 0 0 12457