0001730546-24-000003.txt : 20240423 0001730546-24-000003.hdr.sgml : 20240423 20240423145515 ACCESSION NUMBER: 0001730546-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 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: 24864282 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 false 0001730546 XXXXXXXX 03-31-2024 03-31-2024 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 04-23-2024 0 130 198209383 false INFORMATION TABLE 2 A2024-313F.xml 3M CO COM 88579Y101 768371 7244 SH SOLE 0 0 7244 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740F482 7847244 227985 SH SOLE 0 0 227985 MCDONALDS CORP COM 580135101 25939 92 SH SOLE 0 0 92 ELI LILLY & CO COM 532457108 443437 570 SH SOLE 0 0 570 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 54420 400 SH SOLE 0 0 400 FIRST TR EXCHANGE-TRADED FD FT VEST RIS 33738D879 174665 7135 SH SOLE 0 0 7135 ISHARES TR RUS 1000 GRW ETF 464287614 89842 267 SH SOLE 0 0 267 BAXTER INTL INC COM 071813109 3163 74 SH SOLE 0 0 74 STARBUCKS CORP COM 855244109 146224 1600 SH SOLE 0 0 1600 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2754052 15075 SH SOLE 0 0 15075 INTEL CORP COM 458140100 8260 187 SH SOLE 0 0 187 MICROSOFT CORP COM 594918104 174178 414 SH SOLE 0 0 414 EXXON MOBIL CORP COM 30231G102 131119 1128 SH SOLE 0 0 1128 PINNACLE FINL PARTNERS INC COM 72346Q104 178630 2080 SH SOLE 0 0 2080 ISHARES TR US REGNL BKS ETF 464288778 75915 1750 SH SOLE 0 0 1750 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 56649 272 SH SOLE 0 0 272 FIRST TR EXCH TRADED FD III FT VEST SMID 33738D820 9723952 441797 SH SOLE 0 0 441797 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 3448 80 SH SOLE 0 0 80 HALLIBURTON CO COM 406216101 31536 800 SH SOLE 0 0 800 FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 59777 565 SH SOLE 0 0 565 WARNER BROS DISCOVERY INC COM SER A 934423104 2732 313 SH SOLE 0 0 313 ISHARES TR CORE S&P500 ETF 464287200 5278855 10041 SH SOLE 0 0 10041 HOME DEPOT INC COM 437076102 117765 307 SH SOLE 0 0 307 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4265 119 SH SOLE 0 0 119 VANGUARD INDEX FDS TOTAL STK MKT 922908769 131769 507 SH SOLE 0 0 507 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 56308 589 SH SOLE 0 0 589 HUMANA INC COM 444859102 242704 700 SH SOLE 0 0 700 SERVISFIRST BANCSHARES INC COM 81768T108 638781 9626 SH SOLE 0 0 9626 HCA HEALTHCARE INC COM 40412C101 313518 940 SH SOLE 0 0 940 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 48649 568 SH SOLE 0 0 568 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42052 100 SH SOLE 0 0 100 HONEYWELL INTL INC COM 438516106 1212412 5907 SH SOLE 0 0 5907 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 5802737 137800 SH SOLE 0 0 137800 BANK NEW YORK MELLON CORP COM 064058100 10602 184 SH SOLE 0 0 184 CARNIVAL CORP UNIT 99/99/9999 143658300 1634 100 SH SOLE 0 0 100 WALMART INC COM 931142103 99762 1658 SH SOLE 0 0 1658 FIRST TR EXCHNG TRADED FD VI FT VEST NAS 33740F581 4152073 156682 SH SOLE 0 0 156682 CINCINNATI FINL CORP COM 172062101 6457 52 SH SOLE 0 0 52 PAYPAL HLDGS INC COM 70450Y103 1675 25 SH SOLE 0 0 25 TJX COS INC NEW COM 872540109 21298 210 SH SOLE 0 0 210 VERIZON COMMUNICATIONS INC COM 92343V104 59331 1414 SH SOLE 0 0 1414 SPDR SER TR PRTFLO S&P500 GW 78464A409 3411350 46635 SH SOLE 0 0 46635 DUKE ENERGY CORP NEW COM 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SOLE 0 0 50 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1078921 8708 SH SOLE 0 0 8708 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 6350782 106521 SH SOLE 0 0 106521 SELECT SECTOR SPDR TR INDL 81369Y704 18894 150 SH SOLE 0 0 150 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 38096 668 SH SOLE 0 0 668 LINDE PLC SHS G54950103 18108 39 SH SOLE 0 0 39 INVESCO QQQ TR UNIT SER 1 46090E103 21251799 47863 SH SOLE 0 0 47863 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F730 3541 95 SH SOLE 0 0 95 COCA COLA CO COM 191216100 110124 1800 SH SOLE 0 0 1800 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 134002 6886 SH SOLE 0 0 6886 TRAVELERS COMPANIES INC COM 89417E109 24395 106 SH SOLE 0 0 106 FIRST TR NASDAQ ABA CMNTY BK UT COM SHS ETF 33736Q104 9406011 202109 SH SOLE 0 0 202109 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8350645 144325 SH SOLE 0 0 144325 TEXAS INSTRS INC COM 882508104 37978 218 SH SOLE 0 0 218 ITRON INC COM 465741106 46 1 SH SOLE 0 0 1 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 72968 1275 SH SOLE 0 0 1275 VANGUARD INDEX FDS GROWTH ETF 922908736 68840 200 SH SOLE 0 0 200 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 279139 42039 SH SOLE 0 0 42039 ORACLE CORP COM 68389X105 34166 272 SH SOLE 0 0 272 GEVO INC COM PAR 374396406 346 450 SH SOLE 0 0 450 PLUG POWER INC COM NEW 72919P202 1514 440 SH SOLE 0 0 440 DISNEY WALT CO COM 254687106 40991 335 SH SOLE 0 0 335 PFIZER INC COM 717081103 932761 33613 SH SOLE 0 0 33613 CENCORA INC COM 03073E105 218691 900 SH SOLE 0 0 900 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 266385 3989 SH SOLE 0 0 3989 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 21086 227 SH SOLE 0 0 227 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10261620 60587 SH SOLE 0 0 60587 ABBVIE INC COM 00287Y109 15296 84 SH SOLE 0 0 84 TRACTOR SUPPLY CO COM 892356106 73282 280 SH SOLE 0 0 280 ARES CAPITAL CORP COM 04010L103 95772 4600 SH SOLE 0 0 4600 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 55758 1105 SH SOLE 0 0 1105 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7852664 85541 SH SOLE 0 0 85541 SPDR SER TR S&P DIVID ETF 78464A763 168906 1287 SH SOLE 0 0 1287 ASTRAZENECA PLC SPONSORED ADR 046353108 101625 1500 SH SOLE 0 0 1500 JOHNSON & JOHNSON COM 478160104 106145 671 SH SOLE 0 0 671 UNITED PARCEL SERVICE INC CL B 911312106 433851 2919 SH SOLE 0 0 2919 FORD MTR CO DEL COM 345370860 15126 1139 SH SOLE 0 0 1139 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F623 369424 8800 SH SOLE 0 0 8800 SPDR SER TR PORTFOLIO S&P500 78464A854 2429943 39492 SH SOLE 0 0 39492 NORFOLK SOUTHN CORP COM 655844108 25487 100 SH SOLE 0 0 100 ISHARES TR MSCI USA MIN VOL 46429B697 35522 425 SH SOLE 0 0 425 PEAKSTONE REALTY TRUST COMMON SHARES 39818P799 356723 22116 SH SOLE 0 0 22116 DEERE & CO COM 244199105 328592 800 SH SOLE 0 0 800 PROCTER AND GAMBLE CO COM 742718109 39914 246 SH SOLE 0 0 246 ISHARES TR RUS 1000 VAL ETF 464287598 187508 1047 SH SOLE 0 0 1047 HARLEY DAVIDSON INC COM 412822108 18021 412 SH SOLE 0 0 412 ORION OFFICE REIT INC COM 68629Y103 112 32 SH SOLE 0 0 32 COMCAST CORP NEW CL A 20030N101 25143 580 SH SOLE 0 0 580 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 31148154 860684 SH SOLE 0 0 860684 ABBOTT LABS COM 002824100 9547 84 SH SOLE 0 0 84 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 22160 150 SH SOLE 0 0 150 FIRST TR NASDAQ 100 TECH IND SHS 337345102 30509 160 SH SOLE 0 0 160 CVS HEALTH CORP COM 126650100 340894 4274 SH SOLE 0 0 4274 DOMINOS PIZZA INC COM 25754A201 49688 100 SH SOLE 0 0 100 ALPHABET INC CAP STK CL A 02079K305 90558 600 SH SOLE 0 0 600 SPDR S&P 500 ETF TR TR UNIT 78462F103 13591276 25984 SH SOLE 0 0 25984 PARAMOUNT GLOBAL CLASS B COM 92556H206 7133 606 SH SOLE 0 0 606 TARGET CORP COM 87612E106 46429 262 SH SOLE 0 0 262 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 9124604 398977 SH SOLE 0 0 398977 FIRST HORIZON CORPORATION COM 320517105 19188 1246 SH SOLE 0 0 1246 UNION PAC CORP COM 907818108 71812 292 SH SOLE 0 0 292 FEDEX CORP COM 31428X106 11590 40 SH SOLE 0 0 40 FB FINL CORP COM 30257X104 936077 24856 SH SOLE 0 0 24856 GLOBAL MED REIT INC COM NEW 37954A204 3500 400 SH SOLE 0 0 400 APPLE INC COM 037833100 689350 4020 SH SOLE 0 0 4020 AT&T INC COM 00206R102 20134 1144 SH SOLE 0 0 1144 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5542952 11531 SH SOLE 0 0 11531 FIRST TR EXCHNG TRADED FD VI FT VEST US 33740F771 441943 11300 SH SOLE 0 0 11300 INTERNATIONAL BUSINESS MACHS COM 459200101 3055 16 SH SOLE 0 0 16 XCEL ENERGY INC COM 98389B100 28273 526 SH SOLE 0 0 526 REALTY INCOME CORP COM 756109104 17691 327 SH SOLE 0 0 327 ISHARES TR MSCI EAFE ETF 464287465 2476 31 SH SOLE 0 0 31