0001754960-22-000054.txt : 20220207 0001754960-22-000054.hdr.sgml : 20220207 20220207160107 ACCESSION NUMBER: 0001754960-22-000054 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22597352 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 12-31-2021 12-31-2021 Lokken Investment Group LLC

1413 SAVANNAH ROAD SUITE 4 LEWES DE 19958

13F HOLDINGS REPORT 028-20609 N File13F.com 844-844-3453 Aryn Sands Reno NV 02-07-2022 0 135 140216 false INFORMATION TABLE 2 InformationTableOutput.xml AT&T INCCOM00206R102302 12269 SH SOLE 0 0 12269 ABBVIE INCCOM00287Y109253 1868 SH SOLE 0 0 1868 AIR PRODS & CHEMS INCCOM009158106686 2254 SH SOLE 0 0 2254 ALLSTATE CORPCOM020002101377 3200 SH SOLE 0 0 3200 ALPHABET INCCAP STK CL C02079K107203 70 SH SOLE 0 0 70 AMAZON COM INCCOM023135106487 146 SH SOLE 0 0 146 AMERICAN EAGLE OUTFITTERS INCOM02553E106402 15875 SH SOLE 0 0 15875 AMERICAN TOWER CORP NEWCOM03027X100560 1914 SH SOLE 0 0 1914 AMERICAN WTR WKS CO INC NEWCOM030420103313 1655 SH SOLE 0 0 1655 APPLE INCCOM0378331006355 35790 SH SOLE 0 0 35790 ARTISAN PARTNERS ASSET MGMTCL A04316A108530 11118 SH SOLE 0 0 11118 AUDACY INCCL A05070N103655 254996 SH SOLE 0 0 254996 BK OF AMERICA CORPCOM060505104421 9456 SH SOLE 0 0 9456 BECTON DICKINSON & COCOM075887109470 1869 SH SOLE 0 0 1869 BELPOINTE PREP LLCUNIT RP LTD LB A080694102340 3399 SH SOLE 0 0 3399 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023493 11683 SH SOLE 0 0 11683 BLACKROCK INCCOM09247X101296 323 SH SOLE 0 0 323 BLACKROCK CAP INVT CORPCOM09253310848 11967 SH SOLE 0 0 11967 BLACKSTONE INCCOM09260D1071172 9055 SH SOLE 0 0 9055 BRISTOL-MYERS SQUIBB COCOM110122108216 3461 SH SOLE 0 0 3461 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101389 20160 SH SOLE 0 0 20160 CAMPING WORLD HLDGS INCCL A13462K109429 10609 SH SOLE 0 0 10609 CHEVRON CORP NEWCOM166764100313 2667 SH SOLE 0 0 2667 CISCO SYS INCCOM17275R102915 14435 SH SOLE 0 0 14435 COCA COLA COCOM191216100338 5709 SH SOLE 0 0 5709 COGNIZANT TECHNOLOGY SOLUTIOCL A192446102224 2529 SH SOLE 0 0 2529 COHEN & STEERS CLOSED-END OPCOM19248P106283 19158 SH SOLE 0 0 19158 COMCAST CORP NEWCL A20030N101563 11185 SH SOLE 0 0 11185 CONSTELLATION BRANDS INCCL A21036P108542 2161 SH SOLE 0 0 2161 CONTAINER STORE GROUP INCCOM210751103329 33000 SH SOLE 0 0 33000 DEERE & COCOM244199105374 1091 SH SOLE 0 0 1091 DOLLAR GEN CORP NEWCOM256677105740 3136 SH SOLE 0 0 3136 DUKE ENERGY CORP NEWCOM NEW26441C204216 2063 SH SOLE 0 0 2063 DUPONT DE NEMOURS INCCOM26614N102219 2706 SH SOLE 0 0 2706 EATON VANCE MUN BD FDCOM27827X101140 10307 SH SOLE 0 0 10307 ETHAN ALLEN INTERIORS INCCOM297602104369 14028 SH SOLE 0 0 14028 EXCHANGE LISTED FDS TRSABA INT RATE30151E806800 38677 SH SOLE 0 0 38677 EXXON MOBIL CORPCOM30231G102920 15034 SH SOLE 0 0 15034 FEDERATED HERMES INCCL B314211103430 11440 SH SOLE 0 0 11440 FEDEX CORPCOM31428X106586 2267 SH SOLE 0 0 2267 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1043258 38539 SH SOLE 0 0 38539 FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X8461940 36755 SH SOLE 0 0 36755 FIRST TR EXCHANGE TRADED FDINDXX NEXTG ETF33737K205509 6163 SH SOLE 0 0 6163 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8052480 46603 SH SOLE 0 0 46603 FOOT LOCKER INCCOM344849104331 7596 SH SOLE 0 0 7596 GABELLI DIVID & INCOME TRCOM36242H1041279 47363 SH SOLE 0 0 47363 GILEAD SCIENCES INCCOM375558103379 5219 SH SOLE 0 0 5219 GLOBAL X FDSUS PFD ETF37954Y657710 27546 SH SOLE 0 0 27546 GRAINGER W W INCCOM384802104220 424 SH SOLE 0 0 424 HAIN CELESTIAL GROUP INCCOM405217100420 9851 SH SOLE 0 0 9851 HOME DEPOT INCCOM437076102588 1418 SH SOLE 0 0 1418 HONEYWELL INTL INCCOM438516106211 1013 SH SOLE 0 0 1013 HORMEL FOODS CORPCOM440452100203 4150 SH SOLE 0 0 4150 ILLINOIS TOOL WKS INCCOM452308109222 899 SH SOLE 0 0 899 INTEL CORPCOM4581401001061 20599 SH SOLE 0 0 20599 INTERNATIONAL BUSINESS MACHSCOM459200101292 2182 SH SOLE 0 0 2182 INVESCO QQQ TRUNIT SER 146090E1031603 4029 SH SOLE 0 0 4029 ISHARES TRCORE S&P500 ETF464287200468 981 SH SOLE 0 0 981 ISHARES TRIBOXX INV CP ETF464287242226 1707 SH SOLE 0 0 1707 ISHARES TRISHARES BIOTECH4642875562108 13811 SH SOLE 0 0 13811 ISHARES TRRUSSELL 3000 ETF4642876891712 6168 SH SOLE 0 0 6168 ISHARES TRNATIONAL MUN ETF464288414614 5284 SH SOLE 0 0 5284 ISHARES TRISHS 1-5YR INVS464288646266 4946 SH SOLE 0 0 4946 ISHARES TRMODERT ALLOC ETF464289875453 9952 SH SOLE 0 0 9952 ISHARES TRESG AWRE USD ETF46435G193355 13015 SH SOLE 0 0 13015 ISHARES TRGBL GREEN ETF46435U440300 5523 SH SOLE 0 0 5523 JPMORGAN CHASE & COCOM46625H100262 1655 SH SOLE 0 0 1655 JOHNSON & JOHNSONCOM4781601042073 12119 SH SOLE 0 0 12119 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108399 55437 SH SOLE 0 0 55437 KIMBERLY-CLARK CORPCOM494368103201 1407 SH SOLE 0 0 1407 LAZYDAYS HLDGS INCCOM52110H100261 12100 SH SOLE 0 0 12100 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104158 18867 SH SOLE 0 0 18867 LILLY ELI & COCOM5324571081383 5006 SH SOLE 0 0 5006 LOCKHEED MARTIN CORPCOM539830109364 1024 SH SOLE 0 0 1024 LOEWS CORPCOM540424108433 7495 SH SOLE 0 0 7495 LOWES COS INCCOM5486611071358 5256 SH SOLE 0 0 5256 MCCORMICK & CO INCCOM NON VTG579780206398 4120 SH SOLE 0 0 4120 MCDONALDS CORPCOM580135101512 1911 SH SOLE 0 0 1911 MICROSOFT CORPCOM5949181044067 12092 SH SOLE 0 0 12092 MORGAN STANLEYCOM NEW617446448707 7207 SH SOLE 0 0 7207 NEWELL BRANDS INCCOM651229106365 16715 SH SOLE 0 0 16715 NEXTERA ENERGY INCCOM65339F101510 5468 SH SOLE 0 0 5468 NORFOLK SOUTHN CORPCOM655844108293 986 SH SOLE 0 0 986 NUVEEN SELECT MAT MUN FDSH BEN INT67061T101154 14384 SH SOLE 0 0 14384 PNC FINL SVCS GROUP INCCOM693475105526 2624 SH SOLE 0 0 2624 PPG INDS INCCOM693506107584 3387 SH SOLE 0 0 3387 PEOPLES UNITED FINANCIAL INCCOM712704105376 21103 SH SOLE 0 0 21103 PEPSICO INCCOM713448108291 1678 SH SOLE 0 0 1678 PFIZER INCCOM7170811031677 28393 SH SOLE 0 0 28393 PIMCO ETF TR1-5 US TIP IDX72201R2053821 69251 SH SOLE 0 0 69251 POLARIS INCCOM731068102225 2049 SH SOLE 0 0 2049 PROCTER AND GAMBLE COCOM742718109820 5013 SH SOLE 0 0 5013 QUALCOMM INCCOM747525103233 1276 SH SOLE 0 0 1276 RAYTHEON TECHNOLOGIES CORPCOM75513E101430 5001 SH SOLE 0 0 5001 RIVERNORTH OPPORTUNITIES FDCOM76881Y109172 10790 SH SOLE 0 0 10790 ROYCE VALUE TR INCCOM7809101051042 53176 SH SOLE 0 0 53176 SPDR S&P 500 ETF TRTR UNIT78462F1032261 4761 SH SOLE 0 0 4761 SPDR GOLD TRGOLD SHS78463V1074576 26768 SH SOLE 0 0 26768 SAGA COMMUNICATIONS INCCL A NEW786598300242 10000 SH SOLE 0 0 10000 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241021063 9409 SH SOLE 0 0 9409 SELECT SECTOR SPDR TRFINANCIAL81369Y605243 6210 SH SOLE 0 0 6210 SIREN ETF TRNSD NXGN ECO ETF8296582021252 29441 SH SOLE 0 0 29441 SOUTHERN COCOM842587107322 4701 SH SOLE 0 0 4701 SUNOPTA INCCOM8676EP108407 58497 SH SOLE 0 0 58497 SURO CAPITAL CORPCOM NEW86887Q109401 30938 SH SOLE 0 0 30938 SYNAPTICS INCCOM87157D109347 1200 SH SOLE 0 0 1200 TJX COS INC NEWCOM872540109604 7962 SH SOLE 0 0 7962 TARGET CORPCOM87612E106214 925 SH SOLE 0 0 925 THOR INDS INCCOM885160101418 4024 SH SOLE 0 0 4024 3M COCOM88579Y101249 1404 SH SOLE 0 0 1404 TORONTO DOMINION BK ONTCOM NEW891160509218 2842 SH SOLE 0 0 2842 UMH PPTYS INCCOM903002103462 16922 SH SOLE 0 0 16922 UNIFIED SER TRBALLAST SMLMD CP90470L550355 9477 SH SOLE 0 0 9477 UNITEDHEALTH GROUP INCCOM91324P102962 1915 SH SOLE 0 0 1915 V F CORPCOM918204108247 3374 SH SOLE 0 0 3374 VANECK ETF TRUSTFALLEN ANGEL HG92189F4371914 58053 SH SOLE 0 0 58053 VANGUARD WORLD FDESG US STK ETF921910733500 5691 SH SOLE 0 0 5691 VANGUARD BD INDEX FDSSHORT TRM BOND9219378276006 74309 SH SOLE 0 0 74309 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378353205 37822 SH SOLE 0 0 37822 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858254 4968 SH SOLE 0 0 4968 VANGUARD MALVERN FDSSTRM INFPROIDX922020805666 12965 SH SOLE 0 0 12965 VANGUARD WORLD FDSCONSUM DIS ETF92204A1081888 5541 SH SOLE 0 0 5541 VANGUARD WORLD FDSINF TECH ETF92204A702321 701 SH SOLE 0 0 701 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775851 13884 SH SOLE 0 0 13884 VANGUARD INDEX FDSREAL ESTATE ETF922908553345 2975 SH SOLE 0 0 2975 VANGUARD INDEX FDSMID CAP ETF9229086295903 23171 SH SOLE 0 0 23171 VANGUARD INDEX FDSEXTEND MKT ETF922908652272 1485 SH SOLE 0 0 1485 VANGUARD INDEX FDSGROWTH ETF92290873610190 31753 SH SOLE 0 0 31753 VANGUARD INDEX FDSVALUE ETF92290874410608 72109 SH SOLE 0 0 72109 VANGUARD INDEX FDSSMALL CP ETF9229087513696 16353 SH SOLE 0 0 16353 VANGUARD INDEX FDSTOTAL STK MKT9229087693365 13939 SH SOLE 0 0 13939 VERIZON COMMUNICATIONS INCCOM92343V104486 9347 SH SOLE 0 0 9347 VISA INCCOM CL A92826C839642 2963 SH SOLE 0 0 2963 WSFS FINL CORPCOM929328102417 8323 SH SOLE 0 0 8323 WALMART INCCOM931142103843 5829 SH SOLE 0 0 5829