0001754960-22-000218.txt : 20220808 0001754960-22-000218.hdr.sgml : 20220808 20220808132516 ACCESSION NUMBER: 0001754960-22-000218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221143670 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 06-30-2022 06-30-2022 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 08-08-2022 0 122 123363 false INFORMATION TABLE 2 InformationTableOutput.xml ABBVIE INCCOM00287Y109287 1876 SH SOLE 0 0 1876 AIR PRODS & CHEMS INCCOM009158106590 2455 SH SOLE 0 0 2455 AIR PRODS & CHEMS INCCOM0091581069 39 SH SOLE 0 0 39 ALLSTATE CORPCOM020002101437 3449 SH SOLE 0 0 3449 ALLSTATE CORPCOM02000210113 99 SH SOLE 0 0 99 AMAZON COM INCCOM02313510672 680 SH SOLE 0 0 680 AMAZON COM INCCOM023135106240 2255 SH SOLE 0 0 2255 AMERICAN EAGLE OUTFITTERS INCOM02553E106326 29115 SH SOLE 0 0 29115 AMERICAN TOWER CORP NEWCOM03027X100614 2403 SH SOLE 0 0 2403 AMERICAN WTR WKS CO INC NEWCOM030420103339 2277 SH SOLE 0 0 2277 APPLE INCCOM0378331004999 36565 SH SOLE 0 0 36565 APPLE INCCOM0378331004312 31537 SH SOLE 0 0 31537 ARCHER DANIELS MIDLAND COCOM039483102376 4845 SH SOLE 0 0 4845 ARTISAN PARTNERS ASSET MGMTCL A04316A108446 12543 SH SOLE 0 0 12543 AUDACY INCCL A05070N103318 336996 SH SOLE 0 0 336996 BK OF AMERICA CORPCOM060505104294 9456 SH SOLE 0 0 9456 BK OF AMERICA CORPCOM06050510416 503 SH SOLE 0 0 503 BECTON DICKINSON & COCOM075887109515 2087 SH SOLE 0 0 2087 BELPOINTE PREP LLCUNIT RP LTD LB A080694102332 3399 SH SOLE 0 0 3399 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023907 14312 SH SOLE 0 0 14312 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021768 6476 SH SOLE 0 0 6476 BLACKROCK MUNIYIELD QUALITYCOM09254G108173 15081 SH SOLE 0 0 15081 BLACKSTONE INCCOM09260D107834 9136 SH SOLE 0 0 9136 BRISTOL-MYERS SQUIBB COCOM110122108263 3416 SH SOLE 0 0 3416 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101208 15854 SH SOLE 0 0 15854 CAMPING WORLD HLDGS INCCL A13462K109294 13609 SH SOLE 0 0 13609 CHEVRON CORP NEWCOM166764100619 4275 SH SOLE 0 0 4275 CISCO SYS INCCOM17275R102629 14740 SH SOLE 0 0 14740 COCA COLA COCOM191216100352 5589 SH SOLE 0 0 5589 COHEN & STEERS CLOSED-END OPCOM19248P106176 16519 SH SOLE 0 0 16519 COMCAST CORP NEWCL A20030N101494 12597 SH SOLE 0 0 12597 CONSTELLATION BRANDS 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GABELLI DIVID & INCOME TRCOM36242H104939 45930 SH SOLE 0 0 45930 GILEAD SCIENCES INCCOM375558103222 3586 SH SOLE 0 0 3586 HAIN CELESTIAL GROUP INCCOM405217100234 9851 SH SOLE 0 0 9851 HOME DEPOT INCCOM437076102383 1398 SH SOLE 0 0 1398 HONEYWELL INTL INCCOM438516106318 1827 SH SOLE 0 0 1827 INTEL CORPCOM458140100455 12165 SH SOLE 0 0 12165 INTERNATIONAL BUSINESS MACHSCOM459200101303 2145 SH SOLE 0 0 2145 INVESCO QQQ TRUNIT SER 146090E1031257 4485 SH SOLE 0 0 4485 INVESCO EXCH TRD SLF IDX FDBULSHS 2024 CB46138J8413791 182770 SH SOLE 0 0 182770 ISHARES TRCORE S&P500 ETF464287200372 981 SH SOLE 0 0 981 ISHARES TRRUSSELL 3000 ETF4642876891253 5763 SH SOLE 0 0 5763 ISHARES TRNATIONAL MUN ETF464288414695 6534 SH SOLE 0 0 6534 ISHARES TRISHS 1-5YR INVS464288646276 5454 SH SOLE 0 0 5454 ISHARES TRMODERT ALLOC ETF464289875336 8612 SH SOLE 0 0 8612 ISHARES TRBLACKROCK ULTRA46434V8781148 22938 SH SOLE 0 0 22938 JOHNSON & JOHNSONCOM4781601042302 12968 SH SOLE 0 0 12968 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108416 55437 SH SOLE 0 0 55437 LAZYDAYS HLDGS INCCOM52110H100214 18185 SH SOLE 0 0 18185 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104119 18870 SH SOLE 0 0 18870 LILLY ELI & COCOM5324571081602 4940 SH SOLE 0 0 4940 LOCKHEED MARTIN CORPCOM539830109441 1025 SH SOLE 0 0 1025 LOEWS CORPCOM540424108444 7495 SH SOLE 0 0 7495 LOWES COS INCCOM548661107836 4789 SH SOLE 0 0 4789 M & T BK CORPCOM55261F104610 3827 SH SOLE 0 0 3827 MCCORMICK & CO INCCOM NON VTG579780206393 4724 SH SOLE 0 0 4724 MCDONALDS CORPCOM580135101461 1866 SH SOLE 0 0 1866 MICROSOFT CORPCOM5949181043076 11976 SH SOLE 0 0 11976 MORGAN STANLEYCOM NEW617446448531 6978 SH SOLE 0 0 6978 NEWELL BRANDS INCCOM651229106318 16717 SH SOLE 0 0 16717 NEXTERA ENERGY INCCOM65339F101424 5468 SH SOLE 0 0 5468 NORFOLK SOUTHN CORPCOM655844108224 986 SH SOLE 0 0 986 NUVEEN SELECT MAT MUN FDSH BEN INT67061T101132 14384 SH SOLE 0 0 14384 PNC FINL SVCS GROUP INCCOM693475105356 2257 SH SOLE 0 0 2257 PPG INDS INCCOM693506107506 4422 SH SOLE 0 0 4422 PACER FDS TRUS CASH COWS 10069374H881447 10368 SH SOLE 0 0 10368 PEPSICO INCCOM713448108273 1639 SH SOLE 0 0 1639 PFIZER INCCOM7170811031526 29103 SH SOLE 0 0 29103 PIMCO ETF TR1-5 US TIP IDX72201R2053659 69977 SH SOLE 0 0 69977 PROCTER AND GAMBLE COCOM742718109789 5489 SH SOLE 0 0 5489 RAYTHEON TECHNOLOGIES CORPCOM75513E101538 5593 SH SOLE 0 0 5593 RAYTHEON TECHNOLOGIES CORPCOM75513E10122 233 SH SOLE 0 0 233 ROYCE VALUE TR INCCOM780910105782 55976 SH SOLE 0 0 55976 SPDR S&P 500 ETF TRTR UNIT78462F1031490 3949 SH SOLE 0 0 3949 SPDR GOLD TRGOLD SHS78463V1074489 26649 SH SOLE 0 0 26649 SAGA COMMUNICATIONS INCCL A NEW786598300224 9000 SH SOLE 0 0 9000 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241021835 41536 SH SOLE 0 0 41536 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092135 16652 SH SOLE 0 0 16652 SELECT SECTOR SPDR TRENERGY81369Y5061553 21716 SH SOLE 0 0 21716 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8861353 19300 SH SOLE 0 0 19300 SOUTHERN COCOM842587107335 4701 SH SOLE 0 0 4701 SUNOPTA INCCOM8676EP108696 89497 SH SOLE 0 0 89497 SURO CAPITAL CORPCOM NEW86887Q109324 50697 SH SOLE 0 0 50697 TJX COS INC NEWCOM872540109476 8523 SH SOLE 0 0 8523 TEXAS INSTRS INCCOM882508104277 1801 SH SOLE 0 0 1801 THOR INDS INCCOM885160101405 5424 SH SOLE 0 0 5424 3M COCOM88579Y101204 1575 SH SOLE 0 0 1575 UMH PPTYS INCCOM903002103444 25122 SH SOLE 0 0 25122 UNIFIED SER TRBALLAST SMLMD CP90470L5501917 63091 SH SOLE 0 0 63091 UNITEDHEALTH GROUP INCCOM91324P102984 1916 SH SOLE 0 0 1916 VANECK ETF TRUSTINFLATION ALLOCA92189F1302709 109448 SH SOLE 0 0 109448 VANGUARD BD INDEX FDSSHORT TRM BOND921937827812 10579 SH SOLE 0 0 10579 VANGUARD MALVERN FDSSTRM INFPROIDX922020805526 10493 SH SOLE 0 0 10493 VANGUARD WORLD FDSINF TECH ETF92204A702208 638 SH SOLE 0 0 638 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775746 14935 SH SOLE 0 0 14935 VANGUARD INDEX FDSREAL ESTATE ETF922908553289 3175 SH SOLE 0 0 3175 VANGUARD INDEX FDSSM CP VAL ETF9229086111906 12724 SH SOLE 0 0 12724 VANGUARD INDEX FDSMID CAP ETF9229086293998 20297 SH SOLE 0 0 20297 VANGUARD INDEX FDSGROWTH ETF9229087366027 27040 SH SOLE 0 0 27040 VANGUARD INDEX FDSVALUE ETF9229087449212 69852 SH SOLE 0 0 69852 VANGUARD INDEX FDSSMALL CP ETF9229087512620 14877 SH SOLE 0 0 14877 VANGUARD INDEX FDSTOTAL STK MKT9229087693016 15987 SH SOLE 0 0 15987 VERIZON COMMUNICATIONS INCCOM92343V104451 8893 SH SOLE 0 0 8893 VISA INCCOM CL A92826C839563 2862 SH SOLE 0 0 2862 WSFS FINL CORPCOM929328102436 10874 SH SOLE 0 0 10874 WALMART INCCOM931142103686 5642 SH SOLE 0 0 5642