0001754960-22-000307.txt : 20221114
0001754960-22-000307.hdr.sgml : 20221114
20221114152603
ACCESSION NUMBER: 0001754960-22-000307
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221384365
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
09-30-2022
09-30-2022
Lokken Investment Group LLC
1413 SAVANNAH ROAD
SUITE 4
LEWES
DE
19958
13F HOLDINGS REPORT
028-20609
N
File13F.com
Agent
844-844-3453
Aryn Sands
Reno
NV
11-14-2022
0
114
115989
false
INFORMATION TABLE
2
InformationTableOutput.xml
ABBVIE INCCOM00287Y109252
1880
SH
SOLE
0
0
1880
AIR PRODS & CHEMS INCCOM009158106583
2505
SH
SOLE
0
0
2505
ALLSTATE CORPCOM020002101451
3623
SH
SOLE
0
0
3623
AMAZON COM INCCOM023135106335
2965
SH
SOLE
0
0
2965
AMERICAN EAGLE OUTFITTERS INCOM02553E106332
34115
SH
SOLE
0
0
34115
AMERICAN TOWER CORP NEWCOM03027X100545
2537
SH
SOLE
0
0
2537
AMERICAN WTR WKS CO INC NEWCOM030420103317
2436
SH
SOLE
0
0
2436
APPLE INCCOM0378331004701
34019
SH
SOLE
0
0
34019
ARCHER DANIELS MIDLAND COCOM039483102390
4845
SH
SOLE
0
0
4845
ARTISAN PARTNERS ASSET MGMTCL A04316A108329
12215
SH
SOLE
0
0
12215
AUDACY INCCL A05070N103149
384996
SH
SOLE
0
0
384996
BK OF AMERICA CORPCOM060505104286
9456
SH
SOLE
0
0
9456
BECTON DICKINSON & COCOM075887109473
2123
SH
SOLE
0
0
2123
BELPOINTE PREP LLCUNIT RP LTD LB A080694102287
3399
SH
SOLE
0
0
3399
BERKSHIRE HATHAWAY INC DELCL B NEW0846707022767
10364
SH
SOLE
0
0
10364
BLACKROCK CR ALLOCATION INCOCOM09250810098
10297
SH
SOLE
0
0
10297
BLACKROCK CAP INVT CORPCOM09253310849
14467
SH
SOLE
0
0
14467
BLACKROCK MUNIYIELD QUALITYCOM09254G108151
15081
SH
SOLE
0
0
15081
BLACKSTONE INCCOM09260D107765
9142
SH
SOLE
0
0
9142
BRISTOL-MYERS SQUIBB COCOM110122108244
3433
SH
SOLE
0
0
3433
CVS HEALTH CORPCOM126650100209
2187
SH
SOLE
0
0
2187
CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101198
15854
SH
SOLE
0
0
15854
CAMPING WORLD HLDGS INCCL A13462K109345
13609
SH
SOLE
0
0
13609
CHEVRON CORP NEWCOM166764100622
4326
SH
SOLE
0
0
4326
CISCO SYS INCCOM17275R102594
14853
SH
SOLE
0
0
14853
COCA COLA COCOM191216100317
5654
SH
SOLE
0
0
5654
COHEN & STEERS CLOSED-END OPCOM19248P106161
16519
SH
SOLE
0
0
16519
COMCAST CORP NEWCL A20030N101377
12844
SH
SOLE
0
0
12844
CONSTELLATION BRANDS INCCL A21036P108490
2132
SH
SOLE
0
0
2132
CONTAINER STORE GROUP INCCOM210751103272
55500
SH
SOLE
0
0
55500
DWS STRATEGIC MUN INCOME TRCOM23342Q10187
10964
SH
SOLE
0
0
10964
DEERE & COCOM244199105364
1091
SH
SOLE
0
0
1091
DICKS SPORTING GOODS INCCOM253393102373
3569
SH
SOLE
0
0
3569
DOLLAR GEN CORP NEWCOM256677105738
3078
SH
SOLE
0
0
3078
EATON VANCE MUN BD FDCOM27827X101100
10307
SH
SOLE
0
0
10307
EMPLOYERS HLDGS INCCOM292218104224
6500
SH
SOLE
0
0
6500
ETHAN ALLEN INTERIORS INCCOM297602104297
14028
SH
SOLE
0
0
14028
EXCHANGE LISTED FDS TRSABA INT RATE30151E806622
37313
SH
SOLE
0
0
37313
EXXON MOBIL CORPCOM30231G1021221
13986
SH
SOLE
0
0
13986
FEDEX CORPCOM31428X106351
2361
SH
SOLE
0
0
2361
FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883095702
128336
SH
SOLE
0
0
128336
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042776
41799
SH
SOLE
0
0
41799
FIRST TR EXCHANGE-TRADED FDSENIOR LN FD33738D3093607
81855
SH
SOLE
0
0
81855
GABELLI DIVID & INCOME TRCOM36242H104871
46505
SH
SOLE
0
0
46505
GILEAD SCIENCES INCCOM375558103221
3586
SH
SOLE
0
0
3586
HOME DEPOT INCCOM437076102386
1399
SH
SOLE
0
0
1399
HONEYWELL INTL INCCOM438516106299
1788
SH
SOLE
0
0
1788
INTEL CORPCOM458140100305
11823
SH
SOLE
0
0
11823
INTERNATIONAL BUSINESS MACHSCOM459200101255
2146
SH
SOLE
0
0
2146
INVESCO QQQ TRUNIT SER 146090E1031246
4661
SH
SOLE
0
0
4661
INVESCO EXCH TRD SLF IDX FDBULSHS 2024 CB46138J8413776
185195
SH
SOLE
0
0
185195
ISHARES TRCORE S&P500 ETF464287200352
981
SH
SOLE
0
0
981
ISHARES TRRUSSELL 3000 ETF4642876891200
5797
SH
SOLE
0
0
5797
ISHARES TRNATIONAL MUN ETF464288414688
6708
SH
SOLE
0
0
6708
ISHARES TRISHS 1-5YR INVS464288646317
6423
SH
SOLE
0
0
6423
ISHARES TRMODERT ALLOC ETF464289875327
8922
SH
SOLE
0
0
8922
ISHARES TRBLACKROCK ULTRA46434V8781178
23553
SH
SOLE
0
0
23553
JOHNSON & JOHNSONCOM4781601042133
13058
SH
SOLE
0
0
13058
KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108392
55437
SH
SOLE
0
0
55437
LAZYDAYS HLDGS INCCOM52110H100246
18185
SH
SOLE
0
0
18185
LIBERTY ALL STAR EQUITY FDSH BEN INT530158104104
18871
SH
SOLE
0
0
18871
LILLY ELI & COCOM5324571081598
4941
SH
SOLE
0
0
4941
LOCKHEED MARTIN CORPCOM539830109396
1026
SH
SOLE
0
0
1026
LOEWS CORPCOM540424108374
7495
SH
SOLE
0
0
7495
LOWES COS INCCOM548661107912
4858
SH
SOLE
0
0
4858
M & T BK CORPCOM55261F104684
3879
SH
SOLE
0
0
3879
MCCORMICK & CO INCCOM NON VTG579780206341
4779
SH
SOLE
0
0
4779
MCDONALDS CORPCOM580135101454
1966
SH
SOLE
0
0
1966
MICROSOFT CORPCOM5949181042797
12010
SH
SOLE
0
0
12010
MORGAN STANLEYCOM NEW617446448560
7085
SH
SOLE
0
0
7085
NEWELL BRANDS INCCOM651229106232
16718
SH
SOLE
0
0
16718
NEXTERA ENERGY INCCOM65339F101429
5468
SH
SOLE
0
0
5468
NORFOLK SOUTHN CORPCOM655844108207
986
SH
SOLE
0
0
986
NUVEEN SELECT MAT MUN FDSH BEN INT67061T101127
14384
SH
SOLE
0
0
14384
PNC FINL SVCS GROUP INCCOM693475105352
2358
SH
SOLE
0
0
2358
PPG INDS INCCOM693506107479
4323
SH
SOLE
0
0
4323
PACER FDS TRUS CASH COWS 10069374H881427
10418
SH
SOLE
0
0
10418
PEPSICO INCCOM713448108284
1742
SH
SOLE
0
0
1742
PFIZER INCCOM7170811031282
29306
SH
SOLE
0
0
29306
PIMCO ETF TR1-5 US TIP IDX72201R2053607
73000
SH
SOLE
0
0
73000
PROCTER AND GAMBLE COCOM742718109694
5493
SH
SOLE
0
0
5493
RAYTHEON TECHNOLOGIES CORPCOM75513E101485
5927
SH
SOLE
0
0
5927
ROYCE VALUE TR INCCOM780910105700
55755
SH
SOLE
0
0
55755
SPDR S&P 500 ETF TRTR UNIT78462F1031321
3698
SH
SOLE
0
0
3698
SPDR GOLD TRGOLD SHS78463V1074301
27808
SH
SOLE
0
0
27808
SAGA COMMUNICATIONS INCCL A NEW786598300235
9000
SH
SOLE
0
0
9000
SCHWAB STRATEGIC TRUS BRD MKT ETF8085241021744
41539
SH
SOLE
0
0
41539
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092053
16950
SH
SOLE
0
0
16950
SELECT SECTOR SPDR TRENERGY81369Y5061673
23232
SH
SOLE
0
0
23232
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8861310
20003
SH
SOLE
0
0
20003
SOUTHERN COCOM842587107320
4701
SH
SOLE
0
0
4701
SUNOPTA INCCOM8676EP108814
89497
SH
SOLE
0
0
89497
SURO CAPITAL CORPCOM NEW86887Q109274
70697
SH
SOLE
0
0
70697
TJX COS INC NEWCOM872540109539
8670
SH
SOLE
0
0
8670
TEXAS INSTRS INCCOM882508104287
1854
SH
SOLE
0
0
1854
THOR INDS INCCOM885160101380
5424
SH
SOLE
0
0
5424
UMH PPTYS INCCOM903002103406
25122
SH
SOLE
0
0
25122
UNIFIED SER TRBALLAST SMLMD CP90470L5501867
64262
SH
SOLE
0
0
64262
UNITEDHEALTH GROUP INCCOM91324P102972
1924
SH
SOLE
0
0
1924
VANECK ETF TRUSTINFLATION ALLOCA92189F1302466
108487
SH
SOLE
0
0
108487
VANGUARD BD INDEX FDSSHORT TRM BOND921937827776
10373
SH
SOLE
0
0
10373
VANGUARD MALVERN FDSSTRM INFPROIDX922020805291
6050
SH
SOLE
0
0
6050
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775688
15508
SH
SOLE
0
0
15508
VANGUARD INDEX FDSREAL ESTATE ETF922908553263
3282
SH
SOLE
0
0
3282
VANGUARD INDEX FDSSM CP VAL ETF9229086111906
13290
SH
SOLE
0
0
13290
VANGUARD INDEX FDSMID CAP ETF9229086293804
20234
SH
SOLE
0
0
20234
VANGUARD INDEX FDSGROWTH ETF9229087365875
27458
SH
SOLE
0
0
27458
VANGUARD INDEX FDSVALUE ETF9229087448669
70209
SH
SOLE
0
0
70209
VANGUARD INDEX FDSSMALL CP ETF9229087512489
14563
SH
SOLE
0
0
14563
VANGUARD INDEX FDSTOTAL STK MKT9229087692918
16259
SH
SOLE
0
0
16259
VERIZON COMMUNICATIONS INCCOM92343V104338
8902
SH
SOLE
0
0
8902
VISA INCCOM CL A92826C839496
2792
SH
SOLE
0
0
2792
WSFS FINL CORPCOM929328102505
10875
SH
SOLE
0
0
10875
WALMART INCCOM931142103741
5712
SH
SOLE
0
0
5712