0001754960-23-000077.txt : 20230214 0001754960-23-000077.hdr.sgml : 20230214 20230213183454 ACCESSION NUMBER: 0001754960-23-000077 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 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: 23620795 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 X0202 13F-HR LIVE false false false 0001842840 XXXXXXXX 12-31-2022 12-31-2022 Lokken Investment Group LLC

1413 SAVANNAH ROAD SUITE 4 LEWES DE 19958

13F HOLDINGS REPORT 028-20609 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 02-13-2023 0 122 126671383 false INFORMATION TABLE 2 InformationTableOutput.xml AFLAC INCCOM001055102231143 3213 SH SOLE 0 0 3213 AT&T INCCOM00206R102228100 12390 SH SOLE 0 0 12390 ABBVIE INCCOM00287Y109304347 1883 SH SOLE 0 0 1883 AIR PRODS & CHEMS INCCOM009158106775125 2515 SH SOLE 0 0 2515 ALLSTATE CORPCOM020002101491022 3621 SH SOLE 0 0 3621 AMAZON COM INCCOM023135106249060 2965 SH SOLE 0 0 2965 AMERICAN EAGLE OUTFITTERS INCOM02553E106476245 34115 SH SOLE 0 0 34115 AMERICAN TOWER CORP NEWCOM03027X100594354 2805 SH SOLE 0 0 2805 AMERICAN WTR WKS CO INC NEWCOM030420103435769 2859 SH SOLE 0 0 2859 APPLE INCCOM0378331004346002 33449 SH SOLE 0 0 33449 ARCHER DANIELS MIDLAND COCOM039483102480068 5170 SH SOLE 0 0 5170 AUDACY INCCL A05070N10386663 384996 SH SOLE 0 0 384996 BANK AMERICA CORPCOM060505104313183 9456 SH SOLE 0 0 9456 BECTON DICKINSON & COCOM075887109559429 2200 SH SOLE 0 0 2200 BELPOINTE PREP LLCUNIT RP LTD LB A080694102339900 3399 SH SOLE 0 0 3399 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023287932 10644 SH SOLE 0 0 10644 BLACKROCK CR ALLOCATION INCOCOM092508100104000 10297 SH SOLE 0 0 10297 BLACKROCK CAP INVT CORPCOM09253310852371 14467 SH SOLE 0 0 14467 BLACKROCK MUNIYIELD QUALITYCOM09254G108325987 31897 SH SOLE 0 0 31897 BLACKSTONE INCCOM09260D107691179 9316 SH SOLE 0 0 9316 BRISTOL-MYERS SQUIBB COCOM110122108248194 3450 SH SOLE 0 0 3450 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101174004 12966 SH SOLE 0 0 12966 CAMPING WORLD HLDGS INCCL A13462K109303753 13609 SH SOLE 0 0 13609 CHEVRON CORP NEWCOM166764100826880 4607 SH SOLE 0 0 4607 CISCO SYS INCCOM17275R102723086 15178 SH SOLE 0 0 15178 COCA COLA COCOM191216100358031 5629 SH SOLE 0 0 5629 COHEN & STEERS CLOSED-END OPCOM19248P106141681 13558 SH SOLE 0 0 13558 COMCAST CORP NEWCL A20030N101519549 14857 SH SOLE 0 0 14857 CONSTELLATION BRANDS INCCL A21036P108518509 2237 SH SOLE 0 0 2237 CONTAINER STORE GROUP INCCOM210751103239205 55500 SH SOLE 0 0 55500 DWS STRATEGIC MUN INCOME TRCOM23342Q10189576 10964 SH SOLE 0 0 10964 DEERE & COCOM244199105467777 1091 SH SOLE 0 0 1091 DICKS SPORTING GOODS INCCOM253393102478284 3976 SH SOLE 0 0 3976 DISNEY WALT COCOM254687106299979 3453 SH SOLE 0 0 3453 DOLLAR GEN CORP NEWCOM256677105782583 3178 SH SOLE 0 0 3178 DOW INCCOM260557103558969 11093 SH SOLE 0 0 11093 DUKE ENERGY CORP NEWCOM NEW26441C204212960 2068 SH SOLE 0 0 2068 DULUTH HLDGS INCCOM CL B26443V10182219 13304 SH SOLE 0 0 13304 EATON VANCE MUN BD FDCOM27827X101107090 10307 SH SOLE 0 0 10307 EMPLOYERS HLDGS INCCOM292218104280345 6500 SH SOLE 0 0 6500 ETHAN ALLEN INTERIORS INCCOM297602104370620 14028 SH SOLE 0 0 14028 EXXON MOBIL CORPCOM30231G1021724305 15633 SH SOLE 0 0 15633 FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883096111449 135750 SH SOLE 0 0 135750 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1043043430 40606 SH SOLE 0 0 40606 FIRST TR EXCHANGE-TRADED FDSENIOR LN FD33738D3093849481 86331 SH SOLE 0 0 86331 GABELLI DIVID & INCOME TRCOM36242H104927842 45019 SH SOLE 0 0 45019 GILEAD SCIENCES INCCOM375558103251926 2934 SH SOLE 0 0 2934 GLOBAL X FDSNASDAQ 100 COVER37954Y4831116277 70162 SH SOLE 0 0 70162 GRAINGER W W INCCOM384802104222054 399 SH SOLE 0 0 399 HOME DEPOT INCCOM437076102442044 1399 SH SOLE 0 0 1399 HONEYWELL INTL INCCOM438516106432886 2020 SH SOLE 0 0 2020 ILLINOIS TOOL WKS INCCOM452308109202015 917 SH SOLE 0 0 917 INTEL CORPCOM458140100312485 11823 SH SOLE 0 0 11823 INTERNATIONAL BUSINESS MACHSCOM459200101302353 2146 SH SOLE 0 0 2146 INVESCO QQQ TRUNIT SER 146090E1031261438 4737 SH SOLE 0 0 4737 INVESCO EXCH TRD SLF IDX FDBULSHS 2024 CB46138J8413924433 191575 SH SOLE 0 0 191575 ISHARES TRCORE S&P500 ETF464287200415331 1081 SH SOLE 0 0 1081 ISHARES TRRUSSELL 3000 ETF4642876891216167 5511 SH SOLE 0 0 5511 ISHARES TRNATIONAL MUN ETF464288414976904 9258 SH SOLE 0 0 9258 ISHARES TRISHS 1-5YR INVS464288646314607 6315 SH SOLE 0 0 6315 ISHARES TRMODERT ALLOC ETF464289875407163 10712 SH SOLE 0 0 10712 ISHARES TRBLACKROCK ULTRA46434V8781196857 23918 SH SOLE 0 0 23918 JOHNSON & JOHNSONCOM4781601042424656 13726 SH SOLE 0 0 13726 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108416332 55437 SH SOLE 0 0 55437 LAZYDAYS HLDGS INCCOM52110H100217129 18185 SH SOLE 0 0 18185 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104107564 18871 SH SOLE 0 0 18871 LILLY ELI & COCOM5324571081833616 5012 SH SOLE 0 0 5012 LOCKHEED MARTIN CORPCOM539830109499702 1027 SH SOLE 0 0 1027 LOEWS CORPCOM540424108437183 7495 SH SOLE 0 0 7495 LOWES COS INCCOM548661107948815 4762 SH SOLE 0 0 4762 M & T BK CORPCOM55261F104576933 3977 SH SOLE 0 0 3977 MCCORMICK & CO INCCOM NON VTG579780206421100 5080 SH SOLE 0 0 5080 MCDONALDS CORPCOM580135101518227 1966 SH SOLE 0 0 1966 MICROSOFT CORPCOM5949181042949682 12300 SH SOLE 0 0 12300 MORGAN STANLEYCOM NEW617446448599150 7047 SH SOLE 0 0 7047 NEWELL BRANDS INCCOM651229106218685 16719 SH SOLE 0 0 16719 NEXTERA ENERGY INCCOM65339F101457125 5468 SH SOLE 0 0 5468 NORFOLK SOUTHN CORPCOM655844108242901 986 SH SOLE 0 0 986 NUVEEN SELECT MAT MUN FDSH BEN INT67061T101130319 14384 SH SOLE 0 0 14384 PNC FINL SVCS GROUP INCCOM693475105350907 2222 SH SOLE 0 0 2222 PPG INDS INCCOM693506107563704 4483 SH SOLE 0 0 4483 PACER FDS TRUS CASH COWS 10069374H881474016 10249 SH SOLE 0 0 10249 PEPSICO INCCOM713448108314658 1742 SH SOLE 0 0 1742 PFIZER INCCOM7170811031547215 30195 SH SOLE 0 0 30195 PROCTER AND GAMBLE COCOM742718109833310 5498 SH SOLE 0 0 5498 PROLOGIS INC.COM74340W103380852 3378 SH SOLE 0 0 3378 RAYTHEON TECHNOLOGIES CORPCOM75513E101625034 6193 SH SOLE 0 0 6193 ROYCE VALUE TR INCCOM780910105734158 55366 SH SOLE 0 0 55366 SPDR S&P 500 ETF TRTR UNIT78462F1031414616 3699 SH SOLE 0 0 3699 SPDR GOLD TRGOLD SHS78463V1074831686 28482 SH SOLE 0 0 28482 SAGA COMMUNICATIONS INCCL A NEW786598300212400 9000 SH SOLE 0 0 9000 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102772621 17242 SH SOLE 0 0 17242 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092266899 16687 SH SOLE 0 0 16687 SELECT SECTOR SPDR TRENERGY81369Y5062027436 23179 SH SOLE 0 0 23179 SELECT SECTOR SPDR TRFINANCIAL81369Y605207712 6073 SH SOLE 0 0 6073 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8861472252 20883 SH SOLE 0 0 20883 SOUTHERN COCOM842587107335698 4701 SH SOLE 0 0 4701 SUNOPTA INCCOM8676EP108755355 89497 SH SOLE 0 0 89497 SURO CAPITAL CORPCOM NEW86887Q109306648 80697 SH SOLE 0 0 80697 TJX COS INC NEWCOM872540109688398 8648 SH SOLE 0 0 8648 TEXAS INSTRS INCCOM882508104338371 2048 SH SOLE 0 0 2048 THOR INDS INCCOM885160101409503 5425 SH SOLE 0 0 5425 THORNBURG INCM BUILDER OPP TCOM885213108618667 43324 SH SOLE 0 0 43324 UMH PPTYS INCCOM903002103404464 25122 SH SOLE 0 0 25122 UNIFIED SER TRBALLAST SMLMD CP90470L5502136323 67268 SH SOLE 0 0 67268 UNITEDHEALTH GROUP INCCOM91324P1021046575 1974 SH SOLE 0 0 1974 VANECK ETF TRUSTINFLATION ALLOCA92189F1302638404 106387 SH SOLE 0 0 106387 VANGUARD BD INDEX FDSSHORT TRM BOND921937827722462 9597 SH SOLE 0 0 9597 VANGUARD MALVERN FDSSTRM INFPROIDX922020805277820 5948 SH SOLE 0 0 5948 VANGUARD WORLD FDSINF TECH ETF92204A702203784 638 SH SOLE 0 0 638 VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427751434588 28612 SH SOLE 0 0 28612 VANGUARD INDEX FDSREAL ESTATE ETF922908553346682 4203 SH SOLE 0 0 4203 VANGUARD INDEX FDSSM CP VAL ETF9229086112099971 13224 SH SOLE 0 0 13224 VANGUARD INDEX FDSMID CAP ETF9229086294207879 20646 SH SOLE 0 0 20646 VANGUARD INDEX FDSGROWTH ETF9229087366178242 28991 SH SOLE 0 0 28991 VANGUARD INDEX FDSVALUE ETF92290874410384008 73976 SH SOLE 0 0 73976 VANGUARD INDEX FDSSMALL CP ETF9229087512823443 15383 SH SOLE 0 0 15383 VANGUARD INDEX FDSTOTAL STK MKT9229087693143466 16442 SH SOLE 0 0 16442 VERIZON COMMUNICATIONS INCCOM92343V104426023 10813 SH SOLE 0 0 10813 VISA INCCOM CL A92826C839602990 2902 SH SOLE 0 0 2902 WSFS FINL CORPCOM929328102493087 10875 SH SOLE 0 0 10875 WALMART INCCOM931142103813317 5736 SH SOLE 0 0 5736