0001754960-23-000239.txt : 20230809 0001754960-23-000239.hdr.sgml : 20230809 20230809170527 ACCESSION NUMBER: 0001754960-23-000239 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 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: 231156159 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 06-30-2023 06-30-2023 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 08-09-2023 0 130 153410488 false INFORMATION TABLE 2 InformationTableOutput.xml AFLAC INCCOM001055102226021 3238 SH SOLE 3238 0 0 ABBVIE INCCOM00287Y109227458 1688 SH SOLE 1688 0 0 AIR PRODS & CHEMS INCCOM009158106315682 1054 SH SOLE 1054 0 0 ALLSTATE CORPCOM020002101525818 4822 SH SOLE 4822 0 0 AMAZON COM INCCOM023135106345324 2649 SH SOLE 2649 0 0 AMERICAN EAGLE OUTFITTERS INCOM02553E106402557 34115 SH SOLE 34115 0 0 AMERICAN TOWER CORP NEWCOM03027X100702709 3623 SH SOLE 3623 0 0 AMERICAN WTR WKS CO INC NEWCOM030420103580136 4064 SH SOLE 4064 0 0 APPLE INCCOM0378331006427577 33137 SH SOLE 33137 0 0 BANK AMERICA CORPCOM060505104279756 9751 SH SOLE 9751 0 0 BECTON DICKINSON & COCOM075887109769940 2916 SH SOLE 2916 0 0 BELPOINTE PREP LLCUNIT RP LTD LB A080694102292450 3399 SH SOLE 3399 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021208845 3545 SH SOLE 3545 0 0 BLACKROCK CR ALLOCATION INCOCOM092508100104515 10297 SH SOLE 10297 0 0 BLACKROCK CAP INVT CORPCOM09253310847452 14467 SH SOLE 14467 0 0 BLACKROCK MUNIYIELD QUALITYCOM09254G108320884 31897 SH SOLE 31897 0 0 BLACKSTONE INCCOM09260D107849697 9139 SH SOLE 9139 0 0 BOSTON OMAHA CORPCL A COM STK101044105214981 11423 SH SOLE 11423 0 0 BRISTOL-MYERS SQUIBB COCOM110122108317510 4965 SH SOLE 4965 0 0 BROADCOM INCCOM11135F101858756 990 SH SOLE 990 0 0 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101191249 12966 SH SOLE 12966 0 0 CAMPING WORLD HLDGS INCCL A13462K109409631 13609 SH SOLE 13609 0 0 CAPITOL SER TRFAIRLEAD TACTICA14064D5502846513 119727 SH SOLE 119727 0 0 CHEVRON CORP NEWCOM166764100972794 6182 SH SOLE 6182 0 0 CISCO SYS INCCOM17275R102954063 18440 SH SOLE 18440 0 0 COCA COLA COCOM191216100361721 6007 SH SOLE 6007 0 0 COHEN & STEERS CLOSED-END OPCOM19248P106145613 13558 SH SOLE 13558 0 0 COMCAST CORP NEWCL A20030N101770379 18541 SH SOLE 18541 0 0 CONTAINER STORE GROUP INCCOM210751103299870 95500 SH SOLE 95500 0 0 DWS STRATEGIC MUN 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2938 SH SOLE 2938 0 0 ILLINOIS TOOL WKS INCCOM452308109236151 944 SH SOLE 944 0 0 INTEL CORPCOM458140100362828 10850 SH SOLE 10850 0 0 INTERNATIONAL BUSINESS MACHSCOM459200101296384 2215 SH SOLE 2215 0 0 INVESCO QQQ TRUNIT SER 146090E1031736842 4702 SH SOLE 4702 0 0 INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB46138J7913756974 198310 SH SOLE 198310 0 0 ISHARES TRSELECT DIVID ETF4642871681560176 13770 SH SOLE 13770 0 0 ISHARES TRCORE S&P500 ETF464287200537081 1205 SH SOLE 1205 0 0 ISHARES TRCORE US AGGBD ET464287226526954 5380 SH SOLE 5380 0 0 ISHARES TRRUSSELL 3000 ETF4642876891507285 5923 SH SOLE 5923 0 0 ISHARES TRNATIONAL MUN ETF4642884141421110 13315 SH SOLE 13315 0 0 ISHARES TRMODERT ALLOC ETF464289875409879 10143 SH SOLE 10143 0 0 ISHARES TRIBONDS 24 TRM TS46436E8742134208 89673 SH SOLE 89673 0 0 ISHARES TRIBONDS 23 TRM TS46436E8822249564 90672 SH SOLE 90672 0 0 JPMORGAN CHASE & COCOM46625H100219469 1509 SH SOLE 1509 0 0 J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332443083 8008 SH SOLE 8008 0 0 JOHNSON & JOHNSONCOM4781601042464896 14892 SH SOLE 14892 0 0 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108393603 55437 SH SOLE 55437 0 0 LAZYDAYS HLDGS INCCOM52110H100210219 18185 SH SOLE 18185 0 0 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104122113 18874 SH SOLE 18874 0 0 LILLY ELI & COCOM5324571082234187 4764 SH SOLE 4764 0 0 LOCKHEED MARTIN CORPCOM539830109489842 1064 SH SOLE 1064 0 0 LOWES COS INCCOM5486611071217469 5394 SH SOLE 5394 0 0 M & T BK CORPCOM55261F104561483 4537 SH SOLE 4537 0 0 MARATHON PETE CORPCOM56585A102436550 3744 SH SOLE 3744 0 0 MCCORMICK & CO INCCOM NON VTG579780206633010 7257 SH SOLE 7257 0 0 MCDONALDS CORPCOM580135101600742 2013 SH SOLE 2013 0 0 MICROSOFT CORPCOM5949181044181703 12280 SH SOLE 12280 0 0 MORGAN STANLEYCOM NEW617446448789116 9240 SH SOLE 9240 0 0 NEWELL BRANDS INCCOM651229106145475 16721 SH SOLE 16721 0 0 NEXTERA ENERGY INCCOM65339F101516729 6964 SH SOLE 6964 0 0 NORFOLK SOUTHN CORPCOM655844108232139 1024 SH SOLE 1024 0 0 NUVEEN 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ETF8085241021634168 31609 SH SOLE 31609 0 0 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797349809 4817 SH SOLE 4817 0 0 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209807829 6086 SH SOLE 6086 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y605203155 6027 SH SOLE 6027 0 0 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886607579 9285 SH SOLE 9285 0 0 SOUTHERN COCOM842587107341907 4867 SH SOLE 4867 0 0 SUNOPTA INCCOM8676EP108679015 101497 SH SOLE 101497 0 0 SURO CAPITAL CORPCOM NEW86887Q109321726 100697 SH SOLE 100697 0 0 TJX COS INC NEWCOM872540109860559 10149 SH SOLE 10149 0 0 TEXAS INSTRS INCCOM882508104549241 3051 SH SOLE 3051 0 0 THOR INDS INCCOM885160101551125 5325 SH SOLE 5325 0 0 THORNBURG INCM BUILDER OPP TCOM885213108623714 40953 SH SOLE 40953 0 0 TYSON FOODS INCCL A902494103629374 12331 SH SOLE 12331 0 0 UMH PPTYS INCCOM903002103465370 29122 SH SOLE 29122 0 0 UNIFIED SER TRBALLAST SMLMD CP90470L5504064437 114951 SH SOLE 114951 0 0 UNITEDHEALTH GROUP INCCOM91324P102996123 2072 SH SOLE 2072 0 0 VANECK ETF TRUSTINFLATION ALLOCA92189F1301989699 79613 SH SOLE 79613 0 0 VANECK ETF TRUSTFALLEN ANGEL HG92189F437668813 24084 SH SOLE 24084 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844341428 2102 SH SOLE 2102 0 0 VANGUARD BD INDEX FDSSHORT TRM BOND921937827768622 10171 SH SOLE 10171 0 0 VANGUARD WHITEHALL FDSINTL DVD ETF921946810449939 5992 SH SOLE 5992 0 0 VANGUARD BD INDEX FDSVANGUARD ULTRA92203C303697384 14186 SH SOLE 14186 0 0 VANGUARD WORLD FDSINF TECH ETF92204A702229039 518 SH SOLE 518 0 0 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775723163 13291 SH SOLE 13291 0 0 VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680386235 5458 SH SOLE 5458 0 0 VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206C714310775 4490 SH SOLE 4490 0 0 VANGUARD SCOTTSDALE FDSLONG TERM TREAS92206C847234666 3694 SH SOLE 3694 0 0 VANGUARD INDEX FDSREAL ESTATE ETF922908553370623 4435 SH SOLE 4435 0 0 VANGUARD INDEX FDSSM CP VAL ETF9229086112318448 14017 SH SOLE 14017 0 0 VANGUARD INDEX FDSMID CAP ETF9229086294194422 19052 SH SOLE 19052 0 0 VANGUARD INDEX FDSEXTEND MKT ETF922908652221013 1485 SH SOLE 1485 0 0 VANGUARD INDEX FDSGROWTH ETF9229087369674731 34191 SH SOLE 34191 0 0 VANGUARD INDEX FDSVALUE ETF92290874411225481 78997 SH SOLE 78997 0 0 VANGUARD INDEX FDSSMALL CP ETF9229087514765011 23958 SH SOLE 23958 0 0 VANGUARD INDEX FDSTOTAL STK MKT9229087693312938 15040 SH SOLE 15040 0 0 VERIZON COMMUNICATIONS INCCOM92343V1041022000 27480 SH SOLE 27480 0 0 WSFS FINL CORPCOM929328102410267 10877 SH SOLE 10877 0 0 WALMART INCCOM9311421031095572 6970 SH SOLE 6970 0 0