0001730546-23-000003.txt : 20230711
0001730546-23-000003.hdr.sgml : 20230711
20230711134029
ACCESSION NUMBER: 0001730546-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230711
DATE AS OF CHANGE: 20230711
EFFECTIVENESS DATE: 20230711
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Luken Investment Analytics, LLC
CENTRAL INDEX KEY: 0001730546
IRS NUMBER: 462876156
STATE OF INCORPORATION: TN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21075
FILM NUMBER: 231081810
BUSINESS ADDRESS:
STREET 1: 136 FRIERSON STREET
CITY: BRENTWOOD
STATE: TN
ZIP: 37027
BUSINESS PHONE: 615474538
MAIL ADDRESS:
STREET 1: 136 FRIERSON STREET
CITY: BRENTWOOD
STATE: TN
ZIP: 37027
13F-HR
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06-30-2023
06-30-2023
Luken Investment Analytics, LLC
136 FRIERSON STREET
BRENTWOOD
TN
37027
13F HOLDINGS REPORT
028-21075
000169008
801-112496
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CCO
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Brentwood
TN
07-11-2023
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INFORMATION TABLE
2
A2023-613F.xml
2023-6 13F
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
40368
400
SH
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0
0
400
MCDONALDS CORP
COM
580135101
27454
92
SH
SOLE
0
0
92
3M CO
COM
88579Y101
725052
7244
SH
SOLE
0
0
7244
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
1538646
10124
SH
SOLE
0
0
10124
INTEL CORP
COM
458140100
10901
326
SH
SOLE
0
0
326
STARBUCKS CORP
COM
855244109
158496
1600
SH
SOLE
0
0
1600
BAXTER INTL INC
COM
071813109
3371
74
SH
SOLE
0
0
74
WASTE MGMT INC DEL
COM
94106L109
17342
100
SH
SOLE
0
0
100
VENTAS INC
COM
92276F100
42827
906
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SOLE
0
0
906
BANK NEW YORK MELLON CORP
COM
064058100
8192
184
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SOLE
0
0
184
GENERAL MTRS CO
COM
37045V100
150384
3900
SH
SOLE
0
0
3900
SPDR SER TR
BLOOMBERG SHT TE
78468R408
315246
12763
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0
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ISHARES TR
RUS 1000 GRW ETF
464287614
73351
267
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0
267
ORGANON & CO
COMMON STOCK
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416
20
SH
SOLE
0
0
20
VIATRIS INC
COM
92556V106
180
18
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SOLE
0
0
18
MICROSOFT CORP
COM
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414
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414
EXXON MOBIL CORP
COM
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176426
1645
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LILLY ELI & CO
COM
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314217
670
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PINNACLE FINL PARTNERS INC
COM
72346Q104
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2080
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TECHNOLOGY
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SOLE
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COM
110122108
3517
55
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55
HALLIBURTON CO
COM
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26392
800
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800
WARNER BROS DISCOVERY INC
COM SER A
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286
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286
ISHARES TR
CORE S&P500 ETF
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HOME DEPOT INC
COM
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307
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307
HUMANA INC
COM
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312991
700
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700
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PORTFOLIO DEVLPD
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47899
1472
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1472
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CLOUD COMPUTING
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44729
589
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0
0
589
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
139437
633
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SOLE
0
0
633
OMNIAB INC
COM
68218J103
2837
564
SH
SOLE
0
0
564
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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34100
100
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SOLE
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100
GSK PLC
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101
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SOLE
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101
HCA HEALTHCARE INC
COM
40412C101
285271
940
SH
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0
940
SERVISFIRST BANCSHARES INC
COM
81768T108
414356
10126
SH
SOLE
0
0
10126
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
42645
568
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568
HONEYWELL INTL INC
COM
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1225703
5907
SH
SOLE
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0
5907
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
3815215
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SOLE
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WALMART INC
COM
931142103
85820
546
SH
SOLE
0
0
546
BLACKROCK MUN TARGET TERM TR
COM SHS BEN IN
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29799
1434
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SOLE
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1434
PAYPAL HLDGS INC
COM
70450Y103
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25
SH
SOLE
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KIMBERLY-CLARK CORP
COM
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6075
44
SH
SOLE
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TJX COS INC NEW
COM
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210
SH
SOLE
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210
CINCINNATI FINL CORP
COM
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5061
52
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CBOE VEST US EQ
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SOLE
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CHEVRON CORP NEW
COM
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SOLE
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VERIZON COMMUNICATIONS INC
COM
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1726
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COM
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134
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SOLE
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134
FIRSTENERGY CORP
COM
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SOLE
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DUKE ENERGY CORP NEW
COM NEW
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SOLE
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CINTAS CORP
COM
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FIRST TR TA HIYL
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SPDR SER TR
PRTFLO S&P500 GW
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OCCIDENTAL PETE CORP
COM
674599105
37632
640
SH
SOLE
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640
AMAZON COM INC
COM
023135106
573584
4400
SH
SOLE
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4400
EMERSON ELEC CO
COM
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932463
10316
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SOLE
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JPMORGAN CHASE & CO
COM
46625H100
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2097
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SOLE
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VANECK ETF TRUST
BDC INCOME ETF
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SOLE
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VANGUARD WORLD FDS
COMM SRVC ETF
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120
SH
SOLE
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120
HALEON PLC
SPON ADS
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1064
127
SH
SOLE
0
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127
AMGEN INC
COM
031162100
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63
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SOLE
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63
PRUDENTIAL FINL INC
COM
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218
SH
SOLE
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218
ANNALY CAPITAL MANAGEMENT IN
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1001
50
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SOLE
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ALLIANCEBERNSTEIN GLOBAL HIG
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LINDE PLC
SHS
G54950103
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39
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SOLE
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39
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
7210
100
SH
SOLE
0
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100
ISHARES TR
INTL SEL DIV ETF
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19511
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SH
SOLE
0
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741
FIRST TR NAS100 EQ WEIGHTED
SHS
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1005501
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SOLE
0
0
9406
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
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364940
SH
SOLE
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364940
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
33701
668
SH
SOLE
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668
COCA COLA CO
COM
191216100
108396
1800
SH
SOLE
0
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1800
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
92574
300
SH
SOLE
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SIMMONS 1ST NATL CORP
CL A $1 PAR
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SOLE
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CONSOLIDATED EDISON INC
COM
209115104
4068
45
SH
SOLE
0
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TRAVELERS COMPANIES INC
COM
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106
SH
SOLE
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106
INVESCO QQQ TR
UNIT SER 1
46090E103
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56006
FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST BFR
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327272
8800
SH
SOLE
0
0
8800
TEXAS INSTRS INC
COM
882508104
39244
218
SH
SOLE
0
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218
CROWN CASTLE INC
COM
22822V101
14812
130
SH
SOLE
0
0
130
ITRON INC
COM
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32986
458
SH
SOLE
0
0
458
ALLSPRING INCOME OPPORTUNIT
INC OPPTY FD
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85523
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SOLE
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85523
VANGUARD INDEX FDS
GROWTH ETF
922908736
56592
200
SH
SOLE
0
0
200
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
59810
1275
SH
SOLE
0
0
1275
ORACLE CORP
COM
68389X105
32392
272
SH
SOLE
0
0
272
AMERISOURCEBERGEN CORP
COM
03073E105
173187
900
SH
SOLE
0
0
900
PLUG POWER INC
COM NEW
72919P202
4572
440
SH
SOLE
0
0
440
GEVO INC
COM PAR
374396406
684
450
SH
SOLE
0
0
450
DISNEY WALT CO
COM
254687106
29909
335
SH
SOLE
0
0
335
PFIZER INC
COM
717081103
1241618
33850
SH
SOLE
0
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33850
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
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4078
SH
SOLE
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4078
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
18811
227
SH
SOLE
0
0
227
SCHWAB STRATEGIC TR
US REIT ETF
808524847
7890
404
SH
SOLE
0
0
404
FIRST TR EXCHNG TRADED FD VI
US EQT DEEP DUFR
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399680
11300
SH
SOLE
0
0
11300
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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37758
SH
SOLE
0
0
37758
TRACTOR SUPPLY CO
COM
892356106
61908
280
SH
SOLE
0
0
280
ABBVIE INC
COM
00287Y109
11317
84
SH
SOLE
0
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ASTRAZENECA PLC
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SH
SOLE
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0
1500
ARES CAPITAL CORP
COM
04010L103
86434
4600
SH
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0
4600
VMWARE INC
CL A COM
928563402
7185
50
SH
SOLE
0
0
50
SPDR SER TR
S&P DIVID ETF
78464A763
157760
1287
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SOLE
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0
1287
JOHNSON & JOHNSON
COM
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111064
671
SH
SOLE
0
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671
UNITED PARCEL SERVICE INC
CL B
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523231
2919
SH
SOLE
0
0
2919
FORD MTR CO DEL
COM
345370860
15266
1009
SH
SOLE
0
0
1009
ISHARES U S ETF TR
BLACKROCK ST MAT
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4972
100
SH
SOLE
0
0
100
FIRST TR EXCHANGE TRADED FD
US EQTY OPPT ETF
336920103
49816
565
SH
SOLE
0
0
565
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
173
13
SH
SOLE
0
0
13
PEAKSTONE REALTY TRUST
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39818P799
614240
22000
SH
SOLE
0
0
22000
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
773394
7895
SH
SOLE
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0
7895
NORFOLK SOUTHN CORP
COM
655844108
22676
100
SH
SOLE
0
0
100
SPDR SER TR
PORTFOLIO S&P500
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40108
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SOLE
0
0
40108
ISHARES TR
MSCI USA MIN VOL
46429B697
31590
425
SH
SOLE
0
0
425
ORION OFFICE REIT INC
COM
68629Y103
212
32
SH
SOLE
0
0
32
DEERE & CO
COM
244199105
324152
800
SH
SOLE
0
0
800
PROCTER AND GAMBLE CO
COM
742718109
37328
246
SH
SOLE
0
0
246
HARLEY DAVIDSON INC
COM
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412
SH
SOLE
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0
412
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RUSSELL 2000 ETF
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3933
21
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SOLE
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21
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RUS 1000 VAL ETF
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SOLE
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ABBOTT LABS
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84
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SOLE
0
0
84
CVS HEALTH CORP
COM
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315509
4564
SH
SOLE
0
0
4564
COMCAST CORP NEW
CL A
20030N101
6731
162
SH
SOLE
0
0
162
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
32790681
953772
SH
SOLE
0
0
953772
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
19910
150
SH
SOLE
0
0
150
FIRST TR NASDAQ 100 TECH IND
SHS
337345102
23546
160
SH
SOLE
0
0
160
NEXTERA ENERGY INC
COM
65339F101
91785
1237
SH
SOLE
0
0
1237
ALPHABET INC
CAP STK CL A
02079K305
71820
600
SH
SOLE
0
0
600
DOMINOS PIZZA INC
COM
25754A201
33699
100
SH
SOLE
0
0
100
PARAMOUNT GLOBAL
CLASS B COM
92556H206
9641
606
SH
SOLE
0
0
606
SPDR S&P 500 ETF TR
TR UNIT
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14954789
33737
SH
SOLE
0
0
33737
TARGET CORP
COM
87612E106
34558
262
SH
SOLE
0
0
262
FIRST HORIZON CORPORATION
COM
320517105
14042
1246
SH
SOLE
0
0
1246
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
33737J182
8516647
402108
SH
SOLE
0
0
402108
FB FINL CORP
COM
30257X104
709132
25281
SH
SOLE
0
0
25281
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
9890
2082
SH
SOLE
0
0
2082
GLOBAL MED REIT INC
COM NEW
37954A204
3652
400
SH
SOLE
0
0
400
FEDEX CORP
COM
31428X106
9916
40
SH
SOLE
0
0
40
UNION PAC CORP
COM
907818108
59749
292
SH
SOLE
0
0
292
REALTY INCOME CORP
COM
756109104
19551
327
SH
SOLE
0
0
327
AT&T INC
COM
00206R102
18949
1188
SH
SOLE
0
0
1188
TRUIST FINL CORP
COM
89832Q109
55723
1836
SH
SOLE
0
0
1836
INTERNATIONAL BUSINESS MACHS
COM
459200101
20072
150
SH
SOLE
0
0
150
XCEL ENERGY INC
COM
98389B100
32701
526
SH
SOLE
0
0
526
APPLE INC
COM
037833100
721568
3720
SH
SOLE
0
0
3720
ISHARES TR
MSCI EAFE ETF
464287465
103530
1428
SH
SOLE
0
0
1428
SPDR SER TR
DJ REIT ETF
78464A607
8627976
95400
SH
SOLE
0
0
95400
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
16098
150
SH
SOLE
0
0
150
VERTICAL CAP INCOME FD
SHS BEN INT
92535C104
8145
819
SH
SOLE
0
0
819
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S&P 500 ETF SHS
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5235584
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SH
SOLE
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0
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