0001754960-21-000150.txt : 20210803 0001754960-21-000150.hdr.sgml : 20210803 20210803145121 ACCESSION NUMBER: 0001754960-21-000150 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210803 DATE AS OF CHANGE: 20210803 EFFECTIVENESS DATE: 20210803 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: 211139175 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 06-30-2021 06-30-2021 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 08-03-2021 0 115 123113 false
INFORMATION TABLE 2 InformationTableOutput.xml AT&T INCCOM00206R102686 23851 SH SOLE 0 0 23851 AIR PRODS & CHEMS INCCOM009158106672 2337 SH SOLE 0 0 2337 ALLSTATE CORPCOM020002101415 3180 SH SOLE 0 0 3180 AMAZON COM INCCOM023135106489 142 SH SOLE 0 0 142 AMERICAN EAGLE OUTFITTERS INCOM02553E106502 13375 SH SOLE 0 0 13375 AMERICAN TOWER CORP NEWCOM03027X100506 1874 SH SOLE 0 0 1874 AMERICAN WTR WKS CO INC NEWCOM030420103243 1577 SH SOLE 0 0 1577 APPLE INCCOM0378331004911 35855 SH SOLE 0 0 35855 ARTISAN PARTNERS ASSET MGMTCL A04316A108585 11507 SH SOLE 0 0 11507 AUDACY INCCL A05070N103900 208828 SH SOLE 0 0 208828 BK OF AMERICA CORPCOM060505104406 9856 SH SOLE 0 0 9856 BECTON DICKINSON & COCOM075887109466 1918 SH SOLE 0 0 1918 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023250 11695 SH SOLE 0 0 11695 BLACKROCK INCCOM09247X101282 323 SH SOLE 0 0 323 BLACKSTONE GROUP INCCOM09260D107906 9330 SH SOLE 0 0 9330 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101238 13089 SH SOLE 0 0 13089 CAMPING WORLD HLDGS INCCL A13462K109435 10609 SH SOLE 0 0 10609 CHEVRON CORP NEWCOM166764100223 2129 SH SOLE 0 0 2129 CISCO SYS INCCOM17275R102768 14500 SH SOLE 0 0 14500 COCA COLA COCOM191216100303 5604 SH SOLE 0 0 5604 COHEN & STEERS CLOSED-END OPCOM19248P1061076 74081 SH SOLE 0 0 74081 COMCAST CORP NEWCL A20030N101643 11272 SH SOLE 0 0 11272 CONSTELLATION BRANDS INCCL A21036P108530 2265 SH SOLE 0 0 2265 DEERE & COCOM244199105385 1091 SH SOLE 0 0 1091 DOLLAR GEN CORP NEWCOM256677105713 3293 SH SOLE 0 0 3293 DUKE ENERGY CORP NEWCOM NEW26441C204203 2059 SH SOLE 0 0 2059 EMERSON ELEC COCOM291011104667 6933 SH SOLE 0 0 6933 ETHAN ALLEN INTERIORS INCCOM297602104387 14028 SH SOLE 0 0 14028 EXXON MOBIL CORPCOM30231G102887 14065 SH SOLE 0 0 14065 FEDERATED HERMES INCCL B314211103388 11440 SH SOLE 0 0 11440 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042717 35957 SH SOLE 0 0 35957 FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846690 14762 SH SOLE 0 0 14762 FIRST TR EXCHANGE TRADED FDINDXX NEXTG ETF33737K2051811 23727 SH SOLE 0 0 23727 FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8052231 41598 SH SOLE 0 0 41598 FOOT LOCKER INCCOM344849104394 6396 SH SOLE 0 0 6396 GABELLI DIVID & INCOME TRCOM36242H1041187 45111 SH SOLE 0 0 45111 GILEAD SCIENCES INCCOM375558103364 5280 SH SOLE 0 0 5280 GLOBAL X FDSUS PFD ETF37954Y657660 25202 SH SOLE 0 0 25202 HAIN CELESTIAL GROUP INCCOM405217100395 9851 SH SOLE 0 0 9851 HENNESSY ADVISORS INCCOM425885100115 12336 SH SOLE 0 0 12336 HOME DEPOT INCCOM437076102432 1355 SH SOLE 0 0 1355 ILLINOIS TOOL WKS INCCOM452308109201 899 SH SOLE 0 0 899 INTEL CORPCOM4581401001160 20669 SH SOLE 0 0 20669 INVESCO QQQ TRUNIT SER 146090E1031418 4001 SH SOLE 0 0 4001 INVESCO EXCH TRD SLF IDX FDBULSHS 2021 CB46138J700255 12073 SH SOLE 0 0 12073 INVESCO EXCH TRD SLF IDX FDBULSHS 2022 CB46138J882265 12296 SH SOLE 0 0 12296 ISHARES TRCORE S&P500 ETF464287200288 671 SH SOLE 0 0 671 ISHARES TRIBOXX INV CP ETF464287242257 1912 SH SOLE 0 0 1912 ISHARES TRISHARES BIOTECH4642875562279 13929 SH SOLE 0 0 13929 ISHARES TRRUSSELL 3000 ETF4642876891483 5794 SH SOLE 0 0 5794 ISHARES TRNATIONAL MUN ETF464288414486 4146 SH SOLE 0 0 4146 ISHARES TRISHS 1-5YR INVS464288646257 4691 SH SOLE 0 0 4691 ISHARES TRMODERT ALLOC ETF464289875436 9687 SH SOLE 0 0 9687 JPMORGAN CHASE & COCOM46625H100241 1549 SH SOLE 0 0 1549 JOHNSON & JOHNSONCOM4781601041798 10913 SH SOLE 0 0 10913 KAYNE ANDERSON NEXTGEN ENRGYCOM48661E108420 55437 SH SOLE 0 0 55437 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104171 18878 SH SOLE 0 0 18878 LILLY ELI & COCOM5324571081088 4742 SH SOLE 0 0 4742 LOCKHEED MARTIN CORPCOM539830109485 1283 SH SOLE 0 0 1283 LOEWS CORPCOM540424108410 7495 SH SOLE 0 0 7495 LOWES COS INCCOM5486611071058 5454 SH SOLE 0 0 5454 MCDONALDS CORPCOM580135101436 1889 SH SOLE 0 0 1889 MICROSOFT CORPCOM5949181043369 12438 SH SOLE 0 0 12438 MORGAN STANLEYCOM NEW617446448663 7234 SH SOLE 0 0 7234 NEWELL BRANDS INCCOM651229106374 13599 SH SOLE 0 0 13599 NEXTERA ENERGY INCCOM65339F101401 5468 SH SOLE 0 0 5468 NORFOLK SOUTHN CORPCOM655844108262 986 SH SOLE 0 0 986 OAKTREE SPECIALTY LENDING COCOM67401P108405 60531 SH SOLE 0 0 60531 PNC FINL SVCS GROUP INCCOM693475105380 1990 SH SOLE 0 0 1990 PPG INDS INCCOM693506107583 3436 SH SOLE 0 0 3436 PEPSICO INCCOM713448108258 1741 SH SOLE 0 0 1741 PFIZER INCCOM7170811031093 27908 SH SOLE 0 0 27908 PIMCO ETF TR1-5 US TIP IDX72201R2052424 44028 SH SOLE 0 0 44028 POLARIS INCCOM731068102288 2104 SH SOLE 0 0 2104 PROCTER AND GAMBLE COCOM742718109581 4303 SH SOLE 0 0 4303 RAYTHEON TECHNOLOGIES CORPCOM75513E101408 4783 SH SOLE 0 0 4783 RIVERNORTH OPPORTUNITIES FDCOM76881Y109198 10790 SH SOLE 0 0 10790 ROYCE VALUE TR INCCOM780910105975 51417 SH SOLE 0 0 51417 SPDR S&P 500 ETF TRTR UNIT78462F1031948 4552 SH SOLE 0 0 4552 SPDR GOLD TRGOLD SHS78463V1074005 24178 SH SOLE 0 0 24178 SAGA COMMUNICATIONS INCCL A NEW786598300217 10000 SH SOLE 0 0 10000 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102950 9113 SH SOLE 0 0 9113 SELECT SECTOR SPDR TRFINANCIAL81369Y605228 6207 SH SOLE 0 0 6207 SIREN ETF TRNSD NXGN ECO ETF8296582021252 26348 SH SOLE 0 0 26348 SMUCKER J M COCOM NEW832696405397 3065 SH SOLE 0 0 3065 SOUTHERN COCOM842587107284 4701 SH SOLE 0 0 4701 SUNOPTA INCCOM8676EP108673 54997 SH SOLE 0 0 54997 SURO CAPITAL CORPCOM NEW86887Q109384 28449 SH SOLE 0 0 28449 TJX COS INC NEWCOM872540109546 8100 SH SOLE 0 0 8100 TARGET CORPCOM87612E106285 1177 SH SOLE 0 0 1177 TEXAS INSTRS INCCOM882508104213 1106 SH SOLE 0 0 1106 THOR INDS INCCOM885160101425 3758 SH SOLE 0 0 3758 3M COCOM88579Y101256 1289 SH SOLE 0 0 1289 TORONTO DOMINION BK ONTCOM NEW891160509205 2924 SH SOLE 0 0 2924 UMH PPTYS INCCOM903002103369 16922 SH SOLE 0 0 16922 UNITEDHEALTH GROUP INCCOM91324P102767 1915 SH SOLE 0 0 1915 V F CORPCOM918204108271 3302 SH SOLE 0 0 3302 VANECK VECTORS ETF TRFALLEN ANGEL HG92189F4371651 50175 SH SOLE 0 0 50175 VANGUARD BD INDEX FDSSHORT TRM BOND9219378275894 71745 SH SOLE 0 0 71745 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378353251 37853 SH SOLE 0 0 37853 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858304 5897 SH SOLE 0 0 5897 VANGUARD WORLD FDSCONSUM DIS ETF92204A1081837 5850 SH SOLE 0 0 5850 VANGUARD WORLD FDSINF TECH ETF92204A702274 688 SH SOLE 0 0 688 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775918 14478 SH SOLE 0 0 14478 VANGUARD INDEX FDSREAL ESTATE ETF922908553291 2860 SH SOLE 0 0 2860 VANGUARD INDEX FDSMID CAP ETF9229086295402 22758 SH SOLE 0 0 22758 VANGUARD INDEX FDSEXTEND MKT ETF922908652400 2122 SH SOLE 0 0 2122 VANGUARD INDEX FDSGROWTH ETF9229087369270 32321 SH SOLE 0 0 32321 VANGUARD INDEX FDSVALUE ETF9229087449324 67830 SH SOLE 0 0 67830 VANGUARD INDEX FDSSMALL CP ETF9229087513478 15438 SH SOLE 0 0 15438 VANGUARD INDEX FDSTOTAL STK MKT9229087693151 14141 SH SOLE 0 0 14141 VERIZON COMMUNICATIONS INCCOM92343V104522 9323 SH SOLE 0 0 9323 VISA INCCOM CL A92826C839692 2961 SH SOLE 0 0 2961 WSFS FINL CORPCOM929328102388 8322 SH SOLE 0 0 8322 WALMART INCCOM931142103776 5505 SH SOLE 0 0 5505