0001754960-24-000414.txt : 20240812 0001754960-24-000414.hdr.sgml : 20240812 20240809192758 ACCESSION NUMBER: 0001754960-24-000414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240812 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lokken Investment Group LLC CENTRAL INDEX KEY: 0001842840 ORGANIZATION NAME: 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: 241194364 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 06-30-2024 06-30-2024 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 08-09-2024 0 151 212648944 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG549501031021988 2329 SH SOLE 0 0 2329 AFLAC INCCOM001055102289542 3242 SH SOLE 0 0 3242 ABBOTT LABSCOM002824100915967 8815 SH SOLE 0 0 8815 ABBVIE INCCOM00287Y109296174 1727 SH SOLE 0 0 1727 ARQ INCCOM00770C10160700 10000 SH SOLE 0 0 10000 ADVANCED MICRO DEVICES INCCOM007903107288734 1780 SH SOLE 0 0 1780 AIR PRODS & CHEMS INCCOM009158106276898 1073 SH SOLE 0 0 1073 ALPHABET INCCAP STK CL C02079K107229642 1252 SH SOLE 0 0 1252 ALPHABET INCCAP STK CL A02079K305522224 2867 SH SOLE 0 0 2867 AMAZON COM INCCOM023135106766816 3968 SH SOLE 0 0 3968 AMERICAN EAGLE OUTFITTERS INCOM02553E106531235 26615 SH SOLE 0 0 26615 AMERICAN TOWER CORP NEWCOM03027X100247683 1274 SH SOLE 0 0 1274 AMERICAN WTR WKS CO INC NEWCOM030420103969087 7503 SH SOLE 0 0 7503 AMGEN INCCOM0311621001169188 3742 SH SOLE 0 0 3742 ANNOVIS BIO INCCOM03615A10870474 12235 SH SOLE 0 0 12235 APPLE INCCOM0378331007767807 36881 SH SOLE 0 0 36881 AUTOMATIC DATA PROCESSING INCOM053015103218965 917 SH SOLE 0 0 917 BANK AMERICA CORPCOM060505104387797 9751 SH SOLE 0 0 9751 BELPOINTE PREP LLCUNIT RP LTD LB A080694102206935 3574 SH SOLE 0 0 3574 BERKSHIRE HATHAWAY INC DELCL B NEW0846707021789106 4398 SH SOLE 0 0 4398 BLACKROCK INCCOM09247X1011189507 1511 SH SOLE 0 0 1511 BLACKROCK CR ALLOCATION INCOCOM092508100110281 10297 SH SOLE 0 0 10297 BLACKROCK MUNIYIELD QUALITYCOM09254G108142177 13817 SH SOLE 0 0 13817 BLACKSTONE INCCOM09260D107876677 7081 SH SOLE 0 0 7081 BOSTON OMAHA CORPCL A COM STK101044105402764 29923 SH SOLE 0 0 29923 BRISTOL-MYERS SQUIBB COCOM110122108215024 5178 SH SOLE 0 0 5178 BROADCOM INCCOM11135F1011681924 1048 SH SOLE 0 0 1048 CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT128125101226010 13421 SH SOLE 0 0 13421 CAMPING WORLD HLDGS INCCL A13462K109314497 17609 SH SOLE 0 0 17609 CAPITOL SER TRFAIRLEAD TACTICA14064D5501567469 60374 SH SOLE 0 0 60374 CATERPILLAR INCCOM149123101259336 779 SH SOLE 0 0 779 CHEVRON CORP NEWCOM166764100554547 3545 SH SOLE 0 0 3545 CISCO SYS INCCOM17275R1021146851 24139 SH SOLE 0 0 24139 COCA COLA COCOM191216100386113 6066 SH SOLE 0 0 6066 COHEN & STEERS CLOSED-END OPCOM19248P106149757 12532 SH SOLE 0 0 12532 COMCAST CORP NEWCL A20030N1011068363 27282 SH SOLE 0 0 27282 DWS STRATEGIC MUN INCOME TRCOM23342Q101108105 10964 SH SOLE 0 0 10964 DEERE & COCOM244199105410619 1099 SH SOLE 0 0 1099 DOW INCCOM260557103234112 4413 SH SOLE 0 0 4413 DUKE ENERGY CORP NEWCOM NEW26441C204234840 2343 SH SOLE 0 0 2343 DUPONT DE NEMOURS INCCOM26614N102217102 2697 SH SOLE 0 0 2697 EATON VANCE MUN BD FDCOM27827X101109048 10307 SH SOLE 0 0 10307 ETHAN ALLEN INTERIORS INCCOM297602104207167 7428 SH SOLE 0 0 7428 EXXON MOBIL CORPCOM30231G1021553832 13497 SH SOLE 0 0 13497 FEDERAL RLTY INVT TR NEWSH BEN INT NEW313745101893282 8847 SH SOLE 0 0 8847 FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883095261994 117115 SH SOLE 0 0 117115 FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1043808491 45318 SH SOLE 0 0 45318 FIRST TR EXCHANGE-TRADED FDSENIOR LN FD33738D3095732685 125414 SH SOLE 0 0 125414 FIRST TR EXCHANGE-TRADED FDRBA INDL ETF33738R7043557127 52073 SH SOLE 0 0 52073 FIRST TR EXCH TRADED FD IIIMUNI HI INCM ETF33739P301288615 5973 SH SOLE 0 0 5973 HOME DEPOT INCCOM437076102421963 1226 SH SOLE 0 0 1226 HONEYWELL INTL INCCOM4385161061128345 5284 SH SOLE 0 0 5284 ILLINOIS TOOL WKS INCCOM4523081091075798 4540 SH SOLE 0 0 4540 INDEXIQ ACTIVE ETF TRIQ MACKAY INTRME45409F827267963 11082 SH SOLE 0 0 11082 INTEL CORPCOM458140100370497 11963 SH SOLE 0 0 11963 INTERNATIONAL BUSINESS MACHSCOM459200101393502 2275 SH SOLE 0 0 2275 INVESCO QQQ TRUNIT SER 146090E1032368433 4943 SH SOLE 0 0 4943 INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G649223932 1136 SH SOLE 0 0 1136 IRON MTN INC DELCOM46284V101311340 3474 SH SOLE 0 0 3474 ISHARES TRCORE S&P500 ETF464287200835073 1526 SH SOLE 0 0 1526 ISHARES TRCORE US AGGBD ET464287226637411 6567 SH SOLE 0 0 6567 ISHARES TRS&P 500 GRWT ETF464287309316672 3422 SH SOLE 0 0 3422 ISHARES TR1 3 YR TREAS BD464287457377305 4621 SH SOLE 0 0 4621 ISHARES TRMSCI EAFE ETF464287465311597 3978 SH SOLE 0 0 3978 ISHARES TRISHARES SEMICDTR4642875231774775 7196 SH SOLE 0 0 7196 ISHARES TRRUS 1000 VAL ETF464287598229254 1314 SH SOLE 0 0 1314 ISHARES TRRUS 1000 GRW ETF464287614328424 901 SH SOLE 0 0 901 ISHARES TRRUSSELL 3000 ETF4642876892153568 6977 SH SOLE 0 0 6977 ISHARES TRNATIONAL MUN ETF464288414519325 4874 SH SOLE 0 0 4874 ISHARES TREAFE GRWTH ETF464288885294829 2882 SH SOLE 0 0 2882 ISHARES TRIBONDS 24 TRM TS46436E8742156139 89914 SH SOLE 0 0 89914 JPMORGAN CHASE & CO.COM46625H100344711 1704 SH SOLE 0 0 1704 J P MORGAN EXCHANGE TRADED FINTRNL RES EQT46641Q1342083140 33277 SH SOLE 0 0 33277 J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q3321096871 19352 SH SOLE 0 0 19352 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8374777143 94653 SH SOLE 0 0 94653 JOHNSON & JOHNSONCOM4781601042089911 14299 SH SOLE 0 0 14299 KAYNE ANDERSON ENERGY INFRSTCOM486606106409006 39594 SH SOLE 0 0 39594 KOPIN CORPCOM500600101198216 236000 SH SOLE 0 0 236000 LIBERTY ALL STAR EQUITY FDSH BEN INT530158104128370 18878 SH SOLE 0 0 18878 ELI LILLY & COCOM5324571083802084 4199 SH SOLE 0 0 4199 LOCKHEED MARTIN CORPCOM5398301091470738 3149 SH SOLE 0 0 3149 LOWES COS INCCOM5486611071448007 6568 SH SOLE 0 0 6568 MARATHON PETE CORPCOM56585A102957147 5517 SH SOLE 0 0 5517 MARRIOTT INTL INC NEWCL A571903202770063 3185 SH SOLE 0 0 3185 MCDONALDS CORPCOM580135101512530 2011 SH SOLE 0 0 2011 MICROSOFT CORPCOM5949181045912493 13229 SH SOLE 0 0 13229 MORGAN STANLEYCOM NEW617446448296721 3053 SH SOLE 0 0 3053 NATIXIS ETF TRGATEWAY QUALITY63873X3074876199 90680 SH SOLE 0 0 90680 NEXTERA ENERGY INCCOM65339F1011600802 22607 SH SOLE 0 0 22607 NORFOLK SOUTHN CORPCOM655844108219782 1024 SH SOLE 0 0 1024 NOVO-NORDISK A SADR670100205327303 2293 SH SOLE 0 0 2293 NUVEEN SELECT MAT MUN FDSH BEN INT67061T101136766 15129 SH SOLE 0 0 15129 NVIDIA CORPORATIONCOM67066G1041103224 8930 SH SOLE 0 0 8930 ORACLE CORPCOM68389X105243005 1721 SH SOLE 0 0 1721 PNC FINL SVCS GROUP INCCOM693475105224793 1446 SH SOLE 0 0 1446 PPG INDS INCCOM693506107204697 1626 SH SOLE 0 0 1626 PACER FDS TRPACER US SMALL69374H8571093939 25113 SH SOLE 0 0 25113 PACER FDS TRUS CASH COWS 10069374H8812399451 44035 SH SOLE 0 0 44035 PEPSICO INCCOM7134481081165675 7068 SH SOLE 0 0 7068 PFIZER INCCOM717081103611035 21838 SH SOLE 0 0 21838 PHILLIPS 66COM7185461041179397 8354 SH SOLE 0 0 8354 PIMCO ETF TRCOMMODITY STRAT72201R5932173732 79794 SH SOLE 0 0 79794 PIMCO ETF TRMUNI INCOME OPP72201R635812922 17890 SH SOLE 0 0 17890 PROCTER AND GAMBLE COCOM7427181091849601 11215 SH SOLE 0 0 11215 QUALCOMM INCCOM747525103269491 1353 SH SOLE 0 0 1353 RTX CORPORATIONCOM75513E101300105 2989 SH SOLE 0 0 2989 S&P GLOBAL INCCOM78409V1041011974 2269 SH SOLE 0 0 2269 SPDR S&P 500 ETF TRTR UNIT78462F1032211547 4064 SH SOLE 0 0 4064 SPDR GOLD TRGOLD SHS78463V1077561687 35169 SH SOLE 0 0 35169 SPDR SER TRBLOOMBERG 1-3 MO78468R6632340379 25500 SH SOLE 0 0 25500 SSGA ACTIVE TRSPDR SSGA US SCT78470P4082652114 52115 SH SOLE 0 0 52115 SALESFORCE INCCOM79466L302913493 3553 SH SOLE 0 0 3553 SCHWAB STRATEGIC TRUS BRD MKT ETF8085241022587620 41158 SH SOLE 0 0 41158 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2091081208 7418 SH SOLE 0 0 7418 SELECT SECTOR SPDR TRFINANCIAL81369Y605247973 6032 SH SOLE 0 0 6032 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803219461 970 SH SOLE 0 0 970 SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886825570 12116 SH SOLE 0 0 12116 SOLO BRANDS INCCOM CL A83425V104114000 50000 SH SOLE 0 0 50000 SOUTHERN COCOM842587107371172 4785 SH SOLE 0 0 4785 STERLING INFRASTRUCTURE INCCOM859241101613475 5184 SH SOLE 0 0 5184 STRYKER CORPORATIONCOM8636671011170720 3441 SH SOLE 0 0 3441 SUNOPTA INCCOM8676EP108548084 101497 SH SOLE 0 0 101497 SURO CAPITAL CORPCOM NEW86887Q109616725 153797 SH SOLE 0 0 153797 TJX COS INC NEWCOM872540109204457 1857 SH SOLE 0 0 1857 TARGET CORPCOM87612E1061233383 8331 SH SOLE 0 0 8331 TEXAS INSTRS INCCOM8825081041148311 5903 SH SOLE 0 0 5903 THOR INDS INCCOM885160101261226 2795 SH SOLE 0 0 2795 THORNBURG INCM BUILDER OPP TCOM885213108794919 49282 SH SOLE 0 0 49282 UMH PPTYS INCCOM903002103625561 39122 SH SOLE 0 0 39122 UNIFIED SER TRBALLAST SMLMD CP90470L5505114446 142543 SH SOLE 0 0 142543 UNION PAC CORPCOM907818108899610 3976 SH SOLE 0 0 3976 UNITEDHEALTH GROUP INCCOM91324P1021205355 2367 SH SOLE 0 0 2367 VANECK ETF TRUSTFALLEN ANGEL HG92189F437805305 28456 SH SOLE 0 0 28456 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271098497 14322 SH SOLE 0 0 14322 VANGUARD WHITEHALL FDSINTL DVD ETF921946810359745 4426 SH SOLE 0 0 4426 VANGUARD WORLD FDINF TECH ETF92204A702298683 518 SH SOLE 0 0 518 VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775919710 15684 SH SOLE 0 0 15684 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858218756 4999 SH SOLE 0 0 4999 VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680586398 6251 SH SOLE 0 0 6251 VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206C714412710 5390 SH SOLE 0 0 5390 VANGUARD MUN BD FDSTAX EXEMPT BD922907746820651 16377 SH SOLE 0 0 16377 VANGUARD INDEX FDSREAL ESTATE ETF922908553216436 2584 SH SOLE 0 0 2584 VANGUARD INDEX FDSMID CAP ETF9229086295474181 22611 SH SOLE 0 0 22611 VANGUARD INDEX FDSEXTEND MKT ETF922908652250653 1485 SH SOLE 0 0 1485 VANGUARD INDEX FDSGROWTH ETF92290873614897774 39833 SH SOLE 0 0 39833 VANGUARD INDEX FDSVALUE ETF92290874417815966 111065 SH SOLE 0 0 111065 VANGUARD INDEX FDSSMALL CP ETF9229087518976754 41170 SH SOLE 0 0 41170 VANGUARD INDEX FDSTOTAL STK MKT9229087695698588 21302 SH SOLE 0 0 21302 VERIZON COMMUNICATIONS INCCOM92343V104451050 10937 SH SOLE 0 0 10937 WSFS FINL CORPCOM929328102563447 11988 SH SOLE 0 0 11988 WALMART INCCOM9311421031688677 24940 SH SOLE 0 0 24940