Fund HoldingsLuken Investment Analytics, LLC

Total Portfolio Value
$198.21M
Total Bought
$40.84M
Total Sold
$30.52M
Net Transaction
+$10.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCH TRADED FD III
FT VEST SMID
0441,797+441,79709,7244.91%+9,724
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0144,325+144,32508,3514.21%+8,351
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0227,985+227,98507,8473.96%+7,847
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
0156,682+156,68204,1522.09%+4,152
SPDR INDEX SHS FDS
ST PORT MARK ETF
0860,684+860,684031,14815.71%+31,148
FIRST TR NASDAQ ABA CMNTY BK
UT COM SHS ETF
120,849202,109+81,2606,0229,4064.75%+3,384
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
60,05060,587+5379,47610,2625.18%+786
SSGA ACTIVE TR
ST STR BLACK ETF
380,114400,515+20,40110,69311,3675.73%+674
SSGA ACTIVE ETF TR
ST STR BL LN ETF
124,570137,800+13,2305,2235,8032.93%+580
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
015,075+15,07502,7541.39%+2,754
FIRST TR EXCHNG TRADED FD VI
FT VEST US
011,300+11,30004420.22%+442
SPDR S&P 500 ETF TR(SPY)27,71125,984-1,72713,17113,5916.86%+420
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,800+8,80003690.19%+369
SPDR SER TR
ST STR P500GRW
48,31446,635-1,6793,1433,4111.72%+268
CINTAS CORP(CTAS)2,3052,30501,3891,5840.80%+194
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
07,135+7,13501750.09%+175
EMERSON ELEC CO(EMR)10,31610,31601,0041,1700.59%+166
AMAZON COM INC(AMZN)4,4004,40006697940.40%+125
RTX CORPORATION(RTX)7,8957,89506647700.39%+106
VANGUARD INDEX FDS12,45711,531-9265,4415,5432.80%+102
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
081,296+81,29603,3521.69%+3,352
HCA HEALTHCARE INC(HCA)94094002543140.16%+59
JPMORGAN CHASE & CO(JPM)1,9321,93203293870.20%+58
ELI LILLY & CO(LLY)670570-1003914430.22%+53
CENCORA INC90090001852190.11%+34
FIRST TR NAS100 EQ WEIGHTED08,708+8,70801,0790.54%+1,079
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,9893,98902442660.13%+22
MICROSOFT CORP(MSFT)41441401561740.09%+18
COMCAST CORP NEW(CCZ)0580+5800250.01%+25
ISHARES TR1,0471,04701731880.09%+15
WALMART INC(WMT)01,658+1,65801000.05%+100
TRACTOR SUPPLY CO(TSCO)280280060730.04%+13
TAIWAN SEMICONDUCTOR MFG LTD(TSM)400400042540.03%+13
VANGUARD INDEX FDS50750701201320.07%+11
HOME DEPOT INC(HD)30730701061180.06%+11
DISNEY WALT CO(DIS)335335030410.02%+11
TARGET CORP(TGT)262262037460.02%+9
ISHARES TR267267081900.05%+9
DEERE & CO(DE)80080003203290.17%+9
DOMINOS PIZZA INC(DPZ)100100041500.03%+8
SPDR SER TR
ST STR SP DIV
1,2871,28701611690.09%+8
VANECK ETF TRUST
BDC INCOME ETF
08,997+8,99701520.08%+152
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
1,2751,275066730.04%+7
ALPHABET INC(GOOG)600600084910.05%+7
VANGUARD INDEX FDS200200062690.03%+7
BERKSHIRE HATHAWAY INC DEL100100036420.02%+6
VERIZON COMMUNICATIONS INC(VZ)1,4141,414053590.03%+6
FIRST TR EXCHANGE-TRADED FD565565054600.03%+6
ORACLE CORP(ORCL)0272+2720340.02%+34
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
589589052560.03%+5
SELECT SECTOR SPDR TR
ST STR TECHN ETF
272272052570.03%+4
TRAVELERS COMPANIES INC(TRV)106106020240.01%+4
COCA COLA CO(KO)1,8001,80001061100.06%+4
PROCTER AND GAMBLE CO(PG)0246+2460400.02%+40
ARES CAPITAL CORP(ARCC)4,6004,600092960.05%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
095+95040.00%+4
CVS HEALTH CORP(CVS)4,2744,27403373410.17%+3
OCCIDENTAL PETE CORP(OXY)0640+6400420.02%+42
FIRST TR EXCHANGE-TRADED FD568568045490.02%+3
MERCK & CO INC(MRK)134134015180.01%+3
PRUDENTIAL FINL INC(PFH)218218023260.01%+3
HARLEY DAVIDSON INC(HOG)412412015180.01%+3
ISHARES TR01,750+1,7500760.04%+76
HALLIBURTON CO(HAL)0800+8000320.02%+32
FIRST TR NASDAQ 100 TECH IND160160028310.02%+2
ISHARES TR
MSCI USA MIN ETF
425425033360.02%+2
ABBVIE INC(ABBV)8484013150.01%+2
CHEVRON CORP NEW(CVX)0250+2500390.02%+39
LINDE PLC(LIN)3939016180.01%+2
NORFOLK SOUTHN CORP(NSC)100100024250.01%+2
SELECT SECTOR SPDR TR
ST STR INDL ETF
150150017190.01%+2
SELECT SECTOR SPDR TR
ST STR CARE ETF
150150020220.01%+2
SELECT SECTOR SPDR TR
ST STR MATER ETF
227227019210.01%+2
VANGUARD WORLD FD
COMM SRVC ETF
120120014160.01%+2
TJX COS INC NEW(TJX)210210020210.01%+2
FIRST HORIZON CORPORATION(FHN)1,2461,246018190.01%+2
FEDEX CORP(FDX)040+400120.01%+12
FORD MTR CO DEL(F)01,139+1,1390150.01%+15
SCHWAB STRATEGIC TR668668037380.02%+1
CINCINNATI FINL CORP(CINF)052+52060.00%+6
BANK NEW YORK MELLON CORP184184010110.01%+1
JOHNSON & JOHNSON(JNJ)67167101051060.05%+1
AT&T INC(T)1,1441,144019200.01%+1
TEXAS INSTRS INC(TXN)218218037380.02%+1
ASTRAZENECA PLC(AZN)01,500+1,50001020.05%+102
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01,000+1,0000110.01%+11
OCCIDENTAL PETE CORP080+80030.00%+3
BAXTER INTL INC074+74030.00%+3
ABBOTT LABS848409100.00%0
PAYPAL HLDGS INC(PYPL)025+25020.00%+2
UNION PAC CORP(UNP)292292072720.04%0
ANNALY CAPITAL MANAGEMENT IN050+50010.00%+1
ISHARES U S ETF TR
SHOR DURA BD ETF
1,1051,105056560.03%-0
ORION OFFICE REIT INC032+32000.00%0
GEVO INC0450+450000.00%0
CARNIVAL CORP1001000220.00%-0
DUKE ENERGY CORP NEW(DUK)721721070700.04%-0
WARNER BROS DISCOVERY INC(WBD)0313+313030.00%+3
PLUG POWER INC(PLUG)0440+440020.00%+2
GLOBAL MED REIT INC4004000440.00%-1
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