Fund Holdings — Luken Investment Analytics, LLC

Total Portfolio Value
$255.91M
Total Bought
$50.62M
Total Sold
$27.55M
Net Transaction
+$23.07M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHNG TRADED FD VI
FT VEST INT JUNE
0568,235+568,235014,2465.57%+14,246
SSGA ACTIVE TR
ST STR BLACK ETF
262,751556,606+293,8557,51215,9476.23%+8,435
FIRST TR EXCH TRADED FD III
FT VEST SMID
0351,771+351,77107,6052.97%+7,605
FIRST TR EXCHANGE-TRADED FD
FT VEST TEC
900,6311,025,033+124,40224,11929,36711.48%+5,248
FIRST TR EXCHANGE-TRADED FD696,823843,757+146,93415,12820,2007.89%+5,072
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
476,310627,752+151,44211,77016,2276.34%+4,458
SPDR INDEX SHS FDS
ST PORT MARK ETF
357,903361,873+3,97015,29716,9396.62%+1,643
SCHWAB STRATEGIC TR015,329+15,32901,5420.60%+1,542
SPDR S&P 500 ETF TR(SPY)19,99720,204+20712,35513,4605.26%+1,104
INVESCO QQQ TR26,74526,012-73314,75415,6176.10%+863
FIRST TR EXCHANGE TRADED FD
NEW CO CO EA ETF
018,660+18,66004590.18%+459
VANGUARD INDEX FDS10,85010,807-436,1636,6182.59%+455
SPDR SERIES TRUST
ST STR P500GRW
43,83243,604-2284,1784,5571.78%+379
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
08,673+8,67302700.11%+270
APPLE INC(AAPL)4,6584,558-1009561,1610.45%+205
FIRST TR EXCHNG TRADED FD VI
FT VE EM MA JUNE
08,112+8,11201770.07%+177
RTX CORPORATION(RTX)7,8957,89501,1531,3210.52%+168
SSGA ACTIVE ETF TR
ST STR BL LN ETF
155,480159,516+4,0366,4666,6332.59%+166
FB FINL CORP(FBK)14,60414,60406628140.32%+152
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
14,98214,324-6583,4023,5401.38%+137
ALPHABET INC(GOOG)92292201622240.09%+62
LOUISIANA PAC CORP(LPX)19,80019,80001,7031,7590.69%+56
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
6,8938,302+1,4092022580.10%+56
JPMORGAN CHASE & CO.(JPM)2,1852,18506336890.27%+56
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
3,4904,325+8351832390.09%+56
PFIZER INC(PFE)33,61333,61308158560.33%+42
ALLSPRING INCOME OPPORTUNIT
INC OPPTY FD
132,968139,234+6,2669399760.38%+37
ZOETIS INC(ZTS)0191+1910280.01%+28
CVS HEALTH CORP(CVS)3,8813,88102682930.11%+25
ORACLE CORP(ORCL)3723720811050.04%+23
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
8,8008,80004184410.17%+23
JOHNSON & JOHNSON(JNJ)67167101021240.05%+22
FIRST TR EXCHNG TRADED FD VI
FT VEST US
11,30011,30005045260.21%+21
3M CO(MMM)7,2447,24401,1031,1240.44%+21
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4004000911120.04%+21
TESLA INC(TSLA)144144046640.03%+18
NVIDIA CORPORATION(NVDA)6216210981160.05%+18
T ROWE PRICE ETF INC
FLOATING RATE
24,88125,175+2941,2801,2950.51%+16
VANGUARD INDEX FDS61061001852000.08%+15
MICROSOFT CORP(MSFT)60860803023150.12%+12
FIRST TR EXCHANGE-TRADED FD565565082940.04%+12
HOME DEPOT INC(HD)30730701131240.05%+12
ISHARES TR
CORE MSCI EAFE
2,9822,98202492600.10%+11
CENCORA INC90090002702810.11%+11
HUMANA INC(HUM)70070001711820.07%+11
ASTRAZENECA PLC(AZN)1,5001,50001051150.04%+10
ISHARES TR1,0471,04702032130.08%+10
ISHARES TR225223-2951040.04%+9
WALMART INC(WMT)1,6381,63801601690.07%+9
ISHARES INC
CORE MSCI EMKT
1,3301,330080880.03%+8
SELECT SECTOR SPDR TR
ST STR TECHN ETF
272272069770.03%+8
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
589589072790.03%+8
XCEL ENERGY INC(XEL)526526036420.02%+7
TRACTOR SUPPLY CO(TSCO)1,5851,585084900.04%+6
VANGUARD INDEX FDS205200-590960.04%+6
SPDR SERIES TRUST
ST STR SP DIV
1,2871,28701751800.07%+6
ISHARES TR1,7501,750087920.04%+5
NORFOLK SOUTHN CORP(NSC)100100026300.01%+4
TJX COS INC NEW(TJX)210210026300.01%+4
DUKE ENERGY CORP NEW(DUK)721721085890.03%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
2,5682,56801151190.05%+4
ABBVIE INC(ABBV)8484016190.01%+4
ISHARES BITCOIN TRUST ETF(IBIT)1,0001,000061650.03%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST EQ ENHAN
3,3873,38701151180.05%+3
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
1,2751,275076790.03%+3
HALLIBURTON CO(HAL)800800016200.01%+3
SCHWAB STRATEGIC TR1,3361,336038420.02%+3
OCCIDENTAL PETE CORP(OXY)640640027300.01%+3
BANK NEW YORK MELLON CORP184184017200.01%+3
BERKSHIRE HATHAWAY INC DEL184184089930.04%+3
EXXON MOBIL CORP628628068710.03%+3
CHEVRON CORP NEW(CVX)250250036390.02%+3
GLOBAL MED REIT INC(XRN)080+80030.00%+3
FIRST TR EXCHANGE-TRADED FD160160034370.01%+3
ALPHABET INC(GOOG)404007100.00%+3
INTEL CORP(INTC)1871870460.00%+2
WARNER BROS DISCOVERY INC(WBD)2582580350.00%+2
VANGUARD WORLD FD
COMM SRVC ETF
120120021230.01%+2
UNION PAC CORP(UNP)292292067690.03%+2
HARLEY DAVIDSON INC(HOG)412412010110.00%+2
FIRST TR EXCHANGE-TRADED FD568568052530.02%+2
SIMMONS 1ST NATL CORP(SFNC)6,8866,88601311320.05%+1
TRAVELERS COMPANIES INC(TRV)106106028300.01%+1
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
600600043440.02%+1
MCDONALDS CORP(MCD)9292027280.01%+1
SELECT SECTOR SPDR TR
ST STR INDL ETF
150150022230.01%+1
VERIZON COMMUNICATIONS INC(VZ)1,4141,414061620.02%+1
AMAZON COM INC(AMZN)4,8664,86601,0681,0680.42%+1
SELECT SECTOR SPDR TR
ST STR CARE ETF
150150020210.01%+1
MERCK & CO INC(MRK)134134011110.00%+1
ISHARES TR
MSCI USA MIN ETF
425425040400.02%+1
ISHARES U S ETF TR
SHOR DURA BD ETF
9,9669,941-255095100.20%+1
CINCINNATI FINL CORP(CINF)52520880.00%0
CSX CORP(CSX)1501500550.00%0
SELECT SECTOR SPDR TR
ST STR MATER ETF
227227020200.01%0
OCCIDENTAL PETE CORP(OXY)80800220.00%0
FEDEX CORP(FDX)40400990.00%0
AMERICAN EXPRESS CO(AXP)22220770.00%0
GEVO INC(GEVO)4504500110.00%0
LINDE PLC(LIN)3939018190.01%0
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Luken Investment Analytics, LLC — 13F Holdings — Q3 2025 | TickerTrail