Fund HoldingsLuken Investment Analytics, LLC

Total Portfolio Value
$185.45M
Total Bought
$42.61M
Total Sold
$38.56M
Net Transaction
+$4.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0145,589+145,589013,3057.17%+13,305
ISHARES TR0224,756+224,75606,2913.39%+6,291
FIRST TR NASDAQ ABA CMNTY BK
UT COM SHS ETF
0120,849+120,84906,0223.25%+6,022
SSGA ACTIVE TR
ST STR BLACK ETF
209,173380,114+170,9415,76610,6935.77%+4,927
ISHARES INC056,214+56,21403,8142.06%+3,814
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0161,913+161,91309,6605.21%+9,660
INVESCO QQQ TR052,767+52,767021,60911.65%+21,609
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
57,29960,050+2,7518,1199,4765.11%+1,357
SPDR S&P 500 ETF TR(SPY)027,711+27,711013,1717.10%+13,171
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
0413,057+413,05709,1414.93%+9,141
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0233,164+233,16408,4194.54%+8,419
SSGA ACTIVE ETF TR
ST STR BL LN ETF
107,121124,570+17,4494,4925,2232.82%+732
SPDR SER TR
ST STR P500ETF
044,681+44,68102,4981.35%+2,498
VANGUARD INDEX FDS012,457+12,45705,4412.93%+5,441
ISHARES TR011,819+11,81905,6453.04%+5,645
FB FINL CORP(FBK)24,85624,85607059910.53%+286
CINTAS CORP(CTAS)02,305+2,30501,3890.75%+1,389
SPDR INDEX SHS FDS
ST STR PO EX ETF
08,121+8,12102760.15%+276
SPDR SER TR
ST STR P500GRW
048,314+48,31403,1431.69%+3,143
HONEYWELL INTL INC(HON)05,907+5,90701,2390.67%+1,239
SERVISFIRST BANCSHARES INC(SFBS)9,6269,62605026410.35%+139
3M CO(MMM)07,244+7,24407920.43%+792
AMAZON COM INC(AMZN)04,400+4,40006690.36%+669
RTX CORPORATION(RTX)07,895+7,89506640.36%+664
APPLE INC(AAPL)03,720+3,72007160.39%+716
PEAKSTONE REALTY TRUST
COMMON SHARES
022,512+22,51204490.24%+449
ISHARES U S ETF TR
SHOR DURA BD ETF
01,105+1,1050560.03%+56
JPMORGAN CHASE & CO(JPM)01,932+1,93203290.18%+329
PINNACLE FINL PARTNERS INC2,0802,08001391810.10%+42
ELI LILLY & CO(LLY)67067003603910.21%+31
FIRST TR EXCHNG TRADED FD VI
FT VEST US
011,300+11,30004240.23%+424
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,800+8,80003510.19%+351
MICROSOFT CORP(MSFT)0414+41401560.08%+156
HCA HEALTHCARE INC(HCA)0940+94002540.14%+254
CENCORA INC0900+90001850.10%+185
SIMMONS 1ST NATL CORP(SFNC)6,8866,88601171370.07%+20
CVS HEALTH CORP(CVS)4,5644,274-2903193370.18%+19
DEERE & CO(DE)0800+80003200.17%+320
PUBLIC SVC ENTERPRISE GRP IN(PEG)03,989+3,98902440.13%+244
HOME DEPOT INC(HD)3073070931060.06%+14
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
6,7396,73901421560.08%+14
SPDR SER TR
ST STR SP DIV
01,287+1,28701610.09%+161
VANGUARD INDEX FDS0507+50701200.06%+120
UNION PAC CORP(UNP)292292059720.04%+12
ISHARES TR01,047+1,04701730.09%+173
ISHARES TR267267071810.04%+10
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
1,2751,275056660.04%+9
TARGET CORP(TGT)262262029370.02%+8
EMERSON ELEC CO(EMR)10,31610,31609961,0040.54%+8
SELECT SECTOR SPDR TR
ST STR TECHN ETF
272272045520.03%+8
VANGUARD INDEX FDS200200054620.03%+8
STARBUCKS CORP(SBUX)01,600+1,60001540.08%+154
VERIZON COMMUNICATIONS INC(VZ)01,414+1,4140530.03%+53
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
589589045520.03%+7
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0400+4000420.02%+42
ITRON INC(ITRI)458458028350.02%+7
FIRST TR EXCHANGE TRADED FD565565047540.03%+7
ACCENTURE PLC IRELAND
SHS CLASS A
0150+1500530.03%+53
DUKE ENERGY CORP NEW(DUK)721721064700.04%+6
COCA COLA CO(KO)01,800+1,80001060.06%+106
ALPHABET INC(GOOG)600600079840.05%+5
FIRST TR NASDAQ 100 TECH IND160160023280.02%+5
SCHWAB STRATEGIC TR668668032370.02%+5
UNITED PARCEL SERVICE INC(UPS)02,919+2,91904590.25%+459
NORFOLK SOUTHN CORP(NSC)100100020240.01%+4
FIRST HORIZON CORPORATION(FHN)1,2461,246014180.01%+4
FIRST TR EXCHANGE-TRADED FD568568042450.02%+4
VENTAS INC(VTR)0453+4530230.01%+23
TRACTOR SUPPLY CO(TSCO)280280057600.03%+3
DOMINOS PIZZA INC(DPZ)100100038410.02%+3
DISNEY WALT CO(DIS)335335027300.02%+3
MCDONALDS CORP(MCD)9292024270.01%+3
TRAVELERS COMPANIES INC(TRV)106106017200.01%+3
INTEL CORP(INTC)1871870790.01%+3
ARES CAPITAL CORP(ARCC)4,6004,600090920.05%+3
TEXAS INSTRS INC(TXN)218218035370.02%+2
XCEL ENERGY INC(XEL)526526030330.02%+2
REALTY INCOME CORP(O)327327016190.01%+2
ISHARES TR
MSCI USA MIN ETF
425425031330.02%+2
INTERNATIONAL BUSINESS MACHS(IBM)091+910150.01%+15
AT&T INC(T)1,1441,144017190.01%+2
PRUDENTIAL FINL INC(PFH)218218021230.01%+2
SELECT SECTOR SPDR TR
ST STR INDL ETF
150150015170.01%+2
CARNIVAL CORP0100+100020.00%+2
BANK NEW YORK MELLON CORP18418408100.01%+2
SELECT SECTOR SPDR TR
ST STR MATER ETF
227227018190.01%+2
HARLEY DAVIDSON INC(HOG)412412014150.01%+2
VANGUARD WORLD FDS
COMM SRVC ETF
120120013140.01%+2
LINDE PLC(LIN)3939015160.01%+1
WASTE MGMT INC DEL(WM)050+50090.00%+9
SELECT SECTOR SPDR TR
ST STR CARE ETF
150150019200.01%+1
PARAMOUNT GLOBAL6066060890.00%+1
ABBOTT LABS84840890.00%+1
TJX COS INC NEW(TJX)210210019200.01%+1
GLOBAL MED REIT INC4004000440.00%+1
MERCK & CO INC(MRK)134134014150.01%+1
JOHNSON & JOHNSON(JNJ)0671+67101050.06%+105
BERKSHIRE HATHAWAY INC DEL100100035360.02%+1
LIGAND PHARMACEUTICALS INC(LGND)50500340.00%+1
ABBVIE INC(ABBV)8484013130.01%0
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