LUKEN INVESTMENT ANALYTICS, LLC

PrivateCIK: 1730546
Location

BRENTWOOD, TN

160
Positions
$261.21M
Total AUM (reported)
5.69M
Total Shares

Allocation by class

TOTAL AUM$261.21M160 positions
STATE STREET SPD$58.90M22.5%
EXPANDED TECH$21.96M8.4%
FT VEST TEC$21.53M8.2%
FT VEST GOLD$19.09M7.3%
COM$17.55M6.7%
UNIT SER 1$16.25M6.2%
FT VEST INTE$14.34M5.5%

Portfolio Concentration

Top 324.0%4–1038.9%11–2527.6%Rest9.6%TOP 1062.9%0%100%
Top 3$62.58M24.0%
4–10$101.63M38.9%
11–25$72.04M27.6%
Rest$24.97M9.6%

Top 3 weight

24.0%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 5.69M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.69M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole160
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings160
Rows:

ISHARES TR

SOLE
EXPANDED TECH
Shares274.30K
TypeSH
Market value$21.96M
8.41%
Sole
0.00
Shared
0.00
None
274.30K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST TEC
Shares810.56K
TypeSH
Market value$21.53M
8.24%
Sole
0.00
Shared
0.00
None
810.56K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST GOLD
Shares747.91K
TypeSH
Market value$19.09M
7.31%
Sole
0.00
Shared
0.00
None
747.91K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares245.91K
TypeSH
Market value$18.82M
7.21%
Sole
0.00
Shared
0.00
None
245.91K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares363.40K
TypeSH
Market value$17.05M
6.53%
Sole
0.00
Shared
0.00
None
363.40K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares28.15K
TypeSH
Market value$16.25M
6.22%
Sole
0.00
Shared
0.00
None
28.15K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST INTE
Shares545.34K
TypeSH
Market value$14.34M
5.49%
Sole
0.00
Shared
0.00
None
545.34K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares19.50K
TypeSH
Market value$12.68M
4.85%
Sole
0.00
Shared
0.00
None
19.50K

FIRST TR EXCHANGE-TRADED FD

SOLE
VEST HIGH YIELD
Shares615.94K
TypeSH
Market value$11.86M
4.54%
Sole
0.00
Shared
0.00
None
615.94K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares232.69K
TypeSH
Market value$10.62M
4.07%
Sole
0.00
Shared
0.00
None
232.69K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST RIS
Shares360.66K
TypeSH
Market value$9.21M
3.53%
Sole
0.00
Shared
0.00
None
360.66K

SSGA ACTIVE TR

SOLE
STATE STREET BLA
Shares327.86K
TypeSH
Market value$9.13M
3.49%
Sole
0.00
Shared
0.00
None
327.86K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares39.17K
TypeSH
Market value$7.52M
2.88%
Sole
0.00
Shared
0.00
None
39.17K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares11.30K
TypeSH
Market value$7.38M
2.83%
Sole
0.00
Shared
0.00
None
11.30K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares10.57K
TypeSH
Market value$6.32M
2.42%
Sole
0.00
Shared
0.00
None
10.57K

FIRST TR EXCHANGE TRADED FD

SOLE
NEW CONSTRUCTS C
Shares220.13K
TypeSH
Market value$5.20M
1.99%
Sole
0.00
Shared
0.00
None
220.13K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares51.99K
TypeSH
Market value$4.76M
1.82%
Sole
0.00
Shared
0.00
None
51.99K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST NAS
Shares145.71K
TypeSH
Market value$4.58M
1.75%
Sole
0.00
Shared
0.00
None
145.71K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares19.29K
TypeSH
Market value$4.58M
1.75%
Sole
0.00
Shared
0.00
None
19.29K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares43.23K
TypeSH
Market value$4.23M
1.62%
Sole
0.00
Shared
0.00
None
43.23K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares54.44K
TypeSH
Market value$3.22M
1.23%
Sole
0.00
Shared
0.00
None
54.44K

SCHWAB STRATEGIC TR

SOLE
GOVERNMENT MONEY
Shares16.36K
TypeSH
Market value$1.65M
0.63%
Sole
0.00
Shared
0.00
None
16.36K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST LADDERED
Shares43.30K
TypeSH
Market value$1.46M
0.56%
Sole
0.00
Shared
0.00
None
43.30K

LOUISIANA PAC CORP

SOLE
COM
Shares19.47K
TypeSH
Market value$1.42M
0.54%
Sole
0.00
Shared
0.00
None
19.47K

EMERSON ELEC CO

SOLE
COM
Shares10.36K
TypeSH
Market value$1.36M
0.52%
Sole
0.00
Shared
0.00
None
10.36K
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