# EDGAR Filing Document

**Accession Number:** 0001842840
**File Stem:** 0001754960-23-000077
**Filing Date:** 2023-2
**Character Count:** 15498
**Document Hash:** 06a913ae77daac377352dfddb963bc15
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-23-000077.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001754960-23-000077

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lokken Investment Group LLC
- **CENTRAL INDEX KEY:** 0001842840
- **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:** 23620795

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lokken Investment Group LLC<br>**Address:** 1413 SAVANNAH ROAD<br>SUITE 4<br>LEWES, DE 19958

**Form 13F File Number:** 028-20609

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 122

**Form 13F Information Table Value Total:** $126671383

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 231143 | 3213 | SH |  | SOLE |  | 0 | 0 | 3213 |
| AT INC | COM | 00206R102 |  | 228100 | 12390 | SH |  | SOLE |  | 0 | 0 | 12390 |
| ABBVIE INC | COM | 00287Y109 |  | 304347 | 1883 | SH |  | SOLE |  | 0 | 0 | 1883 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 775125 | 2515 | SH |  | SOLE |  | 0 | 0 | 2515 |
| ALLSTATE CORP | COM | 020002101 |  | 491022 | 3621 | SH |  | SOLE |  | 0 | 0 | 3621 |
| AMAZON COM INC | COM | 023135106 |  | 249060 | 2965 | SH |  | SOLE |  | 0 | 0 | 2965 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 |  | 476245 | 34115 | SH |  | SOLE |  | 0 | 0 | 34115 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 594354 | 2805 | SH |  | SOLE |  | 0 | 0 | 2805 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 435769 | 2859 | SH |  | SOLE |  | 0 | 0 | 2859 |
| APPLE INC | COM | 037833100 |  | 4346002 | 33449 | SH |  | SOLE |  | 0 | 0 | 33449 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 480068 | 5170 | SH |  | SOLE |  | 0 | 0 | 5170 |
| AUDACY INC | CL A | 05070N103 |  | 86663 | 384996 | SH |  | SOLE |  | 0 | 0 | 384996 |
| BANK AMERICA CORP | COM | 060505104 |  | 313183 | 9456 | SH |  | SOLE |  | 0 | 0 | 9456 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 559429 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 080694102 |  | 339900 | 3399 | SH |  | SOLE |  | 0 | 0 | 3399 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3287932 | 10644 | SH |  | SOLE |  | 0 | 0 | 10644 |
| BLACKROCK CR ALLOCATION INCO | COM | 092508100 |  | 104000 | 10297 | SH |  | SOLE |  | 0 | 0 | 10297 |
| BLACKROCK CAP INVT CORP | COM | 092533108 |  | 52371 | 14467 | SH |  | SOLE |  | 0 | 0 | 14467 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254G108 |  | 325987 | 31897 | SH |  | SOLE |  | 0 | 0 | 31897 |
| BLACKSTONE INC | COM | 09260D107 |  | 691179 | 9316 | SH |  | SOLE |  | 0 | 0 | 9316 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 248194 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 |  | 174004 | 12966 | SH |  | SOLE |  | 0 | 0 | 12966 |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 |  | 303753 | 13609 | SH |  | SOLE |  | 0 | 0 | 13609 |
| CHEVRON CORP NEW | COM | 166764100 |  | 826880 | 4607 | SH |  | SOLE |  | 0 | 0 | 4607 |
| CISCO SYS INC | COM | 17275R102 |  | 723086 | 15178 | SH |  | SOLE |  | 0 | 0 | 15178 |
| COCA COLA CO | COM | 191216100 |  | 358031 | 5629 | SH |  | SOLE |  | 0 | 0 | 5629 |
| COHEN  STEERS CLOSED-END OP | COM | 19248P106 |  | 141681 | 13558 | SH |  | SOLE |  | 0 | 0 | 13558 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 519549 | 14857 | SH |  | SOLE |  | 0 | 0 | 14857 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 518509 | 2237 | SH |  | SOLE |  | 0 | 0 | 2237 |
| CONTAINER STORE GROUP INC | COM | 210751103 |  | 239205 | 55500 | SH |  | SOLE |  | 0 | 0 | 55500 |
| DWS STRATEGIC MUN INCOME TR | COM | 23342Q101 |  | 89576 | 10964 | SH |  | SOLE |  | 0 | 0 | 10964 |
| DEERE  CO | COM | 244199105 |  | 467777 | 1091 | SH |  | SOLE |  | 0 | 0 | 1091 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 478284 | 3976 | SH |  | SOLE |  | 0 | 0 | 3976 |
| DISNEY WALT CO | COM | 254687106 |  | 299979 | 3453 | SH |  | SOLE |  | 0 | 0 | 3453 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 782583 | 3178 | SH |  | SOLE |  | 0 | 0 | 3178 |
| DOW INC | COM | 260557103 |  | 558969 | 11093 | SH |  | SOLE |  | 0 | 0 | 11093 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 212960 | 2068 | SH |  | SOLE |  | 0 | 0 | 2068 |
| DULUTH HLDGS INC | COM CL B | 26443V101 |  | 82219 | 13304 | SH |  | SOLE |  | 0 | 0 | 13304 |
| EATON VANCE MUN BD FD | COM | 27827X101 |  | 107090 | 10307 | SH |  | SOLE |  | 0 | 0 | 10307 |
| EMPLOYERS HLDGS INC | COM | 292218104 |  | 280345 | 6500 | SH |  | SOLE |  | 0 | 0 | 6500 |
| ETHAN ALLEN INTERIORS INC | COM | 297602104 |  | 370620 | 14028 | SH |  | SOLE |  | 0 | 0 | 14028 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1724305 | 15633 | SH |  | SOLE |  | 0 | 0 | 15633 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 6111449 | 135750 | SH |  | SOLE |  | 0 | 0 | 135750 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 3043430 | 40606 | SH |  | SOLE |  | 0 | 0 | 40606 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 3849481 | 86331 | SH |  | SOLE |  | 0 | 0 | 86331 |
| GABELLI DIVID  INCOME TR | COM | 36242H104 |  | 927842 | 45019 | SH |  | SOLE |  | 0 | 0 | 45019 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 251926 | 2934 | SH |  | SOLE |  | 0 | 0 | 2934 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 1116277 | 70162 | SH |  | SOLE |  | 0 | 0 | 70162 |
| GRAINGER W W INC | COM | 384802104 |  | 222054 | 399 | SH |  | SOLE |  | 0 | 0 | 399 |
| HOME DEPOT INC | COM | 437076102 |  | 442044 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| HONEYWELL INTL INC | COM | 438516106 |  | 432886 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 202015 | 917 | SH |  | SOLE |  | 0 | 0 | 917 |
| INTEL CORP | COM | 458140100 |  | 312485 | 11823 | SH |  | SOLE |  | 0 | 0 | 11823 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 302353 | 2146 | SH |  | SOLE |  | 0 | 0 | 2146 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1261438 | 4737 | SH |  | SOLE |  | 0 | 0 | 4737 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 3924433 | 191575 | SH |  | SOLE |  | 0 | 0 | 191575 |
| ISHARES TR | CORE S ETF | 464287200 |  | 415331 | 1081 | SH |  | SOLE |  | 0 | 0 | 1081 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1216167 | 5511 | SH |  | SOLE |  | 0 | 0 | 5511 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 976904 | 9258 | SH |  | SOLE |  | 0 | 0 | 9258 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 314607 | 6315 | SH |  | SOLE |  | 0 | 0 | 6315 |
| ISHARES TR | MODERT ALLOC ETF | 464289875 |  | 407163 | 10712 | SH |  | SOLE |  | 0 | 0 | 10712 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 1196857 | 23918 | SH |  | SOLE |  | 0 | 0 | 23918 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2424656 | 13726 | SH |  | SOLE |  | 0 | 0 | 13726 |
| KAYNE ANDERSON NEXTGEN ENRGY | COM | 48661E108 |  | 416332 | 55437 | SH |  | SOLE |  | 0 | 0 | 55437 |
| LAZYDAYS HLDGS INC | COM | 52110H100 |  | 217129 | 18185 | SH |  | SOLE |  | 0 | 0 | 18185 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 |  | 107564 | 18871 | SH |  | SOLE |  | 0 | 0 | 18871 |
| LILLY ELI  CO | COM | 532457108 |  | 1833616 | 5012 | SH |  | SOLE |  | 0 | 0 | 5012 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 499702 | 1027 | SH |  | SOLE |  | 0 | 0 | 1027 |
| LOEWS CORP | COM | 540424108 |  | 437183 | 7495 | SH |  | SOLE |  | 0 | 0 | 7495 |
| LOWES COS INC | COM | 548661107 |  | 948815 | 4762 | SH |  | SOLE |  | 0 | 0 | 4762 |
| M  T BK CORP | COM | 55261F104 |  | 576933 | 3977 | SH |  | SOLE |  | 0 | 0 | 3977 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 421100 | 5080 | SH |  | SOLE |  | 0 | 0 | 5080 |
| MCDONALDS CORP | COM | 580135101 |  | 518227 | 1966 | SH |  | SOLE |  | 0 | 0 | 1966 |
| MICROSOFT CORP | COM | 594918104 |  | 2949682 | 12300 | SH |  | SOLE |  | 0 | 0 | 12300 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 599150 | 7047 | SH |  | SOLE |  | 0 | 0 | 7047 |
| NEWELL BRANDS INC | COM | 651229106 |  | 218685 | 16719 | SH |  | SOLE |  | 0 | 0 | 16719 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 457125 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 242901 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| NUVEEN SELECT MAT MUN FD | SH BEN INT | 67061T101 |  | 130319 | 14384 | SH |  | SOLE |  | 0 | 0 | 14384 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 350907 | 2222 | SH |  | SOLE |  | 0 | 0 | 2222 |
| PPG INDS INC | COM | 693506107 |  | 563704 | 4483 | SH |  | SOLE |  | 0 | 0 | 4483 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 474016 | 10249 | SH |  | SOLE |  | 0 | 0 | 10249 |
| PEPSICO INC | COM | 713448108 |  | 314658 | 1742 | SH |  | SOLE |  | 0 | 0 | 1742 |
| PFIZER INC | COM | 717081103 |  | 1547215 | 30195 | SH |  | SOLE |  | 0 | 0 | 30195 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 833310 | 5498 | SH |  | SOLE |  | 0 | 0 | 5498 |
| PROLOGIS INC. | COM | 74340W103 |  | 380852 | 3378 | SH |  | SOLE |  | 0 | 0 | 3378 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 625034 | 6193 | SH |  | SOLE |  | 0 | 0 | 6193 |
| ROYCE VALUE TR INC | COM | 780910105 |  | 734158 | 55366 | SH |  | SOLE |  | 0 | 0 | 55366 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1414616 | 3699 | SH |  | SOLE |  | 0 | 0 | 3699 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4831686 | 28482 | SH |  | SOLE |  | 0 | 0 | 28482 |
| SAGA COMMUNICATIONS INC | CL A NEW | 786598300 |  | 212400 | 9000 | SH |  | SOLE |  | 0 | 0 | 9000 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 772621 | 17242 | SH |  | SOLE |  | 0 | 0 | 17242 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 2266899 | 16687 | SH |  | SOLE |  | 0 | 0 | 16687 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 2027436 | 23179 | SH |  | SOLE |  | 0 | 0 | 23179 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 207712 | 6073 | SH |  | SOLE |  | 0 | 0 | 6073 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1472252 | 20883 | SH |  | SOLE |  | 0 | 0 | 20883 |
| SOUTHERN CO | COM | 842587107 |  | 335698 | 4701 | SH |  | SOLE |  | 0 | 0 | 4701 |
| SUNOPTA INC | COM | 8676EP108 |  | 755355 | 89497 | SH |  | SOLE |  | 0 | 0 | 89497 |
| SURO CAPITAL CORP | COM NEW | 86887Q109 |  | 306648 | 80697 | SH |  | SOLE |  | 0 | 0 | 80697 |
| TJX COS INC NEW | COM | 872540109 |  | 688398 | 8648 | SH |  | SOLE |  | 0 | 0 | 8648 |
| TEXAS INSTRS INC | COM | 882508104 |  | 338371 | 2048 | SH |  | SOLE |  | 0 | 0 | 2048 |
| THOR INDS INC | COM | 885160101 |  | 409503 | 5425 | SH |  | SOLE |  | 0 | 0 | 5425 |
| THORNBURG INCM BUILDER OPP T | COM | 885213108 |  | 618667 | 43324 | SH |  | SOLE |  | 0 | 0 | 43324 |
| UMH PPTYS INC | COM | 903002103 |  | 404464 | 25122 | SH |  | SOLE |  | 0 | 0 | 25122 |
| UNIFIED SER TR | BALLAST SMLMD CP | 90470L550 |  | 2136323 | 67268 | SH |  | SOLE |  | 0 | 0 | 67268 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1046575 | 1974 | SH |  | SOLE |  | 0 | 0 | 1974 |
| VANECK ETF TRUST | INFLATION ALLOCA | 92189F130 |  | 2638404 | 106387 | SH |  | SOLE |  | 0 | 0 | 106387 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 722462 | 9597 | SH |  | SOLE |  | 0 | 0 | 9597 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 277820 | 5948 | SH |  | SOLE |  | 0 | 0 | 5948 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 203784 | 638 | SH |  | SOLE |  | 0 | 0 | 638 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1434588 | 28612 | SH |  | SOLE |  | 0 | 0 | 28612 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 346682 | 4203 | SH |  | SOLE |  | 0 | 0 | 4203 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2099971 | 13224 | SH |  | SOLE |  | 0 | 0 | 13224 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4207879 | 20646 | SH |  | SOLE |  | 0 | 0 | 20646 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 6178242 | 28991 | SH |  | SOLE |  | 0 | 0 | 28991 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 10384008 | 73976 | SH |  | SOLE |  | 0 | 0 | 73976 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2823443 | 15383 | SH |  | SOLE |  | 0 | 0 | 15383 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3143466 | 16442 | SH |  | SOLE |  | 0 | 0 | 16442 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 426023 | 10813 | SH |  | SOLE |  | 0 | 0 | 10813 |
| VISA INC | COM CL A | 92826C839 |  | 602990 | 2902 | SH |  | SOLE |  | 0 | 0 | 2902 |
| WSFS FINL CORP | COM | 929328102 |  | 493087 | 10875 | SH |  | SOLE |  | 0 | 0 | 10875 |
| WALMART INC | COM | 931142103 |  | 813317 | 5736 | SH |  | SOLE |  | 0 | 0 | 5736 |

---