Luken Investment Analytics, LLC Portfolio Holdings

Luken Investment Analytics, LLC

  • $216 Billion
  • Q4 2024

Luken Investment Analytics, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $216 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $39B, Spdr Ser Tr Fds Spdr Portfolio with a value of $32B, Invesco Qqq Trust, Series 1 with a value of $16.3B, Ssga Active Tr Spdr Blackstone with a value of $13.4B, and Spdr S&P 500 ETF Trust with a value of $12.1B.

Examining the 13F form we can see an decrease of $1.86B in the current position value, from $218B to 216B.

Luken Investment Analytics, LLC is based out at Brentwood, TN

Below you can find more details about Luken Investment Analytics, LLC portfolio as well as his latest detailed transactions.

Portfolio value $216 Billion
ETFs: $182 Billion
Industrials: $6.95 Billion
Financial Services: $2.85 Billion
Healthcare: $2.3 Billion
Technology: $1.69 Billion
Consumer Cyclical: $1.54 Billion
Utilities: $526 Million
Consumer Defensive: $406 Million
Other: $495 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.1 Million 0.01% of portfolio
160
Q4 2020 New
$142B
$25.4 Million 0.01% of portfolio
210
Q4 2020 New
$25.2B
$21.8 Million 0.01% of portfolio
800
Q4 2020 New
$69.3B
$14.1 Million 0.01% of portfolio
184
Q4 2020 New
$210B
$26.7 Million 0.01% of portfolio
92
Q4 2020 New
$71.1B
$11.3 Million 0.01% of portfolio
40
Q4 2022 New
$166B
$21.8 Million 0.01% of portfolio
580
Q1 2024 Added 258.02%
$8.28B
$30.9 Million 0.01% of portfolio
500
Q4 2024 New
$0
$19.1 Million 0.01% of portfolio
227
Q4 2022 New
$4.15B
$12.4 Million 0.01% of portfolio
412
Q4 2020 New
Linde PLC
-
$16.3 Million 0.01% of portfolio
-
Q1 2023 New
$56.7B
$25.5 Million 0.01% of portfolio
106
Q4 2020 New
$40B
$11.3 Million 0.01% of portfolio
1,139
Q3 2023 Added 12.88%
$59B
$23.5 Million 0.01% of portfolio
100
Q4 2020 New
$0
$18.6 Million 0.01% of portfolio
120
Q4 2022 New
$45.9B
$31.6 Million 0.01% of portfolio
640
Q4 2020 New
$301B
$14.9 Million 0.01% of portfolio
84
Q4 2020 New
$43.6B
$25.8 Million 0.01% of portfolio
218
Q4 2024 Reduced 14.17%
$1.23T
$7.62 Million 0.0% of portfolio
40
Q4 2024 New
$520M
$3.09 Million 0.0% of portfolio
400
Q4 2020 New
-
$2.2 Million 0.0% of portfolio
-
Q4 2020 New
$0
$3.22 Million 0.0% of portfolio
56
Q3 2024 Reduced 99.96%
$85.5B
$3.75 Million 0.0% of portfolio
187
Q3 2023 Reduced 42.64%
$0
$2.34 Million 0.0% of portfolio
31
Q1 2024 Reduced 93.79%
$437M
$941,000 0.0% of portfolio
450
Q4 2022 New
$0
$2.77 Million 0.0% of portfolio
81
Q3 2024 Reduced 10.99%
$56.2B
$9.46 Million 0.0% of portfolio
52
Q4 2024 New
$219B
$9.5 Million 0.0% of portfolio
84
Q4 2020 New
$21.8B
$7.47 Million 0.0% of portfolio
52
Q1 2023 Added 6.12%
$4.82B
$54,000 0.0% of portfolio
1
Q1 2024 Reduced 99.78%
$103B
$2.13 Million 0.0% of portfolio
25
Q4 2022 New
$28.3B
$2.49 Million 0.0% of portfolio
100
Q3 2023 New
$18.5B
$9.3 Million 0.0% of portfolio
250
Q4 2024 New
$0
$10.7 Million 0.0% of portfolio
1,000
Q4 2020 New
$24.9B
$2.73 Million 0.0% of portfolio
258
Q3 2024 Reduced 6.52%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $216 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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