Luken Investment Analytics, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $30.4B, Invesco Exchange Traded Fd Tr with a value of $27.8B, First Tr Exc Tr Fd Iv Cboe Vst with a value of $15.9B, Invesco Qqq Trust, Series 1 with a value of $14.7B, and Spdr S&P 500 ETF Trust with a value of $11.3B.

Examining the 13F form we can see an decrease of $2.35B in the current position value, from $216B to 214B.

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 $214 Billion
ETFs: $161 Billion
Industrials: $8.7 Billion
Financial Services: $2.75 Billion
Healthcare: $2.48 Billion
Technology: $1.54 Billion
Consumer Cyclical: $1.44 Billion
Communication Services: $496 Million
Utilities: $453 Million
Other: $533 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $214 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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