LI

Luken Investment Analytics, LLC

13F
Luken Investment Analytics, LLC
Last update 2025-07-22 147 Stocks (5 new)
Value $228.00 Mil Turnover 28 %
Countries:
Top Holdings: TDVI(10.57%)SPLG(9.77%)SPEM(6.70%)IGLD(6.63%)QQQ(6.47%)
Summary Stock Picks Current Portfolio
Luken Investment Analytics, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TDVI
FT Vest Technology Dividend Target Income ETF
FT Vest Technology Dividend Target Income ETF
900,631
24,118.9
+188.52%
10.570
+6.91%
21.190
+29.14%
+16.98%
114.3
 
SPLG
SPDR Portfolio S&P 500 ETF
306,738
22,296.8
-33.65%
9.770
-4.79%
0.030
+18.80%
+8.87%
78,088.3
 
SPEM
SPDR Portfolio Emerging Markets ETF
357,903
15,296.8
+363.80%
6.700
+5.26%
0.120
+15.59%
+16.70%
12,745.7
 
IGLD
FT Vest Gold Strategy Target Income ETF
FT Vest Gold Strategy Target Income ETF
696,823
15,128.0
+8,420.70%
6.630
+6.55%
6.800
+2.79%
+21.26%
226.3
 
QQQ
INVESCO QQQ Trust
26,745
14,753.5
-14.82%
6.470
-1.02%
0.000
+24.17%
+10.57%
359,485.3
 
SPY
SPDR S&P 500 ETF Trust
19,997
12,355.3
-0.75%
5.410
-0.04%
0.000
+18.80%
+8.86%
654,366.5
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
205,925
12,328.7
+919.53%
5.400
+4.87%
0.200
+1.25%
+2.60%
6,255.0
 
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
476,310
11,769.6
-28.76%
5.160
-2.14%
0.570
+14.22%
+8.65%
2,102.1
 
RSP
Invesco S&P 500 Equal Weight ETF
64,050
11,640.5
+3.85%
5.100
+0.19%
0.020
+14.13%
+7.91%
75,230.7
 
IVV
iShares Core S&P 500 ETF
13,572
8,426.9
-23.77%
3.690
-1.11%
0.000
+18.87%
+8.94%
642,209.1
 

Luken Investment Analytics, LLC's Historical Top Holdings Breakdowns

Luken Investment Analytics, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
Reduce
Reduce
-11.68%
●
171.4 ($204.58) 227.1
$232.10
13.45%
Reduce -89.61%
14,982
-129,228
TDVI
FT Vest Technology Dividend Target Income ETF
FT Vest Technology Dividend Target Income ETF
2025-06-30
Add
Add
+6.91%
●
19.66 ($23.55) 26.78
$26.90
14.23%
Add 188.52%
900,631
588,477
IGLD
FT Vest Gold Strategy Target Income ETF
FT Vest Gold Strategy Target Income ETF
2025-06-30
Add
Add
+6.55%
●
19.73 ($21.57) 22.32
$22.08
2.36%
Add 8420.7%
696,823
688,645
SPEM
SPDR Portfolio Emerging Markets ETF
2025-06-30
Add
Add
+5.26%
●
34.72 ($40.34) 42.74
$44.21
9.59%
Add 363.8%
357,903
280,735
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
2025-06-30
Add
Add
+4.87%
●
59.8 ($59.9) 60.07
$60.00
0.17%
Add 919.53%
205,925
185,727
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Reduce
Reduce
-4.79%
●
58.41 ($67.22) 72.69
$74.59
10.96%
Reduce -33.65%
306,738
-155,558
YSEP
FT Vest International Equity Moderate Buffer ETF -September
FT Vest International Equity Moderate Buffer ETF -September
2025-06-30
Reduce
Reduce
-3.53%
●
21.49 ($23.43) 24.4
$24.76
5.66%
Reduce -98.56%
4,839
-331,619
XLRE
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
2025-06-30
New Buy
New Buy
+3.30%
●
37.08 ($41.08) 42.26
$42.85
4.31%
New holding
181,593
181,593
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-06-30
Reduce
Reduce
-2.14%
●
20.93 ($23.52) 24.71
$25.04
6.46%
Reduce -28.76%
476,310
-192,293
TDEC
FT Vest Emerging Markets Buffer ETF - December
FT Vest Emerging Markets Buffer ETF - December
2025-06-30
Reduce
Reduce
-1.94%
●
18.76 ($20.9) 22.05
$22.55
7.87%
Reduce -44.3%
253,852
-201,879

Luken Investment Analytics, LLC Total Holding History ($B)

To

Luken Investment Analytics, LLC's Asset Allocation

To

Luken Investment Analytics, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Luken Investment Analytics, LLC's Hypothetical Growth since 2025-06-30

Luken Investment Analytics, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Luken Investment Analytics, LLC's Holdings Heat Map

Size field:

Luken Investment Analytics, LLC's Holdings Bubble Chart

Luken Investment Analytics, LLC News

  • 1

Discussions on Luken Investment Analytics, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.