Luken Investment Analytics, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 129 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 $37.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $34.5B, Invesco Qqq Trust, Series 1 with a value of $15.8B, Ssga Active Tr Spdr Blackstone with a value of $13.9B, and Spdr S&P 500 ETF Trust with a value of $11.9B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $199B to 218B.

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 $218 Billion
ETFs: $184 Billion
Industrials: $7.03 Billion
Healthcare: $2.82 Billion
Financial Services: $2.63 Billion
Technology: $1.45 Billion
Consumer Cyclical: $1.31 Billion
Utilities: $473 Million
Consumer Defensive: $345 Million
Other: $425 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $218 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Luken Investment Analytics, LLC Portfolio

Follow Luken Investment Analytics, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Luken Investment Analytics, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luken Investment Analytics, LLC with notifications on news.