Fund HoldingsORLEANS CAPITAL MANAGEMENT CORP/LA

Total Portfolio Value
$176.02M
Total Bought
$74.57M
Total Sold
$66.52M
Net Transaction
+$8.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
035,065+35,06507,9164.50%+7,916
SELECT SECTOR SPDR TR
ST STR SVC ETF
068,393+68,39306,1833.51%+6,183
VANECK ETF TRUST
SEMICONDUCTR ETF
020,043+20,04304,9202.79%+4,920
SELECT SECTOR SPDR TR
ST STR DISCR ETF
019,896+19,89603,9872.26%+3,987
MASTERCARD INCORPORATED(MA)07,057+7,05703,4851.98%+3,485
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
027,251+27,25103,1331.78%+3,133
ALPHABET INC(GOOG)017,555+17,55502,9111.65%+2,911
ISHARES TR048,225+48,22502,8561.62%+2,856
DUKE ENERGY CORP NEW(DUK)024,122+24,12202,7811.58%+2,781
BERKSHIRE HATHAWAY INC DEL04,250+4,25001,9561.11%+1,956
MOTOROLA SOLUTIONS INC(MSI)04,186+4,18601,8821.07%+1,882
VANGUARD WORLD FD
INF TECH ETF
02,529+2,52901,4830.84%+1,483
ZOETIS INC(ZTS)07,586+7,58601,4820.84%+1,482
ISHARES TR013,010+13,01001,4700.84%+1,470
LINDE PLC(LIN)03,050+3,05001,4540.83%+1,454
VANGUARD INDEX FDS05,120+5,12001,4500.82%+1,450
PIMCO CORPORATE & INCOME OPP(PTY)0100,370+100,37001,4440.82%+1,444
VANGUARD BD INDEX FDS018,625+18,62501,3990.79%+1,399
BERKSHIRE HATHAWAY INC DEL0200+20001,3820.79%+1,382
HSBC HLDGS PLC(HSBC)030,015+30,01501,3560.77%+1,356
VANECK ETF TRUST
OIL SERVICES ETF
04,414+4,41401,2520.71%+1,252
BLACKROCK TAX MUNICPAL BD TR(BBN)064,140+64,14001,1430.65%+1,143
SPDR S&P 500 ETF TR(SPY)01,839+1,83901,0550.60%+1,055
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,390+5,39009360.53%+936
HOME DEPOT INC(HD)15,50715,382-1255,3386,2333.54%+895
LOCKHEED MARTIN CORP(LMT)7,5657,56503,5344,4222.51%+889
NUVEEN TAXABLE MUNICPAL INM(NBB)053,150+53,15008830.50%+883
NUVEEN MUN VALUE FD INC(NUV)081,775+81,77507380.42%+738
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,608+8,60807140.41%+714
SPDR GOLD TR(GLD)02,900+2,90007050.40%+705
NEXTERA ENERGY INC(NEE)45,98846,468+4803,2563,9282.23%+672
NUVEEN QUALITY MUNCP INCOME(NAD)050,850+50,85006300.36%+630
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,960+3,96006100.35%+610
BLACKROCK LTD DURATION INCOM041,500+41,50006010.34%+601
ABBVIE INC(ABBV)20,70020,610-903,5504,0702.31%+520
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
06,182+6,18205180.29%+518
RTX CORPORATION(RTX)25,58125,426-1552,5683,0811.75%+513
UNITEDHEALTH GROUP INC(UNH)7,3997,309-903,7684,2732.43%+505
VANGUARD BD INDEX FDS06,195+6,19504860.28%+486
ISHARES TR03,252+3,25204730.27%+473
MONDELEZ INTL INC(MDLZ)06,365+6,36504690.27%+469
ISHARES TR04,819+4,81904620.26%+462
SPDR S&P MIDCAP 400 ETF TR(MDY)0791+79104510.26%+451
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
05,350+5,35004250.24%+425
VANGUARD INDEX FDS01,065+1,06504090.23%+409
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,011+3,01104080.23%+408
VANGUARD INDEX FDS04,125+4,12504020.23%+402
PIMCO MUN INCOME FD II(PML)042,775+42,77504020.23%+402
CATERPILLAR INC(CAT)7,3687,278-902,4542,8471.62%+392
ISHARES TR07,160+7,16003770.21%+377
VANGUARD SPECIALIZED FUNDS01,895+1,89503750.21%+375
SPDR INDEX SHS FDS
ST STR PO EX ETF
09,875+9,87503710.21%+371
ISHARES TR02,650+2,65003580.20%+358
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
06,850+6,85003230.18%+323
THERMO FISHER SCIENTIFIC INC(TMO)5,3755,275-1002,9723,2631.85%+291
METLIFE INC(MET)26,60825,998-6101,8682,1441.22%+277
SCHWAB STRATEGIC TR05,300+5,30002680.15%+268
PROGRESSIVE CORP(PGR)5,5625,582+201,1551,4160.80%+261
BLACKROCK MUN TARGET TERM TR(BTT)011,980+11,98002590.15%+259
COSTCO WHSL CORP NEW(COST)6,2566,276+205,3185,5643.16%+246
APPLE INC(AAPL)54,10849,954-4,15411,39611,6396.61%+243
VANECK ETF TRUST
PREFERRED SECURT
013,200+13,20002410.14%+241
ISHARES TR02,150+2,15002340.13%+234
VANGUARD INDEX FDS0425+42502240.13%+224
INVESCO ADVANTAGE MUN INCOME022,883+22,88302130.12%+213
ABBOTT LABS24,05523,755-3002,5002,7081.54%+209
GOLDMAN SACHS GROUP INC(GS)7,7477,497-2503,5043,7122.11%+208
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,550+2,55002060.12%+206
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,430+4,43002010.11%+201
TRACTOR SUPPLY CO(TSCO)9,1959,19502,4832,6751.52%+192
WESTERN AST INFL LKD OPP & I(WIW)020,800+20,80001840.10%+184
INVESCO MUNICIPAL TRUST(VKQ)017,830+17,83001830.10%+183
UNION PAC CORP(UNP)13,17512,800-3752,9813,1551.79%+174
AMERICAN EXPRESS CO(AXP)4,3654,315-501,0111,1700.66%+160
VERIZON COMMUNICATIONS INC(VZ)24,37425,484+1,1101,0051,1440.65%+139
PROCTER AND GAMBLE CO(PG)19,42519,250-1753,2043,3341.89%+131
EATON VANCE FLTING RATE INC(EFT)010,000+10,00001290.07%+129
TEXAS INSTRS INC(TXN)15,37215,072-3002,9903,1131.77%+123
JPMORGAN CHASE & CO.(JPM)13,90313,753-1502,8122,9001.65%+88
UMH PPTYS INC(UMH)17,00017,00002723340.19%+63
COCA COLA CO(KO)5,1995,19903313740.21%+43
STRYKER CORPORATION(SYK)3,3803,300-801,1501,1920.68%+42
ENTERPRISE PRODS PARTNERS L(EPD)63,88863,88801,8511,8601.06%+8
AMAZON COM INC(AMZN)8,8659,160+2951,7131,7070.97%-6
PHILLIPS 66(PSX)2,1172,11702992780.16%-21
STOCK YDS BANCORP INC(SYBT)7,2005,200-2,0003583220.18%-35
WASTE MGMT INC DEL(WM)3,2173,117-1006866470.37%-39
PEPSICO INC(PEP)8,9088,358-5501,4691,4210.81%-48
ODYSSEY GROUP INTL INC COM1,000,0000-1,000,000480-48
APPLIED MATLS INC1,6001,60003783230.18%-54
FEDERATED INVESTORS KAUFMANN F16,7990-16,799960-96
FRANKLIN BSP LENDING C COM12,2230-12,2231190-119
VANGUARD INDEX FDS S&P 500 ETF4250-4252130-213
MARKET VECTORS ETF TR PFD SEC
PREFERRED SECURT
13,2000-13,2002280-228
CHEVRON CORP NEW(CVX)19,40419,054-3503,0352,8061.59%-229
CONOCOPHILLIPS(COP)22,46522,115-3502,5702,3281.32%-241
MICROCHIP TECHNOLOGY INC.(MCHP)20,43719,412-1,0251,8701,5590.89%-311
SCHWAB CAP TR S&P 500IDX SEL3,7380-3,7383150-315
ISHARES TR DJ SEL DIV INX2,6500-2,6503210-321
VANGUARD INDEX FDS REIT ETF4,0200-4,0203370-337
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