Fund HoldingsPIN OAK INVESTMENT ADVISORS INC

Total Portfolio Value
$104.6K
Total Bought
$7.4K
Total Sold
$9.8K
Net Transaction
-$2.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TXO Partners LP235,570271,820+36,250455.24%+1
Exxon Mobil Corp26,47637,129+10,653344.09%+1
Apple Inc(AAPL)029,891+29,891066.02%+6
Howard Hughes Holdings Inc(HHH)052,751+52,751033.27%+3
Nvidia Corp(NVDA)88211,193+10,311111.32%+1
Alphabet Inc. Class A(GOOG)14,11213,865-247232.41%0
Camden Property TR REIT(CPT)04,326+4,326000.45%0
Bank Of America Corp18,44626,422+7,976111.00%0
Alphabet Inc. Class C(GOOG)6,8897,445+556111.31%0
Kimbell Royalty Partners LP(KRP)627,335610,805-16,53010109.55%0
Strive 500 ETF
STRIVE 500 ETF
8,45013,935+5,485000.47%0
Putnam Premier Income CF(PPT)5,50059,785+54,285000.20%0
WalMart Inc(WMT)17,83718,275+438111.18%0
Amazon.Com Inc Forward Split(AMZN)4,9265,153+227110.95%0
iShares Russell 1000 Growth ETF4,1544,112-42111.43%0
GE Vernova Inc(GEV)0522+522000.09%0
Analog Devices Inc(ADI)02,605+2,605010.57%+1
Antero Resources Cor(AR)34,51333,113-1,400111.03%0
Energy Select Sector SPDR ETF
ST STR ENERG ETF
8761,740+864000.15%0
Costco Wholesale Co(COST)0173+173000.14%0
Invsc QQQ Trust SRS 1 ETF1,2991,335+36110.61%0
SPDR Gold Shares ETF(GLD)5,6645,697+33111.17%0
Microsoft Corp(MSFT)4,5444,410-134221.88%0
Shopify Inc F Class A(SHOP)0889+889000.06%0
Insmed Inc(INSM)01,454+1,454000.09%0
iShares MSCI Emerging Markets ETF02,191+2,191000.09%0
Plains All American P LP(PAA)8,99011,585+2,595000.20%0
Stanley Black & Decker(SWK)0545+545000.04%0
Wells Fargo & Co(WFC)8,3298,829+500010.50%0
Duke Power Co NC(DUK)0456+456000.04%0
Manhattan Associates Inc(MANH)0161+161000.04%0
Meta Platforms Inc Class A(META)523583+60000.28%0
Microstrategy Inc Class A(MSTR)029+29000.04%0
MSCI Inc(MSCI)086+86000.04%0
Procter & Gamble(PG)1,3631,567+204000.25%0
Raytheon Technologies Co(RTX)2,8403,065+225000.29%0
Emerging MKT Bond Fund0506+506000.04%0
iShares MSCI Japan ETF
MSCI JAPAN ETF
0869+869000.06%0
SPDR S&P 500 ETF(SPY)4,4364,316-120222.25%0
MSP Recovery Inc 27 WTF Warrants Exp 05/20/27058,803,029+58,803,029000.23%0
American Intl Group0336+336000.02%0
American Water Works0185+185000.02%0
Applied Materials0100+100000.02%0
Richardson Electrs02,000+2,000000.02%0
TE Connectivity(TEL)0162+162000.02%0
Palantir Technologies In Class A(PLTR)8,2368,356+120000.20%0
Johnson & Johnson(JNJ)06,813+6,813010.95%+1
Palo Alto Networks(PANW)062+62000.02%0
Shell PLC F Unsponsored ADR(SHEL)12,16611,573-593110.80%0
Technology Select Sector SPDR ETF
ST STR TECHN ETF
986992+6000.21%0
Enbridge Inc F(ENB)01,365+1,365000.05%0
Goldman Sachs Group(GS)848822-26000.36%0
iShares Core S&P 500 ETF8438430000.44%0
Novartis AG F Sponsored ADR(NVS)0449+449000.05%0
Oracle Corp(ORCL)1,1911,1910000.16%0
Guggenheim Strategic Opp(GOF)1,1502,216+1,066000.03%0
Philip Morris Intl(PM)01,675+1,675000.16%0
PIMCO Corporate Opp Fund(PTY)01,206+1,206000.02%0
Qualcomm Inc(QCOM)5405400000.10%0
Diamondback Energy(FANG)074+74000.01%0
HP Inc.(HPQ)03,162+3,162000.11%0
Paycom Software Inc(PAYC)0105+105000.01%0
Williams Cos Inc(WMB)01,548+1,548000.06%0
Adobe Inc(ADBE)0263+263000.14%0
Biogen Inc(BIIB)0820+820000.18%0
Cracker Barrel Old Country Store(CBRL)0382+382000.02%0
NTNL Fuel Gas Co(NFG)0230+230000.01%0
HCA Holdings Inc(HCA)035+35000.01%0
iShares S&P 100 ETF0133+133000.03%0
Zto Express Cayman Inc F Sponsored ADR(ZTO)0533+533000.01%0
Taiwan Semiconductor F Sponsored ADR(TSM)0261+261000.04%0
The Coca-Cola Co(KO)03,987+3,987000.24%0
Tyler Technologies(TYL)0125+125000.06%0
Constellation Energy Cor(CEG)5645640000.11%0
iShares Gold ETF(IAU)4,6364,6360000.19%0
Novagold Res Inc019,760+19,760000.06%0
Amgen Inc.(AMGN)0291+291000.09%0
Barrick Gold Corp F0959+959000.02%0
Honeywell Intl Inc(HON)0968+968000.20%0
iShares S&P 500 Growth ETF01,029+1,029000.09%0
J P Morgan Nasdaq EQT PRM Inc ETF IV
NASDAQ EQT PREM
0230+230000.01%0
Kinder Morgan Inc(KMI)05,543+5,543000.11%0
Oge Energy Corp(OGE)0237+237000.01%0
Alliance Resource Par LP(ARLP)1,2531,2530000.03%0
BlackRock Credit Allocat46,93847,418+480110.49%0
eBay Inc(EBAY)0120+120000.01%0
General Dynamics Co(GD)8048040000.22%0
Myriad Genetics Inc02,000+2,000000.05%0
Targa Resources Corp(TRGP)0299+299000.04%0
UnitedHealth Group(UNH)0386+386000.19%0
Alcon Inc F(ALC)0541+541000.05%0
Amplitech Group Inc05,000+5,000000.00%0
NRG Energy Inc(NRG)0500+500000.04%0
Schwab US Large Cap ETF02,000+2,000000.12%0
Sempra(SRE)01,274+1,274000.09%0
Service Now Inc(NOW)0175+175000.13%0
Vanguard FTSE Emerging Markets ETF02,818+2,818000.12%0
Yieldmax Univrs FD Opt Incom ETF
YIELD UNIVE ETFS
0472+472000.01%0
Altria Group Inc(MO)02,270+2,270000.10%0
Fluor Corp(FLR)02,800+2,800000.12%0
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