Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$1.20B
Total Bought
$232.60M
Total Sold
$123.95M
Net Transaction
+$108.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0506,488+506,488017,4431.46%+17,443
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0453,371+453,371014,8841.24%+14,884
ENTERPRISE PRODS PARTNERS L(EPD)01,694,753+1,694,753049,4534.13%+49,453
NVIDIA CORPORATION(NVDA)20,33518,411-1,9249,71116,6361.39%+6,925
GENERAL ELECTRIC CO(GE)039,432+39,43206,9220.58%+6,922
CITIGROUP INC(C)127,632138,322+10,6902,2368,7470.73%+6,512
EATON CORP PLC(ETN)020,938+20,93806,5470.55%+6,547
MICROSOFT CORP(MSFT)99,264102,305+3,04137,08943,0423.60%+5,952
AMAZON COM INC(AMZN)123,398131,730+8,33218,08223,7611.99%+5,680
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0173,335+173,33505,4700.46%+5,470
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0151,818+151,81805,0750.42%+5,075
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0153,284+153,28405,0610.42%+5,061
EXXON MOBIL CORP0205,879+205,879023,9312.00%+23,931
AMERICAN INTL GROUP INC087,622+87,62206,8490.57%+6,849
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0110,623+110,62303,9690.33%+3,969
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0116,490+116,49003,9450.33%+3,945
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0117,177+117,17703,8620.32%+3,862
HIGHPEAK ENERGY INC(HPK)0244,165+244,16503,8500.32%+3,850
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
088,790+88,79003,7270.31%+3,727
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0107,740+107,74003,5940.30%+3,594
ELI LILLY & CO(LLY)14,70615,133+4278,57611,7730.98%+3,196
CATALENT INC054,593+54,59303,0820.26%+3,082
META PLATFORMS INC(META)18,39020,040+1,6506,7329,7310.81%+2,999
VANGUARD INDEX FDS12,72317,791+5,0685,5588,5520.71%+2,994
LAUDER ESTEE COS INC(EL)018,715+18,71502,8850.24%+2,885
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0786,887+786,887045,5293.80%+45,529
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
076,939+76,93902,6480.22%+2,648
VANGUARD SPECIALIZED FUNDS47,23658,055+10,8198,02910,6010.89%+2,573
MPLX LP(MPLX)0420,334+420,334017,4691.46%+17,469
CATERPILLAR INC(CAT)014,872+14,87205,4500.46%+5,450
ENERGY TRANSFER L P(ET)611,639692,409+80,7708,44110,8920.91%+2,451
CONOCOPHILLIPS(COP)069,414+69,41408,8350.74%+8,835
DIAMONDBACK ENERGY INC(FANG)013,845+13,84502,7440.23%+2,744
BLACKROCK MUN INCOME QUALITY1,260,2341,365,080+104,84613,67515,8351.32%+2,160
ALPHABET INC(GOOG)93,35898,984+5,62612,85414,9401.25%+2,086
MORGAN STANLEY(MS)026,035+26,03502,4510.20%+2,451
INTERNATIONAL BUSINESS MACHS(IBM)60,96461,502+5389,87711,7450.98%+1,867
INVESCO QQQ TR(Put)03,800+3,80001,687+1,687
ABBVIE INC(ABBV)71,82570,193-1,63211,18812,7821.07%+1,594
SPDR S&P 500 ETF TR(SPY)28,05428,492+43813,32314,9031.25%+1,580
BANK AMERICA CORP102,482117,552+15,0702,9854,4580.37%+1,473
APPLIED MATLS INC28,96629,938+9724,8016,1740.52%+1,373
TRANSDIGM GROUP INC(TDG)2,8753,154+2792,5273,8850.32%+1,358
HOME DEPOT INC(HD)25,21625,965+7498,6179,9600.83%+1,343
NOVO-NORDISK A S(NVO)047,711+47,71106,1260.51%+6,126
ADVANCED MICRO DEVICES INC(AMD)38,36137,483-8785,4756,7650.57%+1,290
SOUTHERN CO(SO)027,621+27,62101,9820.17%+1,982
COSTCO WHSL CORP NEW(COST)8,6889,365+6775,6316,8610.57%+1,230
ISHARES TR057,484+57,48405,7890.48%+5,789
ISHARES TR191,692241,585+49,8934,5975,7840.48%+1,187
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
020,071+20,07101,1750.10%+1,175
ISHARES INC
CORE MSCI EMKT
180,934199,792+18,8589,16610,3090.86%+1,143
PLAINS ALL AMERN PIPELINE L(PAA)0222,562+222,56203,9080.33%+3,908
SCHWAB CHARLES CORP(SCHW)054,096+54,09603,9130.33%+3,913
SPDR SER TR
ST STR AGGRE ETF
453,106502,430+49,32411,62412,7011.06%+1,077
MERCK & CO INC(MRK)021,185+21,18502,7950.23%+2,795
PHILLIPS 66(PSX)18,58321,512+2,9292,4523,5140.29%+1,061
ULTA BEAUTY INC(ULTA)04,411+4,41102,3060.19%+2,306
LINDE PLC(LIN)14,64215,110+4685,9667,0160.59%+1,050
BROADCOM INC(AVGO)1,7012,210+5091,8992,9290.24%+1,030
CHEVRON CORP NEW(CVX)092,475+92,475014,5871.22%+14,587
ALPS ETF TR
ALERIAN MLP
027,915+27,91501,3250.11%+1,325
ISHARES TR
CORE MSCI EURO
478,039471,730-6,30926,34727,2902.28%+942
GULFPORT ENERGY CORP(GPOR)(Put)05,800+5,8000929+929
PROCTER AND GAMBLE CO(PG)049,656+49,65608,0570.67%+8,057
PEPSICO INC(PEP)55,18458,527+3,3439,35710,2430.86%+886
UNITEDHEALTH GROUP INC(UNH)018,344+18,34409,0750.76%+9,075
ISHARES TR541,928564,727+22,79927,81728,6712.40%+854
LOWES COS INC(LOW)024,432+24,43206,2230.52%+6,223
ONEOK INC NEW(OKE)81,12581,496+3715,6976,5340.55%+837
ATLAS ENERGY SOLUTIONS INC(AESI)149,989149,98902,5833,3930.28%+810
GLOBAL X FDS
GLB X MLP ENRG I
016,000+16,00007840.07%+784
JPMORGAN CHASE & CO(JPM)29,51029,819+3095,1975,9730.50%+776
KINDER MORGAN INC DEL(KMI)710,074723,809+13,73512,50213,2751.11%+773
WESTERN MIDSTREAM PARTNERS L(WES)0139,515+139,51504,9600.41%+4,960
ASML HOLDING N V
N Y REGISTRY SHS
03,104+3,10403,0120.25%+3,012
GENERAC HLDGS INC(GNRC)012,006+12,00601,5140.13%+1,514
BLACKSTONE SECD LENDING FD(BXSL)241,819237,653-4,1666,6967,4030.62%+707
AT&T INC(T)097,364+97,36401,7140.14%+1,714
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
153,927154,255+3288,5629,2380.77%+676
VISA INC(V)34,39134,461+708,9489,6170.80%+669
PRUDENTIAL FINL INC(PFH)019,268+19,26802,2620.19%+2,262
ORACLE CORP(ORCL)39,57039,044-5264,2494,9040.41%+656
NEXTERA ENERGY INC(NEE)040,441+40,44102,5850.22%+2,585
TAIWAN SEMICONDUCTOR MFG LTD(TSM)018,993+18,99302,5840.22%+2,584
EVEREST GROUP LTD(EG)09,597+9,59703,8150.32%+3,815
DORCHESTER MINERALS LP(DMLP)017,705+17,70505970.05%+597
ISHARES INC
MSCI JAPAN ETF
199,226187,700-11,52612,80013,3921.12%+592
VERIZON COMMUNICATIONS INC(VZ)93,50989,639-3,8703,1773,7610.31%+584
PALO ALTO NETWORKS INC(PANW)02,048+2,04805820.05%+582
WISDOMTREE TR(WT)175,609168,499-7,1107,1897,7410.65%+552
FIRST TR HIGH INCOME LONG /462,074514,970+52,8965,5956,1440.51%+549
VANGUARD TAX-MANAGED FDS70,50678,141+7,6353,3743,9200.33%+546
VANGUARD INDEX FDS69,36266,760-2,60210,37010,8730.91%+503
WILLIAMS COS INC(WMB)0102,715+102,71504,0030.33%+4,003
VANGUARD INTL EQUITY INDEX F23,02125,959+2,9382,3682,8680.24%+500
SPDR INDEX SHS FDS
ST STR MSCI GLB
8,65616,090+7,4344799600.08%+481
ISHARES TR43,10846,456+3,3484,6765,1340.43%+458
AIRBNB INC013,999+13,99902,3090.19%+2,309
LOCKHEED MARTIN CORP(LMT)9,49310,208+7154,1984,6430.39%+445
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