Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$2.57B
Total Bought
$439.34M
Total Sold
$241.52M
Net Transaction
+$197.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BLACKROCK ETF TRUST II28,4851,932,189+1,903,7041,482101,2083.93%+99,726
BLACKROCK ETF TRUST II01,337,989+1,337,989039,2301.52%+39,230
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
0531,445+531,445033,7681.31%+33,768
ISHARES U S ETF TR
SHOR DURA BD ETF
0377,552+377,552019,2060.75%+19,206
ISHARES TR0373,845+373,845041,2951.60%+41,295
PFIZER INC(PFE)494,219852,060+357,84113,11221,5910.84%+8,480
ABBVIE INC(ABBV)272,219270,170-2,04948,37356,6062.20%+8,233
ENTERPRISE PRODS PARTNERS L(EPD)1,930,9812,013,498+82,51760,55668,7412.67%+8,185
SPDR SER TR
ST STR AGGRE ETF
0897,226+897,226022,9150.89%+22,915
ENERGY TRANSFER L P(ET)1,816,5672,271,767+455,20035,58742,2321.64%+6,646
CHEVRON CORP NEW(CVX)253,221254,362+1,14136,67742,5521.65%+5,876
PHILIP MORRIS INTL INC(PM)153,013153,013018,41524,2880.94%+5,873
EXXON MOBIL CORP398,172407,843+9,67142,83148,5051.88%+5,673
GOLDMAN SACHS GROUP INC(GS)5,69515,864+10,1693,2618,6670.34%+5,405
INTERNATIONAL BUSINESS MACHS(IBM)168,770169,638+86837,10142,1821.64%+5,081
ISHARES TR0738,321+738,321037,7131.47%+37,713
MPLX LP(MPLX)478,970521,205+42,23522,92427,8951.08%+4,971
INNOVATOR ETFS TRUST
INTL DEVELOPED P
0184,610+184,61004,9460.19%+4,946
SCHLUMBERGER LTD(SLB)123,852222,203+98,3514,7489,2880.36%+4,540
MORGAN STANLEY DIRECT LENDIN(MSDL)136,455366,803+230,3482,8197,3210.28%+4,502
JOHNSON & JOHNSON(JNJ)185,084186,865+1,78126,76730,9901.20%+4,223
AT&T INC(T)766,467759,178-7,28917,45221,4700.83%+4,017
SALESFORCE INC(CRM)017,941+17,94104,8150.19%+4,815
ELI LILLY & CO(LLY)20,14022,845+2,70515,54818,8680.73%+3,320
RTX CORPORATION(RTX)199,502198,190-1,31223,08626,2521.02%+3,166
ISHARES TR
CORE MSCI EURO
0551,841+551,841033,1931.29%+33,193
INNOVATOR ETFS TRUST
INNOVATOR INTL D
0110,461+110,46102,9220.11%+2,922
PACER FDS TR
US CASH COWS 100
87,100143,005+55,9054,9197,8310.30%+2,912
ISHARES TR034,040+34,04003,0990.12%+3,099
INVESCO QQQ TR8,03414,837+6,8034,1076,9570.27%+2,850
INNOVATOR ETFS TRUST
INTRNL DEV JAN
086,761+86,76102,7740.11%+2,774
JPMORGAN CHASE & CO.(JPM)197,031203,626+6,59547,23049,9491.94%+2,719
GE AEROSPACE(GE)54,65958,464+3,8059,11711,7020.45%+2,585
CITIGROUP INC(C)180,172214,630+34,45812,68215,2370.59%+2,554
SHELL PLC(SHEL)235,467235,675+20814,75217,2700.67%+2,518
WILLIAMS COS INC(WMB)441,663441,663023,90326,3941.03%+2,491
VERIZON COMMUNICATIONS INC(VZ)376,312385,598+9,28615,04917,4910.68%+2,442
INNOVATOR ETFS TRUST
INTL DEV PWR BUF
078,330+78,33002,3600.09%+2,360
INNOVATOR ETFS TRUST
INNOVATOR INTER
080,598+80,59802,3180.09%+2,318
META PLATFORMS INC(META)37,02641,403+4,37721,67923,8630.93%+2,184
PALANTIR TECHNOLOGIES INC(PLTR)167,021175,196+8,17512,63214,7870.57%+2,155
INNOVATOR ETFS TRUST
INTL DEVELOPED
077,699+77,69901,9700.08%+1,970
INNOVATOR ETFS TRUST
INTL DE PWR DECE
067,943+67,94301,8980.07%+1,898
TARGA RES CORP(TRGP)73,13673,231+9513,05514,6810.57%+1,626
INNOVATOR ETFS TRUST
INTERNATIONAL DV
052,915+52,91501,6220.06%+1,622
AERCAP HOLDINGS NV(AER)33,67847,196+13,5183,2234,8220.19%+1,599
VISA INC(V)52,20751,512-69516,50018,0530.70%+1,553
INNOVATOR ETFS TRUST
INTRNL DEV JULY
052,391+52,39101,5260.06%+1,526
BERKSHIRE HATHAWAY INC DEL8,0659,698+1,6333,6565,1650.20%+1,509
INNOVATOR ETFS TRUST
INTL DEV PWR MAY
054,414+54,41401,4270.06%+1,427
LINDE PLC(LIN)020,178+20,17809,3960.36%+9,396
SAP SE(SAP)15,17719,006+3,8293,7375,1020.20%+1,365
MCDONALDS CORP(MCD)73,42472,342-1,08221,28522,5970.88%+1,312
BP PLC(BP)264,955265,406+4517,8328,9680.35%+1,136
KINDER MORGAN INC DEL(KMI)1,105,7791,100,158-5,62130,29831,3871.22%+1,089
VERTEX PHARMACEUTICALS INC(VRTX)012,237+12,23705,9330.23%+5,933
BERKSHIRE HATHAWAY INC DEL03+302,3950.09%+2,395
COSTCO WHSL CORP NEW(COST)14,10114,744+64312,92113,9450.54%+1,024
BRISTOL-MYERS SQUIBB CO(BMY)213,637214,301+66412,08313,0700.51%+987
UBER TECHNOLOGIES INC(UBER)78,15778,15704,7145,6950.22%+980
HSBC HLDGS PLC(HSBC)46,62357,083+10,4602,3063,2780.13%+972
ORACLE CORP(ORCL)014,849+14,84902,0760.08%+2,076
AMGEN INC(AMGN)014,682+14,68204,5740.18%+4,574
ZOETIS INC(ZTS)011,160+11,16001,8370.07%+1,837
NEXTERA ENERGY INC(NEE)051,712+51,71203,6660.14%+3,666
TOTALENERGIES SE(TTE)85,69486,397+7034,6705,5890.22%+919
BLACKROCK ETF TRUST II018,544+18,54409180.04%+918
AB ACTIVE ETFS INC
TAX AW INTER ETF
0139,182+139,18203,5030.14%+3,503
INNOVATOR ETFS TRUST
INTL DE PW JUNE
033,345+33,34508540.03%+854
ASTRAZENECA PLC(AZN)049,569+49,56903,6430.14%+3,643
ISHARES TR053,626+53,62605,3990.21%+5,399
SOUTHERN CO(SO)075,649+75,64906,9560.27%+6,956
AON PLC(AON)03,775+3,77501,5070.06%+1,507
ABBOTT LABS015,420+15,42002,0450.08%+2,045
PGIM ETF TR
AAA CLO ETF
013,800+13,80007080.03%+708
STARBUCKS CORP(SBUX)07,174+7,17407040.03%+704
PLAINS ALL AMERN PIPELINE L(PAA)0257,601+257,60105,1520.20%+5,152
PLAINS GP HLDGS L P(PAGP)212,307211,736-5713,9024,5230.18%+620
COSTAR GROUP INC(CSGP)07,815+7,81506190.02%+619
MERCADOLIBRE INC(MELI)01,505+1,50502,9360.11%+2,936
ASML HOLDING N V
N Y REGISTRY SHS
6,8578,029+1,1724,7525,3200.21%+568
COCA COLA CO(KO)083,271+83,27105,9640.23%+5,964
CROWDSTRIKE HLDGS INC(CRWD)4,8116,111+1,3001,6462,1550.08%+508
INTERCONTINENTAL HOTELS GROU(IHG)04,616+4,61605060.02%+506
MSCI INC(MSCI)03,450+3,45001,9510.08%+1,951
MASTERCARD INCORPORATED(MA)06,411+6,41103,5140.14%+3,514
SCHWAB CHARLES CORP(SCHW)105,159105,140-197,7838,2300.32%+448
CORTEVA INC(CTVA)73,56873,56804,1904,6300.18%+439
INNOVATOR ETFS TRUST
INTRNL DEV APRL
015,665+15,66504310.02%+431
PHILLIPS 66(PSX)023,475+23,47502,8990.11%+2,899
DARDEN RESTAURANTS INC(DRI)013,164+13,16402,7350.11%+2,735
DORCHESTER MINERALS LP(DMLP)032,806+32,80609870.04%+987
NOVARTIS AG(NVS)025,755+25,75502,8710.11%+2,871
MAC COPPER LIMITED040,044+40,04403820.01%+382
SPDR GOLD TR(GLD)08,024+8,02402,3120.09%+2,312
OREILLY AUTOMOTIVE INC(ORLY)0254+25403640.01%+364
AIR PRODS & CHEMS INC91,09290,805-28726,42026,7801.04%+360
TESLA INC(TSLA)06,992+6,99201,8120.07%+1,812
PAYCOM SOFTWARE INC(PAYC)04,351+4,35109510.04%+951
DEERE & CO(DE)02,275+2,27501,0680.04%+1,068
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