Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$2.90B
Total Bought
$448.07M
Total Sold
$242.94M
Net Transaction
+$205.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0418,522+418,5220208,1787.18%+208,178
INNOVATOR ETFS TRUST
INTRNL DEV APRL
15,6651,334,815+1,319,15043139,0301.35%+38,599
BROADCOM INC(AVGO)0187,745+187,745051,7521.78%+51,752
ISHARES TR055,096+55,096023,3930.81%+23,393
NVIDIA CORPORATION(NVDA)0304,176+304,176048,0571.66%+48,057
ISHARES TR095,343+95,343018,5180.64%+18,518
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0304,894+304,894017,3330.60%+17,333
EATON CORP PLC(ETN)0147,330+147,330052,5961.81%+52,596
FIRST TR EXCHNG TRADED FD VI
FT VEST EQ ENHAN
0349,770+349,770011,8640.41%+11,864
JPMORGAN CHASE & CO.(JPM)203,626206,167+2,54149,94959,7702.06%+9,820
META PLATFORMS INC(META)41,40345,627+4,22423,86333,6771.16%+9,814
BOEING CO(BA)085,509+85,509017,9170.62%+17,917
AMAZON COM INC(AMZN)0224,704+224,704049,2981.70%+49,298
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0212,842+212,84208,1500.28%+8,150
SPDR SERIES TRUST
ST STR P500ETF
0793,284+793,284057,6641.99%+57,664
INTERNATIONAL BUSINESS MACHS(IBM)169,638168,481-1,15742,18249,6651.71%+7,483
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0296,091+296,091011,5930.40%+11,593
DATADOG INC(DDOG)055,131+55,13107,4060.26%+7,406
SPDR S&P 500 ETF TR(SPY)029,727+29,727018,3670.63%+18,367
ENERGY TRANSFER L P(ET)2,271,7672,676,064+404,29742,23248,5171.67%+6,285
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT E
0177,398+177,39806,1950.21%+6,195
VANGUARD SPECIALIZED FUNDS0115,018+115,018023,5410.81%+23,541
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0146,921+146,92105,9660.21%+5,966
ISHARES TR035,863+35,86305,3940.19%+5,394
PALANTIR TECHNOLOGIES INC(PLTR)175,196145,592-29,60414,78719,8470.68%+5,061
ALPHABET INC(GOOG)0177,324+177,324031,2501.08%+31,250
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
0132,981+132,98104,7270.16%+4,727
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0118,722+118,72204,6110.16%+4,611
INTUIT(INTU)09,997+9,99707,8750.27%+7,875
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0118,595+118,59504,2390.15%+4,239
SERVICENOW INC(NOW)012,239+12,239012,5830.43%+12,583
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0128,822+128,82204,9350.17%+4,935
PHILIP MORRIS INTL INC(PM)153,013154,756+1,74324,28828,1860.97%+3,898
BLACKROCK ETF TRUST II1,932,1891,987,410+55,221101,208105,0153.62%+3,807
WALMART INC(WMT)0370,417+370,417036,2191.25%+36,219
SIGHT SCIENCES INC0863,918+863,91803,5680.12%+3,568
ROYAL BK CDA(RY)0179,487+179,487023,6120.81%+23,612
CITIGROUP INC(C)214,630219,916+5,28615,23718,7190.65%+3,483
BERKSHIRE HATHAWAY INC DEL9,69817,608+7,9105,1658,5530.29%+3,388
ASML HOLDING N V
N Y REGISTRY SHS
8,02910,812+2,7835,3208,6650.30%+3,344
GE AEROSPACE(GE)58,46458,148-31611,70214,9670.52%+3,265
RTX CORPORATION(RTX)198,190201,873+3,68326,25229,4771.02%+3,225
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0155,094+155,09405,8320.20%+5,832
SHOPIFY INC(SHOP)027,878+27,87803,2160.11%+3,216
INNOVATOR ETFS TRUST
INTL DEV PWR MAY
54,414164,169+109,7551,4274,6360.16%+3,209
ORACLE CORP(ORCL)14,84923,288+8,4392,0765,0910.18%+3,015
ISHARES TR05,448+5,44803,3830.12%+3,383
HONEYWELL INTL INC(HON)0140,503+140,503032,7201.13%+32,720
SNOWFLAKE INC(SNOW)024,822+24,82205,5540.19%+5,554
SABINE RTY TR(SBR)037,155+37,15502,4690.09%+2,469
GOLDMAN SACHS GROUP INC(GS)15,86415,688-1768,66711,1030.38%+2,437
TAIWAN SEMICONDUCTOR MFG LTD(TSM)041,437+41,43709,3850.32%+9,385
VANGUARD INDEX FDS026,790+26,79002,3860.08%+2,386
ISHARES TR
CORE UNIVRSL USD
051,009+51,00902,3580.08%+2,358
NETFLIX INC(NFLX)04,493+4,49306,0170.21%+6,017
VANGUARD INDEX FDS027,497+27,497015,6190.54%+15,619
ISHARES TR021,896+21,89602,0750.07%+2,075
CISCO SYS INC(CSCO)0190,299+190,299013,2030.46%+13,203
AMPHENOL CORP NEW063,230+63,23006,2440.22%+6,244
GENIE ENERGY LTD0165,355+165,35504,4450.15%+4,445
IDT CORP(IDT)029,166+29,16601,9930.07%+1,993
SPDR SERIES TRUST
ST STR AGGRE ETF
897,226961,561+64,33522,91524,6160.85%+1,701
CATERPILLAR INC(CAT)025,746+25,74609,9950.34%+9,995
INVESCO QQQ TR14,83715,486+6496,9578,5430.29%+1,585
WILLIAMS COS INC(WMB)441,663445,017+3,35426,39427,9520.96%+1,558
ISHARES TR34,04052,349+18,3093,0994,6200.16%+1,521
ISHARES TR016,754+16,75401,4980.05%+1,498
PALO ALTO NETWORKS INC(PANW)047,629+47,62909,7470.34%+9,747
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
531,445537,843+6,39833,76835,2291.21%+1,461
ALPHABET INC(GOOG)030,648+30,64805,4370.19%+5,437
MORGAN STANLEY(MS)032,323+32,32304,5530.16%+4,553
VISA INC(V)51,51254,239+2,72718,05319,2580.66%+1,205
INNOVATOR ETFS TRUST
INTRNL DEV JULY
52,39185,328+32,9371,5262,7250.09%+1,200
ISHARES TR07,223+7,22301,5590.05%+1,559
ISHARES TR738,321755,652+17,33137,71338,8711.34%+1,157
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
030,820+30,82003,3660.12%+3,366
INNOVATOR ETFS TRUST
INTL DE PW JUNE
33,34570,764+37,4198541,9630.07%+1,109
UBER TECHNOLOGIES INC(UBER)78,15772,714-5,4435,6956,7840.23%+1,090
CROWDSTRIKE HLDGS INC(CRWD)6,1116,355+2442,1553,2370.11%+1,082
ISHARES TR09,592+9,59201,0560.04%+1,056
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
031,669+31,66901,0540.04%+1,054
LINDE PLC(LIN)20,17822,214+2,0369,39610,4230.36%+1,027
MASTERCARD INCORPORATED(MA)6,4118,028+1,6173,5144,5110.16%+997
PACER FDS TR
US CASH COWS 100
143,005159,926+16,9217,8318,8120.30%+981
MERCADOLIBRE INC(MELI)1,5051,495-102,9363,9070.13%+971
VANGUARD INDEX FDS05,094+5,09402,2330.08%+2,233
NIKE INC(NKE)0125,151+125,15108,8910.31%+8,891
ABBOTT LABS15,42021,662+6,2422,0452,9460.10%+901
KINDER MORGAN INC DEL(KMI)1,100,1581,098,117-2,04131,38732,2851.11%+897
ISHARES TR
MSCI USA QLT FCT
04,735+4,73508660.03%+866
CORTEVA INC(CTVA)73,56873,639+714,6305,4880.19%+859
BLACKROCK ETF TRUST
ISHARES US EQUIT
014,363+14,36307820.03%+782
DELL TECHNOLOGIES INC(DELL)06,210+6,21007610.03%+761
TRIUMPH FINANCIAL INC018,757+18,75701,0340.04%+1,034
FRANKLIN RESOURCES INC(BEN)031,639+31,63907550.03%+755
ISHARES U S ETF TR
SHOR DURA BD ETF
377,552390,609+13,05719,20619,9600.69%+754
ISHARES TR06,622+6,62207420.03%+742
BANK NOVA SCOTIA HALIFAX093,600+93,60005,1730.18%+5,173
SCHWAB CHARLES CORP(SCHW)105,14097,978-7,1628,2308,9400.31%+709
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
015,894+15,89406810.02%+681
Page 1 of 1