Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$925.68M
Total Bought
$230.71M
Total Sold
$76.20M
Net Transaction
+$154.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR111,551354,635+243,08412,32140,1184.33%+27,797
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
758,246762,457+4,21141,95455,1755.96%+13,221
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
0151,469+151,46907,0010.76%+7,001
VANGUARD INDEX FDS14,84660,255+45,4092,1108,3110.90%+6,201
ISHARES INC
CORE MSCI EMKT
48,097178,107+130,0102,3718,1720.88%+5,801
ALPHABET INC(GOOG)41,66784,283+42,6164,98810,2701.11%+5,282
CATERPILLAR INC(CAT)018,138+18,13805,0160.54%+5,016
AMAZON COM INC(AMZN)85,039132,290+47,25111,08615,7861.71%+4,700
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0151,272+151,27204,4860.48%+4,486
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0147,322+147,32204,4140.48%+4,414
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0137,200+137,20004,3680.47%+4,368
ENTERPRISE PRODS PARTNERS L(EPD)1,416,7891,521,304+104,51537,33241,5974.49%+4,265
MICROSOFT CORP(MSFT)78,90798,469+19,56226,87131,0773.36%+4,206
ENERGY TRANSFER L P(ET)250,678520,592+269,9143,1847,2930.79%+4,109
ISHARES TR358,833489,167+130,33417,97422,0122.38%+4,038
ISHARES TR0222,912+222,91203,8570.42%+3,857
ISHARES TR
CORE MSCI EURO
369,498472,512+103,01419,44723,1542.50%+3,707
VISA INC(V)18,72434,784+16,0604,4478,0350.87%+3,588
NVIDIA CORPORATION(NVDA)9,93818,686+8,7484,2047,6830.83%+3,479
ISHARES TR031,342+31,34203,1780.34%+3,178
BOEING CO(BA)12,22532,149+19,9242,5815,7020.62%+3,120
MPLX LP(MPLX)346,531410,843+64,31211,76114,6141.58%+2,852
SPDR SER TR
ST STR P500ETF
243,107312,183+69,07612,66815,4741.67%+2,806
SPDR S&P 500 ETF TR(SPY)16,72427,757+11,0337,41410,1831.10%+2,770
ADOBE INC(ADBE)36,71941,629+4,91017,95520,6862.23%+2,730
META PLATFORMS INC(META)6,81717,176+10,3591,9564,6690.50%+2,712
ISHARES TR031,527+31,52702,7000.29%+2,700
JOHNSON & JOHNSON(JNJ)52,65780,608+27,9518,71611,1971.21%+2,481
WISDOMTREE TR(WT)106,679168,091+61,4124,2856,7470.73%+2,462
INVESCO QQQ TR06,447+6,44702,3100.25%+2,310
ISHARES INC
MSCI JAPAN ETF
154,925198,275+43,3509,59011,7841.27%+2,194
ONEOK INC NEW(OKE)49,48281,730+32,2483,0545,1950.56%+2,141
ISHARES TR014,023+14,02302,4780.27%+2,478
ELI LILLY & CO(LLY)9,72313,553+3,8304,5606,5880.71%+2,029
ORACLE CORP(ORCL)037,075+37,07503,4990.38%+3,499
VANGUARD INTL EQUITY INDEX F038,165+38,16501,9800.21%+1,980
SPDR SER TR
ST STR AGGRE ETF
282,047397,625+115,5787,1569,0430.98%+1,888
EXXON MOBIL CORP189,145190,438+1,29320,28622,1082.39%+1,822
NOVO-NORDISK A S(NVO)17,89251,222+33,3302,8954,6810.51%+1,786
SERVICENOW INC(NOW)6,5029,625+3,1233,6545,4000.58%+1,746
BLACKROCK MUN INCOME QUALITY781,9501,110,211+328,2618,79710,4791.13%+1,682
TRANSDIGM GROUP INC(TDG)02,503+2,50301,6580.18%+1,658
UNITEDHEALTH GROUP INC(UNH)13,08915,615+2,5266,2917,9070.85%+1,616
EVEREST GROUP LTD(EG)5,2948,732+3,4381,8103,2700.35%+1,460
TEXAS INSTRS INC(TXN)20,02927,769+7,7403,6065,0450.54%+1,439
BLACKSTONE SECD LENDING FD(BXSL)164,668225,645+60,9774,5055,9350.64%+1,430
FEDEX CORP(FDX)08,831+8,83102,3710.26%+2,371
ISHARES TR34,47553,663+19,1883,4694,7930.52%+1,324
THERMO FISHER SCIENTIFIC INC(TMO)9,24111,981+2,7404,8216,0980.66%+1,277
ALPHABET INC(GOOG)022,271+22,27102,6540.29%+2,654
INTUIT(INTU)04,246+4,24602,2100.24%+2,210
LINDE PLC(LIN)10,53613,847+3,3114,0155,1750.56%+1,160
FIRST TR HIGH INCOME LONG /280,790422,955+142,1653,2124,2750.46%+1,063
STANLEY BLACK & DECKER INC(SWK)023,863+23,86301,9720.21%+1,972
PGIM ETF TR
PGIM ULTRA SH BD
74,01293,565+19,5533,6574,6730.50%+1,016
ABBVIE INC(ABBV)52,12553,925+1,8007,0237,9940.86%+971
VANGUARD WORLD FD015,589+15,58909700.10%+970
VANGUARD INTL EQUITY INDEX F016,712+16,71209520.10%+952
AIRBNB INC015,532+15,53202,1650.23%+2,165
PLAINS ALL AMERN PIPELINE L(PAA)129,453179,053+49,6001,8252,7430.30%+918
PIMCO DYNAMIC INCOME FD(PDI)052,875+52,87509140.10%+914
ISHARES TR7,66111,343+3,6822,1083,0170.33%+909
BLACKROCK ESG CAP ALLC TERM(ECAT)0145,079+145,07902,1350.23%+2,135
ADVANCED MICRO DEVICES INC(AMD)24,52335,192+10,6692,7933,6730.40%+880
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
036,969+36,96908340.09%+834
AMGEN INC(AMGN)07,616+7,61601,8090.20%+1,809
ECOLAB INC(ECL)04,805+4,80508140.09%+814
MASTERCARD INCORPORATED(MA)04,786+4,78601,9070.21%+1,907
KENVUE INC(KVUE)048,703+48,70307770.08%+777
CISCO SYS INC(CSCO)104,876115,421+10,5455,4266,1780.67%+752
INTERNATIONAL BUSINESS MACHS(IBM)38,13741,760+3,6235,1035,8370.63%+734
COSTCO WHSL CORP NEW(COST)5,7186,763+1,0453,0783,7980.41%+719
VANGUARD WORLD FD06,737+6,73709390.10%+939
SALESFORCE INC(CRM)07,387+7,38701,4650.16%+1,465
DIMENSIONAL ETF TRUST
WORLD EX US CORE
028,725+28,72506470.07%+647
NETFLIX INC(NFLX)03,735+3,73501,3670.15%+1,367
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
023,806+23,80606240.07%+624
ACCENTURE PLC IRELAND
SHS CLASS A
04,173+4,17301,2950.14%+1,295
AUTOMATIC DATA PROCESSING IN21,56822,228+6604,7405,3300.58%+589
ISHARES TR34,56643,283+8,7173,4454,0040.43%+560
PHILLIPS 66(PSX)017,475+17,47502,0850.23%+2,085
SPDR SER TR
ST STR P500GRW
08,432+8,43205000.05%+500
ISHARES TR04,603+4,60304720.05%+472
UNITED PARCEL SERVICE INC(UPS)09,036+9,03601,3660.15%+1,366
VANGUARD MUN BD FDS75,88688,834+12,9483,8114,2730.46%+462
PIMCO DYNAMIC INCOME OPRNTS(PDO)097,631+97,63101,1490.12%+1,149
WELLS FARGO CO NEW(WFC)017,712+17,71204430.05%+443
AUTODESK INC03,699+3,69907820.08%+782
BERKSHIRE HATHAWAY INC DEL02,811+2,81109550.10%+955
WORKDAY INC(WDAY)02,004+2,00404280.05%+428
WHIRLPOOL CORP(WHR)010,005+10,00501,1290.12%+1,129
SPDR SER TR
ST STR P400MID
08,961+8,96103920.04%+392
MERCADOLIBRE INC(MELI)0988+98801,2530.14%+1,253
CARRIER GLOBAL CORPORATION(CARR)06,701+6,70103700.04%+370
VEEVA SYS INC(VEEV)10,76812,113+1,3452,1292,4970.27%+367
ZOETIS INC(ZTS)04,087+4,08707180.08%+718
MEDTRONIC PLC(MDT)011,178+11,17808600.09%+860
CASEYS GEN STORES INC(CASY)01,200+1,20003260.04%+326
ALIGN TECHNOLOGY INC01,109+1,10903080.03%+308
VANGUARD WORLD FDS
INF TECH ETF
01,302+1,30205400.06%+540
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