Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$1.47B
Total Bought
$263.20M
Total Sold
$86.16M
Net Transaction
+$177.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR0296,769+296,769028,3381.93%+28,338
SPDR SER TR
ST STR P500ETF
609,073970,743+361,67038,98165,5354.47%+26,554
ENERGY TRANSFER L P(ET)701,3221,805,816+1,104,49411,37528,9831.98%+17,608
VANGUARD INDEX FDS17,86548,961+31,0968,93525,8351.76%+16,901
VANGUARD INDEX FDS037,026+37,02608,7830.60%+8,783
VANGUARD INDEX FDS035,795+35,79509,4440.64%+9,444
APPLE INC(AAPL)170,983186,062+15,07936,01343,3532.96%+7,340
ISHARES TR0303,574+303,57407,1100.48%+7,110
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
164,666334,651+169,9855,56711,5720.79%+6,005
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
131,128272,430+141,3024,5579,8160.67%+5,259
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0258,049+258,04908,9720.61%+8,972
ISHARES TR
CORE MSCI EURO
501,937547,771+45,83428,58533,3762.28%+4,790
NVIDIA CORPORATION(NVDA)171,062208,311+37,24921,13325,2971.72%+4,164
VANGUARD SPECIALIZED FUNDS67,25582,841+15,58612,27716,4081.12%+4,130
ISHARES TR0296,331+296,331032,7832.24%+32,783
META PLATFORMS INC(META)25,45828,164+2,70612,83616,1221.10%+3,286
PALANTIR TECHNOLOGIES INC(PLTR)182,101209,369+27,2684,6137,7890.53%+3,176
BROADCOM INC(AVGO)033,821+33,82105,8340.40%+5,834
INTERNATIONAL BUSINESS MACHS(IBM)067,511+67,511014,9251.02%+14,925
SERVICENOW INC(NOW)9,33911,134+1,7957,3479,9580.68%+2,611
UNITEDHEALTH GROUP INC(UNH)18,39320,377+1,9849,36711,9140.81%+2,547
MPLX LP(MPLX)420,041458,500+38,45917,89020,3851.39%+2,495
ISHARES INC
MSCI JAPAN ETF
202,345226,639+24,29413,80816,2141.11%+2,406
AMAZON COM INC(AMZN)139,579157,273+17,69426,97429,3052.00%+2,331
ABBVIE INC(ABBV)073,572+73,572014,5290.99%+14,529
ENBRIDGE INC(ENB)0176,778+176,77807,1790.49%+7,179
HOME DEPOT INC(HD)028,421+28,421011,5160.79%+11,516
NEW YORK LIFE INVTS ACTIVE E
MACK MU INSD ETF
081,450+81,45002,0020.14%+2,002
ISHARES TR071,074+71,07407,1590.49%+7,159
VISA INC(V)041,634+41,634011,4470.78%+11,447
ISHARES INC
CORE MSCI EMKT
211,256226,861+15,60511,30913,0240.89%+1,716
CATERPILLAR INC(CAT)017,139+17,13906,7040.46%+6,704
KINDER MORGAN INC DEL(KMI)730,615733,589+2,97414,51716,2051.10%+1,688
ORACLE CORP(ORCL)09,699+9,69901,6530.11%+1,653
SPDR S&P 500 ETF TR(SPY)36,43037,261+83119,82621,3791.46%+1,553
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
030,440+30,44001,5450.11%+1,545
GE AEROSPACE(GE)041,393+41,39307,8060.53%+7,806
PROCEPT BIOROBOTICS CORP(PRCT)018,650+18,65001,4940.10%+1,494
GENIE ENERGY LTD27,920115,545+87,6254081,8780.13%+1,469
JOHNSON & JOHNSON(JNJ)076,685+76,685012,4280.85%+12,428
SOUTHERN CO(SO)65,60470,700+5,0965,0896,3760.43%+1,287
COSTCO WHSL CORP NEW(COST)11,23612,195+9599,55110,8110.74%+1,261
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
012,733+12,73301,2290.08%+1,229
SPDR SER TR
ST STR SP DIV
046,129+46,12906,5520.45%+6,552
LOCKHEED MARTIN CORP(LMT)10,81910,686-1335,0546,2470.43%+1,193
LOWES COS INC(LOW)023,808+23,80806,4480.44%+6,448
MICROSOFT CORP(MSFT)101,720108,353+6,63345,46446,6243.18%+1,160
STANLEY BLACK & DECKER INC(SWK)040,252+40,25204,4330.30%+4,433
THERMO FISHER SCIENTIFIC INC(TMO)06,285+6,28503,8880.27%+3,888
TRANSDIGM GROUP INC(TDG)3,7414,132+3914,7805,8970.40%+1,117
BOEING CO(BA)07,114+7,11401,0820.07%+1,082
ISHARES TR054,879+54,87906,4190.44%+6,419
EOG RES INC(EOG)(Put)08,600+8,60001,057+1,057
ADVANCED MICRO DEVICES INC(AMD)045,710+45,71007,5000.51%+7,500
VANGUARD INDEX FDS066,760+66,760011,6540.79%+11,654
VIPER ENERGY INC(VNOM)69,56678,385+8,8192,6113,5360.24%+925
MASTERCARD INCORPORATED(MA)05,955+5,95502,9410.20%+2,941
LINDE PLC(LIN)016,037+16,03707,6480.52%+7,648
WISDOMTREE TR(WT)0192,414+192,41408,7930.60%+8,793
SHOPIFY INC(SHOP)6,04715,555+9,5083991,2470.08%+847
LAUDER ESTEE COS INC(EL)030,615+30,61503,0520.21%+3,052
AUTOMATIC DATA PROCESSING IN021,314+21,31405,8980.40%+5,898
MSCI INC(MSCI)1,4972,567+1,0707211,4960.10%+775
EATON CORP PLC(ETN)25,72426,672+9488,0668,8400.60%+774
COCA COLA CO(KO)88,02188,340+3195,6036,3480.43%+746
ZOETIS INC(ZTS)07,815+7,81501,5270.10%+1,527
ACCENTURE PLC IRELAND
SHS CLASS A
04,602+4,60201,6270.11%+1,627
AST SPACEMOBILE INC(ASTS)025,721+25,72106730.05%+673
WORKDAY INC(WDAY)03,947+3,94709650.07%+965
ALPHABET INC(GOOG)22,91829,007+6,0894,2044,8500.33%+646
ABBOTT LABS013,661+13,66101,5570.11%+1,557
NETFLIX INC(NFLX)3,3504,062+7122,2612,8810.20%+620
CISCO SYS INC(CSCO)0112,845+112,84506,0060.41%+6,006
L3HARRIS TECHNOLOGIES INC(LHX)27,02828,098+1,0706,0706,6840.46%+614
CATALENT INC09,736+9,73605900.04%+590
ENTERPRISE PRODS PARTNERS L(EPD)01,713,649+1,713,649049,8843.40%+49,884
PEPSICO INC(PEP)051,898+51,89808,8250.60%+8,825
PLAINS ALL AMERN PIPELINE L(PAA)0264,586+264,58604,5960.31%+4,596
MERCADOLIBRE INC(MELI)0972+97201,9950.14%+1,995
BLACKROCK MUN INCOME QUALITY1,597,5611,567,498-30,06318,30818,8731.29%+565
ROYAL BK CDA(RY)29,36329,508+1453,1243,6810.25%+557
CUMMINS INC(CMI)02,532+2,53208200.06%+820
WALMART INC(WMT)018,499+18,49901,4940.10%+1,494
ONEOK INC NEW(OKE)075,798+75,79806,9070.47%+6,907
KENVUE INC(KVUE)0103,930+103,93002,4040.16%+2,404
ISHARES BITCOIN TRUST ETF(IBIT)014,138+14,13805110.03%+511
ALLISON TRANSMISSION HLDGS I(ALSN)09,037+9,03708680.06%+868
SPDR SER TR
ST STR AGGRE ETF
583,915578,906-5,00914,65015,1331.03%+482
VERTEX PHARMACEUTICALS INC(VRTX)10,20011,248+1,0484,7815,2310.36%+450
PERMIAN RESOURCES CORP(PR)031,714+31,71404320.03%+432
MARATHON PETE CORP(MPC)02,524+2,52404110.03%+411
UNION PAC CORP(UNP)020,132+20,13204,9620.34%+4,962
UNILEVER PLC(UL)035,204+35,20402,2870.16%+2,287
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
096,607+96,60704,3200.29%+4,320
GARTNER INC(IT)02,032+2,03201,0300.07%+1,030
AMERICAN EXPRESS CO(AXP)09,772+9,77202,6500.18%+2,650
MICRON TECHNOLOGY INC(MU)07,670+7,67007950.05%+795
SOUTHERN COPPER CORP(SCCO)044,142+44,14205,1060.35%+5,106
TYLER TECHNOLOGIES INC(TYL)0659+65903850.03%+385
JUNIPER NETWORKS INC09,748+9,74803800.03%+380
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