Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$1.05B
Total Bought
$179.32M
Total Sold
$76.09M
Net Transaction
+$103.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0430,294+430,294016,6611.59%+16,661
VANGUARD SPECIALIZED FUNDS047,236+47,23608,0290.77%+8,029
MICROSOFT CORP(MSFT)98,46999,264+79531,07737,0893.54%+6,012
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0198,902+198,90206,0080.57%+6,008
ISHARES TR489,167541,928+52,76122,01227,8172.65%+5,805
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0183,640+183,64005,8050.55%+5,805
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0176,904+176,90405,7230.55%+5,723
APPLE INC(AAPL)0176,605+176,605034,2643.27%+34,264
INTERNATIONAL BUSINESS MACHS(IBM)41,76060,964+19,2045,8379,8770.94%+4,040
BLACKROCK MUN INCOME QUALITY1,110,2111,260,234+150,02310,47913,6751.30%+3,196
ABBVIE INC(ABBV)53,92571,825+17,9007,99411,1881.07%+3,194
ISHARES TR
CORE MSCI EURO
472,512478,039+5,52723,15426,3472.51%+3,194
SPDR S&P 500 ETF TR(SPY)27,75728,054+29710,18313,3231.27%+3,140
ADOBE INC(ADBE)41,62940,139-1,49020,68623,6722.26%+2,987
JOHNSON & JOHNSON(JNJ)80,60888,782+8,17411,19713,7841.31%+2,587
ALPHABET INC(GOOG)84,28393,358+9,07510,27012,8541.23%+2,584
ATLAS ENERGY SOLUTIONS INC(AESI)0149,989+149,98902,5830.25%+2,583
SPDR SER TR
ST STR AGGRE ETF
397,625453,106+55,4819,04311,6241.11%+2,581
VANGUARD INDEX FDS012,723+12,72305,5580.53%+5,558
VERTEX PHARMACEUTICALS INC(VRTX)06,029+6,02902,3510.22%+2,351
SHELL PLC(SHEL)052,163+52,16303,4060.32%+3,406
AMAZON COM INC(AMZN)132,290123,398-8,89215,78618,0821.72%+2,296
QUALCOMM INC(QCOM)029,421+29,42104,4880.43%+4,488
SPDR SER TR
ST STR P500ETF
312,183315,833+3,65015,47417,6901.69%+2,216
META PLATFORMS INC(META)17,17618,390+1,2144,6696,7320.64%+2,063
VANGUARD INDEX FDS60,25569,362+9,1078,31110,3700.99%+2,059
NVIDIA CORPORATION(NVDA)18,68620,335+1,6497,6839,7110.93%+2,028
INDEXIQ ACTIVE ETF TR
MACK MU INSD ETF
081,450+81,45002,0000.19%+2,000
SOUTHERN COPPER CORP(SCCO)057,915+57,91504,9850.48%+4,985
ELI LILLY & CO(LLY)13,55314,706+1,1536,5888,5760.82%+1,988
COSTCO WHSL CORP NEW(COST)6,7638,688+1,9253,7985,6310.54%+1,833
ADVANCED MICRO DEVICES INC(AMD)35,19238,361+3,1693,6735,4750.52%+1,802
STANLEY BLACK & DECKER INC(SWK)23,86338,685+14,8221,9723,7490.36%+1,777
AMGEN INC(AMGN)7,61612,104+4,4881,8093,4890.33%+1,679
ROYAL BK CDA(RY)024,854+24,85402,5130.24%+2,513
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
151,469153,927+2,4587,0018,5620.82%+1,562
BANK AMERICA CORP0102,482+102,48202,9850.28%+2,985
NOVARTIS AG(NVS)027,881+27,88102,8150.27%+2,815
VANGUARD INTL EQUITY INDEX F16,71223,021+6,3099522,3680.23%+1,417
ISHARES TR11,34314,777+3,4343,0174,3870.42%+1,370
FIRST TR HIGH INCOME LONG /422,955462,074+39,1194,2755,5950.53%+1,320
SPDR SER TR
ST STR SP DIV
054,301+54,30106,7860.65%+6,786
COCA COLA CO(KO)084,575+84,57505,0540.48%+5,054
HOME DEPOT INC(HD)025,216+25,21608,6170.82%+8,617
MANULIFE FINL CORP(MFC)081,372+81,37201,7980.17%+1,798
ENERGY TRANSFER L P(ET)520,592611,639+91,0477,2938,4410.80%+1,148
VANGUARD WORLD FD6,7377,997+1,2609392,0750.20%+1,137
ISHARES TR011,789+11,78901,1090.11%+1,109
GSK PLC(GSK)047,088+47,08801,7270.16%+1,727
CITIGROUP INC(C)0127,632+127,63202,2360.21%+2,236
VANGUARD WORLD FD15,58918,549+2,9609702,0290.19%+1,058
RIO TINTO PLC(RIO)030,429+30,42902,1520.21%+2,152
VERIZON COMMUNICATIONS INC(VZ)093,509+93,50903,1770.30%+3,177
SERVICENOW INC(NOW)9,6258,712-9135,4006,4180.61%+1,019
ISHARES INC
MSCI JAPAN ETF
198,275199,226+95111,78412,8001.22%+1,016
ISHARES INC
CORE MSCI EMKT
178,107180,934+2,8278,1729,1660.87%+994
VANGUARD INDEX FDS03,049+3,04909480.09%+948
VANGUARD TAX-MANAGED FDS070,506+70,50603,3740.32%+3,374
VISA INC(V)34,78434,391-3938,0358,9480.85%+913
UNION PAC CORP(UNP)022,539+22,53905,5360.53%+5,536
KENVUE INC(KVUE)48,70383,397+34,6947771,6540.16%+877
TRANSDIGM GROUP INC(TDG)2,5032,875+3721,6582,5270.24%+869
JPMORGAN CHASE & CO(JPM)029,510+29,51005,1970.50%+5,197
LINDE PLC(LIN)13,84714,642+7955,1755,9660.57%+790
BLACKSTONE SECD LENDING FD(BXSL)225,645241,819+16,1745,9356,6960.64%+761
ORACLE CORP(ORCL)37,07539,570+2,4953,4994,2490.40%+749
UNITED PARCEL SERVICE INC(UPS)9,03614,043+5,0071,3662,1140.20%+748
ISHARES TR222,912191,692-31,2203,8574,5970.44%+740
APPLIED MATLS INC028,966+28,96604,8010.46%+4,801
ISHARES TR43,28343,108-1754,0044,6760.45%+672
UNILEVER PLC(UL)031,843+31,84301,5440.15%+1,544
KINDER MORGAN INC DEL(KMI)0710,074+710,074012,5021.19%+12,502
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,203+5,20301,0030.10%+1,003
AMPHENOL CORP NEW039,270+39,27003,8930.37%+3,893
ALPHABET INC(GOOG)22,27120,741-1,5302,6543,2010.31%+547
INTUIT(INTU)4,2464,253+72,2102,7540.26%+544
ARM HOLDINGS PLC07,203+7,20305410.05%+541
HONEYWELL INTL INC(HON)022,383+22,38304,6940.45%+4,694
PEPSICO INC(PEP)055,184+55,18409,3570.89%+9,357
ONEOK INC NEW(OKE)81,73081,125-6055,1955,6970.54%+502
WELLS FARGO CO NEW(WFC)17,71213,993-3,7194439350.09%+491
SPDR INDEX SHS FDS
ST STR MSCI GLB
08,656+8,65604790.05%+479
LOCKHEED MARTIN CORP(LMT)09,493+9,49304,1980.40%+4,198
SPDR SER TR
ST INTER ETF
016,667+16,66704760.05%+476
TOYOTA MOTOR CORP(TM)02,576+2,57604720.05%+472
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
032,910+32,91001,6410.16%+1,641
AMERICAN EXPRESS CO(AXP)010,414+10,41402,0580.20%+2,058
JANUS DETROIT STR TR
HENDERSON MTG
09,971+9,97104580.04%+458
CISCO SYS INC(CSCO)115,421136,102+20,6816,1786,6250.63%+447
WISDOMTREE TR(WT)168,091175,609+7,5186,7477,1890.69%+441
ISHARES TR
US TREAS BD ETF
018,654+18,65404300.04%+430
VANGUARD WORLD FDS
CONSUM DIS ETF
01,402+1,40204270.04%+427
ISHARES TR31,52731,52702,7003,1170.30%+418
BROADCOM INC(AVGO)01,701+1,70101,8990.18%+1,899
ISHARES TR04,247+4,24704090.04%+409
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
011,771+11,77103730.04%+373
PHILLIPS 66(PSX)17,47518,583+1,1082,0852,4520.23%+368
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
03,466+3,46603590.03%+359
ENBRIDGE INC(ENB)0137,423+137,42304,9500.47%+4,950
XOMETRY INC(XMTR)018,000+18,00006460.06%+646
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