Fund Holdings — Americana Partners, LLC

Total Portfolio Value
$2.45B
Total Bought
$1.12B
Total Sold
$135.63M
Net Transaction
+$982.59M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)108,353416,782+308,42946,624175,6737.18%+129,049
APPLE INC(AAPL)186,062398,824+212,76243,35399,8734.08%+56,521
JPMORGAN CHASE & CO.(JPM)30,595197,031+166,4366,45147,2301.93%+40,779
EATON CORP PLC(ETN)26,672145,912+119,2408,84048,4241.98%+39,584
THERMO FISHER SCIENTIFIC INC(TMO)6,28582,809+76,5243,88843,0801.76%+39,192
BROADCOM INC(AVGO)33,821182,617+148,7965,83442,3381.73%+36,504
ABBVIE INC(ABBV)73,572272,219+198,64714,52948,3731.98%+33,844
WALMART INC(WMT)18,499368,238+349,7391,49433,2701.36%+31,776
HONEYWELL INTL INC(HON)15,009141,354+126,3453,10331,9301.30%+28,828
AIR PRODS & CHEMS INC091,092+91,092026,4201.08%+26,420
CHEVRON CORP NEW(CVX)90,644253,221+162,57713,34936,6771.50%+23,327
INTERNATIONAL BUSINESS MACHS(IBM)67,511168,770+101,25914,92537,1011.52%+22,175
RTX CORPORATION(RTX)15,690199,502+183,8121,90123,0860.94%+21,185
ONEOK INC NEW(OKE)75,798271,836+196,0386,90727,2921.11%+20,385
MCDONALDS CORP(MCD)4,56373,424+68,8611,38921,2850.87%+19,895
EXXON MOBIL CORP198,676398,172+199,49623,28942,8311.75%+19,543
WILLIAMS COS INC(WMB)100,263441,663+341,4004,57723,9030.98%+19,326
MERCK & CO INC(MRK)22,768219,354+196,5862,58621,8210.89%+19,236
ROYAL BK CDA(RY)29,508178,260+148,7523,68121,4820.88%+17,802
PHILIP MORRIS INTL INC(PM)5,833153,013+147,18070818,4150.75%+17,707
AMAZON COM INC(AMZN)157,273210,653+53,38029,30546,2151.89%+16,910
BLACKROCK ETF TRUST II0496,914+496,914015,2360.62%+15,236
AT&T INC(T)114,286766,467+652,1812,51417,4520.71%+14,938
JOHNSON & JOHNSON(JNJ)76,685185,084+108,39912,42826,7671.09%+14,339
KINDER MORGAN INC DEL(KMI)733,5891,105,779+372,19016,20530,2981.24%+14,093
PFIZER INC(PFE)0494,219+494,219013,1120.54%+13,112
BRISTOL-MYERS SQUIBB CO(BMY)0213,637+213,637012,0830.49%+12,083
SHELL PLC(SHEL)49,756235,467+185,7113,28114,7520.60%+11,471
TARGA RES CORP(TRGP)11,17273,136+61,9641,65413,0550.53%+11,401
ALPHABET INC(GOOG)107,488151,408+43,92017,82728,6621.17%+10,835
VERIZON COMMUNICATIONS INC(VZ)95,307376,312+281,0054,28015,0490.61%+10,768
ENTERPRISE PRODS PARTNERS L(EPD)1,713,6491,930,981+217,33249,88460,5562.47%+10,671
NIKE INC(NKE)0125,574+125,57409,5020.39%+9,502
PEPSICO INC(PEP)51,898114,089+62,1918,82517,3480.71%+8,523
LOCKHEED MARTIN CORP(LMT)10,68629,600+18,9146,24714,3840.59%+8,137
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
12,731239,410+226,6794398,3750.34%+7,936
BP PLC(BP)0264,955+264,95507,8320.32%+7,832
BOEING CO(BA)7,11449,695+42,5811,0828,7960.36%+7,714
HP INC(HPQ)0231,214+231,21407,5450.31%+7,545
COLGATE PALMOLIVE CO(CL)3,42886,136+82,7083567,8310.32%+7,475
PALO ALTO NETWORKS INC(PANW)2,34145,329+42,9888008,2480.34%+7,448
SCHWAB CHARLES CORP(SCHW)7,915105,159+97,2445137,7830.32%+7,270
NVIDIA CORPORATION(NVDA)208,311241,666+33,35525,29732,4531.33%+7,156
KRAFT HEINZ CO(KHC)0228,092+228,09207,0050.29%+7,005
S&P GLOBAL INC(SPGI)013,987+13,98706,9660.28%+6,966
MOODYS CORP(MCO)014,608+14,60806,9150.28%+6,915
ENERGY TRANSFER L P(ET)1,805,8161,816,567+10,75128,98335,5871.45%+6,603
DUPONT DE NEMOURS INC(DD)074,155+74,15505,6540.23%+5,654
META PLATFORMS INC(META)28,16437,026+8,86216,12221,6790.89%+5,557
DANAHER CORPORATION(DHR)2,05525,527+23,4725715,8600.24%+5,288
VISA INC(V)41,63452,207+10,57311,44716,5000.67%+5,052
BANK NOVA SCOTIA HALIFAX093,600+93,60005,0280.21%+5,028
PACER FDS TR
US CASH COWS 100
087,100+87,10004,9190.20%+4,919
PALANTIR TECHNOLOGIES INC(PLTR)209,369167,021-42,3487,78912,6320.52%+4,843
WELLS FARGO CO NEW(WFC)8,79075,791+67,0014975,3240.22%+4,827
CISCO SYS INC(CSCO)112,845182,869+70,0246,00610,8260.44%+4,820
SCHLUMBERGER LTD(SLB)0123,852+123,85204,7480.19%+4,748
CHIPOTLE MEXICAN GRILL INC(CMG)076,947+76,94704,6400.19%+4,640
STANLEY BLACK & DECKER INC(SWK)40,252112,889+72,6374,4339,0640.37%+4,631
ISHARES TR11,81622,294+10,4784,4358,9530.37%+4,517
UBER TECHNOLOGIES INC(UBER)5,18278,157+72,9753894,7140.19%+4,325
TOTALENERGIES SE(TTE)6,77685,694+78,9184384,6700.19%+4,232
CORTEVA INC(CTVA)073,568+73,56804,1900.17%+4,190
PACER FDS TR
US SM CAP CA ETF
088,544+88,54403,8970.16%+3,897
FORD MTR CO(F)0370,525+370,52503,6680.15%+3,668
HOME DEPOT INC(HD)28,42138,830+10,40911,51615,1040.62%+3,588
TC ENERGY CORP(TRP)076,850+76,85003,5760.15%+3,576
TAIWAN SEMICONDUCTOR MFG LTD(TSM)20,61536,156+15,5413,5807,1400.29%+3,560
PLAINS GP HLDGS L P(PAGP)34,682212,307+177,6256423,9020.16%+3,261
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
173,259266,512+93,2535,7538,9880.37%+3,236
BLACKROCK INC(BLK)03,105+3,10503,1830.13%+3,183
MORGAN STANLEY DIRECT LENDIN(MSDL)0136,455+136,45502,8190.12%+2,819
DOW INC(DOW)8,53080,512+71,9824663,2310.13%+2,765
GOLDMAN SACHS GROUP INC(GS)1,0565,695+4,6395233,2610.13%+2,738
SNOWFLAKE INC(SNOW)017,263+17,26302,6660.11%+2,666
ONE GAS INC(OGS)037,755+37,75502,6150.11%+2,615
SAP SE(SAP)4,97615,177+10,2011,1403,7370.15%+2,597
ISHARES TR2,35026,412+24,0622552,8140.11%+2,559
MPLX LP(MPLX)458,500478,970+20,47020,38522,9240.94%+2,539
BERKSHIRE HATHAWAY INC DEL3,0178,065+5,0481,3893,6560.15%+2,267
COSTCO WHSL CORP NEW(COST)12,19514,101+1,90610,81112,9210.53%+2,109
LYONDELLBASELL INDUSTRIES N
SHS - A -
18,72851,722+32,9941,7963,8410.16%+2,045
CATERPILLAR INC(CAT)17,13923,806+6,6676,7048,6360.35%+1,932
SERVICENOW INC(NOW)11,13411,145+119,95811,8150.48%+1,857
CITIGROUP INC(C)173,154180,172+7,01810,83912,6820.52%+1,843
AERCAP HOLDINGS NV(AER)14,71033,678+18,9681,3933,2230.13%+1,830
ASML HOLDING N V
N Y REGISTRY SHS
3,5656,857+3,2922,9714,7520.19%+1,782
BLACKROCK ETF TRUST II028,485+28,48501,4820.06%+1,482
HSBC HLDGS PLC(HSBC)19,39646,623+27,2278772,3060.09%+1,429
CROWDSTRIKE HLDGS INC(CRWD)1,1524,811+3,6593231,6460.07%+1,323
GE AEROSPACE(GE)41,39354,659+13,2667,8069,1170.37%+1,311
INVESCO QQQ TR5,7898,034+2,2452,8254,1070.17%+1,282
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
159,799190,222+30,4235,5436,6560.27%+1,113
BLACKSTONE SECD LENDING FD(BXSL)271,116279,982+8,8667,9419,0460.37%+1,105
ELI LILLY & CO(LLY)16,36420,140+3,77614,49815,5480.64%+1,051
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
12,73321,865+9,1321,2292,2590.09%+1,030
TOYOTA MOTOR CORP(TM)5,0719,796+4,7259061,9060.08%+1,001
NETFLIX INC(NFLX)4,0624,237+1752,8813,7770.15%+895
ARISTA NETWORKS INC(ANET)07,904+7,90408740.04%+874
UNITEDHEALTH GROUP INC(UNH)20,37725,276+4,89911,91412,7860.52%+872
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Americana Partners, LLC — 13F Holdings — Q4 2024 | TickerTrail