Fund HoldingsAmericana Partners, LLC

Total Portfolio Value
$2.45B
Total Bought
$1.12B
Total Sold
$131.74M
Net Transaction
+$987.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
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)0197,031+197,031047,2301.93%+47,230
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)0141,354+141,354031,9301.30%+31,930
AIR PRODS & CHEMS INC091,092+91,092026,4201.08%+26,420
CHEVRON CORP NEW(CVX)0253,221+253,221036,6771.50%+36,677
INTERNATIONAL BUSINESS MACHS(IBM)67,511168,770+101,25914,92537,1011.52%+22,175
RTX CORPORATION(RTX)0199,502+199,502023,0860.94%+23,086
ONEOK INC NEW(OKE)75,798271,836+196,0386,90727,2921.11%+20,385
MCDONALDS CORP(MCD)073,424+73,424021,2850.87%+21,285
EXXON MOBIL CORP0398,172+398,172042,8311.75%+42,831
WILLIAMS COS INC(WMB)0441,663+441,663023,9030.98%+23,903
MERCK & CO INC(MRK)0219,354+219,354021,8210.89%+21,821
ROYAL BK CDA(RY)29,508178,260+148,7523,68121,4820.88%+17,802
PHILIP MORRIS INTL INC(PM)0153,013+153,013018,4150.75%+18,415
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)0766,467+766,467017,4520.71%+17,452
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)0235,467+235,467014,7520.60%+14,752
TARGA RES CORP(TRGP)073,136+73,136013,0550.53%+13,055
ALPHABET INC(GOOG)0151,408+151,408028,6621.17%+28,662
VERIZON COMMUNICATIONS INC(VZ)0376,312+376,312015,0490.61%+15,049
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
0239,410+239,41008,3750.34%+8,375
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)086,136+86,13607,8310.32%+7,831
PALO ALTO NETWORKS INC(PANW)045,329+45,32908,2480.34%+8,248
SCHWAB CHARLES CORP(SCHW)0105,159+105,15907,7830.32%+7,783
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)025,527+25,52705,8600.24%+5,860
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)075,791+75,79105,3240.22%+5,324
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 TR022,294+22,29408,9530.37%+8,953
UBER TECHNOLOGIES INC(UBER)078,157+78,15704,7140.19%+4,714
TOTALENERGIES SE(TTE)085,694+85,69404,6700.19%+4,670
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)036,156+36,15607,1400.29%+7,140
PLAINS GP HLDGS L P(PAGP)0212,307+212,30703,9020.16%+3,902
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0266,512+266,51208,9880.37%+8,988
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)080,512+80,51203,2310.13%+3,231
GOLDMAN SACHS GROUP INC(GS)05,695+5,69503,2610.13%+3,261
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)015,177+15,17703,7370.15%+3,737
ISHARES TR026,412+26,41202,8140.11%+2,814
MPLX LP(MPLX)458,500478,970+20,47020,38522,9240.94%+2,539
BERKSHIRE HATHAWAY INC DEL08,065+8,06503,6560.15%+3,656
COSTCO WHSL CORP NEW(COST)12,19514,101+1,90610,81112,9210.53%+2,109
LYONDELLBASELL INDUSTRIES N
SHS - A -
051,722+51,72203,8410.16%+3,841
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)0180,172+180,172012,6820.52%+12,682
AERCAP HOLDINGS NV(AER)033,678+33,67803,2230.13%+3,223
ASML HOLDING N V
N Y REGISTRY SHS
06,857+6,85704,7520.19%+4,752
BLACKROCK ETF TRUST II028,485+28,48501,4820.06%+1,482
HSBC HLDGS PLC(HSBC)046,623+46,62302,3060.09%+2,306
CROWDSTRIKE HLDGS INC(CRWD)04,811+4,81101,6460.07%+1,646
GE AEROSPACE(GE)41,39354,659+13,2667,8069,1170.37%+1,311
INVESCO QQQ TR08,034+8,03404,1070.17%+4,107
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0190,222+190,22206,6560.27%+6,656
BLACKSTONE SECD LENDING FD(BXSL)0279,982+279,98209,0460.37%+9,046
ELI LILLY & CO(LLY)020,140+20,140015,5480.64%+15,548
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
12,73321,865+9,1321,2292,2590.09%+1,030
TOYOTA MOTOR CORP(TM)09,796+9,79601,9060.08%+1,906
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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