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Americana Partners, LLC

Q2 2023 · 13F-HR

Americana Partners, LLCholdings as filed

Filed 2023-07-31 · accession 0001172661-23-002676

$777.5M
Reported value
289
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$42.0M5.40%758,246CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$37.3M4.80%1,416,789CommonNONE
037833100AAPLAPPLE INC$31.5M4.05%162,474CommonNONE
594918104MSFTMICROSOFT CORP$26.9M3.46%78,907CommonNONE
30231G102XOMEXXON MOBIL CORP$20.3M2.61%189,145CommonNONE
46434V738IEURISHARES TR$19.4M2.50%369,498CommonNONE
464288620USIGISHARES TR$18.0M2.31%358,833CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$18.0M2.31%36,719CommonNONE
464287457SHYISHARES TR$16.6M2.13%204,728CommonNONE
166764100CVXCHEVRON CORP NEW$16.2M2.08%102,866CommonNONE
49456B101KMIKINDER MORGAN INC DEL$13.0M1.67%755,822CommonNONE
78464A854SPYMSPDR SER TR$12.7M1.63%243,107CommonNONE
464288679SHVISHARES TR$12.3M1.58%111,551CommonNONE
55336V100MPLXMPLX LP$11.8M1.51%346,531CommonNONE
023135106AMZNAMAZON COM INC$11.1M1.43%85,039CommonNONE
46434G822EWJISHARES INC$9.6M1.23%154,925CommonNONE
78464A763SDYSPDR SER TR$9.3M1.20%76,102CommonNONE
713448108PEPPEPSICO INC$9.3M1.19%50,033CommonNONE
092479104BLACKROCK MUN INCOME QUALITY$8.8M1.13%781,950CommonNONE
478160104JNJJOHNSON & JOHNSON$8.7M1.12%52,657CommonNONE
20825C104COPCONOCOPHILLIPS$8.1M1.04%77,831CommonNONE
437076102HDHOME DEPOT INC$7.9M1.01%25,297CommonNONE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$7.6M0.97%121,208CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.4M0.95%16,724CommonNONE
742718109PGPROCTER AND GAMBLE CO$7.2M0.93%47,479CommonNONE
78464A649SPABSPDR SER TR$7.2M0.92%282,047CommonNONE
00287Y109ABBVABBVIE INC$7.0M0.90%52,125CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$6.4M0.82%65,139CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$6.3M0.81%13,089CommonNONE
548661107LOWLOWES COS INC$5.9M0.75%25,955CommonNONE
773903109ROKROCKWELL AUTOMATION INC$5.5M0.71%16,770CommonNONE
17275R102CSCOCISCO SYS INC$5.4M0.70%104,876CommonNONE
907818108UNPUNION PAC CORP$5.4M0.69%26,336CommonNONE
29250N105ENBENBRIDGE INC$5.2M0.66%138,830CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.1M0.66%38,137CommonNONE
438516106HONHONEYWELL INTL INC$5.0M0.64%24,070CommonNONE
02079K305GOOGLALPHABET INC$5.0M0.64%41,667CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.8M0.62%9,241CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.8M0.61%32,683CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.7M0.61%21,568CommonNONE
532457108LLYLILLY ELI & CO$4.6M0.59%9,723CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$4.5M0.58%164,668CommonNONE
92826C839VVISA INC$4.4M0.57%18,724CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.4M0.56%9,475CommonNONE
97717X594IHDGWISDOMTREE TR$4.3M0.55%106,679CommonNONE
65339F101NEENEXTERA ENERGY INC$4.3M0.55%57,747CommonNONE
67066G104NVDANVIDIA CORPORATION$4.2M0.54%9,938CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$4.1M0.53%155,824CommonNONE
038222105AMATAPPLIED MATLS INC$4.1M0.53%28,264CommonNONE
G54950103LINLINDE PLC$4.0M0.52%10,536CommonNONE
717081103PFEPFIZER INC$3.9M0.51%107,532CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.8M0.49%75,886CommonNONE
69344A107PULSPGIM ETF TR$3.7M0.47%74,012CommonNONE
81762P102NOWSERVICENOW INC$3.7M0.47%6,502CommonNONE
882508104TXNTEXAS INSTRS INC$3.6M0.46%20,029CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$3.6M0.46%88,814CommonNONE
191216100KOCOCA COLA CO$3.5M0.45%58,041CommonNONE
46436E718SGOVISHARES TR$3.5M0.45%34,475CommonNONE
46436E882ISHARES TR$3.5M0.45%139,543CommonNONE
464287804IJRISHARES TR$3.4M0.44%34,566CommonNONE
032095101APHAMPHENOL CORP NEW$3.3M0.43%39,269CommonNONE
969457100WMBWILLIAMS COS INC$3.3M0.43%101,894CommonNONE
452308109ITWILLINOIS TOOL WKS INC$3.3M0.42%13,049CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.3M0.42%57,445CommonNONE
254687106DISDISNEY WALT CO$3.2M0.42%36,373CommonNONE
922908363VOOVANGUARD INDEX FDS$3.2M0.41%7,918CommonNONE
33738E109FIRST TR HIGH INCOME LONG /$3.2M0.41%280,790CommonNONE
29273V100ETENERGY TRANSFER L P$3.2M0.41%250,678CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.1M0.40%5,718CommonNONE
682680103OKEONEOK INC NEW$3.1M0.39%49,482CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$3.0M0.38%79,915CommonNONE
670100205NVONOVO-NORDISK A S$2.9M0.37%17,892CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$2.9M0.37%39,970CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.8M0.36%16,235CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.8M0.36%24,523CommonNONE
56035L104MAINMAIN STR CAP CORP$2.8M0.35%68,858CommonNONE
94106L109WMWASTE MGMT INC DEL$2.8M0.35%15,861CommonNONE
59156R108METMETLIFE INC$2.7M0.35%48,235CommonNONE
747525103QCOMQUALCOMM INC$2.7M0.34%22,318CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.6M0.33%18,762CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.6M0.33%7,574CommonNONE
097023105BABOEING CO$2.6M0.33%12,225CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.5M0.33%55,079CommonNONE
46434G103IEMGISHARES INC$2.4M0.30%48,097CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.3M0.30%40,486CommonNONE
863667101SYKSTRYKER CORPORATION$2.3M0.29%7,475CommonNONE
345370860FFORD MTR CO DEL$2.2M0.29%148,282CommonNONE
500754106KHCKRAFT HEINZ CO$2.2M0.29%62,970CommonNONE
518439104ELLAUDER ESTEE COS INC$2.2M0.28%11,100CommonNONE
759916109RGENREPLIGEN CORP$2.2M0.28%15,283CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$2.1M0.28%32,145CommonNONE
N07059210ASMLASML HOLDING N V$2.1M0.28%2,952CommonNONE
922475108VEEVVEEVA SYS INC$2.1M0.27%10,768CommonNONE
922908744VTVVANGUARD INDEX FDS$2.1M0.27%14,846CommonNONE
464287614IWFISHARES TR$2.1M0.27%7,661CommonNONE
11135F101AVGOBROADCOM INC$2.0M0.26%2,322CommonNONE
30303M102METAMETA PLATFORMS INC$2.0M0.25%6,817CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.24%18,830CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.8M0.23%129,453CommonNONE
G3223R108EGEVEREST RE GROUP LTD$1.8M0.23%5,294CommonNONE
046353108AZNNASTRAZENECA PLC$1.8M0.23%24,730CommonNONE
126408103CSXCSX CORP$1.8M0.23%51,618CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$1.7M0.22%34,435CommonNONE
90384S303ULTAULTA BEAUTY INC$1.7M0.22%3,555CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.7M0.21%40,003CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.21%25,684CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$1.6M0.21%57,443CommonNONE
922908538VOTVANGUARD INDEX FDS$1.6M0.21%7,755CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.20%3CommonNONE
718546104PSXPHILLIPS 66$1.5M0.20%16,249CommonNONE
126650100CVSCVS HEALTH CORP$1.5M0.19%21,802CommonNONE
02079K107GOOGALPHABET INC$1.5M0.19%12,277CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.5M0.19%8,854CommonNONE
68389X105ORCLORACLE CORP$1.5M0.19%12,405CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.19%8,103CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$1.4M0.18%172,429CommonNONE
26875P101EOGEOG RES INC$1.4M0.18%12,136CommonNONE
872590104TMUST-MOBILE US INC$1.4M0.18%9,844CommonNONE
260557103DOWDOW INC$1.3M0.17%24,966CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.17%11,334CommonNONE
842587107SOSOUTHERN CO$1.3M0.17%18,615CommonNONE
66987V109NVSNOVARTIS AG$1.3M0.17%12,917CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.17%7,921CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.3M0.16%25,389CommonNONE
780087102RYROYAL BK CDA$1.3M0.16%13,309CommonNONE
009066101ABNBAIRBNB INC$1.2M0.16%9,716CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$1.2M0.16%79,208CommonNONE
464285204IAUISHARES GOLD TR$1.2M0.16%33,478CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.15%41,851CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.2M0.15%13,136CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.15%13,555CommonNONE
767204100RIORIO TINTO PLC$1.1M0.15%17,702CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.14%2,846CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.1M0.14%11,956CommonNONE
00206R102TAT&T INC$1.1M0.14%68,023CommonNONE
654106103NKENIKE INC$1.1M0.14%9,750CommonNONE
989701107ZIONZIONS BANCORPORATION N A$1.1M0.14%39,668CommonNONE
461202103INTUINTUIT$1.0M0.13%2,279CommonNONE
87612G101TRGPTARGA RES CORP$1.0M0.13%13,669CommonNONE
02361E108AMRCAMERESCO INC$1.0M0.13%21,380CommonNONE
231021106CMICUMMINS INC$1.0M0.13%4,225CommonNONE
580135101MCDMCDONALDS CORP$1.0M0.13%3,470CommonNONE
37954Y293MLPXGLOBAL X FDS$1.0M0.13%24,888CommonNONE
780259305SHELSHELL PLC$1.0M0.13%16,602CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$1.0M0.13%22,116CommonNONE
172967424CCITIGROUP INC$999,2500.13%21,704CommonNONE
031162100AMGNAMGEN INC$990,5540.13%4,462CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$983,8140.13%36,438CommonNONE
244199105DEDEERE & CO$975,6980.13%2,408CommonNONE
835699307SONYSONY GROUP CORPORATION$970,3610.12%10,777CommonNONE
31428X106FDXFEDEX CORP$952,2330.12%3,841CommonNONE
892356106TSCOTRACTOR SUPPLY CO$941,4580.12%4,258CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$921,4820.12%9,833CommonNONE
931142103WMTWALMART INC$912,8140.12%5,807CommonNONE
904767704UNILEVER PLC$909,9290.12%17,455CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$901,4030.12%5,029CommonNONE
58733R102MELIMERCADOLIBRE INC$868,3120.11%733CommonNONE
921937827BSVVANGUARD BD INDEX FDS$805,3210.10%10,657CommonNONE
79466L302CRMSALESFORCE INC$761,5920.10%3,605CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$757,1600.10%12,912CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$738,4920.09%8,229CommonNONE
29670G102WTRGESSENTIAL UTILS INC$730,3530.09%18,300CommonNONE
963320106WHRWHIRLPOOL CORP$728,6660.09%4,897CommonNONE
64110L106NFLXNETFLIX INC$723,2850.09%1,642CommonNONE
922908769VTIVANGUARD INDEX FDS$719,2750.09%3,265CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$708,6910.09%31,124CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$703,8710.09%2,281CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$692,7420.09%53,043CommonNONE
458140100INTCINTEL CORP$677,7620.09%20,268CommonNONE
942622200WSOWATSCO INC$666,3820.09%1,747CommonNONE
368736104GNRCGENERAC HLDGS INC$662,7340.09%4,444CommonNONE
002824100ABTABBOTT LABS$649,7710.08%5,960CommonNONE
922908629VOVANGUARD INDEX FDS$631,2060.08%2,867CommonNONE
G16962105BGUSDBUNGE LIMITED$629,1260.08%6,668CommonNONE
402635502GPORGULFPORT ENERGY CORP$610,2470.08%5,808CommonNONE
37954Y343MLPAGLOBAL X FDS$609,3910.08%14,195CommonNONE
670663103NMCONUVEEN MUN CR OPPORTUNITIES$592,5250.08%54,762CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$589,7700.08%9,000CommonNONE
571903202MARMARRIOTT INTL INC NEW$577,1540.07%3,142CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$563,9000.07%10,000CommonNONE
040413106ANETEURARISTA NETWORKS INC$563,3210.07%3,476CommonNONE
37733W204GSKGSK PLC$562,3280.07%15,778CommonNONE
723787107PXDEURPIONEER NAT RES CO$558,5190.07%2,696CommonNONE
404280406HSBCHSBC HLDGS PLC$557,5330.07%14,072CommonNONE
714046109RVTYREVVITY INC$552,1360.07%4,648CommonNONE
40434L105HPQHP INC$537,4250.07%17,500CommonNONE
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G5960L103MDTMEDTRONIC PLC$519,0850.07%5,892CommonNONE
56501R106MFCMANULIFE FINL CORP$518,7770.07%27,434CommonNONE
651639106NEMNEWMONT CORP$518,5000.07%12,154CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$514,3340.07%34,682CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$514,1620.07%1,594CommonNONE
25243Q205DEODIAGEO PLC$511,4190.07%2,948CommonNONE
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75776W103RDWREDWIRE CORPORATION$63,7500.01%25,000CommonNONE
59134N104META MATERIALS INC$26,9000.00%125,000CommonNONE
87968A104TELLEURTELLURIAN INC NEW$23,2650.00%16,500CommonNONE
75776W111REDWIRE CORPORATION$4,7500.00%12,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.