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Americana Partners, LLC

Q3 2023 · 13F-HR

Americana Partners, LLCholdings as filed

Filed 2023-11-07 · accession 0001172661-23-003655

$925.7M
Reported value
289
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$55.2M5.96%762,457CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$41.6M4.49%1,521,304CommonNONE
464288679SHVISHARES TR$40.1M4.33%354,635CommonNONE
594918104MSFTMICROSOFT CORP$31.1M3.36%98,469CommonNONE
037833100AAPLAPPLE INC$29.8M3.22%158,734CommonNONE
46434V738IEURISHARES TR$23.2M2.50%472,512CommonNONE
30231G102XOMEXXON MOBIL CORP$22.1M2.39%190,438CommonNONE
464288620USIGISHARES TR$22.0M2.38%489,167CommonNONE
00724F101ADBEADOBE INC$20.7M2.23%41,629CommonNONE
023135106AMZNAMAZON COM INC$15.8M1.71%132,290CommonNONE
78464A854SPYMSPDR SER TR$15.5M1.67%312,183CommonNONE
166764100CVXCHEVRON CORP NEW$15.2M1.64%90,549CommonNONE
464287457SHYISHARES TR$14.9M1.61%109,397CommonNONE
55336V100MPLXMPLX LP$14.6M1.58%410,843CommonNONE
49456B101KMIKINDER MORGAN INC DEL$11.9M1.29%719,732CommonNONE
46434G822EWJISHARES INC$11.8M1.27%198,275CommonNONE
478160104JNJJOHNSON & JOHNSON$11.2M1.21%80,608CommonNONE
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02079K305GOOGLALPHABET INC$10.3M1.11%84,283CommonNONE
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78464A649SPABSPDR SER TR$9.0M0.98%397,625CommonNONE
713448108PEPPEPSICO INC$8.8M0.95%52,050CommonNONE
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46434G103IEMGISHARES INC$8.2M0.88%178,107CommonNONE
20825C104COPCONOCOPHILLIPS$8.2M0.88%67,817CommonNONE
92826C839VVISA INC$8.0M0.87%34,784CommonNONE
00287Y109ABBVABBVIE INC$8.0M0.86%53,925CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$7.9M0.85%15,615CommonNONE
67066G104NVDANVIDIA CORPORATION$7.7M0.83%18,686CommonNONE
437076102HDHOME DEPOT INC$7.4M0.80%24,387CommonNONE
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742718109PGPROCTER AND GAMBLE CO$6.9M0.75%48,103CommonNONE
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532457108LLYELI LILLY & CO$6.6M0.71%13,553CommonNONE
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883556102TMOTHERMO FISHER SCIENTIFIC INC$6.1M0.66%11,981CommonNONE
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053015103ADPAUTOMATIC DATA PROCESSING IN$5.3M0.58%22,228CommonNONE
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149123101CATCATERPILLAR INC$5.0M0.54%18,138CommonNONE
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46120E602ISRGINTUITIVE SURGICAL INC$2.8M0.30%9,467CommonNONE
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808513105SCHWSCHWAB CHARLES CORP$2.5M0.27%45,627CommonNONE
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759916109RGENREPLIGEN CORP$2.5M0.27%15,430CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$2.4M0.26%54,259CommonNONE
31428X106FDXFEDEX CORP$2.4M0.26%8,831CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2.3M0.25%38,211CommonNONE
46090E103QQQINVESCO QQQ TR$2.3M0.25%6,447CommonNONE
747525103QCOMQUALCOMM INC$2.2M0.24%22,418CommonNONE
461202103INTUINTUIT$2.2M0.24%4,246CommonNONE
452308109ITWILLINOIS TOOL WKS INC$2.2M0.23%9,407CommonNONE
009066101ABNBAIRBNB INC$2.2M0.23%15,532CommonNONE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$2.1M0.23%145,079CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.23%64,955CommonNONE
718546104PSXPHILLIPS 66$2.1M0.23%17,475CommonNONE
863667101SYKSTRYKER CORPORATION$2.0M0.22%7,465CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.0M0.21%38,165CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$2.0M0.21%23,863CommonNONE
N07059210ASMLASML HOLDING N V$1.9M0.21%3,252CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.21%4,786CommonNONE
046353108AZNNASTRAZENECA PLC$1.9M0.21%28,123CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$1.9M0.20%63,126CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.20%20,878CommonNONE
031162100AMGNAMGEN INC$1.8M0.20%7,616CommonNONE
94106L109WMWASTE MGMT INC DEL$1.8M0.19%11,594CommonNONE
893641100TDGTRANSDIGM GROUP INC$1.7M0.18%2,503CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$1.6M0.18%27,588CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.17%3CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.6M0.17%10,852CommonNONE
126408103CSXCSX CORP$1.6M0.17%51,675CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.6M0.17%34,971CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.17%12,853CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.17%15,194CommonNONE
717081103PFEPFIZER INC$1.5M0.16%45,683CommonNONE
922908538VOTVANGUARD INDEX FDS$1.5M0.16%7,755CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.16%1,785CommonNONE
78463V107GLDSPDR GOLD TR$1.5M0.16%8,409CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.16%7,387CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.5M0.16%15,493CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.15%60,696CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.4M0.15%9,714CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.15%3,735CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.15%9,036CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$1.4M0.15%171,069CommonNONE
872590104TMUST-MOBILE US INC$1.3M0.14%9,800CommonNONE
345370860FFORD MTR CO DEL$1.3M0.14%106,694CommonNONE
254687106DISDISNEY WALT CO$1.3M0.14%16,630CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.14%4,173CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.14%13,907CommonNONE
66987V109NVSNOVARTIS AG$1.3M0.14%12,494CommonNONE
58733R102MELIMERCADOLIBRE INC$1.3M0.14%988CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.13%40,681CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.2M0.13%19,882CommonNONE
464285204IAUISHARES GOLD TR$1.2M0.13%28,105CommonNONE
172967424CCITIGROUP INC$1.2M0.13%33,363CommonNONE
126650100CVSCVS HEALTH CORP$1.2M0.12%16,544CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$1.1M0.12%97,631CommonNONE
963320106WHRWHIRLPOOL CORP$1.1M0.12%10,005CommonNONE
767204100RIORIO TINTO PLC$1.1M0.12%17,360CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.12%14,876CommonNONE
780259305SHELSHELL PLC$1.1M0.12%16,942CommonNONE
37954Y293MLPXGLOBAL X FDS$1.1M0.11%24,888CommonNONE
580135101MCDMCDONALDS CORP$1.0M0.11%4,026CommonNONE
835699307SONYSONY GROUP CORP$1.0M0.11%12,173CommonNONE
90384S303ULTAULTA BEAUTY INC$991,8340.11%2,353CommonNONE
921910840MGVVANGUARD WORLD FD$970,2970.10%15,589CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$961,0890.10%21,012CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$955,2680.10%2,811CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$951,5540.10%16,712CommonNONE
989701107ZIONZIONS BANCORPORATION N A$951,3350.10%27,469CommonNONE
00206R102TAT&T INC$941,9360.10%77,046CommonNONE
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904767704UNILEVER PLC$936,2780.10%19,004CommonNONE
59156R108METMETLIFE INC$935,7790.10%14,875CommonNONE
892356106TSCOTRACTOR SUPPLY CO$934,0510.10%4,436CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$913,6800.10%52,875CommonNONE
87612G101TRGPTARGA RES CORP$911,4220.10%10,633CommonNONE
780087102RYROYAL BK CDA$905,8780.10%10,375CommonNONE
842587107SOSOUTHERN CO$886,2620.10%13,809CommonNONE
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75776W103RDWREDWIRE CORPORATION$72,2500.01%25,000CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$71,7100.01%30,004CommonNONE
59134N104META MATERIALS INC$26,4880.00%125,000CommonNONE
87968A104TELLEURTELLURIAN INC NEW$19,1400.00%16,500CommonNONE
75776W111REDWIRE CORPORATION$5,5000.00%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.