AP

Americana Partners, LLC

13F
Americana Partners, LLC
Last update 2025-05-12 373 Stocks (32 new)
Value $2.58 Bil Turnover 13 %
Countries:
Top Holdings: MSFT(6.15%)BINC(3.93%)AAPL(3.51%)EPD(2.67%)ABBV(2.20%)
Summary Stock Picks Current Portfolio
Americana Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
422,124
158,461.1
+1.28%
6.150
+0.08%
0.010
+15.31%
+8.82%
3,396,172.3
Software
BINC 		iShares Flexible Income Active ETF
1,932,189
101,208.1
+6,683.18%
3.930
+3.87%
1.150
+0.47%
+2.48%
9,125.2
 
AAPL 		Apple Inc
407,228
90,457.7
+2.11%
3.510
+0.07%
0.000
-18.00%
-20.72%
2,958,189.7
Hardware
EPD 		Enterprise Products Partners LP
2,013,498
68,740.8
+4.27%
2.670
+0.11%
0.090
-5.77%
+1.99%
67,095.0
Oil & Gas
ABBV 		AbbVie Inc
270,170
56,605.9
-0.75%
2.200
-0.01%
0.020
-10.78%
+5.94%
326,413.6
Drug Manufacturers
JPM 		JPMorgan Chase & Co
203,626
49,949.5
+3.35%
1.940
+0.06%
0.010
+0.30%
+11.31%
733,180.7
Banks
SPLG 		SPDR Portfolio S&P 500 ETF
755,318
49,669.7
-7.10%
1.930
-0.16%
0.080
-1.02%
+0.34%
66,949.5
 
XOM 		Exxon Mobil Corp
407,843
48,504.8
+2.43%
1.880
+0.04%
0.010
-7.79%
-3.71%
438,398.0
Oil & Gas
CVX 		Chevron Corp
254,362
42,552.2
+0.45%
1.650
+0.01%
0.010
-13.25%
-3.95%
235,478.8
Oil & Gas
ET 		Energy Transfer LP
2,271,767
42,232.2
+25.06%
1.640
+0.33%
0.070
-7.83%
-7.77%
59,867.4
Oil & Gas

Americana Partners, LLC's Historical Top Holdings Breakdowns

Americana Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BINC 		iShares Flexible Income Active ETF2025-03-31Add
+3.87%
●
51.89 ($52.37) 52.82
$52.37
-0.01%
Add 6683.18%
1,932,189
1,903,704
IVVB 		iShares Large Cap Deep Buffer ETF2025-03-31New Buy
+1.52%
●
29.27 ($30.6) 31.53
$30.26
-1.11%
New holding
1,337,989
1,337,989
IUSV 		ISHARES TRUST2025-03-31Reduce
-1.03%
●
90 ($93.85) 96.32
$91.21
-2.81%
Reduce -98.34%
4,595
-272,732
JAVA 		JPMorgan Active Value ETF2025-03-31Add
+0.92%
●
61.9 ($64.92) 66.89
$62.73
-3.37%
Add 236.1%
531,445
373,326
NEAR 		iShares Short Duration Bond Active ETF2025-03-31New Buy
+0.75%
●
50.4 ($50.66) 50.89
$50.90
0.47%
New holding
377,552
377,552
IVVM 		iShares Large Cap Moderate Buffer ETF2025-03-31Sold Out
-0.62%
●
29.9 ($30.92) 31.59
$31.67
2.42%
Sold Out
0
-496,914
SHV 		iShares Short Treasury Bond ETF2025-03-31Add
+0.57%
●
110.11 ($110.29) 110.51
$110.44
0.14%
Add 54.87%
373,845
132,454
GDEC 		FT Vest U.S. Equity Moderate Buffer ETF - December2025-03-31Sold Out
-0.37%
●
32.81 ($33.87) 34.57
$34.04
0.50%
Sold Out
0
-266,512
PFE 		Pfizer Inc2025-03-31Add
+0.35%
●
25.01 ($26.17) 27.13
$23.46
-10.36%
Add 72.41%
852,060
357,841
GNOV 		FT Vest U.S. Equity Moderate Buffer ETF - November2025-03-31Sold Out
-0.34%
●
33.96 ($35.09) 35.84
$35.18
0.26%
Sold Out
0
-239,410

Americana Partners, LLC Total Holding History ($B)

To

Americana Partners, LLC's Asset Allocation

To

Americana Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Americana Partners, LLC's Hypothetical Growth since 2025-03-31

Americana Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Americana Partners, LLC's Holdings Heat Map

Size field:

Americana Partners, LLC's Holdings Bubble Chart

Americana Partners, LLC News

  • 1

Discussions on Americana Partners, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.