Americana Partners, LLC Purchases in Q3 2024

Americana Partners, LLC

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
297K
New
$87.56 - $95.49 $26M - $28.3M
297K $28.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
362K
+ 59.38%
$60.84 - $67.51 $22M - $24.4M
971K $65.5M
ET
Energy Transfer LP

Energy
1.1M
+ 157.49%
$15.43 - $16.44 $17M - $18.2M
1.81M $29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.1K
+ 174.06%
$475.2 - $527.7 $14.8M - $16.4M
49K $25.8M
VB
Vanguard Small Cap ETF

ETFs
37K
New
$214.77 - $237.72 $7.95M - $8.8M
37K $8.78M
VO
Vanguard Mid Cap ETF

ETFs
32.9K
+ 1153.33%
$237.84 - $263.83 $7.83M - $8.69M
35.8K $9.44M
AAPL
Apple Inc.

Technology
15.1K
+ 8.82%
$207.23 - $234.82 $3.12M - $3.54M
186K $43.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
304K
New
$23.13 - $23.43 $7.02M - $7.11M
304K $7.11M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
45.8K
+ 9.13%
$55.51 - $61.51 $2.54M - $2.82M
548K $33.4M
NVDA
Nvidia Corp

Technology
37.2K
+ 21.78%
$98.91 - $134.91 $3.68M - $5.03M
208K $25.3M
META
Meta Platforms, Inc.

Communication Services
2.71K
+ 10.63%
$453.41 - $572.44 $1.23M - $1.55M
28.2K $16.1M
PLTR
Palantir Technologies Inc.

Technology
27.3K
+ 14.97%
$24.09 - $37.95 $657K - $1.03M
209K $7.79M
AVGO
Broadcom Inc.

Technology
32.2K
+ 1941.1%
$136.27 - $1745.86 $4.38M - $56.2M
33.8K $5.83M
VIG
Vanguard Dividend Appreciation

ETFs
15.6K
+ 23.17%
$182.15 - $182.15 $2.84M - $2.84M
82.8K $15.1M
NOW
Service Now, Inc.

Technology
1.8K
+ 19.22%
$730.87 - $937.36 $1.31M - $1.68M
11.1K $9.96M
UNH
Unitedhealth Group Inc

Healthcare
1.98K
+ 10.79%
$488.01 - $604.18 $968K - $1.2M
20.4K $11.9M
MPLX
Mplx LP

Energy
38.5K
+ 9.16%
$40.44 - $45.07 $1.56M - $1.73M
459K $20.4M
EWJ
Ishares Msci Japan ETF

ETFs
24.3K
+ 12.01%
$63.12 - $72.99 $1.53M - $1.77M
227K $16.2M
AMZN
Amazon Com Inc

Consumer Cyclical
17.7K
+ 12.68%
$161.02 - $200.0 $2.85M - $3.54M
157K $29.3M
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 3.31%
$163.84 - $199.33 $386K - $470K
73.6K $14.5M
ENB
Enbridge Inc

Energy
39.2K
+ 28.52%
$35.27 - $41.18 $1.38M - $1.62M
177K $7.18M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 3.69%
$333.64 - $405.2 $338K - $410K
28.4K $11.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.2K
+ 36.99%
$100.3 - $100.74 $1.92M - $1.93M
71.1K $7.16M
V
Visa Inc.

Financial Services
4.83K
+ 13.11%
$253.74 - $291.56 $1.22M - $1.41M
41.6K $11.4M
CAT
Caterpillar Inc

Industrials
2.1K
+ 13.93%
$316.8 - $391.12 $664K - $819K
17.1K $6.7M
KMI
Kinder Morgan, Inc.

Energy
2.97K
+ 0.41%
$19.72 - $22.22 $58.6K - $66.1K
734K $16.2M
ORCL
Oracle Corp

Technology
9.7K
New
$125.9 - $170.35 $1.22M - $1.65M
9.7K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
831
+ 2.28%
$517.38 - $573.86 $430K - $477K
37.3K $21.4M
GE
General Electric CO

Industrials
1.74K
+ 4.39%
$156.66 - $189.66 $273K - $330K
41.4K $7.8M
PRCT
Procept Bio Robotics Corp

Healthcare
18.7K
New
$56.31 - $84.99 $1.05M - $1.59M
18.7K $1.49M
GNE
Genie Energy Ltd.

Utilities
87.6K
+ 313.84%
$14.89 - $17.57 $1.3M - $1.54M
116K $1.88M
JNJ
Johnson & Johnson

Healthcare
683
+ 0.9%
$145.48 - $167.38 $99.4K - $114K
76.7K $12.4M
SO
Southern CO

Utilities
5.1K
+ 7.77%
$77.0 - $90.52 $392K - $461K
70.7K $6.38M
COST
Costco Wholesale Corp

Consumer Defensive
959
+ 8.54%
$801.83 - $917.05 $769K - $879K
12.2K $10.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.7K
New
$85.48 - $98.39 $1.09M - $1.25M
12.7K $1.23M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.14K
+ 9.85%
$125.95 - $142.04 $521K - $588K
46.1K $6.55M
MSFT
Microsoft Corp

Technology
6.63K
+ 6.52%
$395.15 - $467.56 $2.62M - $3.1M
108K $46.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.34K
+ 27.07%
$531.86 - $624.21 $712K - $836K
6.29K $3.89M
TDG
Trans Digm Group Inc

Industrials
391
+ 10.45%
$1202.03 - $1427.41 $470K - $558K
4.13K $5.9M
BA
Boeing CO

Industrials
7.11K
New
$152.04 - $190.6 $1.08M - $1.36M
7.11K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.67K
+ 9.3%
$105.53 - $118.34 $493K - $552K
54.9K $6.42M
AMD
Advanced Micro Devices Inc

Technology
5.56K
+ 13.84%
$128.67 - $183.96 $715K - $1.02M
45.7K $7.5M
MA
Mastercard Inc

Financial Services
1.36K
+ 29.6%
$429.6 - $500.99 $584K - $681K
5.96K $2.94M
IHDG
Wisdomtree Tr

ETFs
18.4K
+ 10.58%
$42.42 - $46.78 $781K - $861K
192K $8.79M
IEMG
Ishares Inc

ETFs
15.6K
+ 7.39%
$53.64 - $53.64 $837K - $837K
227K $12.2M
SHOP
Shopify Inc.

Technology
9.51K
+ 157.23%
$52.26 - $80.75 $497K - $768K
15.6K $1.25M
EL
Estee Lauder Companies Inc

Consumer Defensive
9.84K
+ 47.39%
$84.18 - $106.5 $829K - $1.05M
30.6K $3.05M
ADP
Automatic Data Processing Inc

Industrials
79
+ 0.37%
$233.44 - $279.45 $18.4K - $22.1K
21.3K $5.9M
MSCI
Msci Inc.

Financial Services
1.07K
+ 71.48%
$479.31 - $584.91 $513K - $626K
2.57K $1.5M
Activity Summary
Buys All Purchases 197 New Holdings 34 Increased Positions 163 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 2
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