TECTONIC ADVISORS LLC Q1 2021 Filing

Filed May 18, 2021

Portfolio Value

$402.5B

Holdings

199

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED INTL FD
1,050,344$51.6B12.82%
2
VOOVANGUARD INDEX FDS
63,006$23.0B5.70%
3
IVVISHARES TR
50,873$20.2B5.03%
4
VNQVANGUARD INDEX FDS
209,237$19.2B4.78%
5
AMLPALPS ETF TR
616,540$18.8B4.67%
6
BNDVANGUARD BD INDEX FDS
208,302$17.6B4.38%
7
AGGISHARES TR
149,183$17.0B4.22%
8
VWOVANGUARD INTL EQUITY INDEX F
298,658$15.5B3.86%
9
ABEQUNIFIED SER TR
514,865$13.5B3.36%
10
SPTLSPDR SER TR
261,614$10.2B2.53%
11
SPYMSPDR SER TR
177,243$8.3B2.05%
12
USRTISHARES TR
139,317$7.3B1.81%
13
EPDENTERPRISE PRODS PARTNERS L
320,636$7.1B1.75%
14
MLPAGLOBAL X FDS
186,723$6.2B1.53%
15
IJHISHARES TR
22,364$5.8B1.45%
16
VOVANGUARD INDEX FDS
24,128$5.3B1.33%
17
BACBK OF AMERICA CORP
141,573$4.8B1.20%Put
18
AQLTISHARES TR
67,037$4.8B1.20%
19
SHYISHARES TR
50,207$4.3B1.08%
20
IJRISHARES TR
37,381$4.1B1.01%
21
VBVANGUARD INDEX FDS
15,579$3.3B0.83%
22
LKQ1LKQ CORP
78,134$3.3B0.82%
23
EMLPFIRST TR EXCHANGE-TRADED FD
144,200$3.3B0.82%
24
MSFTMICROSOFT CORP
13,946$3.3B0.82%
25
GOOGALPHABET INC
1,570$3.2B0.81%
26
CCKCROWN HLDGS INC
32,219$3.1B0.78%
27
FDXFEDEX CORP
10,814$3.1B0.76%
28
BERYEURBERRY GLOBAL GROUP INC
49,621$3.0B0.76%
29
AAPLAPPLE INC
22,884$2.8B0.69%
30
DGDOLLAR GEN CORP NEW
13,672$2.8B0.69%
31
PGRPROGRESSIVE CORP
25,820$2.5B0.61%
32
ABTABBOTT LABS
19,626$2.4B0.58%
33
CLHCLEAN HARBORS INC
27,527$2.3B0.57%
34
FISVFISERV INC
19,432$2.3B0.57%
35
BACVERIZON COMMUNICATIONS INC
39,133$2.3B0.57%
36
WESWESTERN MIDSTREAM PARTNERS L
121,936$2.3B0.56%
37
TLTISHARES TR
16,705$2.3B0.56%
38
METAFACEBOOK INC
7,575$2.2B0.55%
39
IAGGISHARES TR
39,808$2.2B0.54%
40
AMZNAMAZON COM INC
700$2.2B0.54%
41
BWXSPDR SER TR
72,245$2.1B0.52%
42
GPKGRAPHIC PACKAGING HLDG CO
113,013$2.1B0.51%
43
SBUXSTARBUCKS CORP
18,558$2.0B0.50%
44
SPYSPDR S&P 500 ETF TR
4,537$1.8B0.45%
45
AZOAUTOZONE INC
1,209$1.7B0.42%
46
MASMASCO CORP
27,399$1.6B0.41%
47
SPIPSPDR SER TR
53,000$1.6B0.40%
48
KNXKNIGHT-SWIFT TRANSN HLDGS IN
32,947$1.6B0.39%
49
PGPROCTER AND GAMBLE CO
11,256$1.5B0.38%
50
ACNACCENTURE PLC IRELAND
5,334$1.5B0.37%
51
PEPPEPSICO INC
10,143$1.4B0.36%
52
KOCOCA COLA CO
25,293$1.3B0.33%
53
ADBEADOBE SYSTEMS INCORPORATED
2,776$1.3B0.33%
54
NDQINVESCO QQQ TR
4,081$1.3B0.32%
55
BRK/BBERKSHIRE HATHAWAY INC DEL
5,077$1.3B0.32%
56
HDVISHARES TR
12,588$1.2B0.30%
57
MAMASTERCARD INCORPORATED
3,351$1.2B0.30%
58
DISDISNEY WALT CO
6,416$1.2B0.29%
59
ULUNILEVER PLC
21,120$1.2B0.29%
60
PFEPFIZER INC
32,275$1.2B0.29%
61
NUANEURNUANCE COMMUNICATIONS INC
26,106$1.1B0.28%
62
WMTWALMART INC
8,294$1.1B0.28%
63
ENBENBRIDGE INC
29,637$1.1B0.27%
64
CSCOCISCO SYS INC
19,247$996.0M0.25%
65
CRMSALESFORCE COM INC
4,548$964.0M0.24%
66
MCDMCDONALDS CORP
4,221$947.0M0.24%
67
GOOGLALPHABET INC
458$945.0M0.23%
68
VVISA INC
4,452$943.0M0.23%
69
NKENIKE INC
6,841$909.0M0.23%
70
CSWCCAPITAL SOUTHWEST CORP
40,379$894.0M0.22%
71
XOMEXXON MOBIL CORP
15,898$888.0M0.22%
72
INTCINTEL CORP
13,330$853.0M0.21%
73
MDTMEDTRONIC PLC
7,191$849.0M0.21%
74
ZTSZOETIS INC
5,391$849.0M0.21%
75
WEPMAGELLAN MIDSTREAM PRTNRS LP
19,141$830.0M0.21%
76
UNHUNITEDHEALTH GROUP INC
2,197$817.0M0.20%
77
NOWSERVICENOW INC
1,617$809.0M0.20%
78
DDDUPONT DE NEMOURS INC
10,264$793.0M0.20%
79
ICLRICON PLC
3,870$760.0M0.19%
80
JNJJOHNSON & JOHNSON
4,571$751.0M0.19%
81
ETENERGY TRANSFER LP
96,444$740.0M0.18%
82
BABAALIBABA GROUP HLDG LTD
3,264$740.0M0.18%
83
VYMVANGUARD WHITEHALL FDS
7,149$723.0M0.18%
84
PYPLPAYPAL HLDGS INC
2,883$700.0M0.17%
85
ADSKAUTODESK INC
2,507$695.0M0.17%
86
BXBLACKSTONE GROUP INC
9,313$694.0M0.17%
87
AMHAMERICAN HOMES 4 RENT
19,882$663.0M0.16%
88
LLOEWS CORP
12,674$650.0M0.16%
89
MAINMAIN STR CAP CORP
16,314$639.0M0.16%
90
MRKMERCK & CO. INC
8,202$633.0M0.16%
91
AONAON PLC
2,646$609.0M0.15%
92
LLYLILLY ELI & CO
3,215$601.0M0.15%
93
NFLXNETFLIX INC
1,142$596.0M0.15%
94
CTVACORTEVA INC
12,164$567.0M0.14%
95
ITGARTNER INC
3,001$548.0M0.14%
96
DDOMINION ENERGY INC
7,165$544.0M0.14%
97
MRTNMARTEN TRANS LTD
32,056$544.0M0.14%
98
TRVTRAVELERS COMPANIES INC
3,577$538.0M0.13%
99
EOGEOG RES INC
7,242$525.0M0.13%
100
EDUNEW ORIENTAL ED & TECHNOLOGY
36,178$506.0M0.13%
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