TECTONIC ADVISORS LLC Q2 2022 Filing

Filed August 11, 2022

Portfolio Value

$547.5B

Holdings

216

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (216 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED INTL FD
2,023,714$82.6B15.08%
2
VOOVANGUARD INDEX FDS
105,554$36.6B6.69%
3
BNDVANGUARD BD INDEX FDS
380,602$28.6B5.23%
4
VNQVANGUARD INDEX FDS
304,217$27.7B5.06%
5
IVVISHARES TR
61,015$23.1B4.23%
6
VWOVANGUARD INTL EQUITY INDEX F
516,713$21.5B3.93%
7
SPYMSPDR SER TR
482,038$21.4B3.90%
8
AGGISHARES TR
206,981$21.0B3.84%
9
ABEQUNIFIED SER TR
683,398$18.3B3.35%
10
EPDENTERPRISE PRODS PARTNERS L
355,511$8.7B1.58%
11
VOVANGUARD INDEX FDS
42,165$8.3B1.52%
12
AMLPALPS ETF TR
230,165$7.9B1.45%
13
SHYISHARES TR
92,370$7.6B1.40%
14
USRTISHARES TR
139,317$7.4B1.36%
15
MLPAGLOBAL X FDS
197,023$7.3B1.33%
16
BACVERIZON COMMUNICATIONS INC
116,839$5.9B1.08%
17
AQLTISHARES TR
90,551$5.3B0.97%
18
DGDOLLAR GEN CORP NEW
19,857$4.9B0.89%
19
LKQ1LKQ CORP
92,325$4.5B0.83%
20
PXDEURPIONEER NAT RES CO
20,311$4.5B0.83%
21
GPKGRAPHIC PACKAGING HLDG CO
217,659$4.5B0.81%
22
IJHISHARES TR
19,160$4.3B0.79%
23
IAGGISHARES TR
83,808$4.2B0.76%
24
CLHCLEAN HARBORS INC
46,627$4.1B0.75%
25
VBVANGUARD INDEX FDS
22,283$3.9B0.72%
26
BWXSPDR SER TR
155,036$3.6B0.66%
27
BACBK OF AMERICA CORP
108,750$3.4B0.62%
28
IJRISHARES TR
36,105$3.3B0.61%
29
BERYEURBERRY GLOBAL GROUP INC
56,325$3.1B0.56%
30
ENBENBRIDGE INC
69,504$2.9B0.54%
31
KNXKNIGHT-SWIFT TRANSN HLDGS IN
63,063$2.9B0.53%
32
AAPLAPPLE INC
21,285$2.9B0.53%
33
MRKMERCK & CO INC
31,753$2.9B0.53%
34
GOOGALPHABET INC
1,307$2.9B0.52%
35
WESWESTERN MIDSTREAM PARTNERS L
115,838$2.8B0.51%
36
CCKCROWN HLDGS INC
30,051$2.8B0.51%
37
FDXFEDEX CORP
11,914$2.7B0.49%
38
MSFTMICROSOFT CORP
10,430$2.7B0.49%
39
PEPPEPSICO INC
15,991$2.7B0.49%
40
KOCOCA COLA CO
41,623$2.6B0.48%
41
PGPROCTER AND GAMBLE CO
17,740$2.6B0.47%
42
EDVVANGUARD WORLD FD
24,545$2.5B0.45%
43
PNFPPINNACLE FINL PARTNERS INC
32,608$2.4B0.43%
44
MASMASCO CORP
46,374$2.3B0.43%
45
AMZNAMAZON COM INC
21,954$2.3B0.43%
46
CSCOCISCO SYS INC
54,612$2.3B0.43%
47
AZOAUTOZONE INC
1,049$2.3B0.41%
48
PGRPROGRESSIVE CORP
18,608$2.2B0.40%
49
PFEPFIZER INC
40,410$2.1B0.39%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
7,248$2.0B0.36%
51
TLTISHARES TR
16,917$1.9B0.36%
52
WEPMAGELLAN MIDSTREAM PRTNRS LP
39,581$1.9B0.35%
53
WPCWP CAREY INC
21,852$1.8B0.33%
54
IRMIRON MTN INC NEW
36,360$1.8B0.32%
55
TAT&T INC
83,782$1.8B0.32%
56
ABBVABBVIE INC
11,325$1.7B0.32%
57
MAINMAIN STR CAP CORP
44,590$1.7B0.31%
58
INTCINTEL CORP
45,608$1.7B0.31%
59
MPLXMPLX LP
58,152$1.7B0.31%
60
BNDXVANGUARD CHARLOTTE FDS
33,886$1.7B0.31%
61
AMHAMERICAN HOMES 4 RENT
47,388$1.7B0.31%
62
HRBBLOCK H & R INC
47,140$1.7B0.30%
63
ABTABBOTT LABS
15,259$1.7B0.30%
64
ARCCARES CAPITAL CORP
90,975$1.6B0.30%
65
HTGCHERCULES CAPITAL INC
116,762$1.6B0.29%
66
OBDCOWL ROCK CAPITAL CORPORATION
125,971$1.6B0.28%
67
OKEONEOK INC NEW
27,881$1.5B0.28%
68
MAMASTERCARD INCORPORATED
4,877$1.5B0.28%
69
CSWCCAPITAL SOUTHWEST CORP
80,577$1.5B0.27%
70
FLRFLUOR CORP NEW
60,990$1.5B0.27%
71
EMLPFIRST TR EXCHANGE-TRADED FD
57,200$1.5B0.27%
72
VICIVICI PPTYS INC
49,412$1.5B0.27%
73
EDCONSOLIDATED EDISON INC
15,278$1.5B0.27%
74
DUKDUKE ENERGY CORP NEW
13,457$1.4B0.26%
75
OREALTY INCOME CORP
20,278$1.4B0.25%
76
METAMETA PLATFORMS INC
8,215$1.3B0.24%
77
MOALTRIA GROUP INC
31,648$1.3B0.24%
78
GILDGILEAD SCIENCES INC
20,893$1.3B0.24%
79
AVGOBROADCOM INC
2,611$1.3B0.23%
80
PAYXPAYCHEX INC
10,776$1.2B0.22%
81
MSMMSC INDL DIRECT INC
16,147$1.2B0.22%
82
LLOEWS CORP
19,410$1.1B0.21%
83
SBUXSTARBUCKS CORP
14,399$1.1B0.20%
84
HASHASBRO INC
13,397$1.1B0.20%
85
JBHTHUNT J B TRANS SVCS INC
6,966$1.1B0.20%
86
AEMAGNICO EAGLE MINES LTD
23,722$1.1B0.20%
87
MPTMEDICAL PPTYS TRUST INC
69,618$1.1B0.19%
88
TRVTRAVELERS COMPANIES INC
6,215$1.1B0.19%
89
HP5AEQUITY COMWLTH
35,852$987.0M0.18%
90
LLYLILLY ELI & CO
3,023$980.0M0.18%
91
ULUNILEVER PLC
21,315$977.0M0.18%
92
MDTMEDTRONIC PLC
10,795$969.0M0.18%
93
VIGIVANGUARD WHITEHALL FDS
14,000$961.0M0.18%
94
DNLWISDOMTREE TR
30,000$951.0M0.17%
95
VVISA INC
4,796$944.0M0.17%
96
ADBEADOBE SYSTEMS INCORPORATED
2,517$922.0M0.17%
97
DDOMINION ENERGY INC
10,936$873.0M0.16%
98
ACNACCENTURE PLC IRELAND
3,113$864.0M0.16%
99
VSSVANGUARD INTL EQUITY INDEX F
8,247$851.0M0.16%
100
MCDMCDONALDS CORP
3,426$846.0M0.15%
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