TECTONIC ADVISORS LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$1387.8T

Holdings

298

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
1
BONDPIMCO ETF TR
1,807,268$164.6T11.86%
2
VEAVANGUARD TAX-MANAGED FDS
2,551,173$126.1T9.08%
3
TOTLSSGA ACTIVE ETF TR
2,308,225$91.7T6.61%
4
VOOVANGUARD INDEX FDS
169,632$84.8T6.11%
5
IVVISHARES TR
102,698$56.2T4.05%
6
VWOVANGUARD INTL EQUITY INDEX F
955,014$41.8T3.01%
7
BILSPDR SER TR
424,972$39.0T2.81%
8
BNDVANGUARD BD INDEX FDS
504,824$36.4T2.62%
9
AGGISHARES TR
304,237$29.5T2.13%
10
ABEQUNIFIED SER TR
702,807$21.1T1.52%
11
SPYMSPDR SER TR
277,077$17.7T1.28%
12
VISTVISTA ENERGY S.A.B. DE C.V.
382,976$17.4T1.26%Put
13
USFRWISDOMTREE TR
321,121$16.2T1.16%
14
VOVANGUARD INDEX FDS
65,093$15.8T1.14%
15
FLXRTCW ETF TRUST
388,715$14.8T1.07%
16
EPDENTERPRISE PRODS PARTNERS L
504,350$14.6T1.05%
17
VNQVANGUARD INDEX FDS
172,937$14.5T1.04%
18
VBVANGUARD INDEX FDS
59,447$13.0T0.93%
19
CLHCLEAN HARBORS INC
49,917$11.3T0.81%
20
AMLPALPS ETF TR
230,898$11.1T0.80%
21
MLPAGLOBAL X FDS
211,723$10.3T0.74%
22
USRTISHARES TR
186,917$10.0T0.72%
23
LKQ1LKQ CORP
221,564$9.2T0.66%
24
AQLTISHARES TR
123,457$9.0T0.65%
25
GPKGRAPHIC PACKAGING HLDG CO
321,576$8.4T0.61%
26
IRMIRON MTN INC DEL
93,662$8.4T0.60%
27
PGRPROGRESSIVE CORP
38,237$7.9T0.57%
28
BACVERIZON COMMUNICATIONS INC
187,995$7.8T0.56%
29
AVGOBROADCOM INC
4,793$7.7T0.55%
30
ENBENBRIDGE INC
214,043$7.6T0.55%
31
HTGCHERCULES CAPITAL INC
370,206$7.6T0.55%
32
OKEONEOK INC NEW
89,722$7.3T0.53%
33
CSWCCAPITAL SOUTHWEST CORP
280,392$7.3T0.53%
34
IBMINTERNATIONAL BUSINESS MACHS
42,109$7.3T0.52%
35
MAINMAIN STR CAP CORP
143,601$7.3T0.52%
36
IJHISHARES TR
123,485$7.2T0.52%
37
MPLXMPLX LP
166,284$7.1T0.51%
38
MRKMERCK & CO INC
57,167$7.1T0.51%
39
CSCOCISCO SYS INC
147,129$7.0T0.50%
40
IJRISHARES TR
64,663$6.9T0.50%
41
NNNNNN REIT INC
161,622$6.9T0.50%
42
ETENERGY TRANSFER L P
423,154$6.9T0.49%
43
TAT&T INC
353,239$6.8T0.49%
44
OBDCBLUE OWL CAPITAL CORPORATION
435,014$6.7T0.48%
45
ARCCARES CAPITAL CORP
318,510$6.6T0.48%
46
PGPROCTER AND GAMBLE CO
37,009$6.1T0.44%
47
RHCRH PLC
78,843$5.9T0.43%
48
MOALTRIA GROUP INC
129,121$5.9T0.42%
49
DOCHEALTHPEAK PROPERTIES INC
295,820$5.8T0.42%
50
KOCOCA COLA CO
90,259$5.7T0.41%
51
ABBVABBVIE INC
32,379$5.6T0.40%
52
PEPPEPSICO INC
33,415$5.5T0.40%
53
HRBBLOCK H & R INC
100,949$5.5T0.39%
54
IAGGISHARES TR
108,508$5.4T0.39%
55
KEXKIRBY CORP
45,012$5.4T0.39%
56
AZOAUTOZONE INC
1,797$5.3T0.38%
57
WESWESTERN MIDSTREAM PARTNERS L
130,056$5.2T0.37%
58
HASHASBRO INC
88,272$5.2T0.37%
59
AAPLAPPLE INC
24,422$5.1T0.37%
60
MSFTMICROSOFT CORP
11,388$5.1T0.37%
61
PPGPPG INDS INC
39,708$5.0T0.36%
62
VICIVICI PPTYS INC
174,141$5.0T0.36%
63
AMHAMERICAN HOMES 4 RENT
133,782$5.0T0.36%
64
OREALTY INCOME CORP
93,656$4.9T0.36%
65
DUKDUKE ENERGY CORP NEW
47,328$4.7T0.34%
66
MASMASCO CORP
71,062$4.7T0.34%
67
BWXSPDR SER TR
218,825$4.7T0.34%
68
RBARB GLOBAL INC
59,641$4.6T0.33%
69
GILDGILEAD SCIENCES INC
65,748$4.5T0.33%
70
PAYXPAYCHEX INC
37,822$4.5T0.32%
71
EDCONSOLIDATED EDISON INC
49,499$4.4T0.32%
72
BERYEURBERRY GLOBAL GROUP INC
74,890$4.4T0.32%
73
VCVISTEON CORP
40,084$4.3T0.31%
74
PFEPFIZER INC
150,796$4.2T0.30%
75
GOOGALPHABET INC
22,495$4.1T0.30%
76
MSMMSC INDL DIRECT INC
49,085$3.9T0.28%
77
AMZNAMAZON COM INC
19,835$3.8T0.28%
78
PNFPPINNACLE FINL PARTNERS INC
46,399$3.7T0.27%
79
FDXFEDEX CORP
11,486$3.4T0.25%
80
EDVVANGUARD WORLD FD
45,339$3.3T0.24%
81
KNXKNIGHT-SWIFT TRANSN HLDGS IN
61,724$3.1T0.22%
82
FANGDIAMONDBACK ENERGY INC
15,316$3.1T0.22%
83
LLYELI LILLY & CO
3,338$3.0T0.22%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
7,044$2.9T0.21%
85
FLRFLUOR CORP NEW
60,990$2.7T0.19%
86
GBILGOLDMAN SACHS ETF TR
23,280$2.3T0.17%
87
ADBEADOBE INC
4,165$2.3T0.17%
88
EXPEAGLE MATLS INC
9,802$2.1T0.15%
89
KLACKLA CORP
2,543$2.1T0.15%
90
AEMAGNICO EAGLE MINES LTD
30,666$2.0T0.14%
91
MAMASTERCARD INCORPORATED
4,191$1.8T0.13%
92
7HPHP INC
52,011$1.8T0.13%
93
TRVTRAVELERS COMPANIES INC
8,931$1.8T0.13%
94
METAMETA PLATFORMS INC
3,558$1.8T0.13%
95
TFINTRIUMPH FINANCIAL INC
21,907$1.8T0.13%
96
SCVLSHOE CARNIVAL INC
47,930$1.8T0.13%
97
IWSISHARES TR
14,531$1.8T0.13%
98
ABTABBOTT LABS
16,875$1.8T0.13%
99
VSSVANGUARD INTL EQUITY INDEX F
14,777$1.7T0.13%
100
TMOTHERMO FISHER SCIENTIFIC INC
3,133$1.7T0.12%
Page 1 of 3Next