TECTONIC ADVISORS LLC Q3 2021 Filing

Filed November 2, 2021

Portfolio Value

$509.5B

Holdings

215

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED INTL FD
1,389,973$70.2B13.77%
2
VOOVANGUARD INDEX FDS
80,739$31.8B6.25%
3
BNDVANGUARD BD INDEX FDS
314,546$26.9B5.28%
4
VNQVANGUARD INDEX FDS
254,475$25.9B5.08%
5
AMLPALPS ETF TR
739,389$24.6B4.84%
6
IVVISHARES TR
56,473$24.3B4.78%
7
AGGISHARES TR
198,983$22.9B4.48%
8
VWOVANGUARD INTL EQUITY INDEX F
385,472$19.3B3.78%
9
ABEQUNIFIED SER TR
628,423$16.9B3.31%
10
SPTLSPDR SER TR
384,300$15.9B3.11%
11
SPYMSPDR SER TR
277,299$14.0B2.75%
12
USRTISHARES TR
143,894$8.4B1.66%
13
VOVANGUARD INDEX FDS
30,609$7.2B1.42%
14
MLPAGLOBAL X FDS
200,609$7.1B1.39%
15
EPDENTERPRISE PRODS PARTNERS L
317,970$6.9B1.35%
16
AQLTISHARES TR
84,235$6.3B1.23%
17
SHYISHARES TR
63,747$5.5B1.08%
18
BACBK OF AMERICA CORP
138,124$5.1B1.01%Put
19
IJHISHARES TR
19,410$5.1B1.00%
20
LKQ1LKQ CORP
88,545$4.5B0.87%
21
IJRISHARES TR
36,098$3.9B0.77%
22
VBVANGUARD INDEX FDS
17,867$3.9B0.77%
23
IAGGISHARES TR
69,108$3.8B0.75%
24
BWXSPDR SER TR
130,036$3.7B0.73%
25
DGDOLLAR GEN CORP NEW
17,484$3.7B0.73%
26
BERYEURBERRY GLOBAL GROUP INC
59,437$3.6B0.71%
27
GOOGALPHABET INC
1,338$3.6B0.70%
28
CLHCLEAN HARBORS INC
30,830$3.2B0.63%
29
FDXFEDEX CORP
14,301$3.1B0.62%
30
MSFTMICROSOFT CORP
10,468$3.0B0.58%
31
GPKGRAPHIC PACKAGING HLDG CO
145,460$2.8B0.54%
32
AZOAUTOZONE INC
1,625$2.8B0.54%
33
AMZNAMAZON COM INC
823$2.7B0.53%
34
AAPLAPPLE INC
18,496$2.6B0.51%
35
WESWESTERN MIDSTREAM PARTNERS L
115,838$2.4B0.48%
36
METAFACEBOOK INC
7,132$2.4B0.48%
37
MMSMAXIMUS INC
28,419$2.4B0.46%
38
TLTISHARES TR
16,335$2.4B0.46%
39
CCKCROWN HLDGS INC
23,322$2.4B0.46%
40
PXDEURPIONEER NAT RES CO
13,789$2.3B0.45%
41
KNXKNIGHT-SWIFT TRANSN HLDGS IN
42,528$2.2B0.43%
42
ABTABBOTT LABS
18,095$2.1B0.42%
43
BACVERIZON COMMUNICATIONS INC
37,550$2.0B0.40%
44
MASMASCO CORP
36,442$2.0B0.40%
45
SBUXSTARBUCKS CORP
17,410$1.9B0.38%
46
PGPROCTER AND GAMBLE CO
12,578$1.8B0.35%
47
ENBENBRIDGE INC
43,814$1.7B0.34%
48
PEPPEPSICO INC
11,345$1.7B0.33%
49
SPIPSPDR SER TR
53,000$1.6B0.32%
50
PFEPFIZER INC
38,179$1.6B0.32%
51
BRK/BBERKSHIRE HATHAWAY INC DEL
5,929$1.6B0.32%
52
EDVVANGUARD WORLD FD
11,370$1.5B0.30%
53
KOCOCA COLA CO
28,667$1.5B0.30%
54
PNFPPINNACLE FINL PARTNERS INC
15,332$1.4B0.28%
55
CSCOCISCO SYS INC
26,305$1.4B0.28%
56
MAMASTERCARD INCORPORATED
4,105$1.4B0.28%
57
AMHAMERICAN HOMES 4 RENT
37,305$1.4B0.28%
58
EMLPFIRST TR EXCHANGE-TRADED FD
57,200$1.4B0.27%
59
PGRPROGRESSIVE CORP
14,850$1.3B0.26%
60
SPYSPDR S&P 500 ETF TR
3,090$1.3B0.26%
61
ADBEADOBE SYSTEMS INCORPORATED
2,079$1.2B0.23%
62
ACNACCENTURE PLC IRELAND
3,664$1.2B0.23%
63
ULUNILEVER PLC
20,298$1.1B0.22%
64
CRMSALESFORCE COM INC
3,893$1.1B0.21%
65
BNDXVANGUARD CHARLOTTE FDS
18,176$1.0B0.20%
66
WEPMAGELLAN MIDSTREAM PRTNRS LP
21,091$962.0M0.19%
67
HDVISHARES TR
10,142$956.0M0.19%
68
GOOGLALPHABET INC
348$930.0M0.18%
69
ARCCARES CAPITAL CORP
45,315$921.0M0.18%
70
NKENIKE INC
6,288$913.0M0.18%
71
SKAASKECHERS U S A INC
21,643$912.0M0.18%
72
BXBLACKSTONE INC
7,813$909.0M0.18%
73
MAINMAIN STR CAP CORP
21,949$902.0M0.18%
74
VVISA INC
4,030$897.0M0.18%
75
LLOEWS CORP
16,481$889.0M0.17%
76
DISDISNEY WALT CO
5,199$879.0M0.17%
77
HTGCHERCULES CAPITAL INC
52,838$878.0M0.17%
78
CSWCCAPITAL SOUTHWEST CORP
34,831$877.0M0.17%
79
MDTMEDTRONIC PLC
6,944$871.0M0.17%
80
MPLXMPLX LP
29,498$840.0M0.16%
81
WMTWALMART INC
5,997$836.0M0.16%
82
MCDMCDONALDS CORP
3,450$831.0M0.16%
83
INTCINTEL CORP
15,482$825.0M0.16%
84
ICLRICON PLC
3,110$815.0M0.16%
85
UNHUNITEDHEALTH GROUP INC
2,074$810.0M0.16%
86
VYMVANGUARD WHITEHALL FDS
7,334$758.0M0.15%
87
TRVTRAVELERS COMPANIES INC
4,947$752.0M0.15%
88
NOWSERVICENOW INC
1,204$749.0M0.15%
89
DDDUPONT DE NEMOURS INC
10,906$741.0M0.15%
90
ZTSZOETIS INC
3,804$739.0M0.15%
91
IRMIRON MTN INC NEW
16,822$730.0M0.14%
92
ADSKAUTODESK INC
2,512$716.0M0.14%
93
LLYLILLY ELI & CO
3,089$714.0M0.14%
94
MRKMERCK & CO INC
9,237$694.0M0.14%
95
OBDCOWL ROCK CAPITAL CORPORATION
48,004$678.0M0.13%
96
OKEONEOK INC NEW
11,580$672.0M0.13%
97
DDOMINION ENERGY INC
8,897$650.0M0.13%
98
HP5AEQUITY COMWLTH
24,846$645.0M0.13%
99
MRTNMARTEN TRANS LTD
41,078$645.0M0.13%
100
PYPLPAYPAL HLDGS INC
2,463$641.0M0.13%
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