TECTONIC ADVISORS LLC Q4 2024 Filing

Filed January 27, 2025

Portfolio Value

$1536.1T

Holdings

319

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (319 positions)

#StockSharesValue% PortfolioType
1
BONDPIMCO ETF TR
1,630,530$147.4T9.60%
2
VEAVANGUARD TAX-MANAGED FDS
2,774,223$132.7T8.64%
3
VOOVANGUARD INDEX FDS
181,914$98.0T6.38%
4
TOTLSSGA ACTIVE ETF TR
2,435,836$95.9T6.25%
5
IVVISHARES TR
108,777$64.0T4.17%
6
VWOVANGUARD INTL EQUITY INDEX F
993,401$43.7T2.85%
7
BNDVANGUARD BD INDEX FDS
543,849$39.1T2.55%
8
AGGISHARES TR
319,909$31.0T2.02%
9
BILSPDR SER TR
316,895$29.0T1.89%
10
ABEQUNIFIED SER TR
675,831$21.3T1.39%
11
VISTVISTA ENERGY S.A.B. DE C.V.
382,976$20.7T1.35%Put
12
FLXRTCW ETF TRUST
496,926$19.2T1.25%
13
VOVANGUARD INDEX FDS
70,476$18.6T1.21%
14
EPDENTERPRISE PRODS PARTNERS L
570,393$17.9T1.16%
15
SPYMSPDR SER TR
246,715$17.0T1.11%
16
VBVANGUARD INDEX FDS
64,783$15.6T1.01%
17
VNQVANGUARD INDEX FDS
172,904$15.4T1.00%
18
USFRWISDOMTREE TR
265,713$13.4T0.87%
19
AVGOBROADCOM INC
52,092$12.1T0.79%
20
AMLPALPS ETF TR
243,800$11.7T0.76%
21
MLPAGLOBAL X FDS
231,764$11.5T0.75%
22
ENBENBRIDGE INC
263,948$11.2T0.73%
23
USRTISHARES TR
195,216$11.2T0.73%
24
IBMINTERNATIONAL BUSINESS MACHS
49,527$10.9T0.71%
25
MAINMAIN STR CAP CORP
185,666$10.9T0.71%
26
CSCOCISCO SYS INC
181,161$10.7T0.70%
27
IRMIRON MTN INC DEL
100,207$10.5T0.69%
28
OKEONEOK INC NEW
104,211$10.5T0.68%
29
ETENERGY TRANSFER L P
527,348$10.3T0.67%
30
HTGCHERCULES CAPITAL INC
493,808$9.9T0.65%
31
MPLXMPLX LP
205,438$9.8T0.64%
32
TAT&T INC
420,688$9.6T0.62%
33
ARCCARES CAPITAL CORP
435,220$9.5T0.62%
34
AQLTISHARES TR
133,228$9.4T0.61%
35
OBDCBLUE OWL CAPITAL CORPORATION
609,881$9.2T0.60%
36
LKQ1LKQ CORP
248,961$9.1T0.60%
37
BACVERIZON COMMUNICATIONS INC
223,798$8.9T0.58%
38
CLHCLEAN HARBORS INC
38,719$8.9T0.58%
39
NNNNNN REIT INC
215,748$8.8T0.57%
40
PGRPROGRESSIVE CORP
36,684$8.8T0.57%
41
CSWCCAPITAL SOUTHWEST CORP
398,008$8.7T0.57%
42
MOALTRIA GROUP INC
163,357$8.5T0.56%
43
RHCRH PLC
90,844$8.4T0.55%
44
IJHISHARES TR
133,068$8.3T0.54%
45
IJRISHARES TR
69,543$8.0T0.52%
46
PGPROCTER AND GAMBLE CO
47,057$7.9T0.51%
47
GILDGILEAD SCIENCES INC
81,286$7.5T0.49%
48
DOCHEALTHPEAK PROPERTIES INC
368,394$7.5T0.49%
49
ABBVABBVIE INC
42,018$7.5T0.49%
50
AAPLAPPLE INC
29,281$7.3T0.48%
51
MRKMERCK & CO INC
73,046$7.3T0.47%
52
KOCOCA COLA CO
115,102$7.2T0.47%
53
VICIVICI PPTYS INC
237,250$6.9T0.45%
54
PAYXPAYCHEX INC
48,920$6.9T0.45%
55
OREALTY INCOME CORP
128,310$6.9T0.45%
56
PEPPEPSICO INC
44,938$6.8T0.44%
57
AMHAMERICAN HOMES 4 RENT
180,553$6.8T0.44%
58
DUKDUKE ENERGY CORP NEW
61,197$6.6T0.43%
59
RBARB GLOBAL INC
72,976$6.6T0.43%
60
HASHASBRO INC
114,977$6.4T0.42%
61
HRBBLOCK H & R INC
120,808$6.4T0.42%
62
KEXKIRBY CORP
60,188$6.4T0.41%
63
GPKGRAPHIC PACKAGING HLDG CO
233,919$6.4T0.41%
64
PNFPPINNACLE FINL PARTNERS INC
54,834$6.3T0.41%
65
CIENCIENA CORP
73,838$6.3T0.41%
66
MASMASCO CORP
85,872$6.2T0.41%
67
AZOAUTOZONE INC
1,917$6.1T0.40%
68
EDCONSOLIDATED EDISON INC
67,032$6.0T0.39%
69
PFEPFIZER INC
223,686$5.9T0.39%
70
PPGPPG INDS INC
48,884$5.8T0.38%
71
IAGGISHARES TR
113,408$5.7T0.37%
72
MSMMSC INDL DIRECT INC
72,700$5.4T0.35%
73
MSFTMICROSOFT CORP
12,688$5.3T0.35%
74
WESWESTERN MIDSTREAM PARTNERS L
136,278$5.2T0.34%
75
TPDTEMPUR SEALY INTL INC
92,244$5.2T0.34%
76
FANGDIAMONDBACK ENERGY INC
31,467$5.2T0.34%
77
BERYEURBERRY GLOBAL GROUP INC
77,591$5.0T0.33%
78
BWXSPDR SER TR
229,525$4.9T0.32%
79
GOOGALPHABET INC
20,500$3.9T0.25%
80
AMZNAMAZON COM INC
15,897$3.5T0.23%
81
EDVVANGUARD WORLD FD
51,196$3.5T0.23%
82
ORCLORACLE CORP
20,106$3.4T0.22%
83
KNXKNIGHT-SWIFT TRANSN HLDGS IN
62,312$3.3T0.22%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
6,756$3.1T0.20%
85
FLRFLUOR CORP NEW
60,990$3.0T0.20%
86
LLYELI LILLY & CO
3,890$3.0T0.20%
87
ADBEADOBE INC
5,712$2.5T0.17%
88
GBILGOLDMAN SACHS ETF TR
24,851$2.5T0.16%
89
SOYSUNOPTA INC
313,411$2.4T0.16%
90
MAMASTERCARD INCORPORATED
4,280$2.3T0.15%
91
EXPEAGLE MATLS INC
8,594$2.1T0.14%
92
TRVTRAVELERS COMPANIES INC
8,752$2.1T0.14%
93
TFINTRIUMPH FINANCIAL INC
23,190$2.1T0.14%
94
IWSISHARES TR
16,133$2.1T0.14%
95
VSSVANGUARD INTL EQUITY INDEX F
17,357$2.0T0.13%
96
BANCBANC OF CALIFORNIA INC
128,296$2.0T0.13%
97
CBRECBRE GROUP INC
15,044$2.0T0.13%
98
7HPHP INC
59,775$2.0T0.13%
99
ABTABBOTT LABS
17,101$1.9T0.13%
100
GBXGREENBRIER COS INC
31,675$1.9T0.13%
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