TECTONIC ADVISORS LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$1.4B

Holdings

298

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
1
BONDPIMCO ETF TR
1,807,268$164.6T11860657.41%
2
VEAVANGUARD TAX-MANAGED FDS
2,551,173$126.1T9084597.85%
3
TOTLSSGA ACTIVE ETF TR
2,308,225$91.7T6606182.38%
4
VOOVANGUARD INDEX FDS
169,632$84.8T6112974.84%
5
IVVISHARES TR
102,698$56.2T4049440.21%
6
VWOVANGUARD INTL EQUITY INDEX F
955,014$41.8T3011273.63%
7
BILSPDR SER TR
424,972$39.0T2810422.88%
8
BNDVANGUARD BD INDEX FDS
504,824$36.4T2620819.81%
9
AGGISHARES TR
304,237$29.5T2127946.61%
10
ABEQUNIFIED SER TR
702,807$21.1T1517750.56%
11
SPYMSPDR SER TR
277,077$17.7T1277744.50%
12
VISTVISTA ENERGY S.A.B. DE C.V.
382,976$17.4T1255032.89%Put
13
USFRWISDOMTREE TR
321,121$16.2T1164087.58%
14
VOVANGUARD INDEX FDS
65,093$15.8T1135514.67%
15
FLXRTCW ETF TRUST
388,715$14.8T1069445.80%
16
EPDENTERPRISE PRODS PARTNERS L
504,350$14.6T1053159.03%
17
VNQVANGUARD INDEX FDS
172,937$14.5T1043731.66%
18
VBVANGUARD INDEX FDS
59,447$13.0T933969.46%
19
CLHCLEAN HARBORS INC
49,917$11.3T813407.53%
20
AMLPALPS ETF TR
230,898$11.1T798260.02%
21
MLPAGLOBAL X FDS
211,723$10.3T739899.79%
22
USRTISHARES TR
186,917$10.0T721360.73%
23
LKQ1LKQ CORP
221,564$9.2T663974.03%
24
AQLTISHARES TR
123,457$9.0T646182.54%
25
GPKGRAPHIC PACKAGING HLDG CO
321,576$8.4T607314.57%
26
IRMIRON MTN INC DEL
93,662$8.4T604824.79%
27
PGRPROGRESSIVE CORP
38,237$7.9T572280.22%
28
BACVERIZON COMMUNICATIONS INC
187,995$7.8T558634.69%
29
AVGOBROADCOM INC
4,793$7.7T554449.39%
30
ENBENBRIDGE INC
214,043$7.6T548899.87%
31
HTGCHERCULES CAPITAL INC
370,206$7.6T545505.94%
32
OKEONEOK INC NEW
89,722$7.3T527212.44%
33
CSWCCAPITAL SOUTHWEST CORP
280,392$7.3T527112.00%
34
IBMINTERNATIONAL BUSINESS MACHS
42,109$7.3T524749.75%
35
MAINMAIN STR CAP CORP
143,601$7.3T522429.37%
36
IJHISHARES TR
123,485$7.2T520693.21%
37
MPLXMPLX LP
166,284$7.1T510294.69%
38
MRKMERCK & CO INC
57,167$7.1T509952.36%
39
CSCOCISCO SYS INC
147,129$7.0T503672.42%
40
IJRISHARES TR
64,663$6.9T496959.14%
41
NNNNNN REIT INC
161,622$6.9T496104.57%
42
ETENERGY TRANSFER L P
423,154$6.9T494552.65%
43
TAT&T INC
353,239$6.8T486398.43%
44
OBDCBLUE OWL CAPITAL CORPORATION
435,014$6.7T481456.55%
45
ARCCARES CAPITAL CORP
318,510$6.6T478282.67%
46
PGPROCTER AND GAMBLE CO
37,009$6.1T439784.86%
47
RHCRH PLC
78,843$5.9T425962.80%
48
MOALTRIA GROUP INC
129,121$5.9T423789.91%
49
DOCHEALTHPEAK PROPERTIES INC
295,820$5.8T417779.31%
50
KOCOCA COLA CO
90,259$5.7T413954.43%
51
ABBVABBVIE INC
32,379$5.6T400173.72%
52
PEPPEPSICO INC
33,415$5.5T397106.35%
53
HRBBLOCK H & R INC
100,949$5.5T394464.10%
54
IAGGISHARES TR
108,508$5.4T390300.77%
55
KEXKIRBY CORP
45,012$5.4T388324.16%
56
AZOAUTOZONE INC
1,797$5.3T383799.19%
57
WESWESTERN MIDSTREAM PARTNERS L
130,056$5.2T372317.76%
58
HASHASBRO INC
88,272$5.2T372085.60%
59
AAPLAPPLE INC
24,422$5.1T370628.15%
60
MSFTMICROSOFT CORP
11,388$5.1T366748.35%
61
PPGPPG INDS INC
39,708$5.0T360187.40%
62
VICIVICI PPTYS INC
174,141$5.0T359366.34%
63
AMHAMERICAN HOMES 4 RENT
133,782$5.0T358210.14%
64
OREALTY INCOME CORP
93,656$4.9T356451.00%
65
DUKDUKE ENERGY CORP NEW
47,328$4.7T341810.03%
66
MASMASCO CORP
71,062$4.7T341373.45%
67
BWXSPDR SER TR
218,825$4.7T337895.36%
68
RBARB GLOBAL INC
59,641$4.6T328151.17%
69
GILDGILEAD SCIENCES INC
65,748$4.5T325033.29%
70
PAYXPAYCHEX INC
37,822$4.5T323104.09%
71
EDCONSOLIDATED EDISON INC
49,499$4.4T318931.04%
72
BERYEURBERRY GLOBAL GROUP INC
74,890$4.4T317566.75%
73
VCVISTEON CORP
40,084$4.3T308175.85%
74
PFEPFIZER INC
150,796$4.2T304019.79%
75
GOOGALPHABET INC
22,495$4.1T297302.70%
76
MSMMSC INDL DIRECT INC
49,085$3.9T280505.13%
77
AMZNAMAZON COM INC
19,835$3.8T276194.38%
78
PNFPPINNACLE FINL PARTNERS INC
46,399$3.7T267593.99%
79
FDXFEDEX CORP
11,486$3.4T248156.55%
80
EDVVANGUARD WORLD FD
45,339$3.3T239825.50%
81
KNXKNIGHT-SWIFT TRANSN HLDGS IN
61,724$3.1T222021.11%
82
FANGDIAMONDBACK ENERGY INC
15,316$3.1T220928.04%
83
LLYELI LILLY & CO
3,338$3.0T217749.63%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
7,044$2.9T206473.05%
85
FLRFLUOR CORP NEW
60,990$2.7T191385.92%
86
GBILGOLDMAN SACHS ETF TR
23,280$2.3T167878.24%
87
ADBEADOBE INC
4,165$2.3T166722.20%
88
EXPEAGLE MATLS INC
9,802$2.1T153593.23%
89
KLACKLA CORP
2,543$2.1T151105.83%
90
AEMAGNICO EAGLE MINES LTD
30,666$2.0T144510.00%
91
MAMASTERCARD INCORPORATED
4,191$1.8T133219.87%
92
7HPHP INC
52,011$1.8T131242.69%
93
TRVTRAVELERS COMPANIES INC
8,931$1.8T130853.73%
94
METAMETA PLATFORMS INC
3,558$1.8T129278.47%
95
TFINTRIUMPH FINANCIAL INC
21,907$1.8T129042.78%
96
SCVLSHOE CARNIVAL INC
47,930$1.8T127401.66%
97
IWSISHARES TR
14,531$1.8T126417.53%
98
ABTABBOTT LABS
16,875$1.8T126349.80%
99
VSSVANGUARD INTL EQUITY INDEX F
14,777$1.7T125099.87%
100
TMOTHERMO FISHER SCIENTIFIC INC
3,133$1.7T124854.88%
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