Tectonic Advisors as of Dec. 31, 2021
Portfolio Holdings for Tectonic Advisors
Tectonic Advisors holds 221 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 15.6 | $87M | 1.7M | 51.06 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.4 | $41M | 94k | 436.58 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $31M | 269k | 116.01 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.3 | $29M | 347k | 84.75 | |
Ishares Tr Core S&p500 Etf (IVV) | 5.2 | $29M | 60k | 476.99 | |
Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $23M | 204k | 114.08 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.2 | $23M | 414k | 55.83 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $21M | 433k | 49.46 | |
Unified Ser Tr Absolute Core (ABEQ) | 3.2 | $18M | 631k | 28.45 | |
Ishares Tr Cre U S Reit Etf (USRT) | 1.7 | $9.4M | 139k | 67.59 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $9.1M | 36k | 254.79 | |
Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $7.7M | 235k | 32.74 | |
Enterprise Products Partners (EPD) | 1.3 | $7.4M | 335k | 21.96 | |
Global X Fds Glbl X Mlp Etf (MLPA) | 1.2 | $6.9M | 197k | 34.98 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $6.3M | 84k | 74.64 | |
LKQ Corporation (LKQ) | 1.0 | $5.7M | 95k | 60.03 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $5.5M | 64k | 85.64 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $5.4M | 19k | 283.09 | |
Berry Plastics (BERY) | 0.8 | $4.5M | 62k | 73.78 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $4.5M | 20k | 226.00 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $4.1M | 36k | 114.52 | |
Dollar General (DG) | 0.7 | $4.0M | 18k | 217.39 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.9M | 1.3k | 2893.83 | |
Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $3.8M | 69k | 54.52 | |
Spdr Ser Tr Bloomberg Intl T (BWX) | 0.7 | $3.7M | 130k | 28.27 | |
Microsoft Corporation (MSFT) | 0.6 | $3.5M | 11k | 336.30 | |
AutoZone (AZO) | 0.6 | $3.5M | 1.7k | 2096.66 | |
Apple (AAPL) | 0.6 | $3.5M | 20k | 177.57 | |
Clean Harbors (CLH) | 0.6 | $3.4M | 34k | 99.77 | |
Verizon Communications (VZ) | 0.6 | $3.3M | 64k | 51.89 | |
Amazon (AMZN) | 0.6 | $3.1M | 926.00 | 3334.46 | |
Graphic Packaging Holding Company (GPK) | 0.5 | $3.0M | 155k | 19.50 | |
Pioneer Natural Resources | 0.5 | $2.8M | 15k | 181.87 | |
Crown Holdings (CCK) | 0.5 | $2.8M | 25k | 110.61 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 0.5 | $2.6M | 43k | 60.94 | |
Western Midstream Partners L Com Unit Lp Int (WES) | 0.5 | $2.6M | 116k | 22.27 | |
Masco Corporation (MAS) | 0.5 | $2.6M | 37k | 70.22 | |
Abbott Laboratories (ABT) | 0.5 | $2.6M | 18k | 140.76 | |
Pfizer (PFE) | 0.4 | $2.5M | 42k | 59.09 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.4M | 16k | 148.20 | |
Procter & Gamble Company (PG) | 0.4 | $2.4M | 15k | 163.60 | |
Pepsi (PEP) | 0.4 | $2.3M | 13k | 173.76 | |
Vanguard World Extended Dur (EDV) | 0.4 | $2.1M | 15k | 140.02 | |
Cisco Systems (CSCO) | 0.4 | $2.1M | 33k | 62.93 | |
Meta Platforms Cl A (META) | 0.4 | $2.1M | 6.2k | 336.27 | |
Coca-Cola Company (KO) | 0.4 | $2.0M | 34k | 59.20 | |
Starbucks Corporation (SBUX) | 0.4 | $2.0M | 17k | 116.96 | |
Enbridge (ENB) | 0.4 | $2.0M | 52k | 38.93 | |
Maximus (MMS) | 0.4 | $2.0M | 25k | 79.66 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.7M | 5.8k | 298.99 | |
American Homes 4 Rent Cl A (AMH) | 0.3 | $1.7M | 40k | 43.61 | |
FedEx Corporation (FDX) | 0.3 | $1.7M | 6.6k | 258.62 | |
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $1.7M | 53k | 31.51 | |
Progressive Corporation (PGR) | 0.3 | $1.6M | 16k | 102.65 | |
Pinnacle Financial Partners (PNFP) | 0.3 | $1.6M | 17k | 95.47 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $1.6M | 4.4k | 359.44 | |
Intel Corporation (INTC) | 0.3 | $1.4M | 28k | 51.53 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.3 | $1.4M | 57k | 24.96 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $1.4M | 26k | 55.16 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | 3.4k | 414.61 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $1.3M | 28k | 46.25 | |
Iron Mountain (IRM) | 0.2 | $1.3M | 24k | 52.53 | |
Capital Southwest Corporation (CSWC) | 0.2 | $1.3M | 50k | 25.30 | |
Ares Capital Corporation (ARCC) | 0.2 | $1.3M | 59k | 21.19 | |
Main Street Capital Corporation (MAIN) | 0.2 | $1.3M | 28k | 44.91 | |
Hercules Technology Growth Capital (HTGC) | 0.2 | $1.2M | 74k | 16.63 | |
Merck & Co (MRK) | 0.2 | $1.2M | 16k | 76.65 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $1.2M | 40k | 29.90 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 2.1k | 566.94 | |
Wp Carey (WPC) | 0.2 | $1.1M | 14k | 81.75 | |
Unilever Spon Adr New (UL) | 0.2 | $1.1M | 21k | 53.84 | |
Owl Rock Capital Corporation (OBDC) | 0.2 | $1.1M | 77k | 14.21 | |
Abbvie (ABBV) | 0.2 | $1.1M | 8.0k | 135.72 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.1M | 2.3k | 475.18 | |
Oneok (OKE) | 0.2 | $1.1M | 18k | 58.48 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | 363.00 | 2899.04 | |
Nike CL B (NKE) | 0.2 | $1.0M | 6.3k | 166.67 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.0M | 7.8k | 129.40 | |
At&t (T) | 0.2 | $1.0M | 41k | 24.63 | |
Skechers U S A Cl A (SKX) | 0.2 | $1.0M | 23k | 43.41 | |
salesforce (CRM) | 0.2 | $990k | 3.9k | 254.25 | |
Broadcom (AVGO) | 0.2 | $982k | 1.5k | 670.00 | |
Altria (MO) | 0.2 | $961k | 20k | 47.37 | |
Zoetis Cl A (ZTS) | 0.2 | $928k | 3.8k | 243.95 | |
McDonald's Corporation (MCD) | 0.2 | $925k | 3.5k | 267.96 | |
Loews Corporation (L) | 0.2 | $917k | 16k | 57.73 | |
Realty Income (O) | 0.2 | $911k | 13k | 71.12 | |
Wal-Mart Stores (WMT) | 0.2 | $910k | 6.3k | 144.59 | |
Duke Energy Corp Com New (DUK) | 0.2 | $907k | 8.7k | 104.55 | |
Walt Disney Company (DIS) | 0.2 | $906k | 5.8k | 154.96 | |
Gilead Sciences (GILD) | 0.2 | $890k | 12k | 72.09 | |
Paychex (PAYX) | 0.2 | $874k | 6.4k | 136.48 | |
Medtronic SHS (MDT) | 0.2 | $874k | 8.5k | 103.38 | |
Visa Com Cl A (V) | 0.2 | $871k | 4.0k | 216.64 | |
Icon SHS (ICLR) | 0.2 | $862k | 2.8k | 309.63 | |
Ryder System (R) | 0.2 | $857k | 10k | 82.97 | |
Mgm Growth Pptys Cl A Com | 0.2 | $848k | 21k | 40.87 | |
Eli Lilly & Co. (LLY) | 0.2 | $846k | 3.1k | 276.27 | |
Consolidated Edison (ED) | 0.2 | $842k | 9.9k | 85.29 | |
Medical Properties Trust (MPW) | 0.1 | $829k | 35k | 23.63 | |
Dupont De Nemours (DD) | 0.1 | $827k | 10k | 80.78 | |
H&R Block (HRB) | 0.1 | $802k | 34k | 23.48 | |
Travelers Companies (TRV) | 0.1 | $782k | 5.0k | 156.43 | |
Servicenow (NOW) | 0.1 | $782k | 1.2k | 649.50 | |
Hasbro (HAS) | 0.1 | $762k | 7.5k | 101.74 | |
UnitedHealth (UNH) | 0.1 | $757k | 1.5k | 502.08 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $738k | 5.5k | 133.91 | |
Marten Transport (MRTN) | 0.1 | $732k | 43k | 17.16 | |
Equity Comwlth Com Sh Ben Int (EQC) | 0.1 | $720k | 28k | 25.92 | |
Autodesk (ADSK) | 0.1 | $706k | 2.5k | 281.05 | |
Dominion Resources (D) | 0.1 | $675k | 8.6k | 78.20 | |
Aon Shs Cl A (AON) | 0.1 | $639k | 2.1k | 300.42 | |
Johnson & Johnson (JNJ) | 0.1 | $638k | 3.7k | 171.03 | |
Gartner (IT) | 0.1 | $635k | 1.9k | 334.21 | |
Cerner Corporation | 0.1 | $628k | 6.8k | 92.91 | |
Kla Corp Com New (KLAC) | 0.1 | $618k | 1.4k | 430.36 | |
Airbnb Com Cl A (ABNB) | 0.1 | $616k | 3.7k | 166.58 | |
Hp (HPQ) | 0.1 | $605k | 16k | 37.65 | |
Barrick Gold Corp (GOLD) | 0.1 | $604k | 32k | 19.00 | |
Netflix (NFLX) | 0.1 | $599k | 994.00 | 602.67 | |
Corteva (CTVA) | 0.1 | $592k | 13k | 47.27 | |
Ingredion Incorporated (INGR) | 0.1 | $577k | 6.0k | 96.70 | |
Fiserv (FI) | 0.1 | $576k | 5.6k | 103.73 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $571k | 1.8k | 320.79 | |
Chevron Corporation (CVX) | 0.1 | $550k | 4.7k | 117.46 | |
Agnico (AEM) | 0.1 | $546k | 10k | 53.16 | |
Fluor Corporation (FLR) | 0.1 | $520k | 21k | 24.77 | |
International Business Machines (IBM) | 0.1 | $513k | 3.8k | 133.70 | |
Lowe's Companies (LOW) | 0.1 | $501k | 1.9k | 258.25 | |
Darden Restaurants (DRI) | 0.1 | $484k | 3.2k | 151.52 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $470k | 1.3k | 359.33 | |
Paypal Holdings (PYPL) | 0.1 | $464k | 2.5k | 188.39 | |
Alleghany Corporation | 0.1 | $453k | 679.00 | 667.16 | |
Kirkland Lake Gold | 0.1 | $423k | 10k | 41.95 | |
Aptiv SHS (APTV) | 0.1 | $421k | 2.6k | 165.03 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $415k | 3.2k | 129.28 | |
Host Hotels & Resorts (HST) | 0.1 | $404k | 23k | 17.40 | |
Target Corporation (TGT) | 0.1 | $400k | 1.7k | 231.48 | |
Align Technology (ALGN) | 0.1 | $389k | 592.00 | 657.09 | |
Illumina (ILMN) | 0.1 | $383k | 1.0k | 380.34 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $381k | 7.6k | 49.89 | |
Sap Se Spon Adr (SAP) | 0.1 | $349k | 2.5k | 139.99 | |
Viatris (VTRS) | 0.1 | $345k | 26k | 13.42 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $344k | 859.00 | 400.00 | |
Msci (MSCI) | 0.1 | $341k | 557.00 | 612.21 | |
General Mills (GIS) | 0.1 | $335k | 5.0k | 67.33 | |
CVS Caremark Corporation (CVS) | 0.1 | $330k | 3.2k | 103.22 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $326k | 409.00 | 797.07 | |
Exxon Mobil Corporation (XOM) | 0.1 | $322k | 5.3k | 61.26 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $302k | 1.7k | 178.70 | |
Toyota Motor Corp Ads (TM) | 0.1 | $294k | 1.6k | 185.37 | |
Guidewire Software (GWRE) | 0.1 | $291k | 2.6k | 113.45 | |
TJX Companies (TJX) | 0.1 | $289k | 3.8k | 75.83 | |
EOG Resources (EOG) | 0.1 | $288k | 3.2k | 88.72 | |
McKesson Corporation (MCK) | 0.1 | $287k | 1.2k | 248.70 | |
Tyson Foods Cl A (TSN) | 0.0 | $275k | 3.2k | 87.05 | |
Chubb (CB) | 0.0 | $271k | 1.4k | 193.57 | |
Danaher Corporation (DHR) | 0.0 | $270k | 820.00 | 329.27 | |
Thermo Fisher Scientific (TMO) | 0.0 | $270k | 404.00 | 668.32 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $269k | 6.5k | 41.54 | |
Walgreen Boots Alliance (WBA) | 0.0 | $268k | 5.1k | 52.12 | |
Constellation Brands Cl A (STZ) | 0.0 | $267k | 1.1k | 250.70 | |
Ameriprise Financial (AMP) | 0.0 | $265k | 880.00 | 301.14 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $265k | 984.00 | 269.31 | |
MetLife (MET) | 0.0 | $264k | 4.2k | 62.38 | |
Caterpillar (CAT) | 0.0 | $263k | 1.3k | 206.92 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $259k | 388.00 | 666.67 | |
3M Company (MMM) | 0.0 | $256k | 1.4k | 177.88 | |
CF Industries Holdings (CF) | 0.0 | $254k | 3.6k | 70.89 | |
Stryker Corporation (SYK) | 0.0 | $249k | 931.00 | 267.45 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $245k | 1.5k | 158.58 | |
Nov (NOV) | 0.0 | $244k | 18k | 13.54 | |
Graham Hldgs Com Cl B (GHC) | 0.0 | $239k | 380.00 | 628.95 | |
Quanta Services (PWR) | 0.0 | $238k | 2.1k | 114.48 | |
Allstate Corporation (ALL) | 0.0 | $238k | 2.0k | 117.71 | |
Union Pacific Corporation (UNP) | 0.0 | $236k | 938.00 | 251.60 | |
Capital One Financial (COF) | 0.0 | $231k | 1.6k | 144.92 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $229k | 3.6k | 64.36 | |
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $229k | 2.3k | 100.93 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $219k | 1.3k | 170.00 | |
MercadoLibre (MELI) | 0.0 | $218k | 162.00 | 1345.68 | |
Stanley Black & Decker (SWK) | 0.0 | $216k | 1.1k | 188.48 | |
Roper Industries (ROP) | 0.0 | $213k | 433.00 | 491.92 | |
ConocoPhillips (COP) | 0.0 | $207k | 2.9k | 70.18 | |
Ecolab (ECL) | 0.0 | $205k | 874.00 | 234.55 | |
Public Service Enterprise (PEG) | 0.0 | $203k | 3.0k | 66.78 | |
Alaska Air (ALK) | 0.0 | $200k | 3.8k | 52.08 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $186k | 7.0k | 26.61 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $107k | 1.6k | 65.81 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $107k | 13k | 8.24 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $99k | 567.00 | 174.60 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $91k | 410.00 | 221.95 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $84k | 1.0k | 83.42 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $83k | 300.00 | 276.67 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $71k | 490.00 | 144.90 | |
Jpmorgan Chase & Co Alerian Ml Etn | 0.0 | $68k | 3.8k | 17.90 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $65k | 271.00 | 239.85 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $53k | 208.00 | 254.81 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $52k | 405.00 | 129.03 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $46k | 350.00 | 131.43 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $45k | 1.1k | 41.67 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $42k | 1.1k | 39.30 | |
Ishares Tr Short Treas Bd (SHV) | 0.0 | $36k | 324.00 | 111.11 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $30k | 283.00 | 106.01 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $30k | 147.00 | 204.08 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $30k | 575.00 | 52.17 | |
Swedish Expt Cr Corp Rg Enrgy Etn22 | 0.0 | $28k | 11k | 2.68 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $27k | 150.00 | 180.00 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $26k | 91.00 | 285.71 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $25k | 300.00 | 83.33 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $22k | 155.00 | 141.94 | |
Ishares Tr Msci India Etf (INDA) | 0.0 | $21k | 450.00 | 46.67 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $21k | 367.00 | 56.02 | |
Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $18k | 200.00 | 90.00 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $17k | 100.00 | 170.00 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $13k | 169.00 | 76.92 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $10k | 148.00 | 67.57 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $9.0k | 209.00 | 43.06 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $9.0k | 167.00 | 53.89 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.0k | 24.00 | 41.67 | |
Bank of America Corporation Put Option (BAC) | 0.0 | $0 | 124k | 0.00 |