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Red Tortoise

Latest statistics and disclosures from Red Tortoise's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, FNDF, IVV, VGLT, SCHE, and represent 34.70% of Red Tortoise's stock portfolio.
Added to shares of these 10 stocks: VGLT, SCHZ, SPTL, URA, IEMG, IEO, SCHF, WMT, PXD, VBR.
Started 48 new stock positions in IEO, KEYS, DEO, GM, EL, HTZ, CNTY, UAA, UNP, HQY.
Reduced shares in these 10 stocks: IEFA (-$5.1M), VWO, EMXC, SCHE, RSP, VYM, IVV, SCHB, SCHX, QUAL.
Sold out of its positions in ALB, ALLY, BRBS, BHR, BIPC, CHPT, COGT, Cooper Companies, CTVA, DFLI.
Red Tortoise was a net seller of stock by $-7.4M.
Red Tortoise has $181M in assets under management (AUM), dropping by 1.52%.
Central Index Key (CIK): 0001910488

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Portfolio Holdings for Red Tortoise

Red Tortoise holds 555 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Red Tortoise has 555 total positions. Only the first 250 positions are shown.

Sign up to view all of the Red Tortoise March 31, 2024 positions
Download the Red Tortoise March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	10.9	$20M		508k	39.02	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	7.6	$14M		388k	35.61	View chart
Ishares Core S&p 500 Etf Etf (IVV)	6.1	$11M		21k	525.72	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	5.3	$9.6M	+11%	162k	59.24	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.8	$8.6M	-11%	342k	25.25	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	4.0	$7.3M		117k	62.06	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.8	$6.9M	-42%	93k	74.22	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.6	$6.5M		40k	164.35	View chart
Vanguard Value Etf Etf (VTV)	3.1	$5.5M		34k	162.86	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.9	$5.2M		29k	179.11	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	2.7	$4.9M		73k	67.39	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.3	$4.2M		73k	58.06	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.3	$4.2M		87k	48.21	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	2.0	$3.6M		72k	50.10	View chart
Schwab Us Tips Etf Etf (SCHP)	1.7	$3.1M		60k	52.16	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.4	$2.5M		8.6k	288.04	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.4	$2.5M	-5%	40k	61.05	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.3	$2.4M		44k	53.39	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.3	$2.3M	-51%	56k	41.77	View chart
Bank America Corp Stock (BAC)	1.1	$2.0M		53k	37.94	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$2.0M	+9%	39k	51.60	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.1	$1.9M		38k	49.65	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.0	$1.9M		8.9k	210.29	View chart
Microsoft Corp Stock (MSFT)	1.0	$1.8M	+2%	4.3k	420.72	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.0	$1.8M		36k	50.17	View chart
Flexshares Quality Dividend Defensive Index Fund Flexshares Quality Dividen Etf (QDEF)	1.0	$1.8M		28k	64.21	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.9	$1.7M	+69%	36k	46.00	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.9	$1.6M	+35%	58k	27.94	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.9	$1.6M		58k	27.76	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.9	$1.6M	-9%	13k	120.99	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.8	$1.4M	+3%	7.3k	191.87	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.7	$1.3M		23k	56.98	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$1.3M		13k	97.94	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$1.3M		18k	72.63	View chart
Flexshares Quality Dividend Index Fund Flexshares Quality Dividend Index Fu Etf (QDF)	0.7	$1.2M		18k	65.91	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.6	$1.2M		28k	41.08	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.6	$1.1M		22k	50.67	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$1.1M		14k	79.86	View chart
Flexshares International Quality Dividend Index Fund Flexshares Internation Etf (IQDF)	0.6	$1.0M		43k	24.10	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$1.0M		21k	49.24	View chart
Schwab Fundamental Us Broad Market Index Etf Etf (FNDB)	0.6	$1.0M		15k	66.26	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.5	$982k		17k	58.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$939k		1.8k	523.13	View chart
Apple Stock (AAPL)	0.5	$931k		5.4k	171.48	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$889k		15k	58.65	View chart
Amazon Stock (AMZN)	0.4	$766k	+2%	4.2k	180.38	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.4	$759k		9.2k	82.97	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$730k		18k	40.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$698k	+5%	4.6k	150.93	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.4	$640k		4.6k	140.52	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$607k		5.3k	114.15	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$556k	+3%	11k	50.60	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$554k		3.0k	182.59	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$549k		4.4k	125.34	View chart
Oracle Corp Stock (ORCL)	0.3	$541k	+3%	4.3k	125.61	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.3	$540k		28k	19.46	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$530k		7.3k	72.47	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$459k		6.1k	75.48	View chart
Procter And Gamble Stock (PG)	0.3	$453k		2.8k	162.25	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$446k		3.6k	123.17	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$436k	+3%	4.2k	104.72	View chart
Agnico Eagle Mines Stock (AEM)	0.2	$434k		7.3k	59.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$432k		2.8k	152.26	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$405k		7.4k	54.40	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$325k		1.4k	238.23	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$314k		1.2k	259.85	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$294k		3.5k	85.06	View chart
Dfa International Value Etf Etf (DFIV)	0.1	$268k		7.3k	36.75	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$260k		820.00	317.59	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$242k		895.00	270.79	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$240k		2.7k	89.66	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$205k		6.1k	33.67	View chart
Johnson & Johnson Stock (JNJ)	0.1	$204k	+3%	1.3k	158.19	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$200k		1.9k	107.42	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.1	$190k	-19%	3.3k	57.03	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$189k		2.5k	76.67	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$183k		2.9k	63.34	View chart
Global X Uranium Etf Etf (URA)	0.1	$175k	NEW	6.1k	28.83	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$173k		3.2k	54.44	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$171k	+18%	1.5k	110.52	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$168k		2.7k	62.34	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$163k		4.7k	34.41	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$162k		1.0k	158.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$158k	+14%	376.00	420.52	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$133k		3.4k	39.66	View chart
Wec Energy Group Stock (WEC)	0.1	$124k		1.5k	82.13	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.1	$119k	NEW	1.1k	106.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$116k		1.4k	80.66	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$111k		1.3k	84.45	View chart
Broadcom Stock (AVGO)	0.1	$110k	+32%	82.00	1336.35	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$106k	-80%	625.00	169.37	View chart
Agilent Technologies Stock (A)	0.1	$103k		704.00	145.56	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.1	$97k		5.6k	17.30	View chart
Yum Brands Stock (YUM)	0.1	$95k		683.00	138.70	View chart
Novo-nordisk A S Adr (NVO)	0.1	$93k	+29%	726.00	128.40	View chart
Walmart Stock (WMT)	0.0	$87k	+230%	1.4k	60.17	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$82k	+19%	410.00	199.97	View chart
Lowes Cos Stock (LOW)	0.0	$81k		316.00	255.11	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$77k		2.2k	34.63	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$72k	+28%	209.00	346.61	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Pimco Interme Etf (MUNI)	0.0	$70k		1.3k	52.46	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$70k		2.2k	32.20	View chart
Automatic Data Processing Stock (ADP)	0.0	$60k		239.00	250.13	View chart
Nike Inc Cl B Stock (NKE)	0.0	$56k	+18%	596.00	93.98	View chart
Pioneer Nat Res Stock (PXD)	0.0	$55k	+895%	209.00	262.55	View chart
Hca Healthcare Stock (HCA)	0.0	$52k		157.00	333.53	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$52k	-95%	906.00	57.55	View chart
Consolidated Edison Stock (ED)	0.0	$51k		562.00	90.81	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$51k		436.00	116.24	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$50k		829.00	60.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$46k	+10%	104.00	444.42	View chart
Disney Walt Stock (DIS)	0.0	$45k	+141%	367.00	122.36	View chart
Cisco Sys Stock (CSCO)	0.0	$45k	+13%	896.00	49.91	View chart
Nvidia Corporation Stock (NVDA)	0.0	$43k	-2%	47.00	903.67	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$42k	-3%	87.00	485.57	View chart
International Business Machs Stock (IBM)	0.0	$41k	+6%	212.00	191.00	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$36k	NEW	845.00	43.03	View chart
Marathon Pete Corp Stock (MPC)	0.0	$36k		180.00	201.50	View chart
Unitedhealth Group Stock (UNH)	0.0	$36k	+45%	74.00	487.30	View chart
Coca Cola Stock (KO)	0.0	$35k		568.00	61.18	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$34k	NEW	140.00	240.58	View chart
Merck & Co Stock (MRK)	0.0	$33k		251.00	131.95	View chart
Salesforce Stock (CRM)	0.0	$33k	NEW	108.00	301.18	View chart
D R Horton Stock (DHI)	0.0	$32k		192.00	164.54	View chart
Home Depot Stock (HD)	0.0	$31k	+54%	79.00	389.89	View chart
Rtx Corporation Stock (RTX)	0.0	$29k	+14%	296.00	97.53	View chart
Carrier Global Corporation Stock (CARR)	0.0	$28k		481.00	58.13	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$28k		258.00	107.63	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$28k	+13%	112.00	247.44	View chart
Yum China Hldgs Stock (YUMC)	0.0	$27k		682.00	39.76	View chart
Advanced Micro Devices Stock (AMD)	0.0	$27k		149.00	180.49	View chart
Pepsico Stock (PEP)	0.0	$27k		153.00	175.02	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$27k	+30%	143.00	186.81	View chart
Unilever Adr (UL)	0.0	$26k	NEW	512.00	50.19	View chart
Starbucks Corp Stock (SBUX)	0.0	$25k		276.00	91.39	View chart
Kla Corp Stock (KLAC)	0.0	$25k		36.00	698.58	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$25k		625.00	39.28	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$23k	NEW	156.00	148.76	View chart
Williams Sonoma Stock (WSM)	0.0	$23k		72.00	317.53	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$22k	NEW	272.00	81.74	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$22k		364.00	60.37	View chart
Vistra Corp Stock (VST)	0.0	$22k		315.00	69.65	View chart
Allstate Corp Stock (ALL)	0.0	$21k	+144%	120.00	172.89	View chart
Travelers Companies Stock (TRV)	0.0	$21k		90.00	230.15	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$21k		169.00	121.57	View chart
Cvs Health Corp Stock (CVS)	0.0	$21k	+542%	257.00	79.75	View chart
Polaris Stock (PII)	0.0	$20k	+704%	201.00	99.90	View chart
Novartis Adr (NVS)	0.0	$20k		207.00	96.73	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$20k		592.00	33.50	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$20k		198.00	99.29	View chart
Evergy Stock (EVRG)	0.0	$20k		365.00	53.38	View chart
Wells Fargo Stock (WFC)	0.0	$20k		336.00	57.96	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$19k		444.00	43.35	View chart
Chevron Corp Stock (CVX)	0.0	$19k	-16%	121.00	157.74	View chart
Halliburton Stock (HAL)	0.0	$18k	NEW	466.00	39.40	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$18k		509.00	36.05	View chart
Invitation Homes Reit (INVH)	0.0	$18k	NEW	498.00	35.62	View chart
Southwestern Energy Stock (SWN)	0.0	$18k		2.3k	7.58	View chart
Morgan Stanley Stock (MS)	0.0	$18k		189.00	93.65	View chart
At&t Stock (T)	0.0	$18k		1.0k	17.60	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$18k	NEW	170.00	102.82	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$17k		150.00	115.35	View chart
Transdigm Group Stock (TDG)	0.0	$17k		14.00	1231.57	View chart
Netflix Stock (NFLX)	0.0	$17k		28.00	607.32	View chart
Iqvia Hldgs Stock (IQV)	0.0	$17k	+294%	67.00	252.88	View chart
Synchrony Financial Stock (SYF)	0.0	$17k	+289%	382.00	43.12	View chart
Linde Stock (LIN)	0.0	$16k		35.00	464.31	View chart
Gartner Stock (IT)	0.0	$16k		34.00	476.68	View chart
Trane Technologies Stock (TT)	0.0	$16k	NEW	54.00	298.15	View chart
Huntington Bancshares Stock (HBAN)	0.0	$16k	NEW	1.2k	13.94	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$16k		40.00	395.70	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$16k	+376%	119.00	132.00	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$16k		214.00	73.29	View chart
Gilead Sciences Stock (GILD)	0.0	$16k		214.00	73.25	View chart
Analog Devices Stock (ADI)	0.0	$16k		79.00	197.78	View chart
Healthequity Stock (HQY)	0.0	$16k	NEW	190.00	81.63	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$15k	+91%	155.00	95.55	View chart
Citigroup Stock (C)	0.0	$15k		233.00	63.24	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$15k	NEW	59.00	247.44	View chart
Visa Inc Com Cl A Stock (V)	0.0	$15k	+225%	52.00	279.06	View chart
Conocophillips Stock (COP)	0.0	$15k	-11%	114.00	127.28	View chart
Servicenow Stock (NOW)	0.0	$15k		19.00	762.42	View chart
Medtronic Stock (MDT)	0.0	$14k		162.00	87.14	View chart
American Intl Group Stock (AIG)	0.0	$14k		173.00	78.17	View chart
Ametek Stock (AME)	0.0	$13k		73.00	182.90	View chart
Synopsys Stock (SNPS)	0.0	$13k		23.00	571.52	View chart
Webster Finl Corp Stock (WBS)	0.0	$13k		257.00	50.77	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$13k		27.00	478.67	View chart
Brown & Brown Stock (BRO)	0.0	$13k		147.00	87.54	View chart
S&p Global Stock (SPGI)	0.0	$13k	+200%	30.00	425.50	View chart
Intercontinental Exchange Stock (ICE)	0.0	$13k	+550%	91.00	137.43	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$12k		693.00	17.73	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$12k		110.00	110.50	View chart
Diamondback Energy Stock (FANG)	0.0	$12k		61.00	198.16	View chart
Reliance Stock (RS)	0.0	$12k		36.00	334.17	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$12k		147.00	81.67	View chart
Eaton Corp Stock (ETN)	0.0	$12k		38.00	312.68	View chart
Goldman Sachs Group Stock (GS)	0.0	$12k	+17%	27.00	433.00	View chart
Rapid7 Stock (RPD)	0.0	$12k	NEW	238.00	49.04	View chart
T-mobile Us Stock (TMUS)	0.0	$12k		71.00	163.23	View chart
Prog Holdings Stock (PRG)	0.0	$12k	NEW	334.00	34.46	View chart
Abbott Labs Stock (ABT)	0.0	$12k		101.00	113.66	View chart
Idexx Labs Stock (IDXX)	0.0	$11k		21.00	539.95	View chart
Oreilly Automotive Stock (ORLY)	0.0	$11k		10.00	1128.90	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$11k		127.00	88.44	View chart
Cadence Design System Stock (CDNS)	0.0	$11k		36.00	311.28	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$11k	+43%	33.00	338.15	View chart
Chemours Stock (CC)	0.0	$11k		423.00	26.26	View chart
Tjx Cos Stock (TJX)	0.0	$11k	NEW	109.00	101.66	View chart
Palo Alto Networks Stock (PANW)	0.0	$11k		39.00	284.13	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$11k	+2%	48.00	226.50	View chart
Eversource Energy Stock (ES)	0.0	$11k	NEW	181.00	59.77	View chart
Fiserv Stock (FI)	0.0	$11k		67.00	159.82	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$11k		148.00	72.34	View chart
Duke Energy Corp Stock (DUK)	0.0	$11k		109.00	96.71	View chart
Paychex Stock (PAYX)	0.0	$10k		85.00	122.80	View chart
Verizon Communications Stock (VZ)	0.0	$10k		247.00	41.96	View chart
Archer Daniels Midland Stock (ADM)	0.0	$10k	NEW	163.00	62.81	View chart
Cme Group Stock (CME)	0.0	$10k	+6%	47.00	215.30	View chart
Chubb Stock (CB)	0.0	$10k		39.00	259.13	View chart
Nextera Energy Stock (NEE)	0.0	$10k	-25%	158.00	63.91	View chart
Ansys Stock (ANSS)	0.0	$10k		29.00	347.17	View chart
Lkq Corp Stock (LKQ)	0.0	$10k		188.00	53.41	View chart
Pfizer Stock (PFE)	0.0	$10k	-39%	361.00	27.75	View chart
Assured Guaranty Stock (AGO)	0.0	$9.9k		114.00	87.25	View chart
Equinix Reit (EQIX)	0.0	$9.9k	+500%	12.00	825.50	View chart
Nrg Energy Stock (NRG)	0.0	$9.9k		146.00	67.69	View chart
Eqt Corp Stock (EQT)	0.0	$9.8k		265.00	37.07	View chart
Ge Aerospace Stock (GE)	0.0	$9.7k		55.00	175.53	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$9.6k		167.00	57.62	View chart
General Dynamics Corp Stock (GD)	0.0	$9.6k		34.00	282.50	View chart
First Horizon Corporation Stock (FHN)	0.0	$9.6k		621.00	15.40	View chart
Western Un Stock (WU)	0.0	$9.5k		680.00	13.98	View chart
Autozone Stock (AZO)	0.0	$9.5k		3.00	3151.67	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$9.4k	NEW	174.00	54.23	View chart
Heico Corp Stock (HEI)	0.0	$9.4k		49.00	191.00	View chart
Mettler Toledo International Stock (MTD)	0.0	$9.3k		7.00	1331.29	View chart
F N B Corp Stock (FNB)	0.0	$9.2k		654.00	14.10	View chart
State Str Corp Stock (STT)	0.0	$9.2k		119.00	77.32	View chart
Phillips 66 Stock (PSX)	0.0	$9.1k		56.00	163.34	View chart
Horace Mann Educators Corp Stock (HMN)	0.0	$9.1k	-5%	246.00	36.99	View chart
Quanta Svcs Stock (PWR)	0.0	$9.1k		35.00	259.80	View chart
First Indl Rlty Tr Reit (FR)	0.0	$9.0k	-6%	172.00	52.54	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$9.0k		2.7k	3.33	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$9.0k		42.00	213.31	View chart
Cintas Corp Stock (CTAS)	0.0	$8.9k		13.00	687.00	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$8.9k		117.00	76.14	View chart
Hawaiian Holdings Stock (HA)	0.0	$8.9k		668.00	13.33	View chart
Boeing Stock (BA)	0.0	$8.9k		46.00	193.00	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$8.9k		43.00	205.98	View chart

Past Filings by Red Tortoise

SEC 13F filings are viewable for Red Tortoise going back to 2021

Red Tortoise 2024 Q1 filed April 19, 2024
Red Tortoise 2023 Q4 filed Jan. 31, 2024
Red Tortoise 2023 Q3 filed Nov. 2, 2023
Red Tortoise 2023 Q2 filed July 26, 2023
Red Tortoise 2023 Q1 filed May 16, 2023
Red Tortoise 2022 Q4 filed Feb. 1, 2023
Red Tortoise 2021 Q3 filed Nov. 7, 2022
Red Tortoise 2022 Q2 filed Aug. 9, 2022
Red Tortoise 2022 Q1 filed April 15, 2022
Red Tortoise 2021 Q4 filed Feb. 10, 2022

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