Tortoise Investment Management

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

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Positions held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 788 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Tortoise Investment Management has 788 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.4 $70M 147k 477.63
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.5 $34M 340k 98.59
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $23M +21% 49k 475.31
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Ishares Tr 0-3 Mnth Treasry (SGOV) 3.0 $23M +2% 226k 100.27
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Ishares Tr Mbs Etf (MBB) 2.9 $22M -24% 230k 94.08
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American Centy Etf Tr Us Eqt Etf (AVUS) 2.3 $17M +11% 212k 81.55
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Ishares Core Msci Emkt (IEMG) 2.3 $17M 336k 50.58
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.2 $16M -3% 154k 105.23
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Apple (AAPL) 2.1 $16M +7% 84k 192.53
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Ishares Tr Cmbs Etf (CMBS) 2.1 $16M 336k 46.79
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.9 $14M +21% 226k 61.53
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Nuveen Muni Value Fund (NUV) 1.8 $14M +27% 1.6M 8.60
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Ishares Tr Rus 1000 Etf (IWB) 1.8 $13M 51k 262.26
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $12M -6% 172k 70.35
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $12M 347k 33.25
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Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $12M -4% 136k 84.33
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Nuveen Mun Value Fd 2 (NUW) 1.5 $11M +15% 821k 13.63
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Ishares Tr 20+ Year Tr Bd (TLTW) 1.4 $11M 386k 27.47
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Doubleline Etf Trust Mortgage Etf (DMBS) 1.4 $10M NEW 210k 49.49
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $10M +2% 181k 56.40
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.3 $10M 485k 20.71
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $9.6M +21% 165k 58.33
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Ishares Tr Core S&p Scp Etf (IJR) 1.3 $9.4M -9% 87k 108.25
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Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $9.0M +9% 38k 237.22
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Vanguard Index Fds Value Etf (VTV) 1.1 $8.6M -3% 57k 149.50
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Wisdomtree Tr Emg Mkts Smcap (DGS) 1.1 $8.3M +6% 167k 49.92
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $7.8M 220k 35.41
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.8M 162k 47.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $7.5M +5% 182k 41.10
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $7.0M +8% 200k 34.89
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Nuveen NY Municipal Value (NNY) 0.9 $6.4M +35% 778k 8.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.4M 18k 356.66
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.8 $6.3M -14% 235k 26.91
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Western Asset Municipal Hgh Incm Fnd (MHF) 0.8 $6.2M +29% 959k 6.42
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $5.9M 33k 179.97
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $5.7M -7% 50k 115.03
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Ishares Tr S&p 500 Val Etf (IVE) 0.8 $5.7M -2% 33k 173.89
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Progressive Corporation (PGR) 0.7 $5.6M 35k 159.28
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Dimensional Etf Trust Short Duration F (DFSD) 0.7 $5.6M 118k 47.01
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $5.4M +22% 69k 77.37
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Vanguard Index Fds Large Cap Etf (VV) 0.7 $5.1M +4% 23k 218.15
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $4.9M 169k 29.23
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.7 $4.9M -15% 93k 52.20
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Ishares Tr Core Msci Total (IXUS) 0.6 $4.4M -6% 68k 64.93
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Vaneck Etf Trust Long Muni Etf (MLN) 0.6 $4.4M -14% 243k 18.25
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $4.4M 12k 376.87
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $4.3M -2% 89k 48.45
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Nuveen Div. Advantage Muni. Fund (NAD) 0.6 $4.2M -5% 364k 11.45
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $4.2M +41% 122k 34.01
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $4.0M +12% 71k 56.39
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $4.0M +24% 78k 51.05
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $3.9M -10% 82k 47.24
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $3.8M +6% 133k 28.64
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $3.7M +12% 41k 89.80
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $3.7M -3% 332k 11.00
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $3.5M -17% 145k 24.18
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.5 $3.4M 61k 56.46
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $3.3M -2% 139k 24.11
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Nuveen Select Mat Mun Sh Ben Int (NIM) 0.4 $3.3M +40% 376k 8.82
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Microsoft Corporation (MSFT) 0.4 $3.3M -3% 8.8k 376.05
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American Centy Etf Tr International Lr (AVIV) 0.4 $3.1M +4% 61k 51.48
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $3.1M -10% 37k 83.31
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $3.1M +4% 56k 55.67
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $3.0M +3% 80k 36.96
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $2.9M -2% 29k 103.07
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $2.9M 57k 51.83
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.8M 50k 56.14
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Ishares Tr National Mun Etf (MUB) 0.3 $2.6M -42% 24k 108.41
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Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $2.4M +3% 85k 28.61
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $2.4M +5% 96k 24.79
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.3M 11k 213.34
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Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.3 $2.3M -5% 264k 8.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.3M 5.2k 436.84
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $2.2M +6% 48k 45.97
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.9M +9% 31k 62.49
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Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.3 $1.9M -17% 83k 23.12
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Ishares Tr S&p 100 Etf (OEF) 0.3 $1.9M 8.5k 223.39
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Ishares Tr Short Treas Bd (SHV) 0.2 $1.9M +21% 17k 110.13
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.8M 17k 102.88
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $1.7M +931% 41k 42.18
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Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $1.7M -9% 66k 25.66
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $1.7M +6% 28k 60.43
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.6M +16% 46k 34.36
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.5M +156% 28k 55.90
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $1.5M -18% 32k 47.00
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JPMorgan Chase & Co. (JPM) 0.2 $1.5M -4% 8.6k 170.09
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.4M 20k 70.10
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Eli Lilly & Co. (LLY) 0.2 $1.4M +38% 2.3k 582.89
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.3M +18% 22k 59.62
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M +2% 17k 75.35
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.3M +47% 4.6k 277.15
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.3M -23% 8.6k 147.14
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $1.2M +22% 43k 29.12
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $1.2M -40% 26k 46.36
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Tesla Motors (TSLA) 0.2 $1.2M -5% 4.8k 248.48
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.2M 19k 61.90
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.2 $1.2M -2% 25k 46.55
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Costco Wholesale Corporation (COST) 0.2 $1.2M -2% 1.8k 660.08
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Nuveen N Y Select Tax Free I Sh Ben Int (NXN) 0.2 $1.1M 97k 11.75
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M -3% 5.7k 200.72
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.1M -38% 22k 51.63
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.1M +8% 19k 59.32
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Ishares Tr Invt Grd Corp Bd (LQDW) 0.1 $1.1M -21% 37k 29.66
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.1M +35% 43k 25.30
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.1M +10% 19k 57.76
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Nuveen Ny Divid Advntg Mun F (NAN) 0.1 $1.1M -16% 99k 11.04
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.1M +3% 13k 85.06
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $1.0M 88k 11.82
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Western Asset Intm Muni Fd I (SBI) 0.1 $1.0M -27% 132k 7.70
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $1.0M 16k 63.85
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BlackRock MuniYield New York Insured Fnd (MYN) 0.1 $1.0M +74% 97k 10.33
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $964k 24k 40.21
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $954k 17k 55.59
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $950k 16k 57.96
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Nuveen California Muni Vlu F Com Stk (NCA) 0.1 $943k -14% 105k 8.96
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $901k +69% 10k 88.36
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $859k -33% 32k 26.65
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Home Depot (HD) 0.1 $855k -26% 2.5k 346.55
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Pepsi (PEP) 0.1 $847k 5.0k 169.85
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $829k 2.0k 409.52
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $809k +10% 5.8k 139.69
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $799k -22% 33k 24.42
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $777k 2.6k 303.17
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $769k +3% 32k 24.25
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Ishares Jp Morgan Em Etf (LEMB) 0.1 $736k -9% 20k 36.72
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $723k NEW 25k 29.02
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Procter & Gamble Company (PG) 0.1 $706k 4.8k 146.55
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $684k +28% 14k 49.72
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Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $684k -28% 65k 10.53
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $672k +176% 32k 20.80
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Goldman Sachs (GS) 0.1 $667k -10% 1.7k 385.77
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Bath &#38 Body Works In (BBWI) 0.1 $662k 15k 43.16
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Union Pacific Corporation (UNP) 0.1 $649k -4% 2.6k 245.62
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Morgan Stanley Emerging Markets Domestic (EDD) 0.1 $644k -73% 138k 4.66
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Alphabet Cap Stk Cl C (GOOG) 0.1 $625k -3% 4.4k 140.93
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $616k -26% 6.2k 98.88
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Amazon (AMZN) 0.1 $587k -4% 3.9k 151.94
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $571k +5% 11k 51.06
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Cisco Systems (CSCO) 0.1 $549k 11k 50.52
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $541k -24% 26k 21.24
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $535k -7% 11k 49.20
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $524k 20k 25.79
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Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $503k -21% 130k 3.86
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DNP Select Income Fund (DNP) 0.1 $501k -9% 59k 8.48
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Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $499k +47% 9.8k 50.74
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Heico Corp Cl A (HEI.A) 0.1 $485k 3.4k 142.45
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Ishares Tr Micro-cap Etf (IWC) 0.1 $476k 4.1k 116.03
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Johnson & Johnson (JNJ) 0.1 $467k -7% 3.0k 156.74
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $462k 5.7k 81.30
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Chevron Corporation (CVX) 0.1 $459k -29% 3.1k 149.15
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Colgate-Palmolive Company (CL) 0.1 $450k 5.6k 79.70
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $438k +4% 1.2k 350.91
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $433k -4% 17k 25.20
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International Business Machines (IBM) 0.1 $425k 2.6k 163.57
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Stryker Corporation (SYK) 0.1 $424k 1.4k 299.38
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Merck & Co (MRK) 0.1 $411k 3.8k 109.03
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $396k +12% 36k 11.13
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Meta Platforms Cl A (META) 0.1 $390k 1.1k 353.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $388k -2% 2.3k 165.25
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $387k 13k 30.80
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Nuveen Insd Dividend Advantage (NVG) 0.1 $385k +18% 33k 11.82
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Exxon Mobil Corporation (XOM) 0.1 $383k 3.8k 99.98
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Caterpillar (CAT) 0.0 $371k 1.3k 295.69
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $368k +2% 4.8k 77.02
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Western Asset Income Fund (PAI) 0.0 $366k +47% 30k 12.04
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $357k 8.5k 41.93
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $353k -38% 16k 22.13
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McDonald's Corporation (MCD) 0.0 $347k 1.2k 296.62
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $346k -20% 31k 11.09
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Emerson Electric (EMR) 0.0 $346k 3.6k 97.32
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $337k 11k 31.13
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NVIDIA Corporation (NVDA) 0.0 $320k +146% 645.00 495.56
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T. Rowe Price (TROW) 0.0 $317k +4% 2.9k 107.69
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $309k 12k 24.96
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $296k -14% 1.7k 170.40
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $286k -35% 5.5k 52.33
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.0 $275k +3% 6.6k 41.83
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $272k 6.8k 39.82
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $272k 10k 27.05
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $271k 5.3k 51.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $268k 1.7k 157.80
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Parker-Hannifin Corporation (PH) 0.0 $266k 578.00 460.65
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $264k 3.4k 77.73
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $261k -19% 6.5k 40.25
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $258k +17% 11k 22.74
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Comcast Corp Cl A (CMCSA) 0.0 $254k +4% 5.8k 43.85
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UnitedHealth (UNH) 0.0 $254k +34% 483.00 526.47
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Visa Com Cl A (V) 0.0 $254k +23% 976.00 260.35
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $247k +16% 5.8k 42.40
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Mettler-Toledo International (MTD) 0.0 $243k 200.00 1212.96
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American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $243k 4.5k 53.88
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $236k -2% 3.1k 75.10
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Boeing Company (BA) 0.0 $228k 875.00 260.66
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Intel Corporation (INTC) 0.0 $228k 4.5k 50.25
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Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $228k -6% 5.5k 41.28
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American Express Company (AXP) 0.0 $220k -9% 1.2k 187.34
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American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $220k 3.9k 56.19
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $218k 6.1k 35.91
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $217k 5.6k 38.81
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Ishares Tr New York Mun Etf (NYF) 0.0 $216k -9% 4.0k 54.10
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Ishares Esg Awr Msci Em (ESGE) 0.0 $210k +7% 6.6k 32.06
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Nuveen Nj Div Advantage Mun (NXJ) 0.0 $198k +9% 17k 11.78
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Walt Disney Company (DIS) 0.0 $196k 2.2k 90.30
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $194k -40% 1.9k 104.92
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Honeywell International (HON) 0.0 $194k +26% 925.00 209.63
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Yum! Brands (YUM) 0.0 $194k 1.5k 130.65
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CVS Caremark Corporation (CVS) 0.0 $190k 2.4k 78.97
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American Centy Etf Tr Core Muni Fxd In (AVMU) 0.0 $188k 4.0k 46.88
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Kinder Morgan (KMI) 0.0 $187k 11k 17.64
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $187k +2% 3.4k 55.28
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Texas Instruments Incorporated (TXN) 0.0 $185k +32% 1.1k 170.46
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Travelers Companies (TRV) 0.0 $184k 964.00 190.41
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Netflix (NFLX) 0.0 $183k 376.00 486.88
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ConocoPhillips (COP) 0.0 $182k 1.6k 116.07
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Discover Financial Services (DFS) 0.0 $181k 1.6k 112.37
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $178k -9% 2.3k 78.03
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $178k 19k 9.40
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Lennar Corp Cl A (LEN) 0.0 $177k 1.2k 149.04
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $176k 3.8k 46.41
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Mondelez Intl Cl A (MDLZ) 0.0 $176k 2.4k 72.42
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Vanguard Index Fds Growth Etf (VUG) 0.0 $174k -3% 558.00 310.88
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Verizon Communications (VZ) 0.0 $173k +9% 4.6k 37.70
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Broadcom (AVGO) 0.0 $172k +492% 154.00 1116.25
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Mueller Industries (MLI) 0.0 $172k +100% 3.6k 47.15
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Adobe Systems Incorporated (ADBE) 0.0 $171k +155% 286.00 596.60
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Ross Stores (ROST) 0.0 $170k 1.2k 138.39
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $170k 3.9k 43.31
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Axsome Therapeutics (AXSM) 0.0 $170k 2.1k 79.59
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Ameriprise Financial (AMP) 0.0 $167k 440.00 379.96
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Moderna (MRNA) 0.0 $166k 1.7k 99.45
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $166k 3.9k 42.58
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $165k -5% 1.7k 96.39
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Abbott Laboratories (ABT) 0.0 $165k +24% 1.5k 110.07
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Ishares Tr Esg Aware Msci (ESML) 0.0 $163k +2% 4.3k 38.01
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Abbvie (ABBV) 0.0 $160k -10% 1.0k 154.97
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Air Products & Chemicals (APD) 0.0 $152k 554.00 273.80
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Vanguard World Fds Utilities Etf (VPU) 0.0 $151k 1.1k 137.07
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $150k 4.8k 31.51
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.0 $149k 6.0k 24.99
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Ishares Tr Gnma Bond Etf (GNMA) 0.0 $147k +14% 3.3k 44.25
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $147k 5.4k 26.95
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Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $146k 2.5k 57.81
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $146k 885.00 164.42
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Raytheon Technologies Corp (RTX) 0.0 $144k -2% 1.7k 84.13
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $144k +87% 297.00 484.00
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S&p Global (SPGI) 0.0 $138k 314.00 440.52
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At&t (T) 0.0 $133k -24% 7.9k 16.78
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Regeneron Pharmaceuticals (REGN) 0.0 $132k 150.00 878.29
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Gartner (IT) 0.0 $131k 291.00 451.11
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $130k -23% 2.7k 48.74
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Past Filings by Tortoise Investment Management

SEC 13F filings are viewable for Tortoise Investment Management going back to 2013

View all past filings