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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: SCHF, VGLT, FNDF, SCHO, SCHX, VTV, SCHB, AVGO, IEFA, SPY.
Started 6 new stock positions in CI, Lam Research, Amentum Holdings, TFC, IBIT, NAPR.
Reduced shares in these 10 stocks: IVV, SCHE, BND, HD, BABA, VZ, BMY, VYM, EEM, LIT.
Sold out of its positions in ALXO, BABA, BIDU, BLK, BWA, BAM, BF.B, DAN, D, EVBN.
Red Tortoise was a net buyer of stock by $2.7M.
Red Tortoise has $201M in assets under management (AUM), dropping by 8.19%.
Central Index Key (CIK): 0001910488

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Portfolio Holdings for Red Tortoise

Red Tortoise holds 566 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Red Tortoise has 566 total positions. Only the first 250 positions are shown.

Sign up to view all of the Red Tortoise Sept. 30, 2024 positions
Download the Red Tortoise September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	11.5	$23M	+5%	563k	41.12	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	7.4	$15M		399k	37.37	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.8	$12M	-2%	20k	576.81	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	5.0	$10M	+6%	165k	61.54	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.9	$9.8M	-2%	336k	29.18	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	3.9	$7.9M		116k	67.85	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.7	$7.4M		95k	78.05	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.5	$7.1M		40k	179.30	View chart
Vanguard Value Etf Etf (VTV)	2.9	$5.8M	+2%	33k	174.57	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.8	$5.6M		29k	189.80	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.6	$5.3M		74k	71.76	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.3	$4.6M		73k	62.69	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.3	$4.5M	+4%	92k	48.98	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.9	$3.9M		73k	52.86	View chart
Schwab Us Tips Etf Etf (SCHP)	1.6	$3.3M		61k	53.63	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.4	$2.7M		8.7k	314.38	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.3	$2.7M	+5%	41k	66.52	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	1.3	$2.6M		89k	29.07	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.3	$2.6M		45k	57.22	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$2.5M		52k	47.85	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$2.2M		39k	57.41	View chart
Bank America Corp Stock (BAC)	1.0	$2.1M		53k	39.68	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.0	$2.0M		39k	52.13	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	1.0	$2.0M		28k	71.51	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.0	$2.0M		37k	52.81	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.9	$1.9M		59k	32.27	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.9M		4.3k	430.30	View chart
Home Depot Stock (HD)	0.9	$1.7M	-5%	4.3k	405.20	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.9	$1.7M	+3%	7.9k	220.90	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.8	$1.7M		13k	128.20	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.8	$1.6M		33k	47.52	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.7	$1.5M	+3%	7.5k	200.79	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.7	$1.4M		23k	62.20	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$1.4M		14k	101.27	View chart
Apple Stock (AAPL)	0.7	$1.4M		5.8k	233.00	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$1.3M	-12%	18k	75.11	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.7	$1.3M		18k	71.71	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.6	$1.3M		28k	45.86	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$1.3M		22k	59.02	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.6	$1.2M		22k	55.29	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.6	$1.2M		44k	26.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$1.1M		14k	83.63	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$1.1M	+7%	1.9k	573.87	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.5	$1.1M		15k	70.37	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.1M		21k	51.50	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$966k		15k	63.00	View chart
Amazon Stock (AMZN)	0.4	$857k		4.6k	186.33	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.4	$789k		9.1k	86.82	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$767k		4.6k	165.85	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$744k		18k	41.69	View chart
Oracle Corp Stock (ORCL)	0.4	$734k		4.3k	170.40	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.4	$718k		4.6k	157.33	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.3	$626k		29k	21.95	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$623k		5.3k	117.30	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$616k	+13%	12k	51.12	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.3	$611k	+12%	5.8k	106.19	View chart
Agnico Eagle Mines Stock (AEM)	0.3	$586k		7.3k	80.56	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$580k		7.3k	79.23	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$574k		4.3k	132.24	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$532k		2.7k	198.05	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$510k		6.1k	84.04	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$490k		3.6k	135.05	View chart
Procter And Gamble Stock (PG)	0.2	$484k		2.8k	173.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$475k		2.8k	167.22	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$441k		7.7k	57.53	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$355k		1.4k	260.13	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$333k	-2%	1.2k	283.08	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$309k		3.5k	89.37	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$279k		819.00	340.33	View chart
Dfa International Value Etf Etf (DFIV)	0.1	$278k		7.3k	38.08	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$253k		892.00	284.00	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$221k		6.2k	35.74	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$208k		2.2k	93.59	View chart
Johnson & Johnson Stock (JNJ)	0.1	$204k	-2%	1.3k	162.06	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.1	$200k		3.4k	59.57	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$198k		1.8k	110.48	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$198k		2.9k	67.69	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$197k		2.5k	78.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$193k		337.00	572.44	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$181k		1.5k	116.96	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$177k		3.2k	55.64	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$177k		4.8k	37.18	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$174k		2.7k	64.86	View chart
Global X Uranium Etf Etf (URA)	0.1	$173k		6.1k	28.61	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$173k		376.00	460.26	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$172k		1.0k	166.89	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$151k	+92%	5.8k	26.17	View chart
Wec Energy Group Stock (WEC)	0.1	$146k		1.5k	96.19	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$139k		3.4k	41.49	View chart
Broadcom Stock (AVGO)	0.1	$132k	+905%	764.00	172.50	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$126k		1.3k	95.77	View chart
Walmart Stock (WMT)	0.1	$117k		1.4k	80.75	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.1	$114k		5.6k	20.38	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$112k		625.00	179.16	View chart
Visa Inc Com Cl A Stock (V)	0.1	$111k		402.00	274.94	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$108k		923.00	117.22	View chart
Agilent Technologies Stock (A)	0.1	$105k		704.00	148.53	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.1	$103k		1.1k	91.49	View chart
Yum Brands Stock (YUM)	0.0	$96k		683.00	139.76	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$91k		1.1k	84.55	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$90k		2.1k	43.15	View chart
Novo-nordisk A S Adr (NVO)	0.0	$86k		726.00	119.07	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$86k		411.00	209.57	View chart
Lowes Cos Stock (LOW)	0.0	$86k		316.00	271.28	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$78k		2.2k	35.42	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$74k		209.00	353.48	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$72k		1.4k	52.97	View chart
Automatic Data Processing Stock (ADP)	0.0	$67k		242.00	276.89	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$64k		730.00	88.25	View chart
Nvidia Corporation Stock (NVDA)	0.0	$64k		530.00	121.45	View chart
Hca Healthcare Stock (HCA)	0.0	$64k		157.00	406.43	View chart
At&t Stock (T)	0.0	$61k	-21%	2.8k	22.00	View chart
Consolidated Edison Stock (ED)	0.0	$58k		554.00	104.13	View chart
Verizon Communications Stock (VZ)	0.0	$56k	-28%	1.2k	44.91	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$56k		830.00	67.26	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$56k		913.00	61.13	View chart
Nike Inc Cl B Stock (NKE)	0.0	$53k		596.00	88.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$51k		104.00	488.81	View chart
Disney Walt Stock (DIS)	0.0	$50k		517.00	96.19	View chart
Cisco Sys Stock (CSCO)	0.0	$48k		896.00	53.22	View chart
International Business Machs Stock (IBM)	0.0	$45k		203.00	221.60	View chart
Unitedhealth Group Stock (UNH)	0.0	$45k		77.00	579.96	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$42k	+8%	923.00	45.52	View chart
Coca Cola Stock (KO)	0.0	$41k		568.00	71.86	View chart
Marathon Pete Corp Stock (MPC)	0.0	$41k	+38%	249.00	162.91	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$40k		603.00	65.95	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.0	$39k	NEW	797.00	48.64	View chart
Carrier Global Corporation Stock (CARR)	0.0	$39k		481.00	80.49	View chart
Merck & Co Stock (MRK)	0.0	$38k	+38%	336.00	113.56	View chart
Vistra Corp Stock (VST)	0.0	$37k		315.00	118.54	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$37k		141.00	263.23	View chart
Tesla Stock (TSLA)	0.0	$37k		141.00	261.63	View chart
D R Horton Stock (DHI)	0.0	$37k		192.00	190.76	View chart
Rtx Corporation Stock (RTX)	0.0	$36k		296.00	121.16	View chart
Unilever Adr (UL)	0.0	$33k		512.00	64.96	View chart
Yum China Hldgs Stock (YUMC)	0.0	$31k		682.00	44.99	View chart
Salesforce Stock (CRM)	0.0	$30k		108.00	274.47	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$29k		262.00	108.60	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$28k		600.00	47.13	View chart
Ge Aerospace Stock (GE)	0.0	$28k		148.00	188.58	View chart
Kla Corp Stock (KLAC)	0.0	$28k		36.00	774.42	View chart
Global X Autonomous & Electric Vehicles Etf Etf (DRIV)	0.0	$27k		1.2k	23.48	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$27k		112.00	241.09	View chart
Starbucks Corp Stock (SBUX)	0.0	$27k		276.00	97.49	View chart
Pepsico Stock (PEP)	0.0	$26k		153.00	170.06	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$26k		625.00	41.55	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$25k		274.00	90.34	View chart
Advanced Micro Devices Stock (AMD)	0.0	$24k		149.00	164.08	View chart
Novartis Adr (NVS)	0.0	$24k		207.00	115.02	View chart
Philip Morris Intl Stock (PM)	0.0	$23k	+40%	192.00	121.40	View chart
Allstate Corp Stock (ALL)	0.0	$23k		121.00	189.91	View chart
Williams Sonoma Stock (WSM)	0.0	$22k	+100%	144.00	154.92	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$22k		169.00	131.40	View chart
Chevron Corp Stock (CVX)	0.0	$22k	+23%	149.00	147.29	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$22k		160.00	136.35	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$22k		110.00	197.17	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$21k		592.00	36.15	View chart
Travelers Companies Stock (TRV)	0.0	$21k		91.00	234.12	View chart
Gilead Sciences Stock (GILD)	0.0	$21k		252.00	83.84	View chart
Trane Technologies Stock (TT)	0.0	$21k		54.00	387.91	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$21k		198.00	103.95	View chart
Transdigm Group Stock (TDG)	0.0	$20k		14.00	1427.14	View chart
Netflix Stock (NFLX)	0.0	$20k		28.00	709.29	View chart
Morgan Stanley Stock (MS)	0.0	$20k		190.00	103.69	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$20k		509.00	38.43	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$20k		300.00	65.16	View chart
Evergy Stock (EVRG)	0.0	$19k		312.00	62.01	View chart
Synchrony Financial Stock (SYF)	0.0	$19k		385.00	49.88	View chart
General Dynamics Corp Stock (GD)	0.0	$19k	+85%	63.00	302.21	View chart
Wells Fargo Stock (WFC)	0.0	$19k		336.00	56.49	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$18k		170.00	107.92	View chart
Analog Devices Stock (ADI)	0.0	$18k		79.00	230.16	View chart
Invitation Homes Reit (INVH)	0.0	$18k		506.00	35.28	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$17k		415.00	41.77	View chart
Huntington Bancshares Stock (HBAN)	0.0	$17k		1.2k	14.71	View chart
Gartner Stock (IT)	0.0	$17k		34.00	506.76	View chart
Servicenow Stock (NOW)	0.0	$17k		19.00	894.37	View chart
Linde Stock (LIN)	0.0	$17k		35.00	476.86	View chart
Southwestern Energy Stock	0.0	$17k		2.3k	7.11	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$17k		214.00	77.18	View chart
Gabelli Equity Tr Cef (GAB)	0.0	$17k		3.0k	5.49	View chart
Abbvie Stock (ABBV)	0.0	$16k		83.00	197.48	View chart
Prog Holdings Stock (PRG)	0.0	$16k		336.00	48.51	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$16k		364.00	44.57	View chart
Iqvia Hldgs Stock (IQV)	0.0	$16k		67.00	236.94	View chart
Healthequity Stock (HQY)	0.0	$16k		190.00	81.85	View chart
Pfizer Stock (PFE)	0.0	$16k		537.00	28.94	View chart
S&p Global Stock (SPGI)	0.0	$16k		30.00	516.60	View chart
Brown & Brown Stock (BRO)	0.0	$15k		147.00	103.60	View chart
Polaris Stock (PII)	0.0	$15k		178.00	83.47	View chart
Intercontinental Exchange Stock (ICE)	0.0	$15k		92.00	160.64	View chart
T-mobile Us Stock (TMUS)	0.0	$15k		71.00	206.37	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$15k		147.00	99.49	View chart
Citigroup Stock (C)	0.0	$15k		233.00	62.60	View chart
Medtronic Stock (MDT)	0.0	$15k		162.00	90.04	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$14k		27.00	528.07	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$14k		59.00	241.08	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$14k		693.00	20.46	View chart
Cvs Health Corp Stock (CVS)	0.0	$14k		222.00	62.83	View chart
Goldman Sachs Group Stock (GS)	0.0	$14k		27.00	516.50	View chart
Centene Corp Del Stock (CNC)	0.0	$14k		185.00	75.28	View chart
Halliburton Stock (HAL)	0.0	$14k		471.00	29.02	View chart
Nextera Energy Stock (NEE)	0.0	$13k		158.00	84.53	View chart
Palo Alto Networks Stock (PANW)	0.0	$13k		39.00	341.79	View chart
Nrg Energy Stock (NRG)	0.0	$13k		146.00	91.10	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$13k		110.00	119.70	View chart
Tjx Cos Stock (TJX)	0.0	$13k		110.00	117.41	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$13k		117.00	110.37	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$13k		119.00	107.96	View chart
Heico Corp Stock (HEI)	0.0	$13k		49.00	261.49	View chart
American Intl Group Stock (AIG)	0.0	$13k		173.00	73.23	View chart
Eaton Corp Stock (ETN)	0.0	$13k		38.00	331.45	View chart
Duke Energy Corp Stock (DUK)	0.0	$13k		109.00	115.30	View chart
Ametek Stock (AME)	0.0	$13k		73.00	171.71	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$13k		33.00	377.30	View chart
Eversource Energy Stock (ES)	0.0	$12k		181.00	68.05	View chart
Canadian Imperial Bk Comm Stock (CM)	0.0	$12k		200.00	61.34	View chart
Fiserv Stock (FI)	0.0	$12k		67.00	179.66	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$12k		40.00	300.15	View chart
Conocophillips Stock (COP)	0.0	$12k		114.00	105.28	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$12k		167.00	71.86	View chart
Webster Finl Corp Stock (WBS)	0.0	$12k		257.00	46.61	View chart
Synopsys Stock (SNPS)	0.0	$12k		23.00	506.39	View chart
Oreilly Automotive Stock (ORLY)	0.0	$12k		10.00	1151.60	View chart
Paychex Stock (PAYX)	0.0	$11k		85.00	134.19	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$11k		48.00	235.96	View chart
Chubb Stock (CB)	0.0	$11k		39.00	288.38	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$11k		94.00	118.83	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$11k		70.00	156.79	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$11k		128.00	85.34	View chart
Cintas Corp Stock (CTAS)	0.0	$11k	+300%	52.00	205.88	View chart
Transunion Stock (TRU)	0.0	$11k		102.00	104.70	View chart
Equinix Reit (EQIX)	0.0	$11k		12.00	887.50	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$11k		203.00	52.45	View chart
Idexx Labs Stock (IDXX)	0.0	$11k		21.00	505.24	View chart
State Str Corp Stock (STT)	0.0	$11k		119.00	88.47	View chart
Diamondback Energy Stock (FANG)	0.0	$11k		61.00	172.39	View chart
Mettler Toledo International Stock (MTD)	0.0	$11k		7.00	1499.71	View chart
International Flavors&fragranc Stock (IFF)	0.0	$11k		100.00	104.93	View chart
Quanta Svcs Stock (PWR)	0.0	$10k		35.00	298.14	View chart
Reliance Stock (RS)	0.0	$10k		36.00	289.22	View chart
Welltower Reit (WELL)	0.0	$10k		81.00	128.02	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$10k		155.00	65.99	View chart
Wabtec Stock (WAB)	0.0	$10k		56.00	181.75	View chart
3M Stock (MMM)	0.0	$10k		73.00	136.70	View chart
Mfs High Yield Mun Tr Sh Ben Int Cef (CMU)	0.0	$9.9k		2.7k	3.67	View chart
Cadence Design System Stock (CDNS)	0.0	$9.8k		36.00	271.03	View chart
Archer Daniels Midland Stock (ADM)	0.0	$9.7k		163.00	59.74	View chart
Eqt Corp Stock (EQT)	0.0	$9.7k		265.00	36.64	View chart
Cme Group Stock (CME)	0.0	$9.7k		44.00	220.66	View chart

Past Filings by Red Tortoise

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

Red Tortoise 2024 Q3 filed Oct. 28, 2024
Red Tortoise 2024 Q2 filed July 31, 2024
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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