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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, SCHE, IEFA, and represent 33.96% of Red Tortoise's stock portfolio.
Added to shares of these 10 stocks: FNDF, VGLT, VTWO, REMX, VBR, IBMO, SCHF, SCHE, SCHO, BCI.
Started 47 new stock positions in SWKS, DOW, GSLC, MTCH, GLOB, MRTN, MOH, DJT, LINE, Q.
Reduced shares in these 10 stocks: VOO, ISHG, MSFT, IBMN, SPTL, ORCL, IVV, IEFA, IWB, VIG.
Sold out of its positions in ASGN, UHAL.B, COLD, CABO, CLX, DXC, XRAY, FMC, FDS, FTEC.
Red Tortoise was a net buyer of stock by $149k.
Red Tortoise has $236M in assets under management (AUM), dropping by 2.23%.
Central Index Key (CIK): 0001910488

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Portfolio Holdings for Red Tortoise

Red Tortoise holds 600 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Red Tortoise has 600 total positions. Only the first 250 positions are shown.

Sign up to view all of the Red Tortoise Dec. 31, 2025 positions
Download the Red Tortoise December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	11.6	$27M		1.1M	24.04	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	8.8	$21M	+8%	458k	45.21	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.5	$13M		19k	684.94	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.4	$10M	+3%	315k	32.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.6	$8.5M	-2%	95k	89.46	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	3.5	$8.2M	+11%	147k	55.80	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	3.3	$7.7M		285k	26.93	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	3.0	$7.0M		256k	27.21	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.7	$6.3M		30k	210.34	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.4	$5.6M	+4%	230k	24.37	View chart
Vanguard Value Etf Etf (VTV)	2.3	$5.4M		28k	190.99	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.2	$5.2M		76k	69.42	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.2	$5.1M		26k	198.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.9	$4.4M		71k	62.47	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.7	$4.0M		71k	56.81	View chart
Schwab Us Tips Etf Etf (SCHP)	1.4	$3.3M		123k	26.49	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.3	$3.2M		47k	67.13	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	1.3	$3.0M		130k	23.37	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.2	$2.9M	-3%	7.8k	373.42	View chart
Bank America Corp Stock (BAC)	1.2	$2.8M		51k	55.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.2	$2.7M		41k	67.22	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.1	$2.7M		102k	26.23	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.1	$2.6M		40k	65.54	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.0	$2.3M	+3%	63k	36.06	View chart
Dfa International Value Etf Etf (DFIV)	1.0	$2.3M		45k	49.90	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.9	$2.1M		49k	43.94	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.9	$2.1M	+31%	9.9k	211.79	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.9	$2.0M		19k	106.70	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$2.0M		39k	50.29	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$1.9M		36k	53.76	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.8	$1.9M		13k	143.52	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.8M		24k	74.07	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.7	$1.7M		23k	74.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$1.7M		6.9k	246.17	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.7	$1.6M		29k	54.71	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.7	$1.6M	-21%	60k	26.47	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.6M	-26%	3.2k	483.62	View chart
Apple Stock (AAPL)	0.7	$1.6M		5.7k	271.86	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.6	$1.4M		48k	30.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$1.4M	-3%	2.1k	681.81	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.6	$1.4M	+84%	14k	99.52	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.6	$1.3M		31k	42.99	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$1.3M		23k	58.73	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$1.3M		14k	96.03	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.5	$1.2M		47k	26.57	View chart
Agnico Eagle Mines Stock (AEM)	0.5	$1.2M		7.3k	169.53	View chart
Amazon Stock (AMZN)	0.5	$1.2M		5.3k	230.82	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.2M		16k	73.56	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.5	$1.1M		4.6k	241.22	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$1.1M		11k	99.88	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.5	$1.1M	-4%	33k	32.80	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.1M		38k	28.48	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	0.4	$1.0M	-53%	14k	75.24	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.4	$968k		14k	67.64	View chart
Ishares Msci Agriculture Producers Etf Etf (VEGI)	0.4	$964k		25k	38.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$932k		3.0k	313.80	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$832k		18k	46.59	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$743k		8.2k	90.97	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$727k		5.3k	136.95	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.3	$726k		28k	25.81	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$690k		7.3k	94.38	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$632k		6.1k	104.04	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$612k		4.3k	141.03	View chart
Nvidia Corporation Stock (NVDA)	0.2	$579k	-7%	3.1k	186.50	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.2	$577k	NEW	7.8k	73.92	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$569k		8.0k	71.41	View chart
Global X Uranium Etf Etf (URA)	0.2	$567k		13k	42.73	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$558k	-9%	908.00	614.25	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$538k		1.7k	313.00	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$536k		6.0k	90.01	View chart
Oracle Corp Stock (ORCL)	0.2	$530k	-33%	2.7k	194.91	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$521k	-12%	2.4k	219.79	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$515k		3.6k	141.14	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$447k	NEW	17k	25.64	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$401k		1.2k	335.26	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$400k		1.3k	309.07	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$371k		550.00	673.82	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$323k		819.00	393.75	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.1	$305k		3.8k	80.96	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$288k		892.00	323.01	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$266k		6.2k	42.84	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$265k	-89%	423.00	626.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$246k		3.1k	78.81	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$233k		3.0k	77.54	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$221k		334.00	660.10	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$207k		4.8k	43.43	View chart
Broadcom Stock (AVGO)	0.1	$207k	-6%	597.00	346.10	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$204k		1.9k	109.93	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$202k		1.5k	133.49	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$189k		3.2k	59.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$189k		376.00	502.65	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$187k		2.7k	69.67	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$185k		5.6k	33.02	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$182k	-2%	1.5k	120.18	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$172k		5.8k	29.82	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$162k		1.3k	123.28	View chart
Walmart Stock (WMT)	0.1	$161k		1.4k	111.41	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$158k		3.5k	45.45	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$150k		1.6k	96.28	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$143k		789.00	181.25	View chart
Visa Inc Com Cl A Stock (V)	0.1	$141k		402.00	350.69	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$133k		412.00	322.97	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.1	$133k	-11%	4.2k	31.51	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$127k	NEW	6.5k	19.53	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$126k	-13%	658.00	191.57	View chart
Procter & Gamble Stock (PG)	0.1	$124k		867.00	143.31	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$112k		1.1k	100.82	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$109k		902.00	120.34	View chart
Yum Brands Stock (YUM)	0.0	$103k		683.00	151.34	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.0	$103k		1.2k	89.25	View chart
Kla Corp Stock (KLAC)	0.0	$96k		79.00	1215.08	View chart
Johnson & Johnson Stock (JNJ)	0.0	$94k		455.00	206.95	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$91k		3.3k	27.43	View chart
Salesforce Stock (CRM)	0.0	$86k	+4%	324.00	264.93	View chart
Netflix Stock (NFLX)	0.0	$82k	+900%	870.00	93.76	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$77k		1.9k	41.48	View chart
Lowes Cos Stock (LOW)	0.0	$76k		313.00	241.09	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$74k		1.4k	52.41	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$72k		676.00	107.07	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$70k		81.00	865.48	View chart
Hca Healthcare Stock (HCA)	0.0	$70k		150.00	466.86	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$70k		2.1k	33.73	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$70k		958.00	72.71	View chart
At&t Stock (T)	0.0	$70k		2.8k	24.84	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$68k		748.00	91.51	View chart
International Business Machs Stock (IBM)	0.0	$68k		229.00	296.21	View chart
Aerovironment Stock (AVAV)	0.0	$66k		274.00	241.89	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$63k		783.00	80.80	View chart
Automatic Data Processing Stock (ADP)	0.0	$62k		242.00	257.38	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$62k		826.00	75.02	View chart
Cisco Sys Stock (CSCO)	0.0	$60k		784.00	77.03	View chart
Consolidated Edison Stock (ED)	0.0	$55k		554.00	99.32	View chart
Rtx Corporation Stock (RTX)	0.0	$54k		296.00	183.40	View chart
Agilent Technologies Stock (A)	0.0	$48k		353.00	136.06	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$48k		179.00	268.31	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$46k		985.00	46.87	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$45k		610.00	73.48	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$44k		141.00	314.72	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$41k		300.00	135.14	View chart
Marathon Pete Corp Stock (MPC)	0.0	$41k		249.00	162.63	View chart
Coca Cola Stock (KO)	0.0	$40k		573.00	69.91	View chart
Nike Inc Cl B Stock (NKE)	0.0	$38k		596.00	63.81	View chart
Echostar Corp Cl A Stock (SATS)	0.0	$38k		346.00	108.70	View chart
Danaher Corporation Stock (DHR)	0.0	$35k		153.00	228.92	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$33k		278.00	117.64	View chart
Synchrony Financial Stock (SYF)	0.0	$33k		391.00	83.43	View chart
Yum China Hldgs Stock (YUMC)	0.0	$33k		682.00	47.71	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$32k		255.00	125.88	View chart
Advanced Micro Devices Stock (AMD)	0.0	$32k		149.00	214.16	View chart
Wells Fargo Stock (WFC)	0.0	$31k		336.00	93.20	View chart
Morgan Stanley Stock (MS)	0.0	$31k		176.00	176.53	View chart
Philip Morris Intl Stock (PM)	0.0	$31k		192.00	160.40	View chart
Invesco Dorsey Wright Technology Momentum Etf Etf (PTF)	0.0	$30k		390.00	76.49	View chart
Unilever Adr (UL)	0.0	$30k	NEW	455.00	65.40	View chart
Tesla Stock (TSLA)	0.0	$29k		65.00	449.72	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$29k		625.00	45.89	View chart
Novartis Adr (NVS)	0.0	$29k		207.00	137.87	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.0	$29k		245.00	116.40	View chart
Unitedhealth Group Stock (UNH)	0.0	$28k	-11%	84.00	335.70	View chart
Merck & Co Stock (MRK)	0.0	$28k		267.00	105.26	View chart
Texas Capital Government Money Market Etf Etf (MMKT)	0.0	$28k		280.00	100.22	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.0	$28k	-33%	521.00	53.70	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$28k		541.00	50.86	View chart
Gilead Sciences Stock (GILD)	0.0	$28k		224.00	122.74	View chart
Home Depot Stock (HD)	0.0	$27k		81.00	338.67	View chart
Citigroup Stock (C)	0.0	$27k		233.00	116.69	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$27k		592.00	45.54	View chart
Travelers Companies Stock (TRV)	0.0	$26k		91.00	290.05	View chart
Allstate Corp Stock (ALL)	0.0	$26k		124.00	208.03	View chart
Williams Sonoma Stock (WSM)	0.0	$26k		144.00	178.59	View chart
Carrier Global Corporation Stock (CARR)	0.0	$25k		481.00	52.84	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$25k		401.00	62.92	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$25k		169.00	149.01	View chart
Goldman Sachs Group Stock (GS)	0.0	$25k		27.00	929.00	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$25k		255.00	96.76	View chart
Novo-nordisk A S Adr (NVO)	0.0	$24k		476.00	50.88	View chart
Vistra Corp Stock (VST)	0.0	$24k		149.00	161.33	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$24k		147.00	162.01	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$24k		111.00	212.94	View chart
Ge Vernova Stock (GEV)	0.0	$24k		36.00	653.54	View chart
Nrg Energy Stock (NRG)	0.0	$23k		146.00	159.24	View chart
Starbucks Corp Stock (SBUX)	0.0	$23k		276.00	84.21	View chart
Evergy Stock (EVRG)	0.0	$23k		312.00	72.49	View chart
Expand Energy Corporation Stock (EXE)	0.0	$22k		202.00	110.36	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.0	$22k		718.00	30.99	View chart
D R Horton Stock (DHI)	0.0	$22k		154.00	144.03	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$22k		112.00	194.06	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$22k	+2%	521.00	41.57	View chart
Huntington Bancshares Stock (HBAN)	0.0	$22k		1.2k	17.35	View chart
Analog Devices Stock (ADI)	0.0	$21k		79.00	271.20	View chart
Cornerstone Total Return Fd In Cef (CRF)	0.0	$21k	-13%	2.7k	8.01	View chart
General Dynamics Corp Stock (GD)	0.0	$21k		63.00	336.67	View chart
Trane Technologies Stock (TT)	0.0	$21k		54.00	392.31	View chart
Pepsico Stock (PEP)	0.0	$20k		142.00	143.51	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$20k		178.00	113.10	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$20k		171.00	113.78	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$19k		167.00	116.09	View chart
Ishares Prime Money Market Etf Etf (PMMF)	0.0	$19k		192.00	100.23	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$19k		117.00	160.77	View chart
Transdigm Group Stock (TDG)	0.0	$19k		14.00	1329.86	View chart
Cvs Health Corp Stock (CVS)	0.0	$19k		234.00	79.27	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$18k		200.00	90.61	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$18k		110.00	160.97	View chart
Newmont Corp Stock (NEM)	0.0	$18k		177.00	99.85	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$18k	NEW	118.00	148.69	View chart
Healthequity Stock (HQY)	0.0	$17k		190.00	91.61	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$17k		198.00	87.33	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$17k		173.00	99.25	View chart
Abbvie Stock (ABBV)	0.0	$17k		75.00	228.49	View chart
Tjx Cos Stock (TJX)	0.0	$17k		111.00	154.03	View chart
Ge Aerospace Stock (GE)	0.0	$17k		55.00	308.04	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$17k		364.00	46.08	View chart
Chevron Corp Stock (CVX)	0.0	$17k		109.00	152.39	View chart
Webster Finl Corp Stock (WBS)	0.0	$16k		257.00	62.94	View chart
Ishares Investment Grade Corporate Bond Buywrite Strategy Etf Etf (LQDW)	0.0	$16k	+4%	658.00	24.57	View chart
Heico Corp Stock (HEI)	0.0	$16k		49.00	323.59	View chart
S&p Global Stock (SPGI)	0.0	$16k		30.00	522.60	View chart
Medtronic Stock (MDT)	0.0	$16k		162.00	96.05	View chart
Iqvia Hldgs Stock (IQV)	0.0	$16k		69.00	225.42	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$16k		110.00	141.06	View chart
Stonex Group Stock (SNEX)	0.0	$16k		163.00	95.13	View chart
Lam Research Corp Stock (LRCX)	0.0	$15k		90.00	171.18	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$15k		27.00	570.22	View chart
State Str Corp Stock (STT)	0.0	$15k		119.00	129.01	View chart
Disney Walt Stock (DIS)	0.0	$15k		134.00	113.77	View chart
Intercontinental Exchange Stock (ICE)	0.0	$15k		93.00	161.93	View chart
Welltower Reit (WELL)	0.0	$15k		81.00	185.60	View chart
Ametek Stock (AME)	0.0	$15k		73.00	205.32	View chart
Linde Stock (LIN)	0.0	$15k		35.00	426.40	View chart
First Horizon Corporation Stock (FHN)	0.0	$15k		621.00	23.90	View chart
American Intl Group Stock (AIG)	0.0	$15k		173.00	85.55	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$15k		148.00	99.91	View chart
Quanta Svcs Stock (PWR)	0.0	$15k		35.00	422.06	View chart
Invitation Homes Reit (INVH)	0.0	$15k		530.00	27.78	View chart
Servicenow Stock (NOW)	0.0	$15k	+400%	95.00	153.19	View chart
T-mobile Us Stock (TMUS)	0.0	$14k		71.00	203.04	View chart
Palo Alto Networks Stock (PANW)	0.0	$14k		78.00	184.21	View chart
Idexx Labs Stock (IDXX)	0.0	$14k		21.00	676.52	View chart
Eqt Corp Stock (EQT)	0.0	$14k		265.00	53.60	View chart
Biogen Stock (BIIB)	0.0	$14k	-10%	80.00	175.99	View chart
Comerica Stock	0.0	$14k		161.00	86.93	View chart
Halliburton Stock (HAL)	0.0	$14k		486.00	28.28	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k		150.00	91.21	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$13k		155.00	85.26	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$13k		159.00	83.00	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$13k		60.00	218.32	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$13k		187.00	69.49	View chart
Duke Energy Corp Stock (DUK)	0.0	$13k		109.00	117.21	View chart
Nextera Energy Stock (NEE)	0.0	$13k		158.00	80.28	View chart
Abbott Labs Stock (ABT)	0.0	$13k		101.00	125.29	View chart

Past Filings by Red Tortoise

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

Red Tortoise 2025 Q4 filed Jan. 22, 2026
Red Tortoise 2025 Q3 filed Oct. 22, 2025
Red Tortoise 2025 Q2 filed July 22, 2025
Red Tortoise 2025 Q1 filed April 25, 2025
Red Tortoise 2024 Q4 filed Jan. 24, 2025
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

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