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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 32.98% of Red Tortoise's stock portfolio.
Added to shares of these 10 stocks: VOO, ISHG, IAUM, VEGI, SCHF, SCHZ, SIVR, URA, QQQ, NVDA.
Started 34 new stock positions in ASGN, DOX, DXC, COST, SMPL, VEGI, PMMF, AKAM, MMKT, FDS.
Reduced shares in these 10 stocks: VGLT, SCHO, SCHP, IWM, SPTL, IWN, BCAT, SUB, AGNC, OXLC.
Sold out of its positions in AGNC, AMED, ANSS, AVNS, BAX, BCAT, BEPC, CRI, CAG, COTY.
Red Tortoise was a net buyer of stock by $10M.
Red Tortoise has $231M in assets under management (AUM), dropping by 11.26%.
Central Index Key (CIK): 0001910488

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Portfolio Holdings for Red Tortoise

Red Tortoise holds 590 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Red Tortoise has 590 total positions. Only the first 250 positions are shown.

Sign up to view all of the Red Tortoise Sept. 30, 2025 positions
Download the Red Tortoise September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	11.4	$26M	+3%	1.1M	23.28	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	7.8	$18M	+2%	421k	42.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.6	$13M		19k	669.31	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.4	$10M		305k	33.37	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.7	$8.5M		98k	87.31	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	3.3	$7.5M	+5%	285k	26.36	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	3.3	$7.5M	-21%	132k	56.86	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.9	$6.8M	+4%	258k	26.30	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.6	$6.1M		30k	203.59	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.3	$5.4M	-18%	220k	24.40	View chart
Vanguard Value Etf Etf (VTV)	2.3	$5.3M	+4%	28k	186.49	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.2	$5.1M		75k	68.08	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.2	$5.0M		26k	194.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.8	$4.2M		70k	59.92	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.7	$3.9M		70k	55.33	View chart
Schwab Us Tips Etf Etf (SCHP)	1.4	$3.3M	-2%	121k	26.95	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	1.3	$3.0M	+34%	128k	23.47	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.3	$3.0M		46k	65.01	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.3	$3.0M		8.1k	365.49	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$2.6M		40k	65.92	View chart
Bank America Corp Stock (BAC)	1.1	$2.6M		51k	51.59	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.1	$2.6M		102k	25.71	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$2.5M	NEW	4.0k	612.42	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.1	$2.4M		40k	61.18	View chart
Microsoft Corp Stock (MSFT)	1.0	$2.3M	+2%	4.4k	517.95	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	1.0	$2.2M	NEW	30k	76.18	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.0	$2.2M		61k	36.16	View chart
Dfa International Value Etf Etf (DFIV)	0.9	$2.1M		45k	46.12	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.9	$2.0M		48k	42.70	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.9	$2.0M		19k	106.78	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.9	$2.0M	-2%	76k	26.95	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$1.9M		39k	50.07	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$1.9M		36k	54.18	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.8	$1.9M		13k	140.95	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.8M		24k	74.37	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.7	$1.7M		23k	72.44	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$1.7M	-4%	6.9k	241.96	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.7	$1.6M	+8%	7.6k	208.71	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.7	$1.5M		29k	53.40	View chart
Apple Stock (AAPL)	0.6	$1.5M		5.7k	254.63	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$1.4M	+12%	2.1k	666.29	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.6	$1.4M		48k	28.54	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$1.3M		23k	58.85	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$1.3M		14k	93.37	View chart
Agnico Eagle Mines Stock (AEM)	0.5	$1.2M		7.3k	168.56	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.5	$1.2M		47k	25.74	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.5	$1.2M	NEW	31k	38.50	View chart
Amazon Stock (AMZN)	0.5	$1.2M	+9%	5.3k	219.57	View chart
Oracle Corp Stock (ORCL)	0.5	$1.1M		4.1k	281.24	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.1M		16k	71.37	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.5	$1.1M		35k	32.12	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$1.1M		11k	100.25	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.5	$1.1M		4.6k	234.94	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.0M		38k	27.90	View chart
Ishares Msci Agriculture Producers Etf Etf (VEGI)	0.4	$981k	NEW	25k	39.23	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$798k		18k	44.69	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$756k		5.3k	142.42	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.3	$729k	+34%	7.5k	97.81	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.3	$724k		29k	25.42	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$721k		8.1k	88.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$721k		3.0k	243.55	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$676k		7.3k	92.42	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.3	$636k	NEW	14k	44.48	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$634k		6.1k	104.30	View chart
Global X Uranium Etf Etf (URA)	0.3	$632k	+34807%	13k	47.67	View chart
Nvidia Corporation Stock (NVDA)	0.3	$625k	+306%	3.3k	186.58	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$606k		4.3k	139.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$604k	+958%	1.0k	600.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$586k		2.7k	215.77	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$540k		8.0k	67.83	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$517k		3.6k	142.09	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$499k		5.9k	84.67	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.2	$444k		17k	26.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$418k		1.7k	243.10	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$395k		550.00	718.54	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$391k		1.3k	302.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$390k		1.2k	328.30	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$324k		819.00	395.98	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.1	$300k		3.7k	79.99	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$286k		892.00	320.04	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$254k		6.2k	40.95	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$245k		334.00	734.38	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$243k		3.1k	78.91	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$228k		3.0k	76.72	View chart
Broadcom Stock (AVGO)	0.1	$210k		636.00	329.91	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$205k		1.8k	111.25	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$202k		4.8k	42.47	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$198k	NEW	1.5k	131.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$189k		376.00	502.74	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$185k		3.2k	58.22	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$184k		2.7k	68.46	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$184k		1.5k	118.83	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$166k		5.6k	29.62	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$160k		5.7k	27.94	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$159k		1.3k	120.74	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$152k		3.4k	44.19	View chart
Walmart Stock (WMT)	0.1	$149k		1.4k	103.06	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.1	$149k		4.8k	31.16	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$146k		1.5k	95.17	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$144k	+642%	757.00	189.81	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$139k	-24%	785.00	176.75	View chart
Visa Inc Com Cl A Stock (V)	0.1	$137k		402.00	341.38	View chart
Procter And Gamble Stock (PG)	0.1	$133k		867.00	153.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$130k		412.00	314.80	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$110k	NEW	1.1k	100.37	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.0	$106k		1.1k	92.57	View chart
Netflix Stock (NFLX)	0.0	$104k		87.00	1198.93	View chart
Yum Brands Stock (YUM)	0.0	$104k		683.00	152.06	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$102k		900.00	112.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$90k		3.3k	27.30	View chart
Aerovironment Stock (AVAV)	0.0	$86k	NEW	274.00	314.89	View chart
Kla Corp Stock (KLAC)	0.0	$85k	+119%	79.00	1078.61	View chart
Johnson & Johnson Stock (JNJ)	0.0	$84k		455.00	185.42	View chart
At&t Stock (T)	0.0	$79k		2.8k	28.24	View chart
Lowes Cos Stock (LOW)	0.0	$79k		313.00	251.23	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$76k		1.9k	41.09	View chart
Costco Whsl Corp Stock (COST)	0.0	$75k	NEW	81.00	927.69	View chart
Salesforce Stock (CRM)	0.0	$73k	-3%	310.00	236.92	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$73k		1.4k	52.26	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$72k		2.1k	34.80	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$71k		669.00	106.42	View chart
Automatic Data Processing Stock (ADP)	0.0	$71k		242.00	293.67	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$67k		744.00	89.59	View chart
Hca Healthcare Stock (HCA)	0.0	$64k		150.00	426.20	View chart
International Business Machs Stock (IBM)	0.0	$64k		226.00	282.14	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$64k		941.00	67.48	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$62k		783.00	79.39	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$61k		833.00	73.31	View chart
Consolidated Edison Stock (ED)	0.0	$56k		554.00	100.52	View chart
Cisco Sys Stock (CSCO)	0.0	$54k		784.00	68.42	View chart
Rtx Corporation Stock (RTX)	0.0	$50k		296.00	167.33	View chart
Marathon Pete Corp Stock (MPC)	0.0	$48k		249.00	192.74	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$45k		980.00	46.34	View chart
Agilent Technologies Stock (A)	0.0	$45k		353.00	128.35	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$44k		179.00	246.59	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$44k		609.00	71.52	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$43k		141.00	307.78	View chart
Generac Hldgs Stock (GNRC)	0.0	$42k	NEW	250.00	167.40	View chart
Nike Inc Cl B Stock (NKE)	0.0	$42k		596.00	69.82	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.0	$41k		787.00	52.65	View chart
Coca Cola Stock (KO)	0.0	$38k		573.00	66.32	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$37k		300.00	123.75	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$36k	NEW	255.00	141.77	View chart
Unitedhealth Group Stock (UNH)	0.0	$33k	+28%	95.00	349.17	View chart
Home Depot Stock (HD)	0.0	$33k		80.00	410.24	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$33k		277.00	118.34	View chart
Philip Morris Intl Stock (PM)	0.0	$31k		192.00	162.20	View chart
Unilever Adr (UL)	0.0	$30k		512.00	59.28	View chart
Danaher Corporation Stock (DHR)	0.0	$30k		153.00	198.26	View chart
Yum China Hldgs Stock (YUMC)	0.0	$29k		682.00	42.89	View chart
Vistra Corp Stock (VST)	0.0	$29k		149.00	195.92	View chart
Invesco Dorsey Wright Technology Momentum Etf Etf (PTF)	0.0	$29k		390.00	74.82	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.0	$29k		245.00	118.05	View chart
Tesla Stock (TSLA)	0.0	$29k		65.00	444.72	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$29k		592.00	48.72	View chart
Carrier Global Corporation Stock (CARR)	0.0	$29k		481.00	59.70	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$28k		625.00	45.42	View chart
Wells Fargo Stock (WFC)	0.0	$28k		336.00	83.82	View chart
Williams Sonoma Stock (WSM)	0.0	$28k		144.00	195.45	View chart
Texas Capital Government Money Market Etf Etf (MMKT)	0.0	$28k	NEW	280.00	100.25	View chart
Morgan Stanley Stock (MS)	0.0	$28k		175.00	159.76	View chart
Synchrony Financial Stock (SYF)	0.0	$28k		390.00	71.05	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$27k		541.00	49.39	View chart
Novartis Adr (NVS)	0.0	$27k		207.00	128.24	View chart
Allstate Corp Stock (ALL)	0.0	$27k		123.00	215.33	View chart
Echostar Corp Cl A Stock (SATS)	0.0	$26k		346.00	76.36	View chart
Novo-nordisk A S Adr (NVO)	0.0	$26k		476.00	55.49	View chart
D R Horton Stock (DHI)	0.0	$26k		154.00	169.47	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$26k		178.00	143.18	View chart
Travelers Companies Stock (TRV)	0.0	$25k		91.00	279.23	View chart
Gilead Sciences Stock (GILD)	0.0	$25k		224.00	111.00	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$25k		401.00	61.92	View chart
Cornerstone Total Return Fd In Cef (CRF)	0.0	$25k	-4%	3.1k	8.04	View chart
Advanced Micro Devices Stock (AMD)	0.0	$24k		149.00	161.79	View chart
Evergy Stock (EVRG)	0.0	$24k		312.00	76.02	View chart
Citigroup Stock (C)	0.0	$24k		233.00	101.50	View chart
Nrg Energy Stock (NRG)	0.0	$24k		146.00	161.95	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$24k		255.00	92.16	View chart
Starbucks Corp Stock (SBUX)	0.0	$23k		276.00	84.60	View chart
Trane Technologies Stock (TT)	0.0	$23k		54.00	424.50	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$23k		111.00	206.39	View chart
Goldman Sachs Group Stock (GS)	0.0	$23k		27.00	839.50	View chart
Merck & Co Stock (MRK)	0.0	$22k		267.00	83.93	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$22k		147.00	150.86	View chart
Ge Vernova Stock (GEV)	0.0	$22k		36.00	614.92	View chart
General Dynamics Corp Stock (GD)	0.0	$22k		63.00	341.00	View chart
Expand Energy Corporation Stock (EXE)	0.0	$22k		202.00	106.24	View chart
Huntington Bancshares Stock (HBAN)	0.0	$21k		1.2k	17.27	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.0	$21k		714.00	29.41	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$21k		112.00	187.18	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$21k		509.00	41.18	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$21k		169.00	122.59	View chart
Pepsico Stock (PEP)	0.0	$20k	-7%	142.00	140.44	View chart
Analog Devices Stock (ADI)	0.0	$19k		79.00	245.70	View chart
Ishares Prime Money Market Etf Etf (PMMF)	0.0	$19k	NEW	192.00	100.54	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$19k		364.00	52.34	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$19k		171.00	110.56	View chart
Transdigm Group Stock (TDG)	0.0	$19k		14.00	1318.00	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$18k		167.00	108.96	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$18k		198.00	91.43	View chart
Healthequity Stock (HQY)	0.0	$18k		190.00	94.77	View chart
Servicenow Stock (NOW)	0.0	$18k		19.00	920.26	View chart
Cvs Health Corp Stock (CVS)	0.0	$18k		232.00	75.31	View chart
Abbvie Stock (ABBV)	0.0	$17k		75.00	231.55	View chart
T-mobile Us Stock (TMUS)	0.0	$17k		71.00	239.38	View chart
Chevron Corp Stock (CVX)	0.0	$17k		109.00	155.29	View chart
Linde Stock (LIN)	0.0	$17k		35.00	475.00	View chart
Ge Aerospace Stock (GE)	0.0	$17k		55.00	300.82	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$17k		27.00	609.33	View chart
Stonex Group Stock (SNEX)	0.0	$16k		163.00	100.92	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$16k		110.00	148.61	View chart
Oreilly Automotive Stock (ORLY)	0.0	$16k		150.00	107.81	View chart
Tjx Cos Stock (TJX)	0.0	$16k		111.00	144.59	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$16k		200.00	79.89	View chart
Ishares Investment Grade Corporate Bond Buywrite Strategy Etf Etf (LQDW)	0.0	$16k	+2%	630.00	25.26	View chart
Palo Alto Networks Stock (PANW)	0.0	$16k		78.00	203.62	View chart
Heico Corp Stock (HEI)	0.0	$16k		49.00	322.82	View chart
Intercontinental Exchange Stock (ICE)	0.0	$16k		92.00	168.50	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$16k		117.00	132.40	View chart
Medtronic Stock (MDT)	0.0	$15k		162.00	95.23	View chart
Invitation Homes Reit (INVH)	0.0	$15k		524.00	29.35	View chart
Disney Walt Stock (DIS)	0.0	$15k		134.00	114.50	View chart
Webster Finl Corp Stock (WBS)	0.0	$15k		257.00	59.44	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$15k		110.00	137.80	View chart
Newmont Corp Stock (NEM)	0.0	$15k		177.00	84.31	View chart
S&p Global Stock (SPGI)	0.0	$15k		30.00	486.70	View chart
Quanta Svcs Stock (PWR)	0.0	$15k		35.00	414.43	View chart
Welltower Reit (WELL)	0.0	$14k		81.00	178.14	View chart
Eqt Corp Stock (EQT)	0.0	$14k		265.00	54.43	View chart
Eaton Corp Stock (ETN)	0.0	$14k		38.00	374.26	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$14k		170.00	83.65	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$14k		148.00	95.47	View chart
First Horizon Corporation Stock (FHN)	0.0	$14k		621.00	22.61	View chart
State Str Corp Stock (STT)	0.0	$14k		119.00	116.01	View chart
Brown & Brown Stock (BRO)	0.0	$14k		147.00	93.79	View chart
Ametek Stock (AME)	0.0	$14k		73.00	188.00	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$14k		60.00	228.27	View chart
American Intl Group Stock (AIG)	0.0	$14k		173.00	78.54	View chart
Abbott Labs Stock (ABT)	0.0	$14k		101.00	133.94	View chart
Duke Energy Corp Stock (DUK)	0.0	$14k		109.00	123.75	View chart
Idexx Labs Stock (IDXX)	0.0	$13k		21.00	638.90	View chart
Iqvia Hldgs Stock (IQV)	0.0	$13k		69.00	189.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$13k		415.00	31.42	View chart
Eversource Energy Stock (ES)	0.0	$13k		181.00	71.14	View chart
Autozone Stock (AZO)	0.0	$13k		3.00	4290.33	View chart
Cadence Design System Stock (CDNS)	0.0	$13k		36.00	351.25	View chart
Biogen Stock (BIIB)	0.0	$13k		89.00	140.08	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$12k		48.00	256.54	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$12k		155.00	77.77	View chart
Lam Research Corp Stock (LRCX)	0.0	$12k		90.00	133.90	View chart

Past Filings by Red Tortoise

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

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
Red Tortoise 2021 Q4 filed Feb. 10, 2022

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