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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 33.70% of Red Tortoise's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$11M), SCHX (+$5.4M), FNDX, SCHO, SCHB, SCHP, SCHZ, FNDB, VGLT, SCHA.
Started 56 new stock positions in FCOM, IWY, IMCV, VREX, CBRE, COLD, TBF, Aptiv Holdings, BBWI, DX.
Reduced shares in these 10 stocks: GOOGL, PG, IWB, WEC, VTV, JNJ, SCHE, IWM, A, VWO.
Sold out of its positions in AAN, ADM, Catalent, CE, CNC, CHGG, XRAY, DIN, DOW, FIVE.
Red Tortoise was a net buyer of stock by $29M.
Red Tortoise has $193M in assets under management (AUM), dropping by -3.79%.
Central Index Key (CIK): 0001910488

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Portfolio Holdings for Red Tortoise

Red Tortoise holds 582 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Red Tortoise has 582 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	10.9	$21M	+102%	1.1M	18.50	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	7.0	$13M		405k	33.21	View chart
Ishares Core S&p 500 Etf Etf (IVV)	6.2	$12M		20k	588.68	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	5.0	$9.7M	+6%	176k	55.35	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.6	$8.9M		333k	26.63	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	4.2	$8.1M	+197%	346k	23.35	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.7	$7.1M		40k	178.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.5	$6.8M		96k	70.28	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.8	$5.5M		30k	185.13	View chart
Vanguard Value Etf Etf (VTV)	2.8	$5.5M	-2%	32k	169.30	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.7	$5.1M	+193%	217k	23.68	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.4	$4.5M	+104%	189k	24.06	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.3	$4.5M		74k	61.34	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.9	$3.7M		73k	51.14	View chart
Schwab Us Tips Etf Etf (SCHP)	1.7	$3.2M	+101%	124k	25.83	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.4	$2.7M	+198%	121k	22.70	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.3	$2.6M	-6%	8.1k	322.14	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	1.3	$2.5M	+7%	95k	26.19	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.2	$2.4M		46k	52.16	View chart
Bank America Corp Stock (BAC)	1.2	$2.3M		53k	43.95	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.2	$2.3M	-2%	51k	44.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.1	$2.1M		40k	52.22	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	1.0	$2.0M		28k	70.22	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.0	$1.9M		39k	47.89	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.8M		4.3k	421.50	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$1.8M		37k	47.82	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.9	$1.8M	+3%	61k	29.05	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.9	$1.7M	+34%	24k	71.91	View chart
Home Depot Stock (HD)	0.9	$1.7M		4.3k	388.98	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.9	$1.7M		13k	127.59	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.9	$1.7M	-4%	7.5k	220.96	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.8	$1.6M	+115%	71k	22.70	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.8	$1.5M		7.6k	198.17	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.8	$1.5M		23k	63.75	View chart
Apple Stock (AAPL)	0.8	$1.5M		5.8k	250.42	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$1.3M		14k	96.90	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.7	$1.3M		18k	70.55	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.7	$1.3M	+2%	22k	58.18	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.6	$1.2M		29k	41.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$1.1M		1.9k	586.00	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$1.1M	+91%	40k	27.11	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.6	$1.1M	+200%	46k	23.26	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.6	$1.1M	+4%	46k	23.27	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.5	$1.0M		14k	75.61	View chart
Amazon Stock (AMZN)	0.5	$1.0M		4.6k	219.39	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.5	$988k	+55%	35k	28.31	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$895k		16k	57.41	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.4	$803k		9.2k	87.25	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.4	$783k	+29%	7.4k	105.48	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.4	$760k		4.6k	165.82	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.4	$757k	+25%	15k	50.13	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$731k		18k	40.92	View chart
Oracle Corp Stock (ORCL)	0.4	$718k		4.3k	166.64	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$673k		5.3k	126.76	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$594k		7.3k	81.16	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.3	$569k	-2%	28k	20.48	View chart
Agnico Eagle Mines Stock (AEM)	0.3	$569k		7.3k	78.21	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$562k		4.3k	129.33	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$544k		6.1k	89.60	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$541k		2.8k	190.47	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$529k		2.7k	195.81	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$477k		3.6k	131.30	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$421k	-51%	2.2k	189.30	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$409k		7.8k	52.47	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$392k	+26%	4.4k	89.32	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$364k		1.4k	266.79	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$347k		1.2k	289.88	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.2	$307k		819.00	375.22	View chart
Dfa International Value Etf Etf (DFIV)	0.1	$259k		7.3k	35.48	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$257k		892.00	287.82	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$230k	+18%	3.0k	77.26	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$204k		6.2k	32.85	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$201k		2.3k	89.05	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$197k		337.00	585.51	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$192k		1.8k	106.57	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$181k		4.8k	37.90	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$179k		3.0k	60.75	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$178k		1.5k	115.22	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$177k		3.2k	55.67	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$175k		2.7k	65.08	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$170k		376.00	453.28	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$170k		1.0k	164.13	View chart
Broadcom Stock (AVGO)	0.1	$164k	-7%	708.00	231.36	View chart
Global X Uranium Etf Etf (URA)	0.1	$162k		6.1k	26.78	View chart
Procter And Gamble Stock (PG)	0.1	$145k	-68%	867.00	167.65	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.1	$140k	+40%	4.7k	29.70	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$134k		1.3k	101.55	View chart
Walmart Stock (WMT)	0.1	$131k		1.4k	90.35	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$129k	-3%	5.6k	23.12	View chart
Visa Inc Com Cl A Stock (V)	0.1	$127k		402.00	316.06	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$126k		3.4k	37.12	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.1	$113k		5.6k	20.14	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$110k		625.00	175.23	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.1	$101k		1.1k	89.67	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$99k		924.00	107.57	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$98k		411.00	239.43	View chart
Yum Brands Stock (YUM)	0.0	$92k		683.00	134.21	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$89k	+201%	3.3k	27.32	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$86k		2.1k	41.64	View chart
Lowes Cos Stock (LOW)	0.0	$79k		318.00	246.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$78k	+47%	153.00	511.42	View chart
Nvidia Corporation Stock (NVDA)	0.0	$74k	+3%	549.00	134.30	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$74k		209.00	351.79	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$71k		1.4k	51.74	View chart
Automatic Data Processing Stock (ADP)	0.0	$71k		242.00	292.90	View chart
Johnson & Johnson Stock (JNJ)	0.0	$66k	-63%	455.00	144.62	View chart
Tesla Stock (TSLA)	0.0	$65k	+14%	162.00	403.83	View chart
At&t Stock (T)	0.0	$63k		2.8k	22.77	View chart
Novo-nordisk A S Adr (NVO)	0.0	$63k		726.00	86.02	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$61k	-15%	1.9k	33.13	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$59k		732.00	80.01	View chart
Disney Walt Stock (DIS)	0.0	$58k		517.00	111.35	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$56k		830.00	67.04	View chart
Cisco Sys Stock (CSCO)	0.0	$53k		896.00	59.20	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$52k		930.00	55.43	View chart
Verizon Communications Stock (VZ)	0.0	$50k		1.2k	39.99	View chart
Consolidated Edison Stock (ED)	0.0	$49k		554.00	89.23	View chart
Unitedhealth Group Stock (UNH)	0.0	$48k	+23%	95.00	503.57	View chart
International Business Machs Stock (IBM)	0.0	$47k	+5%	215.00	219.80	View chart
Hca Healthcare Stock (HCA)	0.0	$47k		157.00	300.15	View chart
Agilent Technologies Stock (A)	0.0	$45k	-52%	336.00	134.43	View chart
Nike Inc Cl B Stock (NKE)	0.0	$45k		596.00	75.70	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$42k		929.00	44.91	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$41k	NEW	543.00	76.08	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.0	$40k		793.00	50.39	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$38k		141.00	269.63	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$38k		603.00	62.65	View chart
Salesforce Stock (CRM)	0.0	$36k		108.00	335.70	View chart
Coca Cola Stock (KO)	0.0	$35k		568.00	62.26	View chart
Vistra Corp Stock (VST)	0.0	$35k	-18%	256.00	137.87	View chart
Marathon Pete Corp Stock (MPC)	0.0	$35k		249.00	139.50	View chart
Rtx Corporation Stock (RTX)	0.0	$34k		296.00	115.72	View chart
Carrier Global Corporation Stock (CARR)	0.0	$33k		481.00	68.26	View chart
Yum China Hldgs Stock (YUMC)	0.0	$33k		682.00	48.14	View chart
Unilever Adr (UL)	0.0	$29k		512.00	56.70	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$29k		600.00	48.16	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$28k		265.00	106.39	View chart
Williams Sonoma Stock (WSM)	0.0	$27k		144.00	185.18	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$27k		275.00	96.64	View chart
Global X Autonomous & Electric Vehicles Etf Etf (DRIV)	0.0	$26k		1.2k	22.96	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$26k		625.00	41.61	View chart
Merck & Co Stock (MRK)	0.0	$26k	-22%	259.00	99.48	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$25k		112.00	226.88	View chart
Starbucks Corp Stock (SBUX)	0.0	$25k		276.00	91.25	View chart
Synchrony Financial Stock (SYF)	0.0	$25k		386.00	65.00	View chart
Netflix Stock (NFLX)	0.0	$25k		28.00	891.32	View chart
Ge Aerospace Stock (GE)	0.0	$25k		148.00	166.78	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$24k		592.00	41.02	View chart
Wells Fargo Stock (WFC)	0.0	$24k		336.00	70.24	View chart
Allstate Corp Stock (ALL)	0.0	$24k		122.00	192.34	View chart
Gilead Sciences Stock (GILD)	0.0	$23k		252.00	92.37	View chart
Pepsico Stock (PEP)	0.0	$23k		153.00	152.06	View chart
Philip Morris Intl Stock (PM)	0.0	$23k		192.00	120.35	View chart
Kla Corp Stock (KLAC)	0.0	$23k		36.00	630.11	View chart
Travelers Companies Stock (TRV)	0.0	$22k		91.00	240.90	View chart
Morgan Stanley Stock (MS)	0.0	$22k	-8%	174.00	125.93	View chart
D R Horton Stock (DHI)	0.0	$22k	-19%	154.00	139.82	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$21k		110.00	190.88	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$21k		300.00	69.45	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$20k		162.00	126.13	View chart
Chevron Corp Stock (CVX)	0.0	$20k	-5%	141.00	144.86	View chart
Proshares Short 20 Year Treasury Etf (TBF)	0.0	$20k	NEW	818.00	24.64	View chart
Novartis Adr (NVS)	0.0	$20k		207.00	97.31	View chart
Servicenow Stock (NOW)	0.0	$20k		19.00	1060.11	View chart
Expand Energy Corporation Stock (EXE)	0.0	$20k	NEW	202.00	99.55	View chart
Trane Technologies Stock (TT)	0.0	$20k		54.00	369.26	View chart
Huntington Bancshares Stock (HBAN)	0.0	$19k		1.2k	16.27	View chart
Evergy Stock (EVRG)	0.0	$19k		312.00	61.55	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$19k		169.00	110.77	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$19k		171.00	108.33	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$18k		509.00	36.06	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$18k		198.00	92.62	View chart
Healthequity Stock (HQY)	0.0	$18k		190.00	95.95	View chart
Advanced Micro Devices Stock (AMD)	0.0	$18k		149.00	120.79	View chart
Transdigm Group Stock (TDG)	0.0	$18k		14.00	1267.29	View chart
Analog Devices Stock (ADI)	0.0	$17k		79.00	212.46	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.0	$17k	NEW	689.00	24.29	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$17k		147.00	113.61	View chart
General Dynamics Corp Stock (GD)	0.0	$17k		63.00	263.49	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$17k	+31%	156.00	105.63	View chart
Gartner Stock (IT)	0.0	$17k		34.00	484.47	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$17k		214.00	76.91	View chart
Citigroup Stock (C)	0.0	$16k		233.00	70.39	View chart
Invitation Homes Reit (INVH)	0.0	$16k		510.00	32.00	View chart
Goldman Sachs Group Stock (GS)	0.0	$16k		27.00	599.00	View chart
Gabelli Equity Tr Cef (GAB)	0.0	$16k		3.0k	5.38	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$16k	NEW	564.00	27.85	View chart
T-mobile Us Stock (TMUS)	0.0	$16k		71.00	220.73	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$16k		415.00	37.53	View chart
Brown & Brown Stock (BRO)	0.0	$15k		147.00	102.02	View chart
S&p Global Stock (SPGI)	0.0	$15k		30.00	498.00	View chart
Abbvie Stock (ABBV)	0.0	$15k		83.00	177.70	View chart
Linde Stock (LIN)	0.0	$15k		35.00	418.66	View chart
Prog Holdings Stock (PRG)	0.0	$14k		337.00	42.26	View chart
Palo Alto Networks Stock (PANW)	0.0	$14k	+100%	78.00	181.96	View chart
Webster Finl Corp Stock (WBS)	0.0	$14k		257.00	55.22	View chart
Cvs Health Corp Stock (CVS)	0.0	$14k	+39%	310.00	44.90	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$14k		70.00	197.37	View chart
Fiserv Stock (FI)	0.0	$14k		67.00	205.42	View chart
Intercontinental Exchange Stock (ICE)	0.0	$14k		92.00	149.00	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$13k		33.00	403.64	View chart
Tjx Cos Stock (TJX)	0.0	$13k		110.00	120.98	View chart
Nrg Energy Stock (NRG)	0.0	$13k		146.00	90.22	View chart
Iqvia Hldgs Stock (IQV)	0.0	$13k		67.00	196.53	View chart
Ametek Stock (AME)	0.0	$13k		73.00	180.26	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$13k		40.00	327.55	View chart
Medtronic Stock (MDT)	0.0	$13k		162.00	79.88	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$13k		110.00	117.48	View chart
Halliburton Stock (HAL)	0.0	$13k		473.00	27.21	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$13k		167.00	76.83	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$13k		364.00	35.05	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$13k		27.00	469.30	View chart
Canadian Imperial Bk Comm Stock (CM)	0.0	$13k		200.00	63.23	View chart
Eaton Corp Stock (ETN)	0.0	$13k		38.00	331.87	View chart
American Intl Group Stock (AIG)	0.0	$13k		173.00	72.80	View chart
First Horizon Corporation Stock (FHN)	0.0	$13k		621.00	20.14	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$12k		59.00	209.46	View chart
Equinix Reit (EQIX)	0.0	$12k	+8%	13.00	943.00	View chart
Eqt Corp Stock (EQT)	0.0	$12k		265.00	46.11	View chart
C H Robinson Worldwide Stock (CHRW)	0.0	$12k		117.00	103.31	View chart
Paychex Stock (PAYX)	0.0	$12k		85.00	140.22	View chart
Oreilly Automotive Stock (ORLY)	0.0	$12k		10.00	1185.80	View chart
Ge Vernova Stock (GEV)	0.0	$12k		36.00	328.92	View chart
Duke Energy Corp Stock (DUK)	0.0	$12k		109.00	107.74	View chart
State Str Corp Stock (STT)	0.0	$12k		119.00	98.15	View chart
Heico Corp Stock (HEI)	0.0	$12k		49.00	237.73	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$12k		48.00	240.60	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$12k		155.00	74.03	View chart
Nextera Energy Stock (NEE)	0.0	$11k		158.00	71.69	View chart
Conagra Brands Stock (CAG)	0.0	$11k	+221%	408.00	27.75	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$11k		185.00	60.46	View chart
Synopsys Stock (SNPS)	0.0	$11k		23.00	485.35	View chart
Scholar Rock Hldg Corp Stock (SRRK)	0.0	$11k		256.00	43.22	View chart
Quanta Svcs Stock (PWR)	0.0	$11k		35.00	316.06	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$11k		148.00	74.01	View chart
Cadence Design System Stock (CDNS)	0.0	$11k		36.00	300.47	View chart
Chubb Stock (CB)	0.0	$11k		39.00	276.31	View chart
Stonex Group Stock (SNEX)	0.0	$11k		109.00	97.97	View chart
Wabtec Stock (WAB)	0.0	$11k		56.00	189.50	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$11k	+101%	410.00	25.65	View chart
Eversource Energy Stock (ES)	0.0	$10k		181.00	57.43	View chart
Polaris Stock (PII)	0.0	$10k		180.00	57.74	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$10k		42.00	247.17	View chart
Assured Guaranty Stock (AGO)	0.0	$10k		114.00	90.01	View chart
Cme Group Stock (CME)	0.0	$10k		44.00	232.23	View chart
Welltower Reit (WELL)	0.0	$10k		81.00	126.02	View chart
Conocophillips Stock (COP)	0.0	$10k	-10%	102.00	99.17	View chart
Diamondback Energy Stock (FANG)	0.0	$10k		61.00	163.84	View chart
Comerica Stock (CMA)	0.0	$10k		161.00	61.85	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$9.9k		94.00	105.11	View chart

Past Filings by Red Tortoise

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

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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