Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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: BND, SCHO, SCHZ, SCHF, SRG, INVH, SCHX, IQDF, AMH, URA.
Started 19 new stock positions in DOMO, PINS, FSLY, ADBE, WAT, LCID, OMC, AMCR, VSNT, SRG. RYN, PZZA, BIV, QCOM, SNOW, TTD, SNDK, PATH, AMH.
Reduced shares in these 10 stocks: VGLT, BAC, IEFA, SCHE, IVV, SCHB, QUAL, FNDF, VYM, VTEB.
Sold out of its positions in BMBL, Comerica Incorporated, CNMD, DELL, Denny's Corporation, DJT, DV, FISV, FLO, HCAT.
Red Tortoise was a net buyer of stock by $2.5M.
Red Tortoise has $240M in assets under management (AUM), dropping by 1.94%.
Central Index Key (CIK): 0001910488

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Red Tortoise

Red Tortoise holds 590 positions in its portfolio as reported in the March 2026 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 March 31, 2026 positions
Download the Red Tortoise March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab International Equity Etf Etf (SCHF)	11.8	$28M		1.1M	24.74	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	9.3	$22M		456k	48.92	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.1	$12M		19k	653.20	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.2	$10M	-2%	308k	32.94	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.5	$8.4M	-3%	92k	90.53	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	3.2	$7.7M	-4%	140k	55.35	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	3.1	$7.3M		287k	25.64	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.9	$7.1M		254k	27.85	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	2.7	$6.4M		30k	213.67	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	2.7	$6.4M	+15%	265k	24.27	View chart
Vanguard Value Etf Etf (VTV)	2.3	$5.5M		28k	196.07	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.2	$5.3M		75k	70.18	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.0	$4.8M		25k	191.81	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.9	$4.5M		71k	64.08	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.9	$4.5M	+152%	61k	73.64	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.7	$4.0M		71k	56.58	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	1.4	$3.4M	+14%	148k	23.22	View chart
Schwab Us Tips Etf Etf (SCHP)	1.4	$3.3M		123k	26.61	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	1.3	$3.2M		47k	68.47	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.2	$2.8M		7.8k	356.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.2	$2.8M		40k	69.75	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	1.2	$2.8M		40k	69.90	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.0	$2.5M	-3%	98k	25.10	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.0	$2.4M		63k	38.26	View chart
Dfa International Value Etf Etf (DFIV)	1.0	$2.4M		45k	52.78	View chart
State Street Spdr S&p International Dividend Etf Etf (DWX)	0.9	$2.2M		49k	45.60	View chart
Bank Of Amer Corp Stock (BAC)	0.9	$2.2M	-12%	45k	48.75	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.9	$2.2M		10k	217.23	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.8	$2.0M	-2%	19k	106.50	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$1.9M		35k	54.05	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.8	$1.9M	-2%	38k	49.89	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.8	$1.9M	-3%	13k	148.10	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$1.7M	-2%	6.7k	247.98	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.7	$1.7M		29k	56.79	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.7	$1.6M		23k	70.91	View chart
Flexshares International Quality Dividend Index Fund Etf (IQDF)	0.6	$1.5M	+2%	49k	31.67	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.6	$1.5M	-2%	58k	26.30	View chart
Agnico Eagle Mines Stock (AEM)	0.6	$1.5M		7.3k	202.98	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.6	$1.5M		31k	46.70	View chart
Apple Stock (AAPL)	0.6	$1.5M		5.7k	253.79	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.6	$1.4M		14k	100.13	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$1.3M		2.1k	650.34	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$1.3M		23k	58.54	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.6	$1.3M		14k	97.13	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.5	$1.3M		47k	27.20	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.2M		16k	75.10	View chart
Microsoft Corp Stock (MSFT)	0.5	$1.2M		3.2k	370.17	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.5	$1.2M		4.6k	253.96	View chart
Ishares Msci Agriculture Producers Etf Etf (VEGI)	0.5	$1.1M		25k	45.24	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$1.1M		11k	99.27	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.1M		38k	29.08	View chart
Amazon Stock (AMZN)	0.5	$1.1M		5.3k	208.27	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.4	$1.0M		33k	31.33	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.4	$1.0M		14k	71.61	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	0.4	$1.0M		14k	74.18	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$865k		18k	48.46	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$863k		3.0k	286.86	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$756k	-2%	8.0k	94.58	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.3	$731k	-3%	27k	26.91	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.3	$686k		7.8k	88.00	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$678k		5.3k	128.13	View chart
Global X Uranium Etf Etf (URA)	0.3	$670k	+4%	14k	48.43	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.3	$650k		7.2k	89.86	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.3	$629k		4.3k	145.73	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$592k		8.0k	74.35	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$577k		6.0k	95.48	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$566k		6.0k	94.24	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$553k		3.7k	151.40	View chart
Nvidia Corporation Stock (NVDA)	0.2	$545k		3.1k	174.40	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$525k		909.00	577.19	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$511k		2.4k	215.07	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$495k		1.7k	287.56	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.2	$449k		18k	25.63	View chart
Oracle Corp Stock (ORCL)	0.2	$400k		2.7k	147.11	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$385k		1.2k	320.76	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$382k		1.3k	295.03	View chart
Flexshares Quality Dividend Defensive Index Fund Etf (QDEF)	0.1	$302k		3.8k	79.81	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$292k		812.00	359.03	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$279k		888.00	313.85	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$258k	+5%	3.3k	78.40	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$253k		424.00	597.55	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$235k		3.0k	78.42	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$219k		550.00	398.00	View chart
Dfa International Sustainability Core 1 Etf Etf (DFSI)	0.1	$214k	-18%	5.1k	42.40	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$203k		1.8k	110.38	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$199k		5.6k	35.44	View chart
Dfa U.s. Targeted Value Etf Etf (DFAT)	0.1	$198k		3.2k	62.46	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.1	$196k		4.8k	41.09	View chart
Dfa U.s. Small Cap Etf Etf (DFAS)	0.1	$191k		2.7k	71.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$191k		334.00	572.13	View chart
Broadcom Stock (AVGO)	0.1	$185k		598.00	309.51	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.1	$184k		5.8k	31.66	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$184k	+16%	7.6k	24.29	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$183k		1.5k	120.79	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$183k	-2%	1.5k	124.31	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$180k		376.00	479.20	View chart
Walmart Stock (WMT)	0.1	$180k		1.4k	124.28	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$161k		3.5k	46.23	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$153k		903.00	169.66	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$150k		791.00	189.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$149k		1.3k	113.13	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$148k		1.6k	93.94	View chart
Ishares U.s. Oil & Gas Exploration & Production Etf Etf (IEO)	0.1	$145k		1.2k	124.95	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$127k		661.00	191.87	View chart
Procter & Gamble Stock (PG)	0.1	$125k		867.00	144.44	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.1	$124k	-8%	3.8k	32.43	View chart
Visa Inc Com Cl A Stock (V)	0.1	$122k		403.00	302.25	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$122k		411.00	296.14	View chart
Kla Corp Stock (KLAC)	0.0	$116k		79.00	1472.42	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$111k		1.1k	99.90	View chart
Johnson & Johnson Stock (JNJ)	0.0	$111k		455.00	244.44	View chart
Yum Brands Stock (YUM)	0.0	$106k		683.00	155.54	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$103k		3.3k	30.68	View chart
Seritage Growth Pptys Cl A Reit (SRG)	0.0	$94k	NEW	33k	2.81	View chart
First Cmnty Bankshares Inc Va Stock (FCBC)	0.0	$86k		2.1k	41.52	View chart
Netflix Stock (NFLX)	0.0	$84k		870.00	96.15	View chart
At&t Stock (T)	0.0	$81k		2.8k	28.99	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$81k		81.00	1001.35	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$75k		958.00	78.69	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$75k		1.4k	52.18	View chart
Lowes Cos Stock (LOW)	0.0	$73k		310.00	236.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$72k		679.00	106.20	View chart
Dfa Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.0	$71k	-10%	1.7k	42.37	View chart
Invitation Homes Reit (INVH)	0.0	$69k	+419%	2.8k	24.85	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$67k		753.00	88.50	View chart
Hca Healthcare Stock (HCA)	0.0	$65k	-8%	138.00	473.24	View chart
Consolidated Edison Stock (ED)	0.0	$63k		554.00	113.18	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$62k		829.00	75.17	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$62k		783.00	79.08	View chart
Cisco Sys Stock (CSCO)	0.0	$61k		784.00	77.59	View chart
Marathon Pete Corp Stock (MPC)	0.0	$61k		249.00	244.18	View chart
Salesforce Stock (CRM)	0.0	$58k	-4%	310.00	186.82	View chart
Rtx Corporation Stock (RTX)	0.0	$57k		296.00	192.90	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$57k		611.00	92.97	View chart
International Business Machs Stock (IBM)	0.0	$55k		226.00	242.38	View chart
Aerovironment Stock (AVAV)	0.0	$50k		274.00	183.05	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$48k		989.00	48.30	View chart
Automatic Data Processing Stock (ADP)	0.0	$48k	-3%	234.00	203.18	View chart
Coca Cola Stock (KO)	0.0	$44k		573.00	76.05	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$42k		141.00	298.77	View chart
Echostar Corp Cl A Stock (SATS)	0.0	$41k		346.00	117.07	View chart
Agilent Technologies Stock (A)	0.0	$40k		353.00	114.00	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$38k		300.00	126.35	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.0	$37k	NEW	1.3k	27.93	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$37k		147.00	250.58	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$36k		592.00	61.05	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$36k		179.00	198.29	View chart
Invesco Dorsey Wright Technology Momentum Etf Etf (PTF)	0.0	$34k		390.00	86.33	View chart
Yum China Hldgs Stock (YUMC)	0.0	$33k		682.00	48.75	View chart
Merck & Co Stock (MRK)	0.0	$32k		267.00	120.29	View chart
Philip Morris Intl Stock (PM)	0.0	$32k		192.00	165.35	View chart
Novartis Adr (NVS)	0.0	$32k		207.00	152.75	View chart
Nike Inc Cl B Stock (NKE)	0.0	$32k		596.00	52.92	View chart
Ge Vernova Stock (GEV)	0.0	$31k		36.00	872.92	View chart
Gilead Sciences Stock (GILD)	0.0	$31k		224.00	139.37	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$31k		279.00	110.75	View chart
Advanced Micro Devices Stock (AMD)	0.0	$30k		149.00	203.43	View chart
Micron Technology Stock (MU)	0.0	$30k	+131%	88.00	337.84	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.0	$30k		245.00	120.74	View chart
Danaher Corp Del Stock (DHR)	0.0	$29k		153.00	189.60	View chart
Morgan Stanley Stock (MS)	0.0	$29k		176.00	164.62	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$29k		625.00	45.87	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.0	$29k		521.00	54.62	View chart
Texas Capital Government Money Market Etf Etf (MMKT)	0.0	$28k		280.00	100.24	View chart
Carrier Global Corporation Stock (CARR)	0.0	$27k		481.00	56.31	View chart
Wells Fargo & Co Stock (WFC)	0.0	$27k		336.00	79.61	View chart
Synchrony Financial Stock (SYF)	0.0	$27k		392.00	68.02	View chart
Travelers Companies Stock (TRV)	0.0	$27k		91.00	291.68	View chart
Citigroup Stock (C)	0.0	$26k		233.00	113.41	View chart
Home Depot Stock (HD)	0.0	$26k		81.00	325.63	View chart
Williams Sonoma Stock (WSM)	0.0	$26k		144.00	182.33	View chart
Unilever Adr (UL)	0.0	$26k		455.00	56.97	View chart
Allstate Corp Stock (ALL)	0.0	$26k		124.00	208.15	View chart
Evergy Stock (EVRG)	0.0	$26k		312.00	81.92	View chart
Unitedhealth Group Stock (UNH)	0.0	$26k	+14%	96.00	265.50	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$25k		541.00	46.67	View chart
Analog Devices Stock (ADI)	0.0	$25k		79.00	318.14	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$25k		255.00	98.47	View chart
Starbucks Corp Stock (SBUX)	0.0	$25k		276.00	89.59	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$24k	+133%	525.00	46.46	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$24k		401.00	60.44	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$24k		169.00	143.23	View chart
Goldman Sachs Group Stock (GS)	0.0	$24k		27.00	896.50	View chart
Tesla Stock (TSLA)	0.0	$24k		65.00	371.75	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$24k		112.00	210.91	View chart
Xtrackers Msci Eafe High Dividend Yield Equity Etf Etf (HDEF)	0.0	$23k		721.00	32.43	View chart
Trane Technologies Stock (TT)	0.0	$23k		55.00	413.29	View chart
Hf Sinclair Corp Stock (DINO)	0.0	$23k		364.00	62.39	View chart
Chevron Corporation Stock (CVX)	0.0	$23k		109.00	206.89	View chart
Vistra Corp Stock (VST)	0.0	$22k		149.00	150.33	View chart
Expand Energy Corporation Stock (EXE)	0.0	$22k		202.00	109.78	View chart
Pepsico Stock (PEP)	0.0	$22k		142.00	155.29	View chart
General Dynamics Corp Stock (GD)	0.0	$22k		63.00	343.22	View chart
Nrg Energy Stock (NRG)	0.0	$21k		146.00	146.14	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$21k		521.00	40.80	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$21k	NEW	274.00	77.15	View chart
D R Horton Stock (DHI)	0.0	$21k		154.00	137.22	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$20k		171.00	118.56	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$20k		167.00	118.63	View chart
Stonex Group Stock (SNEX)	0.0	$20k	+49%	244.00	80.65	View chart
Huntington Bancshares Stock (HBAN)	0.0	$20k		1.2k	15.65	View chart
C H Robinson Worldwide In Stock (CHRW)	0.0	$19k		117.00	166.06	View chart
Ishares Prime Money Market Etf Etf (PMMF)	0.0	$19k		192.00	100.50	View chart
Lam Research Corp Stock (LRCX)	0.0	$19k		90.00	213.66	View chart
Quanta Svcs Stock (PWR)	0.0	$19k		35.00	549.03	View chart
Newmont Corp Stock (NEM)	0.0	$19k		177.00	108.25	View chart
Halliburton Stock (HAL)	0.0	$19k		488.00	39.02	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$19k		200.00	94.75	View chart
Cornerstone Total Return Cef (CRF)	0.0	$19k		2.7k	6.95	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$18k		27.00	682.22	View chart
Webster Finl Corp Stock (WBS)	0.0	$18k		257.00	69.42	View chart
Tjx Cos Stock (TJX)	0.0	$18k		112.00	159.06	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$18k		112.00	157.24	View chart
Novo-nordisk A S Adr (NVO)	0.0	$18k		476.00	36.75	View chart
Linde Stock (LIN)	0.0	$17k		35.00	495.77	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$17k		176.00	98.16	View chart
Cvs Health Corp Stock (CVS)	0.0	$17k		236.00	71.77	View chart
Eqt Corp Stock (EQT)	0.0	$17k		265.00	63.64	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$17k		118.00	142.43	View chart
Verizon Communications Stock (VZ)	0.0	$17k	+34%	333.00	50.20	View chart
Abbvie Stock (ABBV)	0.0	$16k		75.00	217.49	View chart
Intel Corp Stock (INTC)	0.0	$16k	+32%	369.00	44.13	View chart
Transdigm Group Stock (TDG)	0.0	$16k		14.00	1158.93	View chart
Ishares Investment Grade Corporate Bond Buywrite Strategy Etf Etf (LQDW)	0.0	$16k		669.00	24.16	View chart
Welltower Reit (WELL)	0.0	$16k		81.00	197.72	View chart
Healthequity Stock (HQY)	0.0	$16k		190.00	83.57	View chart
Ametek Stock (AME)	0.0	$16k		73.00	214.36	View chart
Ge Aerospace Stock (GE)	0.0	$16k		55.00	283.76	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$15k		198.00	77.10	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$15k		110.00	138.32	View chart
Royalty Pharma Plc Shs Class A Stock (RPRX)	0.0	$15k		317.00	47.97	View chart
State Str Corp Stock (STT)	0.0	$15k		119.00	126.56	View chart
T-mobile Us Stock (TMUS)	0.0	$15k		71.00	210.03	View chart
Nextera Energy Stock (NEE)	0.0	$15k		158.00	92.88	View chart
Intercontinental Exchange Stock (ICE)	0.0	$15k		93.00	157.29	View chart
Duke Energy Corp Stock (DUK)	0.0	$14k		109.00	130.94	View chart
First Horizon Corporation Stock (FHN)	0.0	$14k		621.00	22.76	View chart
Medtronic Stock (MDT)	0.0	$14k		162.00	86.64	View chart
Wabtec Stock (WAB)	0.0	$14k		56.00	250.00	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$14k		148.00	93.98	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k		150.00	92.31	View chart
Eaton Corp Stock (ETN)	0.0	$14k		38.00	357.66	View chart
Biogen Stock (BIIB)	0.0	$14k	-7%	74.00	183.32	View chart
Conocophillips Stock (COP)	0.0	$14k		102.00	132.00	View chart
Heico Corp Stock (HEI)	0.0	$13k		49.00	274.20	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$13k		110.00	118.62	View chart
American Intl Group Stock (AIG)	0.0	$13k		173.00	75.25	View chart
Cme Group Stock (CME)	0.0	$13k		44.00	295.34	View chart
Disney Walt Stock (DIS)	0.0	$13k		134.00	96.38	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$13k		49.00	261.55	View chart

Past Filings by Red Tortoise

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

Red Tortoise 2026 Q1 filed April 21, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z