Tortoise Investment Management

Latest statistics and disclosures from Tortoise Investment Management's latest quarterly 13F-HR filing:

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

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 818 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Tortoise Investment Management has 818 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.0 $84M 149k 561.90
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Ishares Tr 0-5 Yr Tips Etf (STIP) 5.5 $51M +6% 493k 103.47
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Ishares Tr 0-3 Mnth Treasry (SGOV) 3.5 $32M +14% 322k 100.67
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American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $30M +6% 319k 92.38
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.9 $27M +3% 470k 57.61
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 2.5 $23M +35% 1.1M 21.23
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.8 $17M +37% 642k 26.89
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Ishares Core Msci Emkt (IEMG) 1.8 $17M -4% 315k 53.97
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.8 $17M +10% 333k 50.14
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $16M +12% 723k 22.08
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Ishares Tr Cmbs Etf (CMBS) 1.7 $16M -4% 330k 48.00
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $16M -4% 130k 122.01
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.7 $16M 402k 38.44
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Ishares Tr Rus 1000 Etf (IWB) 1.6 $15M 49k 306.74
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Doubleline Etf Trust Mortgage Etf (DMBS) 1.6 $15M +2% 299k 49.05
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Ea Series Trust Alpha Arch 1-3 (BOXX) 1.5 $14M +30% 126k 111.49
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Vanguard Index Fds Value Etf (VTV) 1.5 $14M +4% 80k 172.74
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Nuveen Mun Value Fd 2 (NUW) 1.4 $13M -4% 937k 13.74
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Ishares Tr Core Msci Eafe (IEFA) 1.4 $13M -2% 168k 75.65
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Wisdomtree Tr Emg Mkts Smcap (DGS) 1.3 $12M +7% 257k 48.31
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $12M +7% 344k 35.88
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $12M +3% 312k 39.37
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Angel Oak Funds Trust Income Etf (CARY) 1.3 $12M +3% 590k 20.76
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Nuveen Muni Value Fund (NUV) 1.3 $12M -26% 1.4M 8.77
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $12M +3% 537k 21.51
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Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $11M -12% 120k 92.29
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $11M +8% 102k 104.57
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.1 $10M +52% 390k 26.68
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $10M 37k 274.84
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $9.6M -2% 18k 532.58
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $8.9M +23% 270k 32.99
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Progressive Corporation (PGR) 1.0 $8.9M -3% 32k 283.01
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $8.6M -2% 169k 50.83
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $8.5M +5% 234k 36.41
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Nuveen NY Municipal Value (NNY) 0.9 $8.4M 1.0M 8.26
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $8.3M +9% 163k 50.71
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $8.2M +8% 263k 31.23
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $8.0M -3% 178k 45.26
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $8.0M +58% 157k 50.85
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Vanguard Index Fds Large Cap Etf (VV) 0.8 $7.8M +17% 31k 257.03
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $7.5M +14% 288k 25.89
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Ishares Tr Mbs Etf (MBB) 0.8 $7.3M -32% 78k 93.78
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $6.9M +9% 170k 40.76
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Dimensional Etf Trust Short Duration F (DFSD) 0.7 $6.9M 145k 47.52
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Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $6.8M +6% 174k 39.36
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $6.7M +16% 102k 65.76
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Nuveen Select Mat Mun Sh Ben Int (NIM) 0.7 $6.6M -6% 704k 9.32
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $6.3M +5% 104k 60.17
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Ishares Tr S&p 500 Val Etf (IVE) 0.6 $6.0M 32k 190.58
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $5.7M -6% 65k 87.17
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $5.5M +16% 197k 28.15
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $5.3M +12% 226k 23.43
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Vaneck Etf Trust Long Muni Etf (MLN) 0.5 $5.1M -6% 291k 17.39
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American Centy Etf Tr International Lr (AVIV) 0.5 $5.0M +5% 88k 56.68
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Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $4.6M +7% 77k 60.48
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $4.6M 11k 419.88
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $4.4M +19% 162k 27.05
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $4.1M 22k 186.29
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Ishares Tr Core Msci Total (IXUS) 0.4 $4.0M 57k 69.81
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $3.9M -9% 34k 115.60
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.4 $3.6M 64k 56.63
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $3.6M -40% 61k 58.69
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $3.5M 70k 49.62
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Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $3.4M +4% 103k 33.14
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.4 $3.4M +12% 72k 47.16
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $3.4M +88% 37k 91.03
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $3.3M -7% 152k 21.53
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $3.2M -14% 132k 24.34
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $3.1M 133k 23.04
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $3.0M +18% 44k 69.74
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.9M -4% 145k 19.78
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $2.8M NEW 56k 50.24
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $2.8M -4% 36k 78.40
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.7M 45k 60.66
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.6M 12k 221.74
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $2.6M -2% 27k 97.48
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $2.6M +47% 43k 59.75
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Eli Lilly & Co. (LLY) 0.3 $2.6M +24% 3.1k 825.74
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Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $2.5M +8% 94k 26.94
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Microsoft Corporation (MSFT) 0.3 $2.5M -36% 6.6k 375.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.2M 4.3k 513.88
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $2.1M -2% 77k 27.57
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $2.1M +84% 78k 27.26
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Ishares Tr S&p 100 Etf (OEF) 0.2 $2.0M 7.5k 270.83
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $2.0M 30k 66.27
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JPMorgan Chase & Co. (JPM) 0.2 $1.9M -7% 7.9k 245.31
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.9M +5% 71k 26.58
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Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.2 $1.7M -4% 76k 22.10
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $1.7M +9% 25k 65.21
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $1.6M +88% 66k 24.86
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.5M 8.7k 170.89
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Ishares Tr National Mun Etf (MUB) 0.2 $1.5M -10% 14k 105.44
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $1.4M 52k 27.47
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Costco Wholesale Corporation (COST) 0.2 $1.4M -5% 1.5k 945.78
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.3M 17k 81.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.3M -2% 2.8k 468.92
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M +2% 15k 90.54
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.3M +2% 13k 97.95
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.3M 22k 58.35
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Home Depot (HD) 0.1 $1.2M -8% 3.4k 366.49
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Lightbridge Corporation (LTBR) 0.1 $1.2M +132% 164k 7.46
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 5.8k 199.50
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M -31% 14k 78.94
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.1M -10% 9.7k 115.95
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.1M -3% 44k 25.22
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $1.1M -6% 24k 46.31
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $1.1M +22% 44k 25.22
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.1M -2% 17k 63.53
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $1.1M 24k 45.07
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 2.9k 361.09
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $973k -2% 22k 43.70
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $945k 14k 66.00
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $944k +3% 32k 29.12
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $940k 16k 58.34
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $902k -14% 19k 48.40
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $888k 14k 62.10
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Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $880k +12% 21k 42.11
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $837k -2% 32k 26.20
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $832k -19% 16k 51.18
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $816k +18% 12k 66.34
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NVIDIA Corporation (NVDA) 0.1 $790k -15% 7.3k 108.38
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Ishares Tr Short Treas Bd (SHV) 0.1 $762k -9% 6.9k 110.46
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Select Sector Spdr Tr Technology (XLK) 0.1 $761k +10% 3.7k 206.48
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Goldman Sachs (GS) 0.1 $740k 1.4k 546.29
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Amazon (AMZN) 0.1 $739k -23% 3.9k 190.26
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International Business Machines (IBM) 0.1 $671k 2.7k 248.68
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Pepsi (PEP) 0.1 $649k 4.3k 149.96
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $638k 24k 26.46
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Heico Corp Cl A (HEI.A) 0.1 $634k 3.0k 210.97
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DNP Select Income Fund (DNP) 0.1 $619k 63k 9.89
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Procter & Gamble Company (PG) 0.1 $588k -13% 3.5k 170.42
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Union Pacific Corporation (UNP) 0.1 $566k -16% 2.4k 236.24
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Nuveen N Y Select Tax Free I Sh Ben Int (NXN) 0.1 $550k -21% 47k 11.82
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $541k -43% 3.5k 154.65
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Doubleline Etf Trust Commercial Real (DCRE) 0.1 $538k +1053% 10k 51.87
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Cisco Systems (CSCO) 0.1 $534k -4% 8.6k 61.71
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $530k 5.7k 92.83
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Apple Put Option (AAPL) 0.1 $518k -10% 67k 7.70
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Chevron Corporation (CVX) 0.1 $509k 3.0k 167.30
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Colgate-Palmolive Company (CL) 0.1 $508k 5.4k 93.70
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Meta Platforms Cl A (META) 0.1 $491k -34% 851.00 576.43
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $472k +30% 15k 30.57
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $460k +7% 5.9k 78.28
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.0 $448k -9% 9.5k 47.21
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Bath &#38 Body Works In (BBWI) 0.0 $447k 15k 30.32
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $442k 20k 22.49
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $438k +29% 17k 25.84
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Terawulf (WULF) 0.0 $435k NEW 159k 2.73
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Exxon Mobil Corporation (XOM) 0.0 $435k -13% 3.7k 118.92
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.0 $431k 13k 33.59
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Stryker Corporation (SYK) 0.0 $427k -3% 1.1k 372.12
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $413k 2.2k 188.16
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Johnson & Johnson (JNJ) 0.0 $406k -25% 2.4k 165.84
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Emerson Electric (EMR) 0.0 $398k 3.6k 109.65
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $394k 11k 35.81
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Ishares Tr Micro-cap Etf (IWC) 0.0 $389k 3.5k 110.91
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Alphabet Cap Stk Cl C (GOOG) 0.0 $383k -43% 2.4k 156.23
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $371k 7.9k 46.67
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $366k +9% 6.2k 58.98
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American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $364k 6.1k 59.98
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $350k 8.5k 41.13
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Parker-Hannifin Corporation (PH) 0.0 $348k -8% 572.00 607.49
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Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.0 $336k +74% 6.8k 49.60
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American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $332k +12% 5.3k 62.36
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Kinder Morgan (KMI) 0.0 $319k 11k 28.53
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McDonald's Corporation (MCD) 0.0 $318k -18% 1.0k 312.28
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Palantir Technologies Cl A (PLTR) 0.0 $313k -35% 3.7k 84.40
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Merck & Co (MRK) 0.0 $308k -6% 3.4k 89.77
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $301k 1.6k 193.99
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $295k +3% 12k 23.77
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $292k 7.2k 40.49
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Ishares Esg Awr Msci Em (ESGE) 0.0 $292k 8.3k 34.95
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $289k 5.2k 55.45
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Mueller Industries (MLI) 0.0 $277k 3.6k 76.14
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $273k 3.0k 90.67
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American Express Company (AXP) 0.0 $273k -20% 1.0k 269.05
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Caterpillar (CAT) 0.0 $273k -11% 827.00 329.82
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Visa Com Cl A (V) 0.0 $271k -29% 773.00 350.46
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Select Sector Spdr Tr Financial (XLF) 0.0 $269k +5% 5.4k 49.81
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American Centy Etf Tr Avantis Emerging (AVEE) 0.0 $265k +75% 5.0k 52.52
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Ishares Tr Esg Aware Msci (ESML) 0.0 $264k +52% 6.9k 38.41
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $263k -24% 843.00 312.04
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $260k 24k 10.71
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T. Rowe Price (TROW) 0.0 $259k 2.8k 91.87
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Tesla Motors (TSLA) 0.0 $259k -22% 999.00 259.16
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $256k -30% 3.4k 75.43
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $256k -13% 1.5k 173.23
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Travelers Companies (TRV) 0.0 $254k 961.00 264.39
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Axsome Therapeutics (AXSM) 0.0 $249k 2.1k 116.63
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $247k -7% 874.00 282.56
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At&t (T) 0.0 $246k 8.7k 28.28
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $240k -9% 4.0k 59.40
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Vanguard World Health Car Etf (VHT) 0.0 $240k +5% 906.00 264.73
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $239k -33% 1.4k 166.00
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Mettler-Toledo International (MTD) 0.0 $236k 200.00 1180.91
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Vanguard World Utilities Etf (VPU) 0.0 $235k 1.4k 170.81
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Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $230k -21% 27k 8.65
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Western Asset Intm Muni Fd I (SBI) 0.0 $230k -30% 30k 7.80
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $230k 2.7k 85.07
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Broadcom (AVGO) 0.0 $230k -55% 1.4k 167.46
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Raytheon Technologies Corp (RTX) 0.0 $227k 1.7k 132.50
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Yum! Brands (YUM) 0.0 $224k -4% 1.4k 157.31
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $223k +257% 4.8k 46.81
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Ishares Tr 20+ Year Tr Bd (TLTW) 0.0 $221k -95% 9.2k 24.06
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $219k 4.8k 45.75
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Ishares Jp Morgan Em Etf (LEMB) 0.0 $215k 5.8k 37.46
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Honeywell International (HON) 0.0 $213k +33% 1.0k 211.80
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Philip Morris International (PM) 0.0 $211k 1.3k 158.69
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $208k 2.2k 93.66
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $208k +4% 1.7k 121.91
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Ameriprise Financial (AMP) 0.0 $205k -10% 423.00 484.29
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Eastern Bankshares (EBC) 0.0 $205k 13k 16.40
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Vanguard Index Fds Growth Etf (VUG) 0.0 $200k 539.00 370.82
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UnitedHealth (UNH) 0.0 $196k -42% 375.00 523.75
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $196k 756.00 258.62
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Ishares Tr New York Mun Etf (NYF) 0.0 $195k +8% 3.7k 52.65
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Abbvie (ABBV) 0.0 $190k -30% 906.00 209.59
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Vanguard World Consum Dis Etf (VCR) 0.0 $189k +16% 582.00 325.51
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Hartford Financial Services (HIG) 0.0 $188k 1.5k 123.71
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $186k -3% 6.7k 27.96
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ConocoPhillips (COP) 0.0 $186k 1.8k 105.04
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Verizon Communications (VZ) 0.0 $184k 4.0k 45.36
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $183k 1.4k 127.08
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Walt Disney Company (DIS) 0.0 $183k -6% 1.9k 98.71
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Ishares Tr Select Divid Etf (DVY) 0.0 $181k -12% 1.3k 134.31
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Comcast Corp Cl A (CMCSA) 0.0 $174k 4.7k 36.90
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $173k 4.8k 36.29
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $169k 3.9k 43.01
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Enterprise Products Partners (EPD) 0.0 $168k +80% 4.9k 34.14
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Ss&c Technologies Holding (SSNC) 0.0 $167k 2.0k 83.53
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Ge Aerospace Com New (GE) 0.0 $167k 833.00 200.17
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Air Products & Chemicals (APD) 0.0 $161k -7% 547.00 294.72
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Vanguard World Industrial Etf (VIS) 0.0 $159k +7% 644.00 247.55
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Texas Instruments Incorporated (TXN) 0.0 $155k -30% 863.00 179.70
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $153k 885.00 172.26
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $152k 5.2k 29.25
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CVS Caremark Corporation (CVS) 0.0 $150k 2.2k 67.74
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Boeing Company (BA) 0.0 $149k 875.00 170.55
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Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $148k +43% 4.5k 32.76
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Tejon Ranch Company (TRC) 0.0 $147k -34% 9.3k 15.85
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Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $147k 19k 7.76
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $146k +5% 2.0k 73.46
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Vanguard World Inf Tech Etf (VGT) 0.0 $145k 267.00 542.38
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Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $141k 2.5k 55.61
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Vanguard World Comm Srvc Etf (VOX) 0.0 $139k -7% 937.00 148.39
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Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $137k 3.2k 42.96
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Automatic Data Processing (ADP) 0.0 $134k -42% 440.00 305.53
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Shopify Cl A (SHOP) 0.0 $134k 1.4k 95.48
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.0 $132k -59% 2.4k 54.84
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $132k 2.9k 45.05
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Past Filings by Tortoise Investment Management

SEC 13F filings are viewable for Tortoise Investment Management going back to 2013

View all past filings