Tortoise Investment Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tortoise Investment Management

Companies in the Tortoise Investment Management portfolio as of the March 2022 quarterly 13F filing

Tortoise Investment Management has 683 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) 13.3 $73M 160k 453.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $22M 49k 451.63
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 3.3 $18M -14% 605k 29.67
Ishares Tr Cmbs Etf (CMBS) 3.1 $17M +3% 337k 49.85
Ishares Core Msci Emkt (IEMG) 3.1 $17M +3% 302k 55.55
Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $16M 156k 100.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $14M -2% 182k 78.09
Ishares Tr Rus 1000 Etf (IWB) 2.4 $13M 53k 250.07
J P Morgan Exchange-traded F Short Dura Core (JSCP) 2.1 $11M -14% 239k 47.80
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $10M +6% 135k 75.87
Ishares Tr Core Msci Eafe (IEFA) 1.9 $10M -4% 146k 69.51
Apple (AAPL) 1.8 $9.9M -3% 57k 174.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.6 $8.6M +8% 273k 31.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $8.1M +9% 176k 46.13

Setup an alert

Tortoise Investment Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core S&p Scp Etf (IJR) 1.4 $7.9M 73k 107.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $7.4M +109% 138k 53.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $7.3M 32k 227.66
Vanguard Index Fds Value Etf (VTV) 1.3 $7.0M +3% 47k 147.77
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.3 $6.9M +11% 129k 53.30
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.2 $6.7M 140k 48.03
Ishares Tr Mbs Etf (MBB) 1.2 $6.6M -57% 65k 101.87
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.2 $6.5M +4% 52k 123.88
Ishares Tr National Mun Etf (MUB) 1.2 $6.3M 58k 109.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.3M 18k 352.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $6.3M 36k 175.95
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $5.7M 150k 37.97
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $5.7M 36k 155.72
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 1.0 $5.5M -12% 236k 23.26
Ishares Tr Core Msci Total (IXUS) 0.9 $5.1M 76k 66.57
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $5.0M +6% 129k 38.64
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $4.9M NEW 102k 47.89
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.8 $4.6M +107% 185k 24.93
Morgan Stanley Emerging Markets Domestic (EDD) 0.8 $4.5M +99% 898k 4.99
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $4.5M +148% 58k 77.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $4.4M 13k 346.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $4.1M +784% 83k 49.54
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $3.8M NEW 38k 100.04
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.7 $3.6M +1337% 248k 14.43
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.6 $3.5M +129% 63k 55.15
Nuveen Muni Value Fund (NUV) 0.6 $3.5M +3576% 360k 9.58
Nuveen Mun Value Fd 2 (NUW) 0.6 $3.4M +131% 233k 14.76
Nuveen NY Municipal Value (NNY) 0.6 $3.2M +17% 359k 9.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $3.2M 32k 102.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $3.1M +12396% 53k 59.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $3.1M +3% 53k 57.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.0M +226% 64k 47.37
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $2.9M +228% 59k 49.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.9M +6% 35k 83.32
Microsoft Corporation (MSFT) 0.5 $2.9M -19% 9.3k 308.25
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.5 $2.7M +66% 111k 23.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.6M +4% 70k 36.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.4M -3% 24k 101.30
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.4 $2.3M -5% 41k 56.68
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.3M 11k 212.54
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.3M +136% 27k 86.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.2M +10% 31k 71.39
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.4 $2.2M -7% 181k 12.14
Progressive Corporation (PGR) 0.4 $2.1M +490% 18k 113.99
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $2.0M +2% 36k 57.39
Nuveen California Muni Vlu F Com Stk (NCA) 0.4 $2.0M +25% 221k 9.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $2.0M +14% 72k 28.15
Nuveen N Y Select Tax Free I Sh Ben Int (NXN) 0.4 $2.0M +4% 161k 12.38
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.4 $2.0M -67% 39k 50.63
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $2.0M -18% 39k 50.27
American Centy Etf Tr Emerging Mkt Val (AVES) 0.4 $1.9M +72% 39k 49.05
Home Depot (HD) 0.3 $1.7M -14% 5.7k 299.39
Invesco Van Kampen Trust for IGNYM Fund (VTN) 0.3 $1.7M -8% 146k 11.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $1.7M +6473% 26k 62.90
American Centy Etf Tr International Lr (AVIV) 0.3 $1.6M +113% 32k 50.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.6M -37% 57k 27.76
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $1.6M +193% 33k 47.89
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.5M 7.3k 208.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.5M +53% 44k 34.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.5M +173% 28k 53.40
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.4M -2% 20k 73.61
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.4M +7% 7.0k 205.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $1.4M +14% 51k 27.57
Costco Wholesale Corporation (COST) 0.3 $1.4M -3% 2.4k 575.74
Nuveen Ny Divid Advntg Mun F (NAN) 0.2 $1.3M -2% 107k 12.57
Ishares Jp Morgan Em Etf (LEMB) 0.2 $1.3M -56% 35k 36.90
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.2 $1.3M -15% 24k 53.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.3M -3% 19k 66.32
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.2M -8% 20k 61.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.2M +14% 24k 51.53
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M +31% 5.9k 208.42
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $1.2M -19% 54k 22.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.2M 27k 45.15
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $1.2M 18k 68.61
Vaneck Etf Trust Long Muni Etf (MLN) 0.2 $1.2M +14% 60k 19.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.1M +519% 43k 26.24
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $1.1M 44k 24.96
Tesla Motors (TSLA) 0.2 $1.1M 1.0k 1077.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M +9% 18k 59.74
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $988k 9.4k 104.94
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $952k +56% 12k 81.04
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $857k +22% 11k 79.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $849k -3% 2.0k 415.36
Bath &#38 Body Works In (BBWI) 0.1 $796k +70% 17k 47.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $795k +3% 13k 62.58
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $769k 16k 49.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $734k +20% 2.0k 362.65
Western Asset Municipal Hgh Incm Fnd (MHF) 0.1 $698k NEW 99k 7.04
Invesco Van Kampen Bond Fund (VBF) 0.1 $689k +9265% 39k 17.52
Union Pacific Corporation (UNP) 0.1 $686k 2.5k 273.09
Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $672k 7.5k 89.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $647k 2.4k 268.24
Amazon (AMZN) 0.1 $645k 198.00 3257.58
DNP Select Income Fund (DNP) 0.1 $634k 54k 11.82
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $621k 10k 60.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $612k 2.2k 277.80
Ishares Tr Micro-cap Etf (IWC) 0.1 $588k 4.6k 128.92
Johnson & Johnson (JNJ) 0.1 $585k +11% 3.3k 177.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $572k -29% 11k 52.96
Pimco Etf Tr Muni Income Opp (MINO) 0.1 $568k +2965% 12k 46.33
Alphabet Cap Stk Cl A (GOOGL) 0.1 $567k +2% 204.00 2779.41
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $567k +2% 13k 45.36
Alphabet Cap Stk Cl C (GOOG) 0.1 $567k -2% 203.00 2793.10
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $544k NEW 5.4k 101.30
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $513k +117% 8.5k 60.35
Pepsi (PEP) 0.1 $508k 3.0k 167.33
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $491k +77% 20k 24.89
Heico Corp Cl A (HEI.A) 0.1 $480k +11% 3.8k 126.85
Goldman Sachs (GS) 0.1 $477k +1134% 1.4k 330.33
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $464k NEW 14k 33.45
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $453k -6% 10k 44.81
JPMorgan Chase & Co. (JPM) 0.1 $452k +25% 3.3k 136.27
Nuveen Int Dur Qual Mun Trm (NIQ) 0.1 $447k -7% 33k 13.56
Nuveen Intermediate (NID) 0.1 $432k -16% 31k 13.85
T. Rowe Price (TROW) 0.1 $426k 2.8k 151.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $412k 2.5k 165.93
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.1 $405k +67% 8.6k 46.85
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $401k 5.9k 68.38
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $400k 12k 32.37
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.1 $391k 32k 12.29
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $382k -15% 8.5k 44.91
Stem (STEM) 0.1 $362k -23% 33k 11.03
Chevron Corporation (CVX) 0.1 $359k +46% 2.2k 162.74
Zoetis Cl A (ZTS) 0.1 $353k -8% 1.9k 188.90
Accenture Plc Ireland Shs Class A (ACN) 0.1 $347k 1.0k 336.89
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $347k +75% 7.3k 47.28
Walt Disney Company (DIS) 0.1 $341k +16% 2.5k 137.06
Colgate-Palmolive Company (CL) 0.1 $326k 4.3k 75.81
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $311k +119% 5.4k 57.15
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $303k -65% 5.1k 59.26
Discover Financial Services (DFS) 0.1 $292k NEW 2.7k 110.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $288k +150% 2.7k 108.31
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $278k -2% 5.3k 52.35
Aberdeen Asia-Pacific Income Fund (FAX) 0.1 $275k +118% 81k 3.38
Western Asset Income Fund (PAI) 0.1 $274k NEW 20k 13.65
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $274k -29% 11k 24.94
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $270k NEW 5.8k 46.48
Ishares Tr New York Mun Etf (NYF) 0.0 $269k -33% 4.9k 54.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $268k 1.7k 157.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $265k 3.4k 77.94
Merck & Co (MRK) 0.0 $263k 3.2k 82.03
American Express Company (AXP) 0.0 $263k 1.4k 187.19
Meta Platforms Cl A (FB) 0.0 $262k 1.2k 222.60
Exxon Mobil Corporation (XOM) 0.0 $254k -5% 3.1k 82.49
Delta Air Lines Inc Del Com New (DAL) 0.0 $250k -7% 6.3k 39.55
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $242k -13% 18k 13.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $241k NEW 3.1k 78.04
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $240k +5245% 3.3k 73.60
International Business Machines (IBM) 0.0 $239k 1.8k 130.17
Victorias Secret And Common Stock (VSCO) 0.0 $237k +69% 4.6k 51.33
Nuveen Nj Div Advantage Mun (NXJ) 0.0 $235k +4% 18k 13.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $234k -4% 3.1k 76.27
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $234k 1.4k 162.50
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $232k +2290% 52k 4.47
Procter & Gamble Company (PG) 0.0 $226k +12% 1.5k 152.50
Kinder Morgan (KMI) 0.0 $222k -11% 12k 18.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $217k -6% 3.9k 56.07
Comcast Corp Cl A (CMCSA) 0.0 $217k -6% 4.6k 46.92
Mondelez Intl Cl A (MDLZ) 0.0 $215k -17% 3.4k 62.85
Gartner (IT) 0.0 $214k 721.00 296.81
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $211k 22k 9.77
Alliant Energy Corporation (LNT) 0.0 $210k -19% 3.4k 62.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $205k -64% 1.7k 122.02
Ishares Esg Awr Msci Em (ESGE) 0.0 $204k +44% 5.6k 36.70
Pfizer (PFE) 0.0 $203k +2% 3.9k 51.72
McDonald's Corporation (MCD) 0.0 $201k -9% 813.00 247.23
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $200k -15% 3.9k 51.92
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $200k -20% 14k 14.58
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $198k -79% 4.0k 49.97
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $196k -4% 1.8k 111.05
Vanguard Index Fds Growth Etf (VUG) 0.0 $189k 658.00 287.23
Cisco Systems (CSCO) 0.0 $188k 3.4k 55.89
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.0 $187k 15k 12.66
At&t (T) 0.0 $186k -7% 7.9k 23.67
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $185k +266% 2.2k 83.33
Amphenol Corp Cl A (APH) 0.0 $179k 2.4k 75.34
Vanguard World Fds Utilities Etf (VPU) 0.0 $178k +10% 1.1k 161.82
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $175k 3.5k 49.62
Western Asset Intm Muni Fd I (SBI) 0.0 $169k 20k 8.61
Relmada Therapeutics (RLMD) 0.0 $164k -8% 6.1k 26.97
CVS Caremark Corporation (CVS) 0.0 $163k +6% 1.6k 101.12
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $162k 4.8k 33.98
Verizon Communications (VZ) 0.0 $161k -8% 3.2k 51.08
S&p Global (SPGI) 0.0 $159k +66% 388.00 409.79
Visa Com Cl A (V) 0.0 $159k -79% 715.00 222.38
Ishares Tr Russell 3000 Etf (IWV) 0.0 $154k 587.00 262.35
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $151k +4% 2.6k 57.00
Ss&c Technologies Holding (SSNC) 0.0 $150k NEW 2.0k 75.00
Air Products & Chemicals (APD) 0.0 $150k +71% 602.00 249.17
Raytheon Technologies Corp (RTX) 0.0 $149k -2% 1.5k 98.87
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $147k 885.00 166.10
Travelers Companies (TRV) 0.0 $145k 795.00 182.39
Bristol Myers Squibb (BMY) 0.0 $141k +6% 1.9k 72.83
Ishares Tr Select Divid Etf (DVY) 0.0 $141k 1.1k 128.42
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $135k 5.7k 23.68
Texas Instruments Incorporated (TXN) 0.0 $133k 726.00 183.20
DTE Energy Company (DTE) 0.0 $131k 988.00 132.59
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $131k -46% 2.7k 47.72
Ross Stores (ROST) 0.0 $130k 1.4k 90.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $129k 3.1k 42.01
Moderna (MRNA) 0.0 $129k +341% 750.00 172.00
Yum! Brands (YUM) 0.0 $124k 1.1k 118.10
Abbott Laboratories (ABT) 0.0 $123k +6% 1.0k 118.38
Church & Dwight (CHD) 0.0 $120k 1.2k 99.50
3M Company (MMM) 0.0 $120k -5% 807.00 148.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $113k 1.4k 79.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $113k +70% 2.1k 54.20
Lennar Corp Cl A (LEN) 0.0 $110k +28% 1.4k 80.94
Nextera Energy (NEE) 0.0 $109k 1.3k 84.56
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $108k +83% 220.00 490.91
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $107k -57% 8.8k 12.11
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $105k -15% 818.00 128.36
BlackRock (BLK) 0.0 $104k 136.00 764.71
PNM Resources (PNM) 0.0 $102k 2.1k 47.80
Abbvie (ABBV) 0.0 $100k +37% 614.00 162.87
Nuveen Mtg opportunity term (JLS) 0.0 $100k NEW 5.5k 18.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $99k 1.3k 74.38
Mueller Industries (MLI) 0.0 $99k 1.8k 54.43
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $98k -30% 7.5k 13.07
Diageo Spon Adr New (DEO) 0.0 $97k 479.00 202.51
Shopify Cl A (SHOP) 0.0 $95k 140.00 678.57
Doma Holdings Common Stock (DOMA) 0.0 $93k 43k 2.16
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $91k 1.7k 53.06
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $89k 550.00 161.82
Stanley Black & Decker (SWK) 0.0 $89k 637.00 139.72
Analog Devices (ADI) 0.0 $88k 531.00 165.72
Biontech Se Sponsored Ads (BNTX) 0.0 $85k NEW 500.00 170.00
Becton, Dickinson and (BDX) 0.0 $85k +9% 321.00 264.80
Regeneron Pharmaceuticals (REGN) 0.0 $84k 120.00 700.00
Washington Real Estate Invt Sh Ben Int (WRE) 0.0 $83k 3.3k 25.54
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $83k 1.3k 64.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $82k 1.2k 70.93
Norfolk Southern (NSC) 0.0 $82k -7% 289.00 283.74
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $81k 1.0k 81.00
Amgen (AMGN) 0.0 $81k 333.00 243.24
Stryker Corporation (SYK) 0.0 $80k NEW 300.00 266.67

Past Filings by Tortoise Investment Management

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

View all past filings