Tortoise Investment Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$960.3B
Holdings
818
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (818 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJHISHARES TR | 21,485 | $1.3B | 0.13% | |
| 102 | HDHOME DEPOT INC | 3,396 | $1.2B | 0.13% | |
| 103 | LTBRLIGHTBRIDGE CORP | 163,521 | $1.2B | 0.13% | |
| 104 | IWMISHARES TR | 5,823 | $1.2B | 0.12% | |
| 105 | VCSHVANGUARD SCOTTSDALE FDS | 14,417 | $1.1B | 0.12% | |
| 106 | VTVANGUARD INTL EQUITY INDEX F | 9,690 | $1.1B | 0.12% | |
| 107 | HYMBSPDR SER TR | 44,167 | $1.1B | 0.12% | |
| 108 | VMBSVANGUARD SCOTTSDALE FDS | 23,787 | $1.1B | 0.11% | |
| 109 | DEHPDIMENSIONAL ETF TRUST | 43,667 | $1.1B | 0.11% | |
| 110 | SCZISHARES TR | 17,152 | $1.1B | 0.11% | |
| 111 | TFISPDR SER TR | 24,019 | $1.1B | 0.11% | |
| 112 | IWFISHARES TR | 2,928 | $1.1B | 0.11% | |
| 113 | EEMISHARES TR | 22,268 | $973.1M | 0.10% | |
| 114 | DLSWISDOMTREE TR | 14,319 | $945.1M | 0.10% | |
| 115 | DISVDIMENSIONAL ETF TRUST | 32,401 | $943.5M | 0.10% | |
| 116 | EEMVISHARES INC | 16,115 | $940.1M | 0.10% | |
| 117 | AVSCAMERICAN CENTY ETF TR | 18,628 | $901.6M | 0.09% | |
| 118 | VXUSVANGUARD STAR FDS | 14,298 | $887.9M | 0.09% | |
| 119 | DFIPDIMENSIONAL ETF TRUST | 20,888 | $879.6M | 0.09% | |
| 120 | DFAXDIMENSIONAL ETF TRUST | 31,938 | $836.8M | 0.09% | |
| 121 | HYDVANECK ETF TRUST | 16,255 | $831.9M | 0.09% | |
| 122 | SPHQINVESCO EXCHANGE TRADED FD T | 12,301 | $816.0M | 0.08% | |
| 123 | NVDANVIDIA CORPORATION | 7,293 | $790.4M | 0.08% | |
| 124 | SHVISHARES TR | 6,895 | $761.6M | 0.08% | |
| 125 | XLKSELECT SECTOR SPDR TR | 3,686 | $761.1M | 0.08% | |
| 126 | GSGOLDMAN SACHS GROUP INC | 1,355 | $740.2M | 0.08% | |
| 127 | AMZNAMAZON COM INC | 3,885 | $739.2M | 0.08% | |
| 128 | IBMINTERNATIONAL BUSINESS MACHS | 2,700 | $671.4M | 0.07% | |
| 129 | PEPPEPSICO INC | 4,325 | $648.6M | 0.07% | |
| 130 | DFEMDIMENSIONAL ETF TRUST | 24,093 | $637.5M | 0.07% | |
| 131 | HEIHEICO CORP NEW | 3,007 | $634.4M | 0.07% | |
| 132 | DNPDNP SELECT INCOME FD INC | 62,569 | $618.8M | 0.06% | |
| 133 | PGPROCTER AND GAMBLE CO | 3,453 | $588.4M | 0.06% | |
| 134 | UNPUNION PAC CORP | 2,397 | $566.3M | 0.06% | |
| 135 | XNXNXNUVEEN N Y SELECT TAX FREE I | 46,545 | $550.2M | 0.06% | |
| 136 | GOOGLALPHABET INC | 3,499 | $541.1M | 0.06% | |
| 137 | DCREDOUBLELINE ETF TRUST | 10,380 | $538.4M | 0.06% | |
| 138 | CSCOCISCO SYS INC | 8,646 | $533.6M | 0.06% | |
| 139 | IVWISHARES TR | 5,713 | $530.4M | 0.06% | |
| 140 | CVXCHEVRON CORP NEW | 3,044 | $509.3M | 0.05% | |
| 141 | CLCOLGATE PALMOLIVE CO | 5,418 | $507.7M | 0.05% | |
| 142 | METAMETA PLATFORMS INC | 851 | $490.5M | 0.05% | |
| 143 | DFLVDIMENSIONAL ETF TRUST | 15,437 | $471.9M | 0.05% | |
| 144 | BSVVANGUARD BD INDEX FDS | 5,875 | $459.9M | 0.05% | |
| 145 | JSCPJ P MORGAN EXCHANGE TRADED F | 9,485 | $447.8M | 0.05% | |
| 146 | BBWIBATH & BODY WORKS INC | 14,744 | $447.0M | 0.05% | |
| 147 | SHYDVANECK ETF TRUST | 19,665 | $442.3M | 0.05% | |
| 148 | DFISDIMENSIONAL ETF TRUST | 16,944 | $437.8M | 0.05% | |
| 149 | WULFTERAWULF INC | 159,439 | $435.3M | 0.05% | |
| 150 | XOMEXXON MOBIL CORP | 3,658 | $435.0M | 0.05% | |
| 151 | EEMXSPDR INDEX SHS FDS | 12,831 | $431.0M | 0.04% | |
| 152 | SYKSTRYKER CORPORATION | 1,146 | $426.5M | 0.04% | |
| 153 | IWDISHARES TR | 2,197 | $413.4M | 0.04% | |
| 154 | JNJJOHNSON & JOHNSON | 2,446 | $405.6M | 0.04% | |
| 155 | EMREMERSON ELEC CO | 3,629 | $397.9M | 0.04% | |
| 156 | DFSUDIMENSIONAL ETF TRUST | 11,000 | $393.9M | 0.04% | |
| 157 | IWCISHARES TR | 3,508 | $389.1M | 0.04% | |
| 158 | GOOGALPHABET INC | 2,449 | $382.6M | 0.04% | |
| 159 | USXFISHARES TR | 7,942 | $370.7M | 0.04% | |
| 160 | VSGXVANGUARD WORLD FD | 6,201 | $365.7M | 0.04% | |
| 161 | AVSDAMERICAN CENTY ETF TR | 6,070 | $364.1M | 0.04% | |
| 162 | SRLNSSGA ACTIVE ETF TR | 8,505 | $349.8M | 0.04% | |
| 163 | PHPARKER-HANNIFIN CORP | 572 | $347.5M | 0.04% | |
| 164 | DFCADIMENSIONAL ETF TRUST | 6,779 | $336.2M | 0.04% | |
| 165 | AVSUAMERICAN CENTY ETF TR | 5,320 | $331.8M | 0.03% | |
| 166 | KMIKINDER MORGAN INC DEL | 11,176 | $318.8M | 0.03% | |
| 167 | MCDMCDONALDS CORP | 1,019 | $318.2M | 0.03% | |
| 168 | PLTRPALANTIR TECHNOLOGIES INC | 3,707 | $312.9M | 0.03% | |
| 169 | MRKMERCK & CO INC | 3,431 | $308.0M | 0.03% | |
| 170 | VIGVANGUARD SPECIALIZED FUNDS | 1,550 | $300.7M | 0.03% | |
| 171 | DFARDIMENSIONAL ETF TRUST | 12,427 | $295.4M | 0.03% | |
| 172 | NULVNUSHARES ETF TR | 7,215 | $292.1M | 0.03% | |
| 173 | ESGEISHARES INC | 8,349 | $291.8M | 0.03% | |
| 174 | ACWXISHARES TR | 5,220 | $289.4M | 0.03% | |
| 175 | MLIMUELLER INDS INC | 3,638 | $277.0M | 0.03% | |
| 176 | IGMISHARES TR | 3,010 | $272.9M | 0.03% | |
| 177 | AXPAMERICAN EXPRESS CO | 1,014 | $272.8M | 0.03% | |
| 178 | CATCATERPILLAR INC | 827 | $272.8M | 0.03% | |
| 179 | VVISA INC | 773 | $270.9M | 0.03% | |
| 180 | XLFSELECT SECTOR SPDR TR | 5,405 | $269.2M | 0.03% | |
| 181 | AVEEAMERICAN CENTY ETF TR | 5,044 | $264.9M | 0.03% | |
| 182 | ESMLISHARES TR | 6,877 | $264.1M | 0.03% | |
| 183 | ACNACCENTURE PLC IRELAND | 843 | $263.1M | 0.03% | |
| 184 | MUCBLACKROCK MUNIHLDNGS CALI QL | 24,311 | $260.4M | 0.03% | |
| 185 | TROWPRICE T ROWE GROUP INC | 2,819 | $259.0M | 0.03% | |
| 186 | TSLATESLA INC | 999 | $258.9M | 0.03% | |
| 187 | WOODISHARES TR | 3,393 | $255.9M | 0.03% | |
| 188 | RSPINVESCO EXCHANGE TRADED FD T | 1,475 | $255.5M | 0.03% | |
| 189 | TRVTRAVELERS COMPANIES INC | 961 | $254.1M | 0.03% | |
| 190 | AXSMAXSOME THERAPEUTICS INC | 2,135 | $249.0M | 0.03% | |
| 191 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 874 | $247.0M | 0.03% | |
| 192 | TAT&T INC | 8,714 | $246.4M | 0.03% | |
| 193 | VGITVANGUARD SCOTTSDALE FDS | 4,041 | $240.0M | 0.02% | |
| 194 | VHTVANGUARD WORLD FD | 906 | $239.8M | 0.02% | |
| 195 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,438 | $238.7M | 0.02% | |
| 196 | MTDMETTLER TOLEDO INTERNATIONAL | 200 | $236.2M | 0.02% | |
| 197 | VPUVANGUARD WORLD FD | 1,375 | $234.9M | 0.02% | |
| 198 | NCANUVEEN CALIFORNIA MUNI VLU F | 26,608 | $230.2M | 0.02% | |
| 199 | SBIWESTERN ASSET INTER MUNI FD | 29,475 | $229.9M | 0.02% | |
| 200 | IWRISHARES TR | 2,700 | $229.7M | 0.02% |