Tortoise Investment Management, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$947.2M
Holdings
864
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (864 positions)
| Stock | Value |
|---|---|
VTVANGUARD INTL EQUITY INDEX F | $1.3M |
VNQVANGUARD INDEX FDS | $1.3M |
EFAISHARES TR | $1.3M |
AVSCAMERICAN CENTY ETF TR | $1.2M |
IWFISHARES TR | $1.2M |
HYMBSPDR SER TR | $1.2M |
NVDANVIDIA CORPORATION | $1.2M |
GOOGLALPHABET INC | $1.2M |
VMBSVANGUARD SCOTTSDALE FDS | $1.2M |
AMZNAMAZON COM INC | $1.1M |
SPTLSPDR SER TR | $1.1M |
TFISPDR SER TR | $1.1M |
NADNUVEEN QUALITY MUNCP INCOME | $1.1M |
SCZISHARES TR | $1.1M |
HYDVANECK ETF TRUST | $1.0M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.0M |
EEMISHARES TR | $954K |
EEMVISHARES INC | $943K |
DLSWISDOMTREE TR | $911K |
DEHPDIMENSIONAL ETF TRUST | $879K |
SCHRSCHWAB STRATEGIC TR | $853K |
VXUSVANGUARD STAR FDS | $841K |
SHVISHARES TR | $839K |
DISVDIMENSIONAL ETF TRUST | $828K |
GOOGALPHABET INC | $823K |
DFAXDIMENSIONAL ETF TRUST | $813K |
XLKSELECT SECTOR SPDR TR | $778K |
GSGOLDMAN SACHS GROUP INC | $776K |
METAMETA PLATFORMS INC | $763K |
DFIPDIMENSIONAL ETF TRUST | $755K |
MHFWESTERN ASSET MUN HIGH INCOM | $724K |
AVGOBROADCOM INC | $713K |
SPHQINVESCO EXCHANGE TRADED FD T | $694K |
XNXNXNUVEEN N Y SELECT TAX FREE I | $669K |
PGPROCTER AND GAMBLE CO | $666K |
UNPUNION PAC CORP | $658K |
PEPPEPSICO INC | $655K |
DFEMDIMENSIONAL ETF TRUST | $631K |
IBMINTERNATIONAL BUSINESS MACHS | $596K |
IVWISHARES TR | $580K |
BBWIBATH & BODY WORKS INC | $572K |
HEIHEICO CORP NEW | $559K |
DNPDNP SELECT INCOME FD INC | $542K |
CSCOCISCO SYS INC | $535K |
BOTZGLOBAL X FDS | $527K |
TSLATESLA INC | $523K |
MYNBLACKROCK MUNIYIELD N Y QUAL | $520K |
CLCOLGATE PALMOLIVE CO | $493K |
JSCPJ P MORGAN EXCHANGE TRADED F | $489K |
JNJJOHNSON & JOHNSON | $472K |
IWCISHARES TR | $457K |
XOMEXXON MOBIL CORP | $453K |
CVXCHEVRON CORP NEW | $449K |
EMREMERSON ELEC CO | $448K |
SHYDVANECK ETF TRUST | $442K |
PLTRPALANTIR TECHNOLOGIES INC | $432K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $428K |
SYKSTRYKER CORPORATION | $426K |
BSVVANGUARD BD INDEX FDS | $422K |
DFSUDIMENSIONAL ETF TRUST | $417K |
EEMXSPDR INDEX SHS FDS | $408K |
IWDISHARES TR | $407K |
PHPARKER-HANNIFIN CORP | $399K |
USXFISHARES TR | $395K |
ACNACCENTURE PLC IRELAND | $393K |
AXPAMERICAN EXPRESS CO | $379K |
WOODISHARES TR | $371K |
MRKMERCK & CO INC | $366K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $364K |
MCDMCDONALDS CORP | $361K |
SRLNSSGA ACTIVE ETF TR | $355K |
DFLVDIMENSIONAL ETF TRUST | $354K |
WIWWESTERN AST INFL LKD OPP & I | $351K |
VVISA INC | $347K |
CATCATERPILLAR INC | $338K |
AVSDAMERICAN CENTY ETF TR | $338K |
LTBRLIGHTBRIDGE CORP | $333K |
UNHUNITEDHEALTH GROUP INC | $332K |
SBIWESTERN ASSET INTER MUNI FD | $327K |
VSGXVANGUARD WORLD FD | $322K |
DFISDIMENSIONAL ETF TRUST | $320K |
TROWPRICE T ROWE GROUP INC | $319K |
AVSUAMERICAN CENTY ETF TR | $313K |
LTPZPIMCO ETF TR | $307K |
IGMISHARES TR | $307K |
KMIKINDER MORGAN INC DEL | $306K |
VIGVANGUARD SPECIALIZED FUNDS | $304K |
RSPINVESCO EXCHANGE TRADED FD T | $298K |
MLIMUELLER INDS INC | $289K |
NCANUVEEN CALIFORNIA MUNI VLU F | $288K |
NULVNUSHARES ETF TR | $284K |
DFARDIMENSIONAL ETF TRUST | $279K |
ESGEISHARES INC | $279K |
ACWXISHARES TR | $272K |
VGITVANGUARD SCOTTSDALE FDS | $260K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $258K |
A4SAMERIPRISE FINL INC | $253K |
XLFSELECT SECTOR SPDR TR | $248K |
ABTABBOTT LABS | $245K |
MTDMETTLER TOLEDO INTERNATIONAL | $245K |