Tortoise Investment Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$960.3M
Holdings
818
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (818 positions)
| Stock | Value |
|---|---|
IJHISHARES TR | $1.3M |
HDHOME DEPOT INC | $1.2M |
LTBRLIGHTBRIDGE CORP | $1.2M |
IWMISHARES TR | $1.2M |
VCSHVANGUARD SCOTTSDALE FDS | $1.1M |
VTVANGUARD INTL EQUITY INDEX F | $1.1M |
HYMBSPDR SER TR | $1.1M |
VMBSVANGUARD SCOTTSDALE FDS | $1.1M |
DEHPDIMENSIONAL ETF TRUST | $1.1M |
SCZISHARES TR | $1.1M |
TFISPDR SER TR | $1.1M |
IWFISHARES TR | $1.1M |
EEMISHARES TR | $973K |
DLSWISDOMTREE TR | $945K |
DISVDIMENSIONAL ETF TRUST | $944K |
EEMVISHARES INC | $940K |
AVSCAMERICAN CENTY ETF TR | $902K |
VXUSVANGUARD STAR FDS | $888K |
DFIPDIMENSIONAL ETF TRUST | $880K |
DFAXDIMENSIONAL ETF TRUST | $837K |
HYDVANECK ETF TRUST | $832K |
SPHQINVESCO EXCHANGE TRADED FD T | $816K |
NVDANVIDIA CORPORATION | $790K |
SHVISHARES TR | $762K |
XLKSELECT SECTOR SPDR TR | $761K |
GSGOLDMAN SACHS GROUP INC | $740K |
AMZNAMAZON COM INC | $739K |
IBMINTERNATIONAL BUSINESS MACHS | $671K |
PEPPEPSICO INC | $649K |
DFEMDIMENSIONAL ETF TRUST | $638K |
HEIHEICO CORP NEW | $634K |
DNPDNP SELECT INCOME FD INC | $619K |
PGPROCTER AND GAMBLE CO | $588K |
UNPUNION PAC CORP | $566K |
XNXNXNUVEEN N Y SELECT TAX FREE I | $550K |
GOOGLALPHABET INC | $541K |
DCREDOUBLELINE ETF TRUST | $538K |
CSCOCISCO SYS INC | $534K |
IVWISHARES TR | $530K |
CVXCHEVRON CORP NEW | $509K |
CLCOLGATE PALMOLIVE CO | $508K |
METAMETA PLATFORMS INC | $491K |
DFLVDIMENSIONAL ETF TRUST | $472K |
BSVVANGUARD BD INDEX FDS | $460K |
JSCPJ P MORGAN EXCHANGE TRADED F | $448K |
BBWIBATH & BODY WORKS INC | $447K |
SHYDVANECK ETF TRUST | $442K |
DFISDIMENSIONAL ETF TRUST | $438K |
WULFTERAWULF INC | $435K |
XOMEXXON MOBIL CORP | $435K |
EEMXSPDR INDEX SHS FDS | $431K |
SYKSTRYKER CORPORATION | $426K |
IWDISHARES TR | $413K |
JNJJOHNSON & JOHNSON | $406K |
EMREMERSON ELEC CO | $398K |
DFSUDIMENSIONAL ETF TRUST | $394K |
IWCISHARES TR | $389K |
GOOGALPHABET INC | $383K |
USXFISHARES TR | $371K |
VSGXVANGUARD WORLD FD | $366K |
AVSDAMERICAN CENTY ETF TR | $364K |
SRLNSSGA ACTIVE ETF TR | $350K |
PHPARKER-HANNIFIN CORP | $347K |
DFCADIMENSIONAL ETF TRUST | $336K |
AVSUAMERICAN CENTY ETF TR | $332K |
KMIKINDER MORGAN INC DEL | $319K |
MCDMCDONALDS CORP | $318K |
PLTRPALANTIR TECHNOLOGIES INC | $313K |
MRKMERCK & CO INC | $308K |
VIGVANGUARD SPECIALIZED FUNDS | $301K |
DFARDIMENSIONAL ETF TRUST | $295K |
NULVNUSHARES ETF TR | $292K |
ESGEISHARES INC | $292K |
ACWXISHARES TR | $289K |
MLIMUELLER INDS INC | $277K |
IGMISHARES TR | $273K |
AXPAMERICAN EXPRESS CO | $273K |
CATCATERPILLAR INC | $273K |
VVISA INC | $271K |
XLFSELECT SECTOR SPDR TR | $269K |
AVEEAMERICAN CENTY ETF TR | $265K |
ESMLISHARES TR | $264K |
ACNACCENTURE PLC IRELAND | $263K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $260K |
TROWPRICE T ROWE GROUP INC | $259K |
TSLATESLA INC | $259K |
WOODISHARES TR | $256K |
RSPINVESCO EXCHANGE TRADED FD T | $256K |
TRVTRAVELERS COMPANIES INC | $254K |
AXSMAXSOME THERAPEUTICS INC | $249K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $247K |
TAT&T INC | $246K |
VGITVANGUARD SCOTTSDALE FDS | $240K |
VHTVANGUARD WORLD FD | $240K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $239K |
MTDMETTLER TOLEDO INTERNATIONAL | $236K |
VPUVANGUARD WORLD FD | $235K |
NCANUVEEN CALIFORNIA MUNI VLU F | $230K |
SBIWESTERN ASSET INTER MUNI FD | $230K |
IWRISHARES TR | $230K |