Red Tortoise LLC Purchases in Q1 2025

Red Tortoise LLC

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
25.7K
+ 69.38%
$47.4 - $52.99 $1.22M - $1.36M
62.7K $3.19M
FNDF
Schwab Fundamental Intl Large

ETFs
3.07K
+ 0.76%
$32.9 - $37.45 $101K - $115K
408K $14.7M
SCHO
Schwab Short Term Us Treasury

ETFs
40.3K
+ 21.36%
$24.1 - $24.34 $972K - $982K
229K $5.58M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.45K
+ 4.24%
$53.99 - $58.43 $402K - $435K
183K $10.5M
FNDX
Schwab Fundamental U S Large C

ETFs
22.5K
+ 10.34%
$23.03 - $25.01 $517K - $562K
240K $5.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.2K
+ 18.63%
$22.46 - $23.26 $296K - $306K
83.8K $1.94M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
220
+ 0.56%
$47.39 - $54.26 $10.4K - $11.9K
39.3K $2.04M
MUB
Ishares National Muni Bond ETF

ETFs
1.34K
+ 503.77%
$104.71 - $107.69 $140K - $144K
1.6K $168K
SCHP
Schwab Strategic Us Tips ETF

ETFs
52
+ 0.04%
$25.69 - $26.89 $1.34K - $1.4K
124K $3.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
108
+ 0.37%
$182.82 - $196.21 $19.7K - $21.2K
29.7K $5.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32
+ 0.06%
$42.5 - $46.71 $1.36K - $1.49K
51.3K $2.32M
SUB
Ishares Short Term National Mu

ETFs
584
+ 7.87%
$105.3 - $106.24 $61.5K - $62K
8.01K $845K
VEU
Vanguard Ftse All World Ex Us

ETFs
48
+ 0.31%
$56.51 - $62.98 $2.71K - $3.02K
15.6K $948K
DGRO
Ishares Core Dividend Growth E

ETFs
309
+ 0.42%
$60.46 - $64.42 $18.7K - $19.9K
74.2K $4.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
70
+ 0.29%
$71.17 - $73.66 $4.98K - $5.16K
23.9K $1.75M
VTWO
Vanguard Russell 2000 ETF

ETFs
843
+ 19.22%
$80.08 - $92.93 $67.5K - $78.3K
5.23K $421K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21
+ 0.16%
$126.11 - $135.06 $2.65K - $2.84K
13.2K $1.7M
VGSH
Vanguard

ETFs
112
+ 0.51%
$58.07 - $58.69 $6.5K - $6.57K
22.2K $1.3M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
31
+ 0.56%
$22.91 - $25.71 $710 - $797
5.6K $142K
PFE
Pfizer Inc

Healthcare
544
New
$25.01 - $27.13 $13.6K - $14.8K
544 $13K
DVY
Ishares Tr

ETFs
3
+ 0.08%
$128.58 - $138.1 $386 - $414
3.63K $487K
DHR
Danaher Corp

Healthcare
48
+ 600.0%
$201.62 - $250.59 $9.68K - $12K
56 $11K
ELV
Elevance Health, Inc.

Healthcare
24
New
$365.9 - $436.25 $8.78K - $10.5K
24 $10K
SHOP
Shopify Inc.

Technology
110
New
$90.59 - $129.31 $9.96K - $14.2K
110 $10K
IBM
International Business Machines Corp

Technology
11
+ 5.12%
$217.4 - $264.74 $2.39K - $2.91K
226 $56K
AMT
American Tower Corp

Real Estate
44
New
$173.46 - $217.6 $7.63K - $9.57K
44 $9K
O
Realty Income Corp

Real Estate
138
New
$51.67 - $58.49 $7.13K - $8.07K
138 $8K
CBOE
Cboe Global Markets, Inc.

Financial Services
36
New
$190.84 - $226.29 $6.87K - $8.15K
36 $8K
SSB
South State Corp

Financial Services
93
New
$89.4 - $108.33 $8.31K - $10.1K
93 $8K
SHEL
Shell PLC

Energy
5
+ 0.83%
$62.84 - $73.29 $314 - $366
608 $44K
INTC
Intel Corp

Technology
271
New
$19.1 - $27.39 $5.18K - $7.42K
271 $6K
IEO
Ishares Tr

ETFs
6
+ 0.53%
$86.02 - $99.13 $516 - $595
1.13K $107K
EMB
Ishares Tr

ETFs
21
+ 0.93%
$88.64 - $92.03 $1.86K - $1.93K
2.28K $206K
AEP
American Electric Power CO Inc

Utilities
45
+ 204.55%
$90.32 - $109.27 $4.06K - $4.92K
67 $7K
SON
Sonoco Products CO

Consumer Cyclical
116
New
$44.71 - $49.22 $5.19K - $5.71K
116 $5K
AGNC
Agnc Investment Corp.

Real Estate
579
New
$9.12 - $10.54 $5.28K - $6.1K
579 $5K
F
Ford Motor CO

Consumer Cyclical
466
New
$9.12 - $10.43 $4.25K - $4.86K
466 $4K
NEOG
Neogen Corp

Healthcare
534
New
$8.43 - $13.07 $4.5K - $6.98K
534 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16
+ 0.54%
$76.94 - $78.28 $1.23K - $1.25K
2.99K $233K
MATV
Schweitzer Mauduit International Inc

Basic Materials
650
New
$5.67 - $10.97 $3.69K - $7.13K
650 $4K
LEA
Lear Corp

Consumer Cyclical
55
New
$87.96 - $99.36 $4.84K - $5.46K
55 $4K
HUN
Huntsman Corp

Basic Materials
300
New
$15.79 - $18.04 $4.74K - $5.41K
300 $4K
GNTX
Gentex Corp

Consumer Cyclical
146
+ 91.25%
$23.3 - $28.48 $3.4K - $4.16K
306 $7K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.68%
$78.97 - $85.82 $395 - $429
737 $61K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
624
New
$4.82 - $8.49 $3.01K - $5.3K
624 $3K
WRE
Washington Real Estate Investment Trust
172
New
N/A
172 $3K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
129
New
$25.0 - $39.76 $3.23K - $5.13K
129 $3K
UTMD
Utah Medical Products Inc

Healthcare
61
New
$56.04 - $64.17 $3.42K - $3.91K
61 $3K
POR
Portland General Electric CO

Utilities
88
New
$40.56 - $45.24 $3.57K - $3.98K
88 $3K
Activity Summary
Buys All Purchases 125 New Holdings 57 Increased Positions 68 Sells All Sells 76 Reductions 70 Sold out 6 Options Calls 0 Puts 1
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