Red Tortoise LLC Purchases in Q1 2025

Red Tortoise LLC

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Safehold Inc Com
119
New
N/A
119 $0
BFB
Brown Forman Corp Cl B
53
New
N/A
53 $0
Bunge Global Sa Com Shs
56
New
N/A
56 $0
Cooper Cos Inc Com
10
+ 41.67%
N/A
34 $0
HAL
Halliburton CO

Energy
3
+ 0.63%
$24.15 - $29.9 $72.4 - $89.7
476 $12K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 1.69%
$189.99 - $245.86 $190 - $246
60 $11K
HBAN
Huntington Bancshares Inc

Financial Services
11
+ 0.92%
$14.28 - $17.39 $157 - $191
1.2K $18K
UPS
United Parcel Service Inc

Industrials
18
+ 11.11%
$109.66 - $136.26 $1.97K - $2.45K
180 $19K
PII
Polaris Inc.

Consumer Cyclical
3
+ 1.67%
$40.9 - $58.36 $123 - $175
183 $7K
QDEF
Flexshares Quality Div Defensi

ETFs
85
+ 0.3%
$68.8 - $72.94 $5.85K - $6.2K
28.3K $1.98M
SYF
Synchrony Financial

Financial Services
1
+ 0.26%
$51.9 - $70.63 $51.9 - $70.6
387 $20K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48
+ 0.32%
$49.25 - $50.66 $2.36K - $2.43K
15.2K $752K
PRG
Prog Holdings, Inc.

Industrials
2
+ 0.59%
$25.94 - $43.82 $51.9 - $87.6
339 $9K
CRM
Salesforce, Inc.

Technology
1
+ 0.93%
$268.36 - $359.95 $268 - $360
109 $29K
FNDA
Schwab Fundamental U S Small C

ETFs
5
+ 0.11%
$26.87 - $30.99 $134 - $155
4.71K $129K
FNDB
Schwab Fundamental U S Broad M

ETFs
80
+ 0.17%
$22.52 - $24.48 $1.8K - $1.96K
46.3K $1.06M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.29%
$149.27 - $169.4 $448 - $508
1.04K $156K
XAR
Spdr S&P Aerospace & Defense E

ETFs
5
+ 0.11%
$157.71 - $180.77 $789 - $904
4.59K $736K
QDF
Flexshares Quality Dividend In

ETFs
49
+ 0.27%
$67.19 - $73.37 $3.29K - $3.6K
18.4K $1.26M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
33
+ 0.09%
$26.53 - $29.63 $875 - $978
34.9K $940K
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.07%
$59.61 - $66.71 $954 - $1.07K
23.1K $1.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
18
+ 0.22%
$302.31 - $337.54 $5.44K - $6.08K
8.1K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.07%
$190.26 - $242.06 $571 - $726
4.61K $876K
QUAL
Ishares Msci Usa Quality Facto

ETFs
77
+ 0.19%
$168.16 - $186.21 $12.9K - $14.3K
39.7K $6.79M
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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