Red Tortoise LLC Incresed Positions 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
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
IBM
International Business Machines Corp

Technology
11
+ 5.12%
$217.4 - $264.74 $2.39K - $2.91K
226 $56K
SHEL
Shell PLC

Energy
5
+ 0.83%
$62.84 - $73.29 $314 - $366
608 $44K
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16
+ 0.54%
$76.94 - $78.28 $1.23K - $1.25K
2.99K $233K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
143
+ 0.51%
N/A
27.9K $565K
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
SNEX
Stone X Group Inc.

Financial Services
54
+ 49.54%
$76.12 - $126.89 $4.11K - $6.85K
163 $12K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.33%
N/A
2.71K $493K
IVR
Invesco Mortgage Capital Inc.

Real Estate
246
+ 104.68%
$7.6 - $8.96 $1.87K - $2.2K
481 $3K
DEA
Easterly Government Properties, Inc.

Real Estate
146
+ 23.9%
$10.26 - $11.77 $1.5K - $1.72K
757 $8K
TFX
Teleflex Inc

Healthcare
25
+ 147.06%
$130.79 - $183.66 $3.27K - $4.59K
42 $5K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12
+ 0.37%
$27.01 - $28.54 $324 - $342
3.27K $91K
CPB
Campbell Soup CO

Consumer Defensive
40
+ 86.96%
$37.29 - $42.04 $1.49K - $1.68K
86 $3K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5
+ 0.73%
$24.1 - $27.73 $121 - $139
694 $18K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11
+ 0.8%
$51.26 - $52.53 $564 - $578
1.38K $71K
GIS
General Mills Inc

Consumer Defensive
14
+ 24.56%
$57.56 - $65.3 $806 - $914
71 $4K
TTC
Toro CO

Industrials
29
+ 116.0%
$71.86 - $87.28 $2.08K - $2.53K
54 $3K
BA
Boeing CO

Industrials
7
+ 46.67%
$148.15 - $186.25 $1.04K - $1.3K
22 $3K
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.98%
$30.28 - $34.85 $151 - $174
515 $17K
Cooper Cos Inc Com
10
+ 41.67%
N/A
34 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
2
+ 0.49%
N/A
412 $0
HAL
Halliburton CO

Energy
3
+ 0.63%
$24.15 - $29.9 $72.4 - $89.7
476 $12K
FMC
Fmc Corp

Basic Materials
11
+ 31.43%
$34.54 - $56.38 $380 - $620
46 $1K
UPS
United Parcel Service Inc

Industrials
18
+ 11.11%
$109.66 - $136.26 $1.97K - $2.45K
180 $19K
HBAN
Huntington Bancshares Inc

Financial Services
11
+ 0.92%
$14.28 - $17.39 $157 - $191
1.2K $18K
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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