Red Tortoise LLC Incresed Positions in Q3 2025

Red Tortoise LLC

  • $228 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
404
+ 1.44%
N/A
28.5K $577K
EMB
Ishares Tr

ETFs
20
+ 1.32%
$91.52 - $95.59 $1.83K - $1.91K
1.54K $146K
IEO
Ishares Tr

ETFs
7
+ 0.61%
$86.38 - $95.74 $605 - $670
1.15K $106K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
50
+ 0.88%
$26.92 - $28.6 $1.35K - $1.43K
5.72K $159K
XOM
Exxon Mobil Corp

Energy
1
+ 0.11%
$105.83 - $117.22 $106 - $117
900 $101K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
18
+ 120.0%
$201.83 - $230.93 $3.63K - $4.16K
33 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
15
+ 0.82%
$109.11 - $111.88 $1.64K - $1.68K
1.84K $204K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.31%
$42.26 - $47.16 $127 - $141
980 $45K
IEX
Idex Corp

Industrials
24
+ 120.0%
$157.53 - $185.69 $3.78K - $4.46K
44 $7K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.36%
$105.99 - $119.41 $106 - $119
277 $32K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
27
+ 0.88%
$78.11 - $79.07 $2.11K - $2.13K
3.08K $243K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14
+ 0.43%
$26.38 - $27.95 $369 - $391
3.3K $90K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
88
+ 0.53%
$26.71 - $26.81 $2.35K - $2.36K
16.6K $443K
CVS
Cvs Health Corp

Healthcare
3
+ 1.31%
$58.75 - $76.5 $176 - $230
232 $17K
HAL
Halliburton CO

Energy
3
+ 0.63%
$20.5 - $25.11 $61.5 - $75.3
483 $11K
SYF
Synchrony Financial

Financial Services
2
+ 0.52%
$67.53 - $76.86 $135 - $154
390 $27K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12
+ 0.86%
$50.9 - $52.37 $611 - $628
1.41K $73K
PFE
Pfizer Inc

Healthcare
66
+ 23.57%
$23.29 - $25.88 $1.54K - $1.71K
346 $8K
LKQ
Lkq Corp

Consumer Cyclical
96
+ 51.06%
$29.24 - $39.21 $2.81K - $3.76K
284 $8K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.24%
$70.77 - $73.59 $142 - $147
833 $61K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.9%
$103.24 - $106.68 $619 - $640
669 $71K
PRG
Prog Holdings, Inc.

Industrials
1
+ 0.29%
$28.2 - $36.35 $28.2 - $36.4
341 $11K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.54%
$49.0 - $61.97 $49 - $62
187 $10K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.91%
$194.44 - $206.51 $194 - $207
111 $22K
SHEL
Shell PLC

Energy
1
+ 0.16%
$69.82 - $73.93 $69.8 - $73.9
609 $43K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
5
+ 0.71%
$28.42 - $30.45 $142 - $152
714 $21K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.3%
N/A
2.72K $494K
HBAN
Huntington Bancshares Inc

Financial Services
11
+ 0.91%
$15.87 - $17.88 $175 - $197
1.23K $21K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.4%
$86.07 - $90.74 $258 - $272
744 $66K
PK
Park Hotels & Resorts Inc.

Real Estate
1
+ 3.13%
$10.17 - $12.13 $10.2 - $12.1
33 $0
DFSI
Dimensional ETF Tr Dimen Intl
3
+ 0.05%
N/A
6.21K $0
SCL
Stepan CO

Basic Materials
11
+ 22.92%
$46.44 - $59.75 $511 - $657
59 $2K
LQDW
Ishares Tr Invt Grade Corporat
14
+ 2.27%
N/A
630 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
3
+ 0.8%
N/A
380 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
9
+ 69.23%
$159.87 - $247.68 $1.44K - $2.23K
22 $3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1
+ 3.85%
$67.48 - $71.55 $67.5 - $71.6
27 $1K
INVH
Invitation Homes Inc.

Real Estate
4
+ 0.77%
$28.9 - $32.78 $116 - $131
524 $15K
UPS
United Parcel Service Inc

Industrials
3
+ 1.8%
$82.58 - $105.54 $248 - $317
170 $14K
Activity Summary
Buys All Purchases 128 New Holdings 39 Increased Positions 89 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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