Red Tortoise LLC Sells in Q1 2025

Red Tortoise LLC

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-4.24K
- 98.15%
$347.25 - $424.87 $1.47M - $1.8M
80 $29K
IVV
Ishares Core S&P 500 ETF

ETFs
-117
- 0.58%
$554.06 - $615.85 $64.8K - $72.1K
20.1K $11.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.76K
- 2.82%
$21.75 - $24.28 $212K - $237K
336K $7.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-19K
- 15.74%
$21.23 - $23.75 $403K - $451K
102K $2.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.51K
- 25.45%
$95.85 - $99.25 $336K - $348K
10.3K $1.02M
IWM
Ishares Russell 2000 ETF

ETFs
-351
- 4.66%
$198.1 - $229.79 $69.5K - $80.7K
7.18K $1.43M
MSFT
Microsoft Corp

Technology
-47
- 1.09%
$375.39 - $447.2 $17.6K - $21K
4.27K $1.6M
AAPL
Apple Inc.

Technology
-160
- 2.75%
$209.68 - $247.1 $33.5K - $39.5K
5.67K $1.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.11K
- 4.26%
$49.78 - $53.19 $155K - $165K
70K $3.57M
URA
Global X Uranium ETF

ETFs
-6.02K
- 99.37%
$22.92 - $30.98 $138K - $187K
38 $0
GOOGL
Alphabet Inc.

Communication Services
-500
- 22.46%
$154.33 - $206.19 $77.2K - $103K
1.73K $266K
VBR
Vanguard Small Cap Value ETF

ETFs
-336
- 4.45%
$183.02 - $207.75 $61.5K - $69.8K
7.22K $1.34M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-9.1K
- 9.55%
$25.54 - $27.64 $232K - $251K
86.1K $2.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.97K
- 4.94%
$23.16 - $27.04 $45.6K - $53.3K
37.9K $888K
ORCL
Oracle Corp

Technology
-157
- 3.64%
$139.81 - $186.47 $22K - $29.3K
4.15K $580K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-523
- 83.68%
$169.43 - $182.84 $88.6K - $95.6K
102 $17K
AVGO
Broadcom Inc.

Technology
-132
- 18.64%
$167.43 - $244.7 $22.1K - $32.3K
576 $96K
TSLA
Tesla, Inc.

Consumer Cyclical
-135
- 83.33%
$222.15 - $428.22 $30K - $57.8K
27 $6K
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.42%
$551.42 - $612.93 $4.41K - $4.9K
1.9K $1.06M
DIS
Walt Disney CO

Communication Services
-365
- 70.6%
$96.87 - $114.0 $35.4K - $41.6K
152 $15K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-541
- 99.63%
$68.07 - $78.99 $36.8K - $42.7K
2 $0
VZ
Verizon Communications Inc

Communication Services
-1K
- 80.19%
$37.81 - $46.49 $37.8K - $46.5K
247 $11K
VONE
Vanguard Russell 1000 ETF

ETFs
-73
- 5.36%
$250.16 - $278.79 $18.3K - $20.4K
1.29K $327K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-58
- 37.91%
$468.34 - $539.52 $27.2K - $31.3K
95 $44K
NVO
Novo Nordisk A S

Healthcare
-250
- 34.44%
$69.3 - $90.95 $17.3K - $22.7K
476 $33K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.84%
$271.18 - $303.12 $2.71K - $3.03K
1.19K $326K
ACN
Accenture PLC

Technology
-30
- 14.35%
$300.91 - $398.25 $9.03K - $11.9K
179 $55K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-563
- 99.82%
$24.91 - $29.02 $14K - $16.3K
1 $0
NVDA
Nvidia Corp

Technology
-2
- 0.36%
$106.98 - $149.43 $214 - $299
547 $59K
GE
General Electric CO

Industrials
-93
- 62.84%
$168.59 - $212.13 $15.7K - $19.7K
55 $11K
IEMG
Ishares Inc

ETFs
-180
- 0.45%
N/A
39.5K $2.12M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-48
- 97.96%
$161.27 - $192.3 $7.74K - $9.23K
1 $0
CMU
Mfs High Yield Municipal Trust

Financial Services
-2.7K
Closed
$3.47 - $3.62 $9.38K - $9.78K
0 $0
VST
Vistra Corp.

Utilities
-16
- 6.25%
$108.49 - $191.89 $1.74K - $3.07K
240 $28K
CCI
Crown Castle International Corp

Real Estate
-78
- 72.22%
$84.33 - $106.39 $6.58K - $8.3K
30 $3K
UNH
Unitedhealth Group Inc

Healthcare
-14
- 14.74%
$461.52 - $548.18 $6.46K - $7.67K
81 $42K
SBAC
Sba Communications Corp

Real Estate
-30
- 71.43%
$192.76 - $224.91 $5.78K - $6.75K
12 $2K
BIIB
Biogen Inc.

Healthcare
-35
- 72.92%
$133.43 - $153.27 $4.67K - $5.36K
13 $1K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-57
- 50.44%
$59.37 - $95.63 $3.38K - $5.45K
56 $3K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 33.33%
$360.07 - $417.26 $3.96K - $4.59K
22 $7K
CSCO
Cisco Systems, Inc.

Technology
-112
- 12.5%
$58.74 - $64.87 $6.58K - $7.27K
784 $48K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-71
- 97.26%
$71.9 - $77.57 $5.1K - $5.51K
2 $0
VUG
Vanguard Growth ETF

ETFs
-13
Closed
$369.1 - $427.61 $4.8K - $5.56K
0 $0
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 1.57%
$222.66 - $268.42 $1.11K - $1.34K
313 $73K
CAG
Conagra Brands Inc.

Consumer Defensive
-151
- 37.01%
$23.9 - $27.67 $3.61K - $4.18K
257 $6K
HP
Helmerich & Payne, Inc.

Energy
-108
- 57.45%
$24.69 - $36.7 $2.67K - $3.96K
80 $2K
CSX
Csx Corp

Industrials
-108
- 63.91%
$29.11 - $33.67 $3.14K - $3.64K
61 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
-55
- 25.7%
$75.32 - $90.7 $4.14K - $4.99K
159 $12K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-18
Closed
$211.47 - $267.17 $3.81K - $4.81K
0 $0
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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