Tortoise Investment Management, LLC Purchases in Q3 2025

Tortoise Investment Management, LLC

  • $1.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
184K
+ 62.85%
$49.09 - $50.58 $9.02M - $9.3M
476K $24M
IVV
Ishares Core S&P 500 ETF

ETFs
2.09K
+ 1.4%
$620.67 - $670.08 $1.3M - $1.4M
152K $101M
AVUS
American Centy ETF Tr Avantis

ETFs
1.09K
+ 0.32%
$101.2 - $109.16 $110K - $118K
344K $37.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.1K
+ 9.99%
$26.44 - $27.1 $2.04M - $2.09M
849K $22.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
15.8K
+ 3.07%
$102.4 - $103.88 $1.62M - $1.64M
530K $54.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.92K
+ 2.53%
$42.67 - $46.91 $338K - $371K
321K $15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11K
+ 10.29%
$72.65 - $78.68 $799K - $866K
118K $9.24M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
33.1K
+ 2.78%
$21.84 - $22.63 $723K - $749K
1.22M $27.5M
WULF
Terawulf Inc.

Financial Services
15K
+ 10.82%
$4.63 - $11.7 $69.3K - $175K
153K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
701
+ 1.81%
$303.93 - $329.86 $213K - $231K
39.5K $13M
DFAE
Dimensional ETF Tr

ETFs
10.3K
+ 3.19%
$28.84 - $31.84 $296K - $327K
332K $10.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.44K
+ 1.44%
$108.46 - $120.63 $156K - $173K
101K $12M
MINO
Pimco ETF Tr Municipal Income

ETFs
24.1K
+ 60250.0%
$43.6 - $45.33 $1.05M - $1.09M
24.1K $1.09M
DGS
Wisdomtree Emerging Markets Sm

ETFs
10.4K
+ 3.89%
$54.85 - $58.99 $569K - $612K
278K $15.9M
AVMU
American Centy ETF Travantis C

ETFs
23.1K
+ 424.4%
$43.91 - $45.71 $1.01M - $1.05M
28.5K $1.3M
VTV
Vanguard Value ETF

ETFs
1.14K
+ 1.37%
$175.51 - $186.57 $200K - $213K
84.5K $15.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.59K
+ 3.53%
$42.26 - $47.16 $278K - $311K
193K $8.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.8K
+ 1.0%
$49.43 - $54.52 $88.8K - $98K
181K $9.8M
DFAI
Dimensional ETF Tr

ETFs
11.1K
+ 4.01%
$34.05 - $36.55 $379K - $407K
288K $10.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.1K
+ 14.82%
$35.76 - $37.93 $574K - $609K
124K $4.7M
AVEM
American Centy ETF Tr Avantis

ETFs
330
+ 0.27%
$68.33 - $75.41 $22.5K - $24.9K
122K $9.16M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.54K
+ 0.97%
$29.2 - $32.74 $74.1K - $83.1K
264K $8.41M
DFIV
Dimensional ETF Tr

ETFs
1.35K
+ 0.75%
$42.66 - $46.53 $57.4K - $62.6K
180K $8.28M
AVDV
American Centy ETF Tr Avantis

ETFs
2.42K
+ 5.51%
$79.24 - $89.03 $192K - $215K
46.3K $4.12M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.12K
+ 4.47%
$29.97 - $32.38 $243K - $263K
190K $6.05M
AVIV
American Centy ETF Tr Avantis
983
+ 1.08%
$61.83 - $67.44 $60.8K - $66.3K
92.3K $6.23M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
6.54K
+ 1.69%
$26.15 - $27.4 $171K - $179K
393K $10.7M
MLN
Vaneck Long Muni ETF

ETFs
9.19K
+ 1.83%
$16.52 - $17.5 $152K - $161K
511K $8.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.82K
+ 22.82%
$62.09 - $66.51 $299K - $321K
25.9K $1.69M
IAU
Ishares Gold Trust

ETFs
4.48K
+ 441.08%
$61.62 - $72.77 $276K - $326K
5.49K $399K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 2.48%
$567.77 - $614.76 $78.9K - $85.5K
5.75K $3.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
813
+ 5.6%
$182.33 - $194.5 $148K - $158K
15.3K $2.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.03%
$459.11 - $506.91 $2.75K - $3.04K
18.5K $9.32M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.62K
+ 12.48%
$109.47 - $119.06 $178K - $193K
14.6K $1.73M
NVDA
Nvidia Corp

Technology
283
+ 3.19%
$153.3 - $186.58 $43.4K - $52.8K
9.16K $1.71M
AVES
American Centy ETF Tr Avantis

ETFs
590
+ 0.84%
$53.51 - $57.96 $31.6K - $34.2K
70.5K $4.05M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
255
+ 0.17%
$23.82 - $25.84 $6.07K - $6.59K
155K $3.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.95K
+ 7.61%
$27.61 - $29.15 $164K - $174K
84.2K $2.45M
GOOGL
Alphabet Inc.

Communication Services
73
+ 1.83%
$174.36 - $254.72 $12.7K - $18.6K
4.07K $988K
FNDF
Schwab Fundamental Intl Large

ETFs
6.2K
New
$39.84 - $43.15 $247K - $267K
6.2K $266K
VB
Vanguard Small Cap ETF

ETFs
32
+ 0.23%
$237.58 - $259.17 $7.6K - $8.29K
13.7K $3.49M
MSFT
Microsoft Corp

Technology
152
+ 2.19%
$491.09 - $535.64 $74.6K - $81.4K
7.1K $3.68M
MEAR
Blackrock Short Maturity Munic

ETFs
4K
+ 6.01%
$50.17 - $50.56 $201K - $202K
70.6K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.49%
$282.78 - $316.06 $11K - $12.3K
8.07K $2.54M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.69K
+ 47.92%
$50.9 - $52.37 $188K - $193K
11.4K $595K
GOOG
Alphabet Inc.

Communication Services
114
+ 4.4%
$175.16 - $255.24 $20K - $29.1K
2.7K $658K
AVLV
American Centy ETF Tr Avantis
900
+ 2.77%
$68.33 - $72.69 $61.5K - $65.4K
33.3K $2.41M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.19K
+ 79.41%
$58.97 - $60.36 $188K - $193K
7.21K $433K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
2.79K
+ 5.62%
$50.93 - $53.85 $142K - $150K
52.4K $2.79M
Activity Summary
Buys All Purchases 989 New Holdings 300 Increased Positions 689 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 6 Puts 7
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