Tortoise Investment Management, LLC Incresed Positions in Q3 2024

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
62.5K
+ 17.1%
$56.52 - $63.23 $3.53M - $3.95M
428K $26.3M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
220K
+ 55.29%
$20.71 - $21.69 $4.56M - $4.78M
618K $13.4M
AVUS
American Centy ETF Tr Avantis

ETFs
24.2K
+ 9.38%
$86.27 - $95.15 $2.09M - $2.31M
283K $26.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.1K
+ 3.79%
$98.99 - $101.51 $1.69M - $1.73M
467K $47.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
46.9K
+ 50.55%
$41.02 - $46.01 $1.92M - $2.16M
140K $6.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.1K
+ 3.62%
$19.78 - $23.53 $358K - $426K
518K $12M
SCHC
Schwab Strategic Tr Intl Small

ETFs
30.1K
+ 11.06%
$34.48 - $38.87 $1.04M - $1.17M
303K $11.7M
DFIV
Dimensional ETF Tr

ETFs
46.1K
+ 54.41%
$34.66 - $38.38 $1.6M - $1.77M
131K $4.98M
VTV
Vanguard Value ETF

ETFs
5.44K
+ 8.27%
$159.75 - $174.57 $869K - $949K
71.1K $12.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
51.5K
+ 46.48%
$28.25 - $31.7 $1.45M - $1.63M
162K $5M
DFAI
Dimensional ETF Tr

ETFs
42K
+ 25.09%
$28.69 - $32.06 $1.21M - $1.35M
210K $6.66M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
56.7K
+ 99.17%
$25.73 - $28.81 $1.46M - $1.63M
114K $3.24M
DGS
Wisdomtree Emerging Markets Sm

ETFs
21.8K
+ 10.44%
$48.46 - $54.37 $1.06M - $1.19M
231K $12.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.9K
+ 4.64%
$36.02 - $41.68 $466K - $539K
292K $12.1M
DFAE
Dimensional ETF Tr

ETFs
42.3K
+ 24.86%
$24.46 - $27.82 $1.04M - $1.18M
213K $5.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.38K
+ 3.7%
$105.53 - $118.34 $357K - $400K
94.9K $11.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.1K
+ 28.71%
$60.84 - $67.51 $921K - $1.02M
67.8K $4.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 1.85%
$405.19 - $478.57 $139K - $164K
18.9K $8.7M
DFAU
Dimensional ETF Tr

ETFs
4.56K
+ 1.18%
$35.8 - $39.69 $163K - $181K
390K $15.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.5K
+ 7.91%
$33.74 - $37.96 $488K - $549K
197K $7.42M
AVUV
American Centy ETF Tr Avantis

ETFs
5.06K
+ 7.97%
$88.24 - $99.7 $447K - $505K
68.6K $6.58M
VEA
Vanguard Ftse Developed Market

ETFs
4.78K
+ 2.77%
$47.6 - $53.31 $227K - $255K
177K $9.37M
AVEM
American Centy ETF Tr Avantis

ETFs
7.66K
+ 9.15%
$57.2 - $65.59 $438K - $503K
91.4K $5.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.99K
+ 13.36%
$56.04 - $62.2 $504K - $559K
76.2K $4.74M
VTI
Vanguard Total Stock Market Et

ETFs
138
+ 0.37%
$255.18 - $283.2 $35.2K - $39.1K
37.5K $10.6M
IVE
Ishares S&P 500 Value ETF

ETFs
691
+ 2.18%
$181.06 - $197.17 $125K - $136K
32.4K $6.38M
VV
Vanguard Large Cap ETF

ETFs
873
+ 3.41%
$236.92 - $263.4 $207K - $230K
26.5K $6.98M
AVIV
American Centy ETF Tr Avantis
5.3K
+ 7.37%
$50.37 - $56.43 $267K - $299K
77.2K $4.34M
AVDV
American Centy ETF Tr Avantis

ETFs
3K
+ 8.95%
$62.52 - $71.12 $188K - $214K
36.6K $2.58M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
29K
+ 4.85%
$9.0 - $9.4 $261K - $273K
628K $5.81M
AVES
American Centy ETF Tr Avantis

ETFs
2.39K
+ 4.35%
$46.0 - $52.55 $110K - $126K
57.3K $2.99M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.45K
+ 2.61%
$30.74 - $34.07 $75.4K - $83.5K
96.4K $3.28M
AVSC
American Centy ETF Tr Avantis
3.6K
+ 19.92%
$49.07 - $56.13 $176K - $202K
21.6K $1.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.56K
+ 81.58%
$84.77 - $97.13 $217K - $249K
5.71K $546K
HD
Home Depot, Inc.

Consumer Cyclical
94
+ 2.66%
$333.64 - $405.2 $31.4K - $38.1K
3.63K $1.47M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.98K
+ 6.12%
$25.23 - $27.94 $126K - $139K
86.3K $2.39M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.73K
+ 30.52%
$50.61 - $50.96 $239K - $241K
20.2K $1.03M
FREL
Fidelity Covington Tr Msci Rea

ETFs
495
+ 0.93%
$25.07 - $29.94 $12.4K - $14.8K
53.7K $1.58M
MLN
Vaneck Long Muni ETF

ETFs
5.28K
+ 2.28%
$17.77 - $18.32 $93.7K - $96.6K
237K $4.33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
627
+ 2.89%
$73.43 - $80.37 $46K - $50.4K
22.4K $1.8M
IGM
Ishares Expanded Tech Sector E

ETFs
1.9K
+ 171.17%
$84.03 - $98.62 $160K - $187K
3.01K $288K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.76K
+ 23.0%
$26.06 - $29.18 $124K - $139K
25.5K $739K
DFAS
Dimensional ETF Tr U S Small C

ETFs
690
+ 2.43%
$59.25 - $65.33 $40.9K - $45.1K
29.1K $1.89M
AVGO
Broadcom Inc.

Technology
2.68K
+ 1353.03%
$136.27 - $1745.86 $365K - $4.68M
2.88K $496K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.52K
+ 18937.5%
$98.71 - $117.61 $150K - $178K
1.52K $179K
META
Meta Platforms, Inc.

Communication Services
179
+ 16.17%
$453.41 - $572.44 $81.2K - $102K
1.29K $736K
SCHO
Schwab Short Term Us Treasury

ETFs
1.94K
+ 2.0%
$47.93 - $49.06 $92.8K - $95K
98.6K $4.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
375
+ 14.69%
$332.02 - $382.76 $125K - $144K
2.93K $1.1M
NVDA
Nvidia Corp

Technology
1.49K
+ 22.01%
$98.91 - $134.91 $147K - $201K
8.26K $1M
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 9 Puts 2
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email