Tortoise Investment Management, LLC Incresed Positions in Q1 2025

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
288K
+ 36.0%
$20.56 - $21.51 $5.91M - $6.19M
1.09M $23.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
175K
+ 37.5%
$25.69 - $26.89 $4.5M - $4.71M
642K $17.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30.3K
+ 6.55%
$100.59 - $103.47 $3.05M - $3.13M
493K $51M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
41.3K
+ 14.74%
$100.34 - $100.68 $4.15M - $4.16M
322K $32.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
135K
+ 52.92%
$25.83 - $27.09 $3.48M - $3.65M
390K $10.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
57.6K
+ 58.19%
$50.72 - $50.92 $2.92M - $2.93M
157K $7.96M
VGLT
Vanguard Long Term Treasury Et

ETFs
17.1K
+ 3.77%
$53.99 - $58.43 $921K - $996K
470K $27.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.4K
+ 88.65%
$85.29 - $92.57 $1.48M - $1.61M
36.9K $3.36M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50.9K
+ 23.26%
$32.42 - $36.13 $1.65M - $1.84M
270K $8.91M
SCHC
Schwab Strategic Tr Intl Small

ETFs
22.6K
+ 7.03%
$33.57 - $37.22 $759K - $841K
344K $12.3M
DFAI
Dimensional ETF Tr

ETFs
19.7K
+ 8.09%
$28.88 - $32.4 $569K - $638K
263K $8.21M
DFAE
Dimensional ETF Tr

ETFs
37.3K
+ 14.88%
$24.64 - $26.86 $919K - $1M
288K $7.46M
DFIV
Dimensional ETF Tr

ETFs
11.1K
+ 6.8%
$35.33 - $40.77 $392K - $452K
174K $6.85M
SPTL
Spdr Portfolio Long Term Treas

ETFs
35.7K
+ 84.73%
$25.54 - $27.64 $911K - $986K
77.7K $2.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.9K
+ 5.85%
$33.84 - $37.77 $437K - $488K
234K $8.51M
VTV
Vanguard Value ETF

ETFs
3.64K
+ 4.78%
$167.73 - $179.21 $611K - $652K
79.9K $13.8M
VV
Vanguard Large Cap ETF

ETFs
4.63K
+ 17.9%
$253.32 - $282.66 $1.17M - $1.31M
30.5K $7.83M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
26.6K
+ 19.65%
$25.44 - $27.95 $677K - $743K
162K $4.38M
SCHR
Schwab Intermediate Term Us Tr

ETFs
31.2K
+ 88.75%
$24.05 - $24.86 $750K - $775K
66.3K $1.65M
DGS
Wisdomtree Emerging Markets Sm

ETFs
17.3K
+ 7.21%
$47.4 - $50.24 $818K - $867K
257K $12.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.5K
+ 9.0%
$50.48 - $51.04 $681K - $689K
163K $8.29M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.7K
+ 3.21%
$37.07 - $40.63 $360K - $394K
312K $12.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14K
+ 47.84%
$58.81 - $68.2 $823K - $954K
43.2K $2.58M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
20.2K
+ 3.92%
$20.2 - $22.24 $409K - $450K
537K $11.5M
AVDV
American Centy ETF Tr Avantis

ETFs
6.96K
+ 18.95%
$63.74 - $71.96 $444K - $501K
43.7K $3.05M
AVIV
American Centy ETF Tr Avantis
4.49K
+ 5.37%
$51.51 - $58.54 $231K - $263K
88.1K $4.99M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.1K
+ 16.06%
$64.88 - $72.1 $915K - $1.02M
102K $6.71M
AVES
American Centy ETF Tr Avantis

ETFs
8.19K
+ 12.92%
$44.71 - $48.65 $366K - $398K
71.5K $3.37M
AVEM
American Centy ETF Tr Avantis

ETFs
5.05K
+ 5.11%
$57.11 - $62.4 $289K - $315K
104K $6.26M
AVUS
American Centy ETF Tr Avantis

ETFs
18.9K
+ 6.28%
$90.7 - $101.57 $1.71M - $1.92M
319K $29.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.2K
+ 16.71%
$27.56 - $32.1 $777K - $905K
197K $5.55M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.39K
+ 8.52%
$25.1 - $27.85 $185K - $206K
94.1K $2.54M
NNY
Nuveen New York Municipal Value Fund

Financial Services
6.76K
+ 0.67%
$8.05 - $8.36 $54.4K - $56.5K
1.02M $8.45M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
8.15K
+ 22.95%
$24.27 - $26.2 $198K - $214K
43.7K $1.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.64K
+ 5.44%
$25.77 - $27.6 $93.8K - $100K
70.5K $1.88M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.25K
+ 12.04%
$40.27 - $42.11 $90.4K - $94.5K
20.9K $879K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 18.84%
$65.27 - $71.18 $127K - $139K
12.3K $816K
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.9K
+ 12.92%
$23.16 - $27.04 $600K - $700K
226K $5.3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.91K
+ 29.97%
$23.92 - $26.89 $93.5K - $105K
16.9K $437K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.25K
+ 4.0%
$26.09 - $30.21 $32.5K - $37.6K
32.4K $943K
AVLV
American Centy ETF Tr Avantis
2.28K
+ 9.87%
$63.51 - $70.42 $145K - $161K
25.4K $1.66M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.56K
+ 7.81%
$59.61 - $66.71 $331K - $371K
76.7K $4.64M
EPD
Enterprise Products Partners L.P.

Energy
2.2K
+ 80.88%
$31.75 - $34.14 $69.9K - $75.1K
4.92K $167K
DNP
Dnp Select Income Fund Inc

Financial Services
1.13K
+ 1.84%
$8.93 - $9.92 $10.1K - $11.2K
62.6K $618K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.36K
+ 52.25%
$37.84 - $44.02 $89.3K - $104K
6.88K $264K
ET
Energy Transfer LP

Energy
4.02K
+ 211.37%
$17.26 - $21.08 $69.3K - $84.7K
5.92K $109K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4K
+ 4.04%
$32.57 - $35.82 $130K - $143K
103K $3.42M
CVS
Cvs Health Corp

Healthcare
12
+ 0.54%
$44.22 - $68.64 $531 - $824
2.21K $149K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.23%
$117.15 - $158.79 $351 - $476
1.33K $210K
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 212 Reductions 211 Sold out 1 Options Calls 7 Puts 3
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