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
VNQ
Vanguard Specialized Funds Van

ETFs
82
+ 0.7%
$82.97 - $98.97 $6.8K - $8.12K
11.8K $1.15M
AVLV
American Centy ETF Tr Avantis
1.53K
+ 7.01%
$60.05 - $65.83 $91.6K - $100K
23.3K $1.53M
MSFT
Microsoft Corp

Technology
740
+ 8.01%
$395.15 - $467.56 $292K - $346K
9.98K $4.29M
XLK
Technology Sector Spdr

ETFs
685
+ 29.35%
$197.34 - $237.68 $135K - $163K
3.02K $681K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.08K
+ 60.06%
$55.06 - $62.25 $115K - $130K
5.55K $341K
IBM
International Business Machines Corp

Technology
14
+ 0.54%
$175.1 - $223.38 $2.45K - $3.13K
2.61K $577K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.37K
+ 3.16%
$26.69 - $29.87 $36.6K - $40.9K
44.7K $1.3M
DNP
Dnp Select Income Fund Inc

Financial Services
1.28K
+ 2.16%
$8.21 - $10.03 $10.5K - $12.8K
60.2K $603K
JPM
Jpmorgan Chase & CO

Financial Services
215
+ 2.49%
$194.9 - $224.8 $41.9K - $48.3K
8.84K $1.86M
ORCL
Oracle Corp

Technology
512
+ 54.53%
$125.9 - $170.35 $64.5K - $87.2K
1.45K $247K
UNH
Unitedhealth Group Inc

Healthcare
121
+ 24.69%
$488.01 - $604.18 $59K - $73.1K
611 $357K
AMZN
Amazon Com Inc

Consumer Cyclical
666
+ 16.82%
$161.02 - $200.0 $107K - $133K
4.63K $861K
PH
Parker Hannifin Corp

Industrials
32
+ 5.41%
$501.01 - $635.92 $16K - $20.3K
624 $394K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.75K
+ 32.02%
$37.61 - $41.72 $65.8K - $73K
7.22K $301K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.6K
+ 270.83%
$32.17 - $35.98 $83.6K - $93.5K
3.56K $124K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.88K
+ 15.64%
$21.91 - $26.03 $41.1K - $48.8K
13.9K $355K
BOTZ
Global X Fds

ETFs
2.32K
+ 19.29%
$27.68 - $32.27 $64.3K - $74.9K
14.4K $461K
UNP
Union Pacific Corp

Industrials
144
+ 5.39%
$221.78 - $256.09 $31.9K - $36.9K
2.82K $693K
TLT
Ishares Barclays 20+ Year Trea

ETFs
402
+ 5.07%
$89.91 - $101.33 $36.1K - $40.7K
8.33K $816K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.44K
+ 20.86%
$43.59 - $49.35 $62.8K - $71.1K
8.34K $409K
JNJ
Johnson & Johnson

Healthcare
217
+ 7.37%
$145.48 - $167.38 $31.6K - $36.3K
3.16K $512K
AXP
American Express CO

Financial Services
113
+ 9.83%
$225.92 - $271.17 $25.5K - $30.6K
1.26K $342K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 5.06%
$245.82 - $304.51 $14.5K - $18K
1.22K $372K
ABBV
Abb Vie Inc.

Healthcare
233
+ 21.09%
$163.84 - $199.33 $38.2K - $46.4K
1.34K $264K
TJX
Tjx Companies Inc

Consumer Cyclical
535
+ 118.1%
$107.93 - $120.23 $57.7K - $64.3K
988 $116K
EBC
Eastern Bankshares, Inc.

Financial Services
2.48K
+ 24.78%
$13.69 - $17.09 $33.9K - $42.3K
12.5K $204K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.32%
$801.83 - $917.05 $4.01K - $4.59K
1.58K $1.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
855
+ 23.51%
$51.0 - $57.07 $43.6K - $48.8K
4.49K $249K
VIS
Vanguard Industrial ETF

ETFs
205
+ 93.18%
$232.12 - $260.07 $47.6K - $53.3K
425 $110K
AVSD
American Centy ETF Tr Avantis

ETFs
570
+ 12.67%
$53.92 - $61.11 $30.7K - $34.8K
5.07K $307K
ABT
Abbott Laboratories

Healthcare
351
+ 21.48%
$100.07 - $118.13 $35.1K - $41.5K
1.99K $226K
TT
Trane Technologies PLC

Industrials
77
+ 18.03%
$314.21 - $388.71 $24.2K - $29.9K
504 $195K
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.02%
$44.74 - $53.22 $89.5 - $106
9.37K $498K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
308
+ 17.77%
$147.95 - $191.05 $45.6K - $58.8K
2.04K $354K
ADP
Automatic Data Processing Inc

Industrials
108
+ 18.09%
$233.44 - $279.45 $25.2K - $30.2K
705 $195K
NEE
Nextera Energy Inc

Utilities
369
+ 25.89%
$69.9 - $84.97 $25.8K - $31.4K
1.79K $151K
MS
Morgan Stanley

Financial Services
429
+ 55.57%
$92.07 - $106.96 $39.5K - $45.9K
1.2K $125K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
505
+ 1.23%
$25.38 - $26.27 $12.8K - $13.3K
41.5K $1.09M
AVSU
American Centy ETF Tr Avantis

ETFs
520
+ 13.3%
$59.01 - $65.3 $30.7K - $34K
4.43K $289K
BLK
Black Rock Inc.

Financial Services
36
+ 40.45%
$782.27 - $949.51 $28.2K - $34.2K
125 $118K
PLD
Prologis, Inc.

Real Estate
270
+ 31.07%
$111.95 - $132.43 $30.2K - $35.8K
1.14K $143K
MA
Mastercard Inc

Financial Services
70
+ 33.49%
$429.6 - $500.99 $30.1K - $35.1K
279 $137K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
375
+ 1.58%
$25.21 - $28.46 $9.45K - $10.7K
24.1K $678K
XLF
Financial Sector Spdr

ETFs
591
+ 14.62%
$40.84 - $45.74 $24.1K - $27K
4.63K $209K
LLY
Eli Lilly & CO

Healthcare
86
+ 4.78%
$772.14 - $960.02 $66.4K - $82.6K
1.89K $1.67M
VPU
Vanguard Utilities ETF

ETFs
40
+ 3.17%
$146.64 - $174.54 $5.87K - $6.98K
1.3K $226K
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.52%
$160.76 - $177.82 $3.7K - $4.09K
4.46K $772K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 21.05%
$416.14 - $494.01 $23.3K - $27.7K
322 $158K
EMR
Emerson Electric CO

Industrials
356
+ 9.92%
$98.19 - $118.87 $35K - $42.3K
3.94K $431K
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
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