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Tortoise Investment Management

Latest statistics and disclosures from Tortoise Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, STIP, SGOV, SPY, AVUS, and represent 22.81% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: CARY (+$8.4M), SGOV (+$6.4M), STIP, NUW, AVUS, IVV, VGLT, DMBS, DFSD, SPDW.
Started 103 new stock positions in TER, ITB, EXPO, LKQ, RELX, IAK, IBKR, BAH, Fidelity Wise Origin Bitcoin, BR.
Reduced shares in these 10 stocks: SPY, MBB, WIW, NEA, , NAD, VT, SBI, NZF, ITOT.
Sold out of its positions in ADM, AVNS, Blackrock Kelso Capital, DISH Network, D, Etf Managers Tr bluestar ta big, GILD, HCA, PDBC, IWV.
Tortoise Investment Management was a net buyer of stock by $54M.
Tortoise Investment Management has $835M in assets under management (AUM), dropping by 11.38%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 866 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Tortoise Investment Management has 866 total positions. Only the first 250 positions are shown.

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Download the Tortoise Investment Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.6	$80M	+3%	152k	525.73	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.5	$38M	+10%	377k	99.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.5	$29M	+28%	289k	100.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$23M	-11%	43k	523.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.6	$21M	+12%	239k	89.50	View chart
Ishares Tr Mbs Etf (MBB)	2.5	$21M	-3%	222k	92.42	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$17M		338k	51.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.1	$17M		151k	115.30	View chart
Ishares Tr Cmbs Etf (CMBS)	1.9	$16M		336k	47.10	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.9	$16M	+16%	265k	59.24	View chart
Nuveen Muni Value Fund (NUV)	1.9	$16M	+11%	1.8M	8.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$15M		51k	288.03	View chart
Apple (AAPL)	1.7	$14M	-2%	82k	171.48	View chart
Nuveen Mun Value Fd 2 (NUW)	1.6	$14M	+22%	1.0M	13.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$14M	+5%	182k	74.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$13M	+5%	366k	36.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.6	$13M	+6%	145k	90.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$13M	+11%	201k	62.06	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.5	$12M	+20%	252k	48.69	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$10M	+5%	509k	20.30	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	1.2	$10M		383k	26.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$10M	+5%	92k	110.52	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.2	$10M	+4%	172k	58.07	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$10M	+6%	61k	162.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$9.6M		37k	259.90	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.1	$9.6M	+13%	189k	50.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$9.5M	+19%	264k	36.19	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.0	$8.4M	NEW	408k	20.54	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$8.3M	+15%	231k	35.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$8.2M		163k	50.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$7.9M	+4%	190k	41.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$7.5M		18k	420.52	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$7.3M	+31%	156k	47.04	View chart
Progressive Corporation (PGR)	0.9	$7.3M		35k	206.82	View chart
Nuveen NY Municipal Value (NNY)	0.8	$7.1M	+9%	850k	8.32	View chart
Western Asset Municipal Hgh Incm Fnd (MHF)	0.8	$6.8M	+5%	1.0M	6.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$6.5M	+21%	205k	31.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$6.5M	+3%	34k	191.88	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$6.1M	+38%	170k	35.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$6.0M	-2%	32k	186.81	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.7	$6.0M	-4%	224k	26.55	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$5.8M		50k	116.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$5.7M	+2%	24k	239.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$5.5M	+3%	72k	77.31	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$5.1M	+5%	98k	52.16	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.6	$4.8M	+41%	532k	8.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$4.8M	+19%	158k	30.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$4.7M	+14%	81k	57.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$4.7M	+21%	50k	93.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$4.6M	+7%	96k	48.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$4.5M	+12%	92k	49.24	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$4.5M		11k	397.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$4.5M	-2%	67k	67.86	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.5	$4.3M	-2%	237k	18.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$4.1M	+5%	82k	50.60	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$3.9M	+14%	159k	24.72	View chart
Microsoft Corporation (MSFT)	0.4	$3.7M		8.9k	420.71	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.4	$3.7M	-11%	321k	11.46	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$3.5M	+7%	66k	54.08	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$3.5M		147k	23.83	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.4	$3.5M		62k	55.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.4M		55k	61.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.3M	+6%	86k	39.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$3.3M	+8%	40k	82.97	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.4	$3.3M		58k	56.98	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$3.1M	-15%	282k	11.07	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$2.9M		29k	102.76	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$2.8M	+4%	89k	31.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.8M	-5%	47k	58.65	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$2.6M	+53%	42k	61.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.5M		5.2k	480.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.5M		11k	228.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$2.5M	+40%	58k	43.04	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$2.5M	+8%	52k	47.39	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.4M		95k	25.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$2.3M	+36%	62k	36.75	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.3M	-10%	21k	107.60	View chart
Eli Lilly & Co. (LLY)	0.3	$2.3M	+23%	2.9k	778.06	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.1M	+3%	32k	65.86	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$1.9M		84k	23.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.9M	-7%	7.8k	247.41	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$1.9M	+7%	70k	26.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.8M	+32%	29k	62.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$1.8M	+2%	29k	63.74	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$1.7M	-9%	15k	110.54	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.2	$1.7M	-25%	197k	8.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M		8.5k	200.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.6M	+6%	21k	75.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M	-19%	14k	110.50	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.5M	NEW	14k	106.46	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$1.5M	-3%	31k	46.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.4M		8.5k	164.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.4M	+387%	22k	60.74	View chart
Home Depot (HD)	0.2	$1.3M	+41%	3.5k	383.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.3M	-3%	17k	79.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$1.3M		44k	30.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$1.3M	+4%	20k	64.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	+36%	2.8k	444.01	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.2M	+2%	27k	45.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M		5.7k	210.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.2M		13k	93.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-4%	18k	63.33	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-10%	1.6k	732.63	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.1M	+151%	43k	25.96	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.1M	-6%	24k	46.53	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	-5%	21k	52.26	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$1.1M	-5%	41k	25.69	View chart
Nuveen N Y Select Tax Free I Sh Ben Int (NXN)	0.1	$1.0M	-8%	89k	11.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.0M	-7%	17k	58.55	View chart
Tesla Motors (TSLA)	0.1	$1.0M	+19%	5.7k	175.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$989k		16k	60.30	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$971k		17k	56.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$962k	-2%	23k	41.08	View chart
Nuveen Ny Divid Advntg Mun F (NAN)	0.1	$957k	-11%	87k	10.95	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.1	$944k	-7%	90k	10.52	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$944k	-8%	15k	65.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$922k	+4%	11k	86.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$897k	+2%	5.9k	150.93	View chart
Pepsi (PEP)	0.1	$874k		5.0k	175.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$861k		2.6k	337.05	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$856k	+8%	35k	24.82	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$832k		33k	25.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$830k		32k	26.09	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$803k	-26%	27k	29.30	View chart
Procter & Gamble Company (PG)	0.1	$789k		4.9k	162.26	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.1	$772k	-18%	86k	9.00	View chart
Amazon (AMZN)	0.1	$766k	+9%	4.2k	180.38	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$753k	-30%	62k	12.24	View chart
Bath &#38 Body Works In (BBWI)	0.1	$753k		15k	50.02	View chart
Western Asset Intm Muni Fd I (SBI)	0.1	$688k	-34%	87k	7.92	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$682k	+16%	13k	52.36	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$681k		32k	21.06	View chart
Goldman Sachs (GS)	0.1	$664k	-7%	1.6k	417.69	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$652k	-6%	23k	27.94	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$649k	NEW	13k	50.74	View chart
Union Pacific Corporation (UNP)	0.1	$644k		2.6k	245.93	View chart
NVIDIA Corporation (NVDA)	0.1	$638k	+9%	706.00	903.56	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$634k	-5%	13k	49.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$621k	-8%	4.1k	152.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$605k	+91%	24k	25.49	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.1	$603k	-14%	56k	10.87	View chart
Meta Platforms Cl A (META)	0.1	$583k	+8%	1.2k	485.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$579k		6.1k	94.62	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$575k	+7%	12k	49.22	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$566k	+14%	11k	50.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$563k		21k	27.19	View chart
Cisco Systems (CSCO)	0.1	$542k		11k	49.91	View chart
DNP Select Income Fund (DNP)	0.1	$525k		58k	9.07	View chart
Heico Corp Cl A (HEI.A)	0.1	$524k		3.4k	153.95	View chart
Colgate-Palmolive Company (CL)	0.1	$509k		5.6k	90.04	View chart
Stryker Corporation (SYK)	0.1	$507k		1.4k	357.77	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$498k	-31%	14k	36.08	View chart
International Business Machines (IBM)	0.1	$496k		2.6k	190.97	View chart
Merck & Co (MRK)	0.1	$492k		3.7k	131.96	View chart
Chevron Corporation (CVX)	0.1	$489k		3.1k	157.72	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$483k	-2%	4.0k	121.19	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.1	$480k		5.7k	84.38	View chart
Johnson & Johnson (JNJ)	0.1	$474k		3.0k	158.19	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$470k	+31%	21k	22.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$457k	+2%	3.9k	116.24	View chart
Caterpillar (CAT)	0.1	$452k		1.2k	366.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$418k		2.3k	179.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$407k	-5%	1.2k	346.61	View chart
Emerson Electric (EMR)	0.0	$405k		3.6k	113.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$396k	+8%	5.2k	76.67	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$396k		33k	12.15	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$396k		13k	31.36	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$392k		36k	11.01	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$379k		11k	34.41	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$374k	+8%	34k	11.02	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$370k	-43%	78k	4.75	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$358k		8.5k	42.11	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$349k	+479%	1.2k	301.44	View chart
T. Rowe Price (TROW)	0.0	$344k	-4%	2.8k	121.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$335k	+115%	639.00	524.34	View chart
Parker-Hannifin Corporation (PH)	0.0	$322k		580.00	555.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$318k		1.7k	182.61	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$312k		6.9k	45.15	View chart
McDonald's Corporation (MCD)	0.0	$308k	-6%	1.1k	281.90	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$301k		10k	29.99	View chart
Visa Com Cl A (V)	0.0	$289k	+6%	1.0k	279.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$288k		1.7k	169.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$286k		3.4k	84.09	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$284k		5.3k	53.39	View chart
Western Asset Income Fund (PAI)	0.0	$277k	-25%	23k	12.19	View chart
Walt Disney Company (DIS)	0.0	$275k	+3%	2.3k	122.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$269k	+9200%	4.7k	57.86	View chart
Mettler-Toledo International (MTD)	0.0	$266k		200.00	1331.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$265k		3.1k	84.44	View chart
American Express Company (AXP)	0.0	$262k	-2%	1.1k	227.69	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$256k		4.5k	56.93	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$252k		11k	22.37	View chart
UnitedHealth (UNH)	0.0	$249k	+4%	503.00	494.70	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$240k		3.9k	61.43	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$240k		5.6k	42.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$238k	-2%	5.7k	41.95	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.0	$233k	-55%	11k	20.50	View chart
Comcast Corp Cl A (CMCSA)	0.0	$226k	-10%	5.2k	43.35	View chart
Broadcom (AVGO)	0.0	$223k	+9%	168.00	1325.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$222k	+5%	6.9k	32.23	View chart
Travelers Companies (TRV)	0.0	$222k		964.00	230.10	View chart
Netflix (NFLX)	0.0	$222k	-2%	365.00	607.33	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$217k	-19%	5.3k	41.25	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$212k	-9%	5.5k	38.86	View chart
Yum! Brands (YUM)	0.0	$206k		1.5k	138.63	View chart
ConocoPhillips (COP)	0.0	$203k		1.6k	127.31	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.0	$203k		17k	12.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$202k	+129%	807.00	249.86	View chart
Intel Corporation (INTC)	0.0	$198k		4.5k	44.17	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$197k		3.4k	57.47	View chart
Mueller Industries (MLI)	0.0	$196k		3.6k	53.93	View chart
Kinder Morgan (KMI)	0.0	$195k		11k	18.34	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$194k	-9%	3.6k	53.82	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$194k	-8%	1.7k	114.96	View chart
Verizon Communications (VZ)	0.0	$193k		4.6k	41.96	View chart
CVS Caremark Corporation (CVS)	0.0	$193k		2.4k	79.77	View chart
Ameriprise Financial (AMP)	0.0	$193k		439.00	438.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$192k		558.00	344.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$191k		2.3k	83.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$190k	+221%	2.4k	80.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$189k	-36%	3.5k	54.43	View chart
Honeywell International (HON)	0.0	$189k		919.00	205.35	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$188k		19k	9.97	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$186k		4.0k	46.58	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$186k	+5%	4.0k	46.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$185k	+376%	886.00	208.27	View chart
Abbvie (ABBV)	0.0	$183k	-2%	1.0k	182.19	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$182k	+30%	3.5k	52.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$182k	+73%	1.2k	147.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$179k	+228%	1.3k	136.05	View chart
Lennar Corp Cl A (LEN)	0.0	$179k	-12%	1.0k	171.98	View chart
Moderna (MRNA)	0.0	$178k		1.7k	106.56	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$174k		4.3k	40.27	View chart
Marathon Petroleum Corp (MPC)	0.0	$171k		850.00	201.51	View chart
Vanguard World Utilities Etf (VPU)	0.0	$171k	+8%	1.2k	142.58	View chart
Abbott Laboratories (ABT)	0.0	$170k		1.5k	113.66	View chart
Axsome Therapeutics (AXSM)	0.0	$170k		2.1k	79.80	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$170k		2.4k	69.99	View chart
Boeing Company (BA)	0.0	$169k		875.00	192.99	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$169k	+114%	1.4k	117.21	View chart
Raytheon Technologies Corp (RTX)	0.0	$167k		1.7k	97.54	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$166k		4.8k	34.88	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$166k		3.9k	42.28	View chart
Ross Stores (ROST)	0.0	$166k	-8%	1.1k	146.76	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$164k		3.9k	42.13	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$158k	+31%	6.3k	25.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$155k		885.00	175.27	View chart
Adobe Systems Incorporated (ADBE)	0.0	$154k	+6%	305.00	504.60	View chart
Texas Instruments Incorporated (TXN)	0.0	$150k	-20%	863.00	174.21	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.0	$150k		6.0k	25.09	View chart

Past Filings by Tortoise Investment Management

SEC 13F filings are viewable for Tortoise Investment Management going back to 2013

Tortoise Investment Management 2024 Q1 filed May 9, 2024
Tortoise Investment Management 2023 Q4 restated filed Feb. 29, 2024
Tortoise Investment Management 2023 Q4 filed Feb. 8, 2024
Tortoise Investment Management 2023 Q3 filed Nov. 9, 2023
Tortoise Investment Management 2023 Q2 filed Aug. 7, 2023
Tortoise Investment Management 2023 Q1 filed May 9, 2023
Tortoise Investment Management 2022 Q4 filed Feb. 3, 2023
Tortoise Investment Management 2022 Q3 filed Nov. 4, 2022
Tortoise Investment Management 2022 Q2 filed Aug. 3, 2022
Tortoise Investment Management 2022 Q1 filed May 6, 2022
Tortoise Investment Management 2021 Q4 filed Feb. 10, 2022
Tortoise Investment Management 2021 Q3 filed Nov. 4, 2021
Tortoise Investment Management 2021 Q2 filed July 30, 2021
Tortoise Investment Management 2021 Q1 filed May 5, 2021
Tortoise Investment Management 2020 Q4 filed Feb. 5, 2021
Tortoise Investment Management 2020 Q3 filed Nov. 4, 2020

View all past filings

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