Tortoise Investment Management, LLC Incresed Positions in Q4 2024

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
373K
+ 397.66%
$25.74 - $53.78 $9.6M - $20.1M
467K $12.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
78.7K
+ 389.13%
$50.67 - $50.9 $3.99M - $4.01M
99K $5.02M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
74.4K
+ 98.42%
$50.62 - $50.97 $3.76M - $3.79M
150K $7.6M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
180K
+ 29.19%
$20.38 - $21.75 $3.68M - $3.93M
799K $16.4M
AVUS
American Centy ETF Tr Avantis

ETFs
17.9K
+ 6.34%
$94.36 - $102.06 $1.69M - $1.83M
300K $29.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20K
+ 29.55%
$66.77 - $71.52 $1.34M - $1.43M
87.9K $6.06M
MLN
Vaneck Long Muni ETF

ETFs
74.5K
+ 31.45%
$17.61 - $18.29 $1.31M - $1.36M
311K $5.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.2K
+ 135.08%
$87.1 - $98.49 $980K - $1.11M
19.6K $1.71M
DFIV
Dimensional ETF Tr

ETFs
32.2K
+ 24.59%
$34.86 - $37.97 $1.12M - $1.22M
163K $5.78M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
124K
+ 19.73%
$8.65 - $9.34 $1.07M - $1.16M
751K $6.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.3K
+ 10.95%
$44.33 - $49.55 $678K - $758K
155K $6.96M
DFIP
Dimensional ETF Tr Inflation P

ETFs
14.8K
+ 379.25%
$40.31 - $42.43 $595K - $626K
18.6K $754K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.25K
+ 392.67%
$65.67 - $69.79 $542K - $576K
10.4K $693K
DFAE
Dimensional ETF Tr

ETFs
38.2K
+ 17.99%
$25.36 - $28.15 $970K - $1.08M
251K $6.36M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.1K
+ 401.59%
$24.19 - $50.58 $680K - $1.42M
35.1K $852K
VTV
Vanguard Value ETF

ETFs
5.07K
+ 7.13%
$168.32 - $181.87 $854K - $923K
76.2K $12.9M
DFAI
Dimensional ETF Tr

ETFs
33.8K
+ 16.15%
$29.0 - $31.6 $981K - $1.07M
243K $7.11M
NNY
Nuveen New York Municipal Value Fund

Financial Services
119K
+ 13.23%
$7.98 - $8.67 $947K - $1.03M
1.02M $8.17M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
21.5K
+ 18.87%
$26.16 - $29.13 $562K - $626K
135K $3.55M
AMZN
Amazon Com Inc

Consumer Cyclical
481
+ 10.4%
$180.88 - $232.93 $87K - $112K
5.11K $1.12M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.9K
+ 490.3%
$52.07 - $58.13 $255K - $285K
5.9K $307K
PLTR
Palantir Technologies Inc.

Technology
300
+ 5.55%
$36.46 - $82.38 $10.9K - $24.7K
5.71K $431K
AVGO
Broadcom Inc.

Technology
198
+ 6.88%
$159.67 - $250.0 $31.6K - $49.5K
3.08K $712K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.59K
+ 4.06%
$30.18 - $33.87 $199K - $223K
169K $5.2M
NVDA
Nvidia Corp

Technology
415
+ 5.02%
$117.0 - $148.88 $48.6K - $61.8K
8.68K $1.16M
GOOG
Alphabet Inc.

Communication Services
334
+ 8.38%
$163.08 - $198.16 $54.5K - $66.2K
4.32K $822K
AVUV
American Centy ETF Tr Avantis

ETFs
1.17K
+ 1.7%
$94.37 - $106.41 $110K - $124K
69.7K $6.73M
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.46K
+ 98.22%
$24.25 - $26.7 $157K - $172K
13K $320K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
18.2K
+ 7.7%
$26.08 - $27.65 $475K - $504K
255K $6.67M
VNQ
Vanguard Specialized Funds Van

ETFs
2.46K
+ 20.93%
$87.85 - $98.6 $216K - $243K
14.2K $1.27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.3K
+ 11.82%
$34.13 - $37.35 $797K - $872K
221K $7.54M
XLK
Technology Sector Spdr

ETFs
329
+ 10.9%
$220.26 - $241.44 $72.5K - $79.4K
3.35K $778K
DISV
Dimensional ETF Tr Dimensional

ETFs
5.7K
+ 22.39%
$26.18 - $28.77 $149K - $164K
31.2K $827K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
110K
+ 199.8%
$22.01 - $66.82 $2.43M - $7.36M
165K $3.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.25K
+ 10.23%
$25.3 - $26.31 $107K - $112K
45.8K $1.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
128
+ 6.27%
$172.07 - $207.36 $22K - $26.5K
2.17K $428K
BOTZ
Global X Fds

ETFs
2.14K
+ 14.93%
$31.11 - $34.18 $66.7K - $73.3K
16.5K $527K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.68K
+ 2.78%
$33.62 - $35.69 $90K - $95.6K
99.1K $3.35M
KMI
Kinder Morgan, Inc.

Energy
20
+ 0.18%
$22.59 - $28.54 $452 - $571
11.2K $305K
V
Visa Inc.

Financial Services
33
+ 3.1%
$273.87 - $320.91 $9.04K - $10.6K
1.1K $347K
QUAL
Ishares Msci Usa Quality Facto

ETFs
360
+ 4.33%
$176.42 - $186.91 $63.5K - $67.3K
8.68K $1.55M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.5K
+ 89.41%
$39.65 - $43.4 $59.3K - $64.9K
3.17K $126K
TJX
Tjx Companies Inc

Consumer Cyclical
416
+ 42.11%
$112.15 - $127.2 $46.7K - $52.9K
1.4K $169K
LPLA
Lpl Financial Holdings Inc.

Financial Services
116
+ 77.33%
$229.85 - $335.91 $26.7K - $39K
266 $86K
TXN
Texas Instruments Inc

Technology
266
+ 27.09%
N/A
1.25K $242K
IBKR
Interactive Brokers Group, Inc.

Financial Services
220
+ 75.86%
$138.3 - $192.95 $30.4K - $42.4K
510 $90K
VB
Vanguard Small Cap ETF

ETFs
46
+ 0.39%
$233.76 - $261.58 $10.8K - $12K
11.8K $2.83M
MSFT
Microsoft Corp

Technology
318
+ 3.19%
$406.35 - $454.46 $129K - $145K
10.3K $4.34M
ZBRA
Zebra Technologies Corp

Technology
80
+ 9.27%
$360.09 - $411.94 $28.8K - $33K
943 $364K
Activity Summary
Buys All Purchases 259 New Holdings 29 Increased Positions 230 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 3 Puts 3
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