$149 Million is the total value of Red Tortoise LLC's 604 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 44.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $5,735,205 | +8.4% | 85,792 | -0.0% | 3.86% | +5.2% |
| VTV | Sell | VANGUARD VALUE ETFetf | $3,877,434 | -14.2% | 28,075 | -12.8% | 2.61% | -16.8% |
| FNDX | Sell | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $3,650,894 | -6.9% | 66,477 | -9.5% | 2.46% | -9.7% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $3,539,024 | -10.8% | 70,795 | -10.7% | 2.38% | -13.5% |
| FNDE | Sell | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $1,842,443 | +5.1% | 70,727 | -0.1% | 1.24% | +1.9% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,603,461 | +4.3% | 35,498 | -3.1% | 1.08% | +1.1% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,437,525 | +3.4% | 29,464 | -1.1% | 0.97% | +0.3% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,307,364 | -19.0% | 32,361 | -21.8% | 0.88% | -21.4% |
| MSFT | Sell | MICROSOFT CORP COMstock | $1,203,941 | +10.9% | 4,176 | -7.8% | 0.81% | +7.6% |
| EFA | Sell | ISHARES MSCI EAFE ETFetf | $963,886 | +6.2% | 13,477 | -2.5% | 0.65% | +3.0% |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $878,654 | +3.5% | 20,955 | -0.0% | 0.59% | +0.3% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $786,153 | -29.3% | 14,703 | -33.7% | 0.53% | -31.4% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $480,062 | +7.9% | 4,628 | -8.2% | 0.32% | +4.5% |
| AMZN | Sell | AMAZON COM INC COMstock | $427,000 | +14.9% | 4,134 | -6.6% | 0.29% | +11.2% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $422,420 | -41.7% | 3,605 | -39.9% | 0.28% | -43.4% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $409,492 | -12.5% | 2,754 | -10.8% | 0.28% | -15.4% |
| ORCL | Sell | ORACLE CORP COMstock | $398,069 | -0.7% | 4,284 | -12.6% | 0.27% | -3.6% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $332,012 | -37.1% | 2,156 | -38.0% | 0.22% | -39.1% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $197,160 | -29.0% | 1,272 | -19.1% | 0.13% | -31.1% |
| SCHK | Sell | SCHWAB 1000 INDEX ETFetf | $165,428 | +4.3% | 4,183 | -2.6% | 0.11% | +0.9% |
| MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $115,752 | -24.6% | 2,215 | -25.8% | 0.08% | -26.4% |
| WMT | Sell | WALMART INC COMstock | $67,975 | -35.0% | 461 | -37.4% | 0.05% | -36.1% |
| AVGO | Sell | BROADCOM INC COMstock | $62,871 | +11.3% | 98 | -3.0% | 0.04% | +7.7% |
| NVO | Sell | NOVO-NORDISK A S ADRadr | $51,721 | -21.5% | 325 | -33.3% | 0.04% | -23.9% |
| HCA | Sell | HCA HEALTHCARE INC COMstock | $48,781 | +5.9% | 185 | -3.6% | 0.03% | +3.1% |
| CSCO | Sell | CISCO SYS INC COMstock | $47,152 | +0.2% | 902 | -8.7% | 0.03% | -3.0% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $46,587 | -28.2% | 163 | -32.9% | 0.03% | -31.1% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $39,614 | -46.7% | 304 | -45.1% | 0.03% | -48.1% |
| KO | Sell | COCA COLA CO COMstock | $37,962 | -62.3% | 612 | -61.3% | 0.03% | -62.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $36,234 | -53.9% | 370 | -52.4% | 0.02% | -55.6% |
| PEP | Sell | PEPSICO INC COMstock | $29,168 | -2.7% | 160 | -3.6% | 0.02% | -4.8% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC COM NEWstock | $27,923 | +7.4% | 281 | -1.1% | 0.02% | +5.6% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $28,217 | -39.5% | 350 | -41.7% | 0.02% | -40.6% |
| MRK | Sell | MERCK & CO INC COMstock | $26,385 | -44.4% | 248 | -42.1% | 0.02% | -45.5% |
| FHN | Sell | FIRST HORIZON CORPORATION COMstock | $24,999 | -40.1% | 1,406 | -17.5% | 0.02% | -41.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $24,102 | -53.1% | 51 | -47.4% | 0.02% | -55.6% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $24,474 | -33.8% | 150 | -27.2% | 0.02% | -38.5% |
| EXPD | Sell | EXPEDITORS INTL WASH INC COMstock | $22,464 | +2.9% | 204 | -2.9% | 0.02% | 0.0% |
| T | Sell | AT&T INC COMstock | $21,752 | -27.9% | 1,130 | -31.1% | 0.02% | -28.6% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $22,451 | -45.2% | 266 | -49.1% | 0.02% | -46.4% |
| WBS | Sell | WEBSTER FINL CORP COMstock | $20,814 | -18.0% | 528 | -1.5% | 0.01% | -22.2% |
| PFE | Sell | PFIZER INC COMstock | $19,706 | -64.3% | 483 | -55.2% | 0.01% | -65.8% |
| BKR | Sell | BAKER HUGHES COMPANY CL Astock | $17,085 | -46.6% | 592 | -45.3% | 0.01% | -50.0% |
| HD | Sell | HOME DEPOT INC COMstock | $15,641 | -89.4% | 53 | -88.6% | 0.01% | -89.2% |
| MCD | Sell | MCDONALDS CORP COMstock | $11,184 | -83.4% | 40 | -84.4% | 0.01% | -83.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $11,434 | -24.6% | 294 | -23.6% | 0.01% | -27.3% |
| TMUS | Sell | T-MOBILE US INC COMstock | $10,284 | -8.2% | 71 | -11.2% | 0.01% | -12.5% |
| PAYX | Sell | PAYCHEX INC COMstock | $9,740 | -66.3% | 85 | -66.0% | 0.01% | -65.0% |
| BK | Sell | BANK NEW YORK MELLON CORP COMstock | $9,997 | -6.5% | 220 | -6.4% | 0.01% | 0.0% |
| EQT | Sell | EQT CORP COMstock | $8,456 | -19.9% | 265 | -15.1% | 0.01% | -14.3% |
| STT | Sell | STATE STR CORP COMstock | $9,007 | -12.0% | 119 | -9.8% | 0.01% | -14.3% |
| SNEX | Sell | STONEX GROUP INC COMstock | $7,558 | -2.1% | 73 | -9.9% | 0.01% | 0.0% |
| CNC | Sell | CENTENE CORP DEL COMstock | $6,953 | -65.8% | 110 | -55.6% | 0.01% | -64.3% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $7,564 | -88.6% | 16 | -88.2% | 0.01% | -89.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $8,040 | -38.6% | 116 | -36.3% | 0.01% | -44.4% |
| IVZ | Sell | INVESCO LTD SHSstock | $7,314 | -17.4% | 446 | -9.3% | 0.01% | -16.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $5,888 | -91.1% | 18 | -90.7% | 0.00% | -91.3% |
| DHR | Sell | DANAHER CORPORATION COMstock | $6,049 | -34.9% | 24 | -31.4% | 0.00% | -33.3% |
| SYF | Sell | SYNCHRONY FINANCIAL COMstock | $4,043 | -78.1% | 139 | -75.3% | 0.00% | -76.9% |
| PII | Sell | POLARIS INC COMstock | $4,868 | -88.8% | 44 | -89.7% | 0.00% | -90.0% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $5,016 | -75.5% | 52 | -73.9% | 0.00% | -78.6% |
| DLN | Sell | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $4,454 | -38.5% | 72 | -38.5% | 0.00% | -40.0% |
| ES | Sell | EVERSOURCE ENERGY COMstock | $4,226 | -39.3% | 54 | -34.9% | 0.00% | -40.0% |
| ABT | Sell | ABBOTT LABS COMstock | $2,734 | -14.1% | 27 | -6.9% | 0.00% | 0.0% |
| ABBV | Sell | ABBVIE INC COMstock | $2,709 | -89.9% | 17 | -89.8% | 0.00% | -89.5% |
| BA | Sell | BOEING CO COMstock | $2,974 | -84.2% | 14 | -85.9% | 0.00% | -84.6% |
| CUZ | Sell | COUSINS PPTYS INC COM NEWreit | $3,143 | -90.1% | 147 | -88.3% | 0.00% | -90.9% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $2,825 | -35.9% | 52 | -20.0% | 0.00% | -33.3% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $2,868 | -70.2% | 30 | -73.9% | 0.00% | -71.4% | |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $3,467 | -22.7% | 198 | -20.2% | 0.00% | -33.3% |
| LLY | Sell | LILLY ELI & CO COMstock | $2,404 | -95.2% | 7 | -94.9% | 0.00% | -94.1% |
| MMM | Sell | 3M CO COMstock | $2,312 | -22.9% | 22 | -12.0% | 0.00% | 0.0% |
| VICI | Sell | VICI PPTYS INC COMreit | $3,360 | -85.6% | 103 | -85.7% | 0.00% | -87.5% |
| WAB | Sell | WABTEC COMstock | $2,830 | -2.2% | 28 | -3.4% | 0.00% | 0.0% |
| WMB | Sell | WILLIAMS COS INC COMstock | $3,165 | -64.5% | 106 | -60.9% | 0.00% | -66.7% |
| HMN | Sell | HORACE MANN EDUCATORS CORP NEW COMstock | $2,109 | -38.0% | 63 | -30.8% | 0.00% | -50.0% |
| CFR | Sell | CULLEN FROST BANKERS INC COMstock | $1,475 | -60.6% | 14 | -50.0% | 0.00% | -66.7% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Astock | $1,430 | -29.7% | 4 | -33.3% | 0.00% | 0.0% |
| COG | Sell | COTERRA ENERGY INC COMstock | $1,374 | -94.4% | 56 | -94.4% | 0.00% | -94.1% |
| BAC | Sell | BANK AMERICA CORP COMput | $1,490 | -43.1% | 52,100 | -34.1% | 0.00% | -50.0% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $2,206 | +8.6% | 164 | -1.2% | 0.00% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $2,042 | -92.9% | 21 | -92.6% | 0.00% | -95.0% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $1,542 | -85.5% | 20 | -84.3% | 0.00% | -85.7% |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL Bstock | $2,067 | -94.6% | 40 | -94.6% | 0.00% | -96.3% |
| Sell | LUCID GROUP INC COMstock | $1,327 | -11.7% | 165 | -25.0% | 0.00% | 0.0% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $1,460 | -94.3% | 14 | -94.4% | 0.00% | -94.4% |
| INTC | Sell | INTEL CORP COMstock | $1,732 | -94.0% | 53 | -95.2% | 0.00% | -95.0% |
| CVS | Sell | CVS HEALTH CORP COMstock | $297 | -99.4% | 4 | -99.2% | 0.00% | -100.0% |
| LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -176 | -100.0% | -0.00% | – |
| BIIB | Exit | BIOGEN INC COMstock | $0 | – | -7 | -100.0% | -0.00% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC COMreit | $0 | – | -65 | -100.0% | -0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC COM NEWstock | $0 | – | -677 | -100.0% | -0.00% | – |
| Exit | KINETIK HOLDINGS INC COM NEW CL Astock | $0 | – | -44 | -100.0% | -0.00% | – | |
| Exit | ERASCA INC COMstock | $0 | – | -249 | -100.0% | -0.00% | – | |
| FSP | Exit | FRANKLIN STR PPTYS CORP COMreit | $0 | – | -485 | -100.0% | -0.00% | – |
| Exit | FATHOM DIGITAL MFG CORP CL A COMstock | $0 | – | -629 | -100.0% | -0.00% | – | |
| NKTX | Exit | NKARTA INC COMstock | $0 | – | -176 | -100.0% | -0.00% | – |
| Exit | GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $0 | – | -828 | -100.0% | -0.00% | – | |
| BV | Exit | BRIGHTVIEW HLDGS INC COMstock | $0 | – | -244 | -100.0% | -0.00% | – |
| DTE | Exit | DTE ENERGY CO COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
| DISH | Exit | DISH NETWORK CORPORATION CL Astock | $0 | – | -96 | -100.0% | -0.00% | – |
| PTRA | Exit | PROTERRA INC COMstock | $0 | – | -283 | -100.0% | -0.00% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y COMstock | $0 | – | -13 | -100.0% | -0.00% | – |
| LNG | Exit | CHENIERE ENERGY INC COM NEWstock | $0 | – | -14 | -100.0% | -0.00% | – |
| OXYWS | Exit | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | -34 | -100.0% | -0.00% | – |
| NKLA | Exit | NIKOLA CORP COMstock | $0 | – | -576 | -100.0% | -0.00% | – |
| RLMD | Exit | RELMADA THERAPEUTICS INC COMstock | $0 | – | -465 | -100.0% | -0.00% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC COM CL Areit | $0 | – | -109 | -100.0% | -0.00% | – |
| STAR | Exit | ISTAR INC COMreit | $0 | – | -294 | -100.0% | -0.00% | – |
| CTVA | Exit | CORTEVA INC COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -63 | -100.0% | -0.00% | – |
| INVH | Exit | INVITATION HOMES INC COMreit | $0 | – | -86 | -100.0% | -0.00% | – |
| MRNA | Exit | MODERNA INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP COMstock | $0 | – | -11 | -100.0% | -0.00% | – |
| ALXO | Exit | ALX ONCOLOGY HLDGS INC COMstock | $0 | – | -196 | -100.0% | -0.00% | – |
| ELAN | Exit | ELANCO ANIMAL HEALTH INC COMstock | $0 | – | -244 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC COMstock | $0 | – | -55 | -100.0% | -0.00% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $0 | – | -126 | -100.0% | -0.00% | – |
| WTRG | Exit | ESSENTIAL UTILS INC COMstock | $0 | – | -79 | -100.0% | -0.00% | – |
| SJI | Exit | SOUTH JERSEY INDS INC COMstock | $0 | – | -181 | -100.0% | -0.00% | – |
| EQC | Exit | EQUITY COMWLTH COM SH BEN INTreit | $0 | – | -281 | -100.0% | -0.01% | – |
| CP | Exit | CANADIAN PAC RY LTD COMstock | $0 | – | -95 | -100.0% | -0.01% | – |
| EL | Exit | LAUDER ESTEE COS INC CL Astock | $0 | – | -36 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC SHSstock | $0 | – | -35 | -100.0% | -0.01% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC COMreit | $0 | – | -1,117 | -100.0% | -0.01% | – |
| XLK | Exit | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $0 | – | -101 | -100.0% | -0.01% | – |
| AIZ | Exit | ASSURANT INC COMstock | $0 | – | -113 | -100.0% | -0.01% | – |
| MTB | Exit | M & T BK CORP COMstock | $0 | – | -104 | -100.0% | -0.01% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -138 | -100.0% | -0.01% | – |
| DEO | Exit | DIAGEO PLC SPON ADR NEWadr | $0 | – | -101 | -100.0% | -0.01% | – |
| RELX | Exit | RELX PLC SPONSORED ADRadr | $0 | – | -691 | -100.0% | -0.01% | – |
| FERG | Exit | FERGUSON PLC NEW SHSstock | $0 | – | -149 | -100.0% | -0.01% | – |
| V | Exit | VISA INC COM CL Astock | $0 | – | -90 | -100.0% | -0.01% | – |
| TEL | Exit | TE CONNECTIVITY LTD SHSstock | $0 | – | -166 | -100.0% | -0.01% | – |
| TU | Exit | TELUS CORPORATION COMstock | $0 | – | -1,113 | -100.0% | -0.02% | – |
| INTU | Exit | INTUIT COMstock | $0 | – | -61 | -100.0% | -0.02% | – |
| CFG | Exit | CITIZENS FINL GROUP INC COMstock | $0 | – | -583 | -100.0% | -0.02% | – |
| PUK | Exit | PRUDENTIAL PLC ADRadr | $0 | – | -882 | -100.0% | -0.02% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $0 | – | -346 | -100.0% | -0.02% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -950 | -100.0% | -0.02% | – |
| SNY | Exit | SANOFI SPONSORED ADRadr | $0 | – | -598 | -100.0% | -0.02% | – |
| AZN | Exit | ASTRAZENECA PLC SPONSORED ADRadr | $0 | – | -444 | -100.0% | -0.02% | – |
| TGT | Exit | TARGET CORP COMstock | $0 | – | -225 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC COMstock | $0 | – | -150 | -100.0% | -0.02% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC CL Bstock | $0 | – | -197 | -100.0% | -0.02% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -375 | -100.0% | -0.03% | – |
| LQD | Exit | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -435 | -100.0% | -0.03% | – |
| VIGI | Exit | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $0 | – | -699 | -100.0% | -0.03% | – |
| SO | Exit | SOUTHERN CO COMstock | $0 | – | -754 | -100.0% | -0.04% | – |
| AMGN | Exit | AMGEN INC COMstock | $0 | – | -225 | -100.0% | -0.04% | – |
| XLV | Exit | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $0 | – | -665 | -100.0% | -0.06% | – |
| SDY | Exit | SPDR S&P DIVIDEND ETFetf | $0 | – | -900 | -100.0% | -0.08% | – |
| HDV | Exit | ISHARES CORE HIGH DIVIDEND ETFetf | $0 | – | -3,333 | -100.0% | -0.24% | – |
| COWZ | Exit | PACER US CASH COWS 100 ETFetf | $0 | – | -8,857 | -100.0% | -0.28% | – |
| OEF | Exit | ISHARES S&P 100 ETFetf | $0 | – | -2,887 | -100.0% | -0.34% | – |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $0 | – | -7,744 | -100.0% | -0.46% | – |
| IXUS | Exit | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $0 | – | -13,050 | -100.0% | -0.52% | – |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFetf | $0 | – | -11,883 | -100.0% | -0.53% | – |
| VUG | Exit | VANGUARD GROWTH ETFetf | $0 | – | -5,454 | -100.0% | -0.81% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | 11 | Q2 2024 | 11.5% |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 11 | Q2 2024 | 8.0% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 11 | Q2 2024 | 7.3% |
| ISHARES CORE S&P 500 ETF | 11 | Q2 2024 | 6.1% |
| VANGUARD LONG-TERM TREASURY ETF | 11 | Q2 2024 | 5.3% |
| ISHARES CORE MSCI EAFE ETF | 11 | Q2 2024 | 6.4% |
| ISHARES MSCI USA QUALITY FACTOR ETF | 11 | Q2 2024 | 4.2% |
| SCHWAB U.S. LARGE-CAP ETF | 11 | Q2 2024 | 4.0% |
| ISHARES RUSSELL 1000 VALUE ETF | 11 | Q2 2024 | 3.6% |
| VANGUARD VALUE INDEX FUND | 11 | Q2 2024 | 3.3% |
View Red Tortoise LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-15 |
View Red Tortoise LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.