CIK 1910488
Red Tortoise LLC
Institutional 13F holdings & portfolio
Holdings
600
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 600
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC COM | 169 | $15K–$50K | SH |
| T | AT&T INC COM | 1K | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON COM | 120 | $15K–$50K | SH |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | 255 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 476 | $15K–$50K | SH |
| VST | VISTRA CORP COM | 149 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 147 | $15K–$50K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 111 | $15K–$50K | SH |
| NRG | NRG ENERGY INC COM NEW | 146 | $15K–$50K | SH |
| EVRG | EVERGY INC COM | 312 | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 70 | $15K–$50K | SH |
| EXE | EXPAND ENERGY CORPORATION COM | 202 | $15K–$50K | SH |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 718 | $15K–$50K | SH |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | 521 | $15K–$50K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 1K | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC COM | 79 | $15K–$50K | SH |
| CRF | CORNERSTONE TOTAL RETURN FD IN COM | 3K | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP COM | 63 | $15K–$50K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 54 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 178 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 171 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 167 | $15K–$50K | SH |
| PMMF | ISHARES PRIME MONEY MARKET ETF | 192 | $15K–$50K | SH |
| TDG | TRANSDIGM GROUP INC COM | 14 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP COM | 234 | $15K–$50K | SH |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | 200 | $15K–$50K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 110 | $15K–$50K | SH |
| NEM | NEWMONT CORP COM | 177 | $15K–$50K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 118 | $15K–$50K | SH |
| HQY | HEALTHEQUITY INC COM | 190 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 173 | $15K–$50K | SH |
| ABBV | ABBVIE INC COM | 75 | $15K–$50K | SH |
| TJX | TJX COS INC NEW COM | 111 | $15K–$50K | SH |
| GE | GE AEROSPACE COM NEW | 55 | $15K–$50K | SH |
| DINO | HF SINCLAIR CORP COM | 364 | $15K–$50K | SH |
| WBS | WEBSTER FINL CORP COM | 257 | $15K–$50K | SH |
| LQDW | ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF | 658 | $15K–$50K | SH |
| HEI | HEICO CORP NEW COM | 49 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 59 | $15K–$50K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 110 | $15K–$50K | SH |
| SNEX | STONEX GROUP INC COM | 163 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 90 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 27 | $15K–$50K | SH |
| STT | STATE STR CORP COM | 119 | $15K–$50K | SH |
| DIS | DISNEY WALT CO COM | 134 | $15K–$50K | SH |
| WELL | WELLTOWER INC COM | 81 | $15K–$50K | SH |
| AME | AMETEK INC COM | 73 | $1K–$15K | SH |
| LIN | LINDE PLC SHS | 35 | $1K–$15K | SH |
| RTX | RTX CORPORATION COM | 81 | $1K–$15K | SH |
| FHN | FIRST HORIZON CORPORATION COM | 621 | $1K–$15K | SH |