Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | DUK | DUKE ENERGY CORP NEW | Utilities | 402 | $50K | 0.00% | SOLD |
| 162 | BNTX | BIONTECH SE | Healthcare | 500 | $49K | 0.00% | SOLD |
| 163 | OPPE | WISDOMTREE TR | — | 1,000 | $49K | 0.00% | SOLD |
| 164 | WPC | WP CAREY INC | Real Estate | 715 | $48K | 0.00% | SOLD |
| 165 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 295 | $48K | 0.00% | SOLD |
| 166 | DMXF | ISHARES TR | — | 635 | $48K | 0.00% | SOLD |
| 167 | FV | FIRST TR EXCHANGE TRADED FD | — | 775 | $48K | 0.00% | SOLD |
| 168 | SOXX | ISHARES TR | — | 177 | $48K | 0.00% | SOLD |
| 169 | EVRG | EVERGY INC | Utilities | 630 | $48K | 0.00% | SOLD |
| 170 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 1,000 | $48K | 0.00% | SOLD |
| 171 | ED | CONSOLIDATED EDISON INC | Utilities | 472 | $47K | 0.00% | SOLD |
| 172 | SWK | STANLEY BLACK & DECKER INC | Industrials | 638 | $47K | 0.00% | SOLD |
| 173 | SPTI | SPDR SERIES TRUST | — | 1,615 | $47K | 0.00% | SOLD |
| 174 | TYL | TYLER TECHNOLOGIES INC | Technology | 89 | $47K | 0.00% | SOLD |
| 175 | L | LOEWS CORP | Financial Services | 462 | $46K | 0.00% | SOLD |
| 176 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 2,284 | $45K | 0.00% | SOLD |
| 177 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 170 | $45K | 0.00% | SOLD |
| 178 | AVSE | AMERICAN CENTY ETF TR | — | 700 | $44K | 0.00% | SOLD |
| 179 | TPR | TAPESTRY INC | Consumer Cyclical | 391 | $44K | 0.00% | SOLD |
| 180 | VPL | VANGUARD INTL EQUITY INDEX F | — | 500 | $44K | 0.00% | SOLD |
Sector Allocation
Financial Services
66.7%
Technology
17.2%
Industrials
4.5%
Healthcare
2.9%
Consumer Cyclical
2.7%
Consumer Defensive
2.5%
Communication Services
2.4%
Energy
0.9%
Utilities
0.2%