HoldingsChannel.com
Tortoise Investment Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 201,545 -13,046 $52,079
     IVV201,545-13,046$52,079
ISHARES TR (MBB) 211,401 +29,508 $23,347
     MBB211,401+29,508$23,347
INVESCO ACTIVELY MANAGED ETF (VRIG) 996,616 +497 $22,663
     VRIG996,616+497$22,663
SPDR S&P 500 ETF TR (SPY)      $12,550
     SPY49,804+2,266$12,837
     Put8,000-5,200$287
ISHARES INC (IEMG) 309,707 -3,685 $12,534
     IEMG309,707-3,685$12,534
ISHARES TR (ITOT) 171,406 -7,387 $9,806
     ITOT171,406-7,387$9,806
ISHARES TR (IWB) 61,391 -8,252 $8,689
     IWB61,391-8,252$8,689
ISHARES TR (MUB) 50,224 +40,539 $5,676
     MUB50,224+40,539$5,676
J P MORGAN EXCHANGE TRADED F (JPST) 113,844 -143,029 $5,655
     JPST113,844-143,029$5,655
VANGUARD INTL EQUITY INDEX F (VWO) 163,371 +13,808 $5,481
     VWO163,371+13,808$5,481
VANECK VECTORS ETF TR (SHYD) 242,048 +15,687 $5,449
     SHYD242,048+15,687$5,449
ISHARES TR (IEFA) 108,947 -3,715 $5,435
     IEFA108,947-3,715$5,435
ISHARES TR (IUSV) 111,332 +5,066 $5,141
     IUSV111,332+5,066$5,141
NUVEEN NEW YORK QLT MUN INC 381,247 -26,855 $5,006
     NAN381,247-26,855$5,006
VANGUARD INDEX FDS (VTI) 34,435 +2,198 $4,439
     VTI34,435+2,198$4,439
ISHARES TR (IVE) 44,748 -7,769 $4,307
     IVE44,748-7,769$4,307
ISHARES TR (IXUS) 89,772 -21,831 $4,220
     IXUS89,772-21,831$4,220
ISHARES TR (SLQD) 82,212 -75,057 $4,122
     SLQD82,212-75,057$4,122
VANGUARD INTL EQUITY INDEX F (VSS) 51,674 +114 $4,043
     VSS51,674+114$4,043
ISHARES TR (IJR) 70,748 -13,373 $3,970
     IJR70,748-13,373$3,970
SPDR DOW JONES INDL AVRG ETF (DIA) 17,953 +1,250 $3,936
     DIA17,953-750$3,936
INVESCO EXCHANGE TRADED FD T (BAB) 126,187 +32,680 $3,899
     BAB126,187+32,680$3,899
SSGA ACTIVE ETF TR (SRLN) 97,139 -6,330 $3,887
     SRLN97,139-6,330$3,887
VANGUARD INDEX FDS (VTV) 42,830 +8,220 $3,814
     VTV42,830+8,220$3,814
VANGUARD TAX MANAGED INTL FD (VEA) 111,395 +40,115 $3,714
     VEA111,395+40,115$3,714
APPLE INC 14,067 -107 $3,577
     AAPL14,067-107$3,577
NUVEEN SELECT TAX FREE INCOM 249,560 -33,359 $3,546
     NXQ249,560-33,359$3,546
ISHARES TR (STIP) 35,385 -14,280 $3,535
     STIP35,385-14,280$3,535
BERKSHIRE HATHAWAY INC DEL      $3,521
     BRK.B19,260-205$3,521
SCHWAB STRATEGIC TR 56,680 +11,101 $3,472
     SCHX56,680+11,101$3,472
NUVEEN NEW YORK AMT QLT MUNI 258,555 -42,241 $3,232
     NRK258,555-42,241$3,232
VANGUARD SCOTTSDALE FDS (VCSH) 40,818 -28,163 $3,229
     VCSH40,818-28,163$3,229
SCHWAB STRATEGIC TR 117,634 +33,571 $2,870
     SCHC117,634+33,571$2,870
ISHARES TR (SHV) 23,409 +17,277 $2,599
     SHV23,409+17,277$2,599
NUVEEN SELECT TAX FREE INCOM 161,495 -2,925 $2,487
     NXR161,495-2,925$2,487
NUVEEN MUN VALUE FD INC 245,330 -138,504 $2,394
     NUV245,330-138,504$2,394
ISHARES TR (IJS) 22,981 -4,676 $2,297
     IJS22,981-4,676$2,297
WISDOMTREE TR 68,549 -4,787 $2,264
     DGS68,549-4,787$2,264
VANGUARD INTL EQUITY INDEX F (VEU) 54,415 +18,022 $2,232
     VEU54,415+18,022$2,232
NUVEEN N Y SELECT TAX FREE I 171,972 -4,373 $2,175
     NXN171,972-4,373$2,175
VANGUARD INDEX FDS (VBR) 24,349 -2,617 $2,162
     VBR24,349-2,617$2,162
VANGUARD INTL EQUITY INDEX F (VT) 33,177 -3,868 $2,084
     VT33,177-3,868$2,084
NUVEEN MARYLAND QLT MUN INC 150,551 -10,970 $1,901
     NMY150,551-10,970$1,901
SCHWAB STRATEGIC TR 32,484 -1,304 $1,868
     SCHP32,484-1,304$1,868
VANECK VECTORS ETF TR (HYD) 35,406 +7,943 $1,850
     HYD35,406+7,943$1,850
ISHARES TR (SCZ) 38,670 -15,205 $1,734
     SCZ38,670-15,205$1,734
SCHWAB STRATEGIC TR 63,253 +35,416 $1,634
     SCHF63,253+35,416$1,634
SPDR INDEX SHS FDS (SPEM) 57,273 +12,831 $1,630
     SPEM57,273+12,831$1,630
VANGUARD MUN BD FD INC (VTEB) 29,293 +28,990 $1,550
     VTEB29,293+28,990$1,550
ISHARES TR (EFA) 28,318 -11,801 $1,514
     EFA28,318-11,801$1,514

See Full List: All Stocks Held By Tortoise Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Tortoise Investment Management LLC

Size ($ in 1000's)
At 03/31/2020: $344,779
At 12/31/2019: $424,278

Tortoise Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tortoise Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Tortoise Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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