HoldingsChannel.com
Tortoise Investment Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 239,506 -6,522 $70,595
     IVV239,506-6,522$70,595
ISHARES INC (IEMG) 346,333 -2,221 $17,815
     IEMG346,333-2,221$17,815
SPDR S&P 500 ETF TR (SPY)      $15,081
     SPY51,462+117$15,078
     Call700-1,000$3
ISHARES TR (SLQD) 283,209 +85,951 $14,435
     SLQD283,209+85,951$14,435
ISHARES TR (ITOT) 195,745 -3,452 $13,043
     ITOT195,745-3,452$13,043
INVESCO ACTIVELY MANAGD ETF (VRIG) 483,802 +252,050 $12,032
     VRIG483,802+252,050$12,032
ISHARES TR (IWB) 72,106 -319 $11,738
     IWB72,106-319$11,738
ISHARES TR (IEFA) 133,919 +5,447 $8,223
     IEFA133,919+5,447$8,223
ISHARES TR (IJR) 93,313 -1,194 $7,305
     IJR93,313-1,194$7,305
VANGUARD SCOTTSDALE FDS (VCSH) 87,789 +3,120 $7,083
     VCSH87,789+3,120$7,083
ISHARES TR (IVE) 60,718 -3,569 $7,078
     IVE60,718-3,569$7,078
ISHARES TR (IXUS) 118,707 -859 $6,961
     IXUS118,707-859$6,961
NUVEEN NEW YORK QLT MUN INC 486,953 -19,401 $6,749
     NAN486,953-19,401$6,749
VANGUARD INTL EQUITY INDEX F (VWO) 150,919 +5,371 $6,419
     VWO150,919+5,371$6,419
ISHARES TR (STIP) 59,697 +1,057 $6,004
     STIP59,697+1,057$6,004
NUVEEN MUN VALUE FD INC 537,886 -45,469 $5,476
     NUV537,886-45,469$5,476
ISHARES TR (IUSV) 94,566 +12,587 $5,357
     IUSV94,566+12,587$5,357
SPDR DOW JONES INDL AVRG ETF (DIA) 19,361 -320 $5,147
     DIA19,361-320$5,147
VANGUARD INTL EQUITY INDEX F (VSS) 48,847 -82 $5,142
     VSS48,847-82$5,142
VANGUARD INDEX FDS (VTI) 34,111 -4,098 $5,120
     VTI34,111-4,098$5,120
ISHARES TR (IJS) 32,700 -5,203 $4,860
     IJS32,700-5,203$4,860
NUVEEN NEW YORK AMT QLT MUNI 359,846 -13,000 $4,710
     NRK359,846-13,000$4,710
BERKSHIRE HATHAWAY INC DEL      $4,179
     BRK.B19,604+250$4,179
VANGUARD INDEX FDS (VTV) 37,153 +2,237 $4,121
     VTV37,153+2,237$4,121
VANGUARD INTL EQUITY INDEX F (VT) 53,788 -4,785 $4,043
     VT53,788-4,785$4,043
NUVEEN SELECT TAX FREE INCM 276,310 +12,838 $3,979
     NXQ276,310+12,838$3,979
ISHARES TR (SCZ) 65,804 -13,773 $3,777
     SCZ65,804-13,773$3,777
SCHWAB STRATEGIC TR 49,243 -740 $3,456
     SCHX49,243-740$3,456
WISDOMTREE TR 72,047 +2,795 $3,390
     DGS72,047+2,795$3,390
INVESCO EXCHNG TRADED FD TR (BAB) 98,857 +18,190 $3,108
     BAB98,857+18,190$3,108
APPLE INC 15,478 +2,032 $3,063
     AAPL15,478+2,032$3,063
SCHWAB STRATEGIC TR 53,868 -439 $3,033
     SCHP53,868-439$3,033
NUVEEN SELECT TAX FREE INCM 194,085 -630 $2,997
     NXR194,085-630$2,997
VANECK VECTORS ETF TR (SHYD) 118,750 +21,855 $2,974
     SHYD118,750+21,855$2,974
NUVEEN TAXABLE MUNICPL INCM 136,724 -390,354 $2,905
     NBB136,724-390,354$2,905
NUVEEN MARYLAND QLT MUN INC 220,379 -30,903 $2,856
     NMY220,379-30,903$2,856
JP MORGAN EXCHANGE TRADED FD (JPST) 53,025 +50,525 $2,672
     JPST53,025+50,525$2,672
ISHARES TR (EFA)      $2,668
     EFA40,519-300$2,663
     Call3,700+3,700$5
VANGUARD TAX MANAGED INTL FD (VEA) 63,063 -3,871 $2,630
     VEA63,063-3,871$2,630
VANGUARD INDEX FDS (VBR) 19,943 +6,740 $2,603
     VBR19,943+6,740$2,603
NUVEEN NY SELECT TAX FREE PR 183,987 -4,700 $2,480
     NXN183,987-4,700$2,480
SCHWAB STRATEGIC TR 73,391 +30,528 $2,395
     SCHC73,391+30,528$2,395
SSGA ACTIVE ETF TR (SRLN) 47,550 +35,250 $2,198
     SRLN47,550+35,250$2,198
ISHARES INC (EEMV) 35,953 -2,796 $2,116
     EEMV35,953-2,796$2,116
NUVEEN SELECT TAX FREE INCM 131,472 -13,958 $2,009
     NXP131,472-13,958$2,009
VANECK VECTORS ETF TR (HYD) 30,283 +5,855 $1,931
     HYD30,283+5,855$1,931
VANGUARD INTL EQUITY INDEX F (VEU) 37,244 -3,340 $1,899
     VEU37,244-3,340$1,899
SCHWAB STRATEGIC TR 35,493 +13,638 $1,796
     SCHO35,493+13,638$1,796
ISHARES TR (IEI) 14,021 -356 $1,763
     IEI14,021-356$1,763
NUVEEN INTER DURATION MN TMF 130,918 +28,500 $1,758
     NID130,918+28,500$1,758

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 06/30/2019: $395,675
At 03/31/2019: $382,277

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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