Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 726 | $27K | 0.00% | SOLD |
| 242 | GLW | CORNING INC | Technology | 326 | $27K | 0.00% | SOLD |
| 243 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 85 | $26K | 0.00% | SOLD |
| 244 | IPX | IPERIONX LTD | Basic Materials | 525 | $26K | 0.00% | SOLD |
| 245 | DGRO | ISHARES TR | — | 379 | $26K | 0.00% | SOLD |
| 246 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 845 | $25K | 0.00% | SOLD |
| 247 | DTD | WISDOMTREE TR | — | 300 | $25K | 0.00% | SOLD |
| 248 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 442 | $25K | 0.00% | SOLD |
| 249 | TEL | TE CONNECTIVITY PLC | Technology | 112 | $25K | 0.00% | SOLD |
| 250 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 623 | $24K | 0.00% | SOLD |
| 251 | UL | UNILEVER PLC | Consumer Defensive | 411 | $24K | 0.00% | SOLD |
| 252 | PSX | PHILLIPS 66 | Energy | 178 | $24K | 0.00% | SOLD |
| 253 | DFUV | DIMENSIONAL ETF TRUST | — | 540 | $24K | 0.00% | SOLD |
| 254 | SPYV | SPDR SERIES TRUST | — | 430 | $24K | 0.00% | SOLD |
| 255 | UBER | UBER TECHNOLOGIES INC | Technology | 242 | $24K | 0.00% | SOLD |
| 256 | FENI | FIDELITY COVINGTON TRUST | — | 671 | $24K | 0.00% | SOLD |
| 257 | SJM | SMUCKER J M CO | Consumer Defensive | 218 | $24K | 0.00% | SOLD |
| 258 | AOD | ABRDN TOTAL DYNAMIC DIVIDEND | Financial Services | 2,457 | $23K | 0.00% | SOLD |
| 259 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 309 | $23K | 0.00% | SOLD |
| 260 | RSPT | INVESCO EXCHANGE TRADED FD T | — | 519 | $23K | 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%