Howe and Rusling
Latest statistics and disclosures from Howe & Rusling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, GVI, VTI, VCIT, MSFT, and represent 15.98% of Howe & Rusling's stock portfolio.
- Added to shares of these 10 stocks: GS (+$8.3M), RRC (+$7.7M), Ishares Bitcoin Tr (+$5.6M), DIS (+$5.4M), GBTC (+$5.2M), ALNT (+$5.1M), BDX, MNST, IUSV, GVI.
- Started 51 new stock positions in CHKP, SCZ, DIS, SPIP, MET, SPSM, DFUV, DFAC, CRM, DFSV.
- Reduced shares in these 10 stocks: VYM (-$7.0M), CVX (-$5.7M), SCHW (-$5.1M), PEP, BAC, SPY, JNJ, LOW, , COR.
- Sold out of its positions in PAVE, SNSR, FINX, LIT, LQD, IGV, IBB, IOO, IGF, HYG.
- Howe & Rusling was a net buyer of stock by $31M.
- Howe & Rusling has $1.0B in assets under management (AUM), dropping by 10.68%.
- Central Index Key (CIK): 0000769963
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Portfolio Holdings for Howe & Rusling
Howe & Rusling holds 384 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 3.6 | $38M | 190k | 200.30 |
|
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 3.6 | $37M | +7% | 357k | 103.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $34M | +6% | 129k | 259.90 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.8 | $30M | +8% | 367k | 80.51 |
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| Microsoft Corporation (MSFT) | 2.7 | $29M | +3% | 68k | 420.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $28M | +4% | 53k | 525.73 |
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| Exxon Mobil Corporation (XOM) | 2.6 | $27M | 231k | 116.24 |
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| Broadcom (AVGO) | 2.6 | $27M | 20k | 1325.46 |
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| Apple (AAPL) | 2.4 | $25M | 148k | 171.48 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 2.3 | $24M | +9% | 208k | 117.21 |
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| Amazon (AMZN) | 1.8 | $19M | +2% | 105k | 180.38 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.8 | $19M | +20% | 208k | 90.44 |
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| Constellation Brands Cl A (STZ) | 1.7 | $18M | 65k | 271.77 |
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| Caterpillar (CAT) | 1.6 | $17M | -8% | 46k | 366.46 |
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| Intercontinental Exchange (ICE) | 1.5 | $15M | 111k | 137.43 |
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| Meta Platforms Cl A (META) | 1.3 | $14M | 29k | 485.58 |
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| Pepsi (PEP) | 1.3 | $14M | -24% | 78k | 175.02 |
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| UnitedHealth (UNH) | 1.3 | $14M | +18% | 27k | 494.75 |
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| Philip Morris International (PM) | 1.2 | $13M | +3% | 140k | 91.62 |
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| Johnson & Johnson (JNJ) | 1.2 | $13M | -24% | 79k | 158.21 |
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| Honeywell International (HON) | 1.2 | $12M | +9% | 59k | 205.25 |
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| DTE Energy Company (DTE) | 1.2 | $12M | +8% | 108k | 112.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $12M | -3% | 78k | 152.26 |
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| Stryker Corporation (SYK) | 1.1 | $12M | +2% | 33k | 357.91 |
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| Micron Technology (MU) | 1.1 | $12M | +5% | 100k | 117.90 |
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| General Dynamics Corporation (GD) | 1.1 | $12M | 41k | 282.50 |
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| Union Pacific Corporation (UNP) | 1.1 | $11M | 46k | 245.95 |
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| Bank of America Corporation (BAC) | 1.1 | $11M | -27% | 293k | 37.92 |
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| Abbvie (ABBV) | 1.1 | $11M | +5% | 61k | 182.11 |
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| Astrazeneca Sponsored Adr (AZN) | 1.0 | $11M | +3% | 162k | 67.75 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $11M | +4% | 140k | 77.32 |
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| Amphenol Corp Cl A (APH) | 1.0 | $10M | 90k | 115.35 |
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| Coca-Cola Company (KO) | 1.0 | $10M | 163k | 61.18 |
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| Lowe's Companies (LOW) | 1.0 | $9.9M | -27% | 39k | 254.74 |
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| TJX Companies (TJX) | 0.9 | $9.3M | +8% | 92k | 101.43 |
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| EOG Resources (EOG) | 0.9 | $9.3M | 73k | 127.84 |
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| Morgan Stanley Com New (MS) | 0.8 | $8.7M | 93k | 94.16 |
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| Goldman Sachs (GS) | 0.8 | $8.5M | +3643% | 20k | 417.71 |
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| Amdocs SHS (DOX) | 0.8 | $8.4M | +11% | 93k | 90.38 |
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| Baxter International (BAX) | 0.8 | $8.1M | +9% | 189k | 42.75 |
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| Chevron Corporation (CVX) | 0.8 | $7.9M | -41% | 50k | 157.76 |
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| Us Bancorp Del Com New (USB) | 0.7 | $7.8M | +22% | 174k | 44.70 |
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| Crown Holdings (CCK) | 0.7 | $7.8M | 98k | 79.27 |
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| CMS Energy Corporation (CMS) | 0.7 | $7.8M | +39% | 129k | 60.35 |
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| Range Resources (RRC) | 0.7 | $7.7M | NEW | 224k | 34.43 |
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| Cme (CME) | 0.7 | $7.7M | +2% | 36k | 215.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $7.5M | -35% | 14k | 523.09 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $7.5M | 107k | 70.00 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $7.4M | +2% | 15k | 481.55 |
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| Visa Com Cl A (V) | 0.7 | $7.4M | 27k | 279.09 |
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| Genuine Parts Company (GPC) | 0.7 | $7.3M | +2% | 47k | 154.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $7.3M | -49% | 60k | 120.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $7.2M | +2% | 65k | 110.52 |
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| Ishares Tr Broad Usd High (USHY) | 0.7 | $7.1M | +9% | 195k | 36.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $6.9M | 164k | 41.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $6.8M | -19% | 27k | 249.86 |
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| Edwards Lifesciences (EW) | 0.6 | $6.7M | +41% | 70k | 95.56 |
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| Costco Wholesale Corporation (COST) | 0.6 | $6.4M | 8.8k | 732.64 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $6.4M | +4% | 18k | 346.67 |
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| Qualcomm (QCOM) | 0.6 | $6.3M | 37k | 169.33 |
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| Electronic Arts (EA) | 0.6 | $5.9M | 45k | 132.67 |
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| American Tower Reit (AMT) | 0.6 | $5.8M | +2% | 29k | 197.60 |
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| Ishares Bitcoin Tr SHS | 0.5 | $5.6M | NEW | 139k | 40.47 |
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| Intuit (INTU) | 0.5 | $5.5M | +5% | 8.5k | 650.03 |
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| Walt Disney Company (DIS) | 0.5 | $5.4M | NEW | 44k | 122.36 |
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| Becton, Dickinson and (BDX) | 0.5 | $5.2M | +2223% | 21k | 247.50 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.5 | $5.2M | NEW | 82k | 63.17 |
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| Norfolk Southern (NSC) | 0.5 | $5.1M | +10% | 20k | 254.87 |
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| Allied Motion Technologies (ALNT) | 0.5 | $5.1M | NEW | 143k | 35.68 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $5.1M | +8% | 88k | 58.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $5.0M | +5% | 16k | 320.59 |
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| AmerisourceBergen (COR) | 0.5 | $4.9M | -36% | 20k | 243.00 |
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| McKesson Corporation (MCK) | 0.5 | $4.8M | -18% | 9.0k | 536.86 |
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| Fiserv (FI) | 0.5 | $4.8M | 30k | 159.82 |
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| Monster Beverage Corp (MNST) | 0.5 | $4.7M | NEW | 80k | 59.28 |
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| Kla Corp Com New (KLAC) | 0.4 | $4.6M | 6.6k | 698.67 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $4.3M | +19% | 4.4k | 970.37 |
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| Pinterest Cl A (PINS) | 0.4 | $4.2M | +5% | 123k | 34.67 |
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| Booking Holdings (BKNG) | 0.4 | $4.0M | 1.1k | 3627.91 |
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| Nextera Energy (NEE) | 0.4 | $3.8M | -32% | 60k | 63.92 |
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| Applied Materials (AMAT) | 0.3 | $3.5M | 17k | 206.23 |
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| Marvell Technology (MRVL) | 0.3 | $3.4M | +7% | 48k | 70.88 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.4M | 8.1k | 418.01 |
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| Palo Alto Networks (PANW) | 0.3 | $3.4M | 12k | 284.13 |
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| Skyworks Solutions (SWKS) | 0.3 | $3.2M | 30k | 108.32 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $3.2M | -12% | 81k | 39.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.2M | -10% | 43k | 74.22 |
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| L3harris Technologies (LHX) | 0.3 | $3.1M | +4% | 15k | 213.10 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $3.1M | +29% | 26k | 119.51 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $2.8M | 40k | 68.80 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.7M | +6% | 46k | 58.65 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.6M | -8% | 26k | 97.53 |
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| Zscaler Incorporated (ZS) | 0.2 | $2.6M | +5% | 13k | 192.62 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.5M | -4% | 43k | 58.06 |
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| Merck & Co (MRK) | 0.2 | $2.5M | 19k | 131.95 |
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| Corteva (CTVA) | 0.2 | $2.5M | -6% | 43k | 57.67 |
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| Invesco Exchange Traded Fd T Food & Beverage (PBJ) | 0.2 | $2.4M | -2% | 50k | 48.72 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.1M | 4.3k | 504.60 |
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| BioMarin Pharmaceutical (BMRN) | 0.2 | $2.1M | 25k | 87.34 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.1M | 8.4k | 247.41 |
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| Paychex (PAYX) | 0.2 | $2.0M | -2% | 17k | 122.80 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.9M | -72% | 27k | 72.34 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.8M | 29k | 61.05 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.7M | +3% | 1.9k | 903.62 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.8k | 281.95 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.6M | 24k | 67.04 |
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| Broadstone Net Lease (BNL) | 0.2 | $1.6M | -19% | 103k | 15.67 |
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| Amgen (AMGN) | 0.1 | $1.4M | -4% | 4.9k | 284.32 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | 29k | 44.17 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | -2% | 2.3k | 556.40 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +34% | 22k | 50.60 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -3% | 2.5k | 454.87 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | -26% | 10k | 110.22 |
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| Home Depot (HD) | 0.1 | $1.1M | +3% | 2.8k | 383.54 |
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| Pfizer (PFE) | 0.1 | $1.1M | -25% | 39k | 27.75 |
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| S&p Global (SPGI) | 0.1 | $1.0M | +2% | 2.4k | 425.45 |
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| Oneok (OKE) | 0.1 | $999k | -3% | 13k | 80.17 |
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| Cisco Systems (CSCO) | 0.1 | $973k | 20k | 49.91 |
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| Procter & Gamble Company (PG) | 0.1 | $906k | +19% | 5.6k | 162.25 |
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| Dupont De Nemours (DD) | 0.1 | $888k | 12k | 76.67 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $881k | +11% | 19k | 47.44 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $780k | -11% | 15k | 51.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $779k | -14% | 4.8k | 162.85 |
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| Motorola Solutions Com New (MSI) | 0.1 | $743k | 2.1k | 354.98 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $713k | -3% | 1.8k | 397.76 |
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| Wp Carey (WPC) | 0.1 | $671k | 12k | 56.44 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $666k | 13k | 51.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $654k | +12% | 4.3k | 150.93 |
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| AFLAC Incorporated (AFL) | 0.1 | $652k | 7.6k | 85.86 |
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| 3M Company (MMM) | 0.1 | $638k | +17% | 6.0k | 106.07 |
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| International Business Machines (IBM) | 0.1 | $610k | -5% | 3.2k | 190.96 |
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| Verizon Communications (VZ) | 0.1 | $610k | -9% | 15k | 41.96 |
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| Oracle Corporation (ORCL) | 0.1 | $606k | 4.8k | 125.62 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $601k | +13% | 3.9k | 155.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $585k | +15% | 12k | 49.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $579k | -5% | 5.0k | 115.30 |
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| Bristol Myers Squibb (BMY) | 0.1 | $573k | -12% | 11k | 54.23 |
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| Dow (DOW) | 0.1 | $571k | 9.9k | 57.93 |
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| Abbott Laboratories (ABT) | 0.1 | $571k | +2% | 5.0k | 113.65 |
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| Target Corporation (TGT) | 0.1 | $570k | 3.2k | 177.21 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $558k | +76% | 3.8k | 147.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $554k | 1.2k | 480.58 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $541k | +49% | 8.0k | 67.39 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $534k | +5% | 12k | 45.59 |
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| Ross Stores (ROST) | 0.1 | $530k | +37% | 3.6k | 146.76 |
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| Campbell Soup Company (CPB) | 0.1 | $524k | +139% | 12k | 44.45 |
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| Dycom Industries (DY) | 0.0 | $520k | -15% | 3.6k | 143.53 |
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| ConocoPhillips (COP) | 0.0 | $507k | +15% | 4.0k | 127.28 |
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| PPL Corporation (PPL) | 0.0 | $499k | 18k | 27.53 |
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| Darling International (DAR) | 0.0 | $493k | +17% | 11k | 46.51 |
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| Eli Lilly & Co. (LLY) | 0.0 | $491k | 631.00 | 777.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $487k | +23% | 7.8k | 62.06 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $484k | 7.3k | 66.57 |
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| Waste Management (WM) | 0.0 | $482k | NEW | 2.3k | 213.19 |
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| Altria (MO) | 0.0 | $475k | -34% | 11k | 43.62 |
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| General Electric Com New (GE) | 0.0 | $470k | -24% | 2.7k | 175.53 |
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| Transcat (TRNS) | 0.0 | $468k | +19% | 4.2k | 111.43 |
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| Cracker Barrel Old Country Store (CBRL) | 0.0 | $467k | +124% | 6.4k | 72.73 |
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| American Electric Power Company (AEP) | 0.0 | $464k | 5.4k | 86.10 |
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| Enterprise Products Partners (EPD) | 0.0 | $454k | -3% | 16k | 29.18 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $452k | +531% | 5.6k | 80.63 |
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| Kaman Corporation (KAMN) | 0.0 | $437k | 9.5k | 45.87 |
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| W.W. Grainger (GWW) | 0.0 | $432k | 425.00 | 1017.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $430k | -2% | 4.4k | 97.95 |
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| M&T Bank Corporation (MTB) | 0.0 | $415k | NEW | 2.9k | 145.44 |
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| Netflix (NFLX) | 0.0 | $413k | -19% | 680.00 | 607.33 |
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| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $411k | -4% | 12k | 35.66 |
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| U.S. Physical Therapy (USPH) | 0.0 | $410k | 3.6k | 112.87 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $407k | +72% | 2.0k | 208.27 |
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| Emerson Electric (EMR) | 0.0 | $407k | +5% | 3.6k | 113.40 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $405k | +62% | 3.2k | 125.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $402k | 957.00 | 420.52 |
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| Boot Barn Hldgs (BOOT) | 0.0 | $402k | +15% | 4.2k | 95.15 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $401k | -84% | 9.3k | 43.35 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $398k | 832.00 | 478.81 |
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| Sherwin-Williams Company (SHW) | 0.0 | $397k | +8% | 1.1k | 347.33 |
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| NBT Ban (NBTB) | 0.0 | $397k | 11k | 36.68 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $396k | -9% | 411.00 | 962.49 |
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| Belden (BDC) | 0.0 | $391k | +3% | 4.2k | 92.61 |
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| American Express Company (AXP) | 0.0 | $380k | 1.7k | 227.69 |
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| Brink's Company (BCO) | 0.0 | $378k | +5% | 4.1k | 92.38 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $371k | 5.5k | 67.86 |
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| Cigna Corp (CI) | 0.0 | $369k | -11% | 1.0k | 363.19 |
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| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $368k | +21% | 4.3k | 86.13 |
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| Louisiana-Pacific Corporation (LPX) | 0.0 | $359k | 4.3k | 83.91 |
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| Gilead Sciences (GILD) | 0.0 | $359k | 4.9k | 73.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $353k | +15% | 7.0k | 50.17 |
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| Boston Beer Cl A (SAM) | 0.0 | $347k | +43% | 1.1k | 304.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $343k | -37% | 8.1k | 42.12 |
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| Timken Company (TKR) | 0.0 | $342k | 3.9k | 87.43 |
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| Allstate Corporation (ALL) | 0.0 | $342k | -3% | 2.0k | 173.01 |
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| Wec Energy Group (WEC) | 0.0 | $337k | +2% | 4.1k | 82.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $336k | -5% | 1.6k | 205.72 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $335k | 2.1k | 158.81 |
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| Live Oak Bancshares (LOB) | 0.0 | $326k | 7.9k | 41.51 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $323k | 618.00 | 522.88 |
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| Entergy Corporation (ETR) | 0.0 | $321k | 3.0k | 105.68 |
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| Dorman Products (DORM) | 0.0 | $319k | NEW | 3.3k | 96.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $318k | +15% | 1.4k | 228.67 |
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| AGCO Corporation (AGCO) | 0.0 | $317k | 2.6k | 123.02 |
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| Colgate-Palmolive Company (CL) | 0.0 | $317k | 3.5k | 90.05 |
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| Servicenow (NOW) | 0.0 | $312k | NEW | 409.00 | 762.40 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $312k | -2% | 4.9k | 64.01 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $310k | 3.0k | 102.75 |
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| Wells Fargo & Company (WFC) | 0.0 | $309k | -15% | 5.3k | 57.96 |
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| Ball Corporation (BALL) | 0.0 | $308k | -25% | 4.6k | 67.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $301k | -4% | 678.00 | 443.82 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $295k | 1.0k | 286.61 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $286k | -2% | 3.6k | 78.56 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $281k | +28% | 7.9k | 35.61 |
|
| Moody's Corporation (MCO) | 0.0 | $279k | +14% | 709.00 | 393.03 |
|
| Trane Technologies SHS (TT) | 0.0 | $279k | 928.00 | 300.20 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $277k | NEW | 1.6k | 169.21 |
|
| Ingevity (NGVT) | 0.0 | $276k | NEW | 5.8k | 47.70 |
|
| Rbc Cad (RY) | 0.0 | $267k | NEW | 2.6k | 100.88 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $266k | +2% | 508.00 | 524.34 |
|
| Armstrong World Industries (AWI) | 0.0 | $266k | -27% | 2.1k | 124.22 |
|
| Polaris Industries (PII) | 0.0 | $264k | NEW | 2.6k | 100.12 |
|
| Murphy Usa (MUSA) | 0.0 | $263k | -6% | 627.00 | 419.20 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $262k | +2% | 3.3k | 79.77 |
|
| Targa Res Corp (TRGP) | 0.0 | $257k | NEW | 2.3k | 111.99 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.0 | $250k | 11k | 22.77 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $247k | -20% | 3.2k | 76.67 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $245k | 6.5k | 37.59 |
|
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $241k | 12k | 20.05 |
|
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $241k | 2.1k | 113.37 |
|
|
| Global X Fds Solar Etf (RAYS) | 0.0 | $239k | +94% | 20k | 11.77 |
|
| Southern Company (SO) | 0.0 | $234k | NEW | 3.3k | 71.74 |
|
| Stepan Company (SCL) | 0.0 | $230k | NEW | 2.5k | 90.04 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $228k | +3% | 4.6k | 49.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $226k | -86% | 1.1k | 210.30 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $225k | -4% | 1.3k | 174.21 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $225k | +10% | 2.9k | 76.36 |
|
| Thor Industries (THO) | 0.0 | $224k | -5% | 1.9k | 117.34 |
|
| Etf Ser Solutions Us Vegan Climate (VEGN) | 0.0 | $223k | NEW | 4.8k | 46.87 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $223k | 2.1k | 105.86 |
|
|
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $223k | +295% | 3.2k | 70.40 |
|
| Rockwell Automation (ROK) | 0.0 | $221k | 757.00 | 291.33 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $218k | NEW | 867.00 | 251.68 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $217k | -10% | 6.1k | 35.84 |
|
| salesforce (CRM) | 0.0 | $216k | NEW | 716.00 | 301.18 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $213k | -43% | 7.4k | 28.92 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $210k | 2.1k | 100.83 |
|
|
| Humana (HUM) | 0.0 | $210k | -42% | 606.00 | 346.72 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $208k | NEW | 1.3k | 164.01 |
|
| MetLife (MET) | 0.0 | $204k | NEW | 2.8k | 74.11 |
|
| Malibu Boats Com Cl A (MBUU) | 0.0 | $202k | NEW | 4.7k | 43.28 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $192k | 2.0k | 94.66 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $180k | -28% | 522.00 | 344.20 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $178k | +2% | 13k | 13.98 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $176k | +6% | 3.1k | 57.03 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $176k | +4454% | 1.9k | 91.80 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $173k | 2.6k | 65.65 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $151k | -39% | 917.00 | 164.35 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $148k | +1214% | 1.6k | 92.89 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $140k | 6.1k | 23.05 |
|
|
| First Tr Exchange Traded Consumr Staple (FXG) | 0.0 | $136k | -20% | 2.0k | 68.49 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $133k | -80% | 394.00 | 337.05 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $132k | 586.00 | 225.15 |
|
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $122k | 3.4k | 36.01 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $119k | -6% | 396.00 | 300.21 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $114k | +59% | 4.5k | 25.25 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $109k | -19% | 833.00 | 131.29 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $109k | +142% | 3.2k | 33.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $109k | -22% | 1.3k | 86.48 |
|
| Global X Fds Russell 2000 (RYLD) | 0.0 | $109k | 6.4k | 16.91 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $98k | +14% | 4.9k | 20.16 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $93k | 850.00 | 109.17 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $87k | NEW | 1.5k | 58.54 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $87k | +10% | 2.2k | 39.03 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $85k | 1.1k | 75.98 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $82k | +77% | 703.00 | 116.86 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $82k | +9% | 1.6k | 52.16 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $80k | 724.00 | 110.55 |
|
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $80k | +11% | 2.2k | 35.46 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $79k | 250.00 | 317.73 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $77k | -26% | 771.00 | 99.43 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $76k | +17% | 1.5k | 51.28 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $75k | +3% | 1.6k | 45.61 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $75k | -14% | 322.00 | 233.00 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $74k | -26% | 866.00 | 85.09 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $73k | -9% | 777.00 | 94.46 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $72k | +16% | 1.6k | 44.49 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $70k | -78% | 1.2k | 58.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $70k | +32% | 366.00 | 191.95 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $70k | -5% | 651.00 | 107.48 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $68k | NEW | 2.1k | 31.95 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $67k | 1.0k | 64.15 |
|
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $60k | 2.6k | 23.46 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $60k | -2% | 525.00 | 114.14 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $60k | +186% | 264.00 | 225.92 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $59k | +216% | 1.2k | 51.60 |
|
| Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $55k | 563.00 | 98.32 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $51k | -65% | 2.0k | 25.51 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $51k | NEW | 1.2k | 41.95 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $49k | -10% | 171.00 | 288.04 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $49k | +900% | 520.00 | 94.53 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $48k | 1.5k | 32.23 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $44k | +402% | 1.1k | 39.28 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $44k | 310.00 | 142.58 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $44k | 1.3k | 32.93 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $42k | -16% | 1.5k | 27.76 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $41k | -54% | 549.00 | 75.38 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $41k | NEW | 169.00 | 239.76 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $40k | NEW | 931.00 | 43.04 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $30k | -59% | 148.00 | 204.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $29k | +3% | 168.00 | 169.44 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $28k | NEW | 840.00 | 32.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $27k | 255.00 | 107.60 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $27k | +47% | 631.00 | 42.26 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $23k | -14% | 317.00 | 72.33 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $22k | NEW | 353.00 | 62.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $22k | 257.00 | 84.09 |
|
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $22k | 201.00 | 107.15 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $21k | 548.00 | 38.74 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $20k | +48% | 530.00 | 38.47 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $20k | 628.00 | 31.62 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $19k | 80.00 | 238.32 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $19k | -29% | 238.00 | 79.86 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $19k | NEW | 211.00 | 89.66 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $18k | +75% | 102.00 | 179.12 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $18k | NEW | 598.00 | 30.22 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $18k | NEW | 716.00 | 25.06 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $18k | 136.00 | 131.22 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $17k | +6% | 540.00 | 32.23 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $17k | 300.00 | 57.70 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | -15% | 191.00 | 81.78 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $16k | NEW | 323.00 | 48.09 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $15k | +685% | 157.00 | 94.25 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $15k | +1298% | 713.00 | 20.30 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $14k | NEW | 558.00 | 24.72 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $13k | -55% | 116.00 | 115.81 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $12k | -54% | 166.00 | 74.81 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $12k | 100.00 | 123.18 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $12k | 10.00 | 1219.40 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $12k | NEW | 313.00 | 36.75 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $12k | +253% | 106.00 | 108.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $11k | +311% | 185.00 | 60.74 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $11k | 54.00 | 204.15 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $11k | -71% | 40.00 | 270.52 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $11k | -69% | 132.00 | 81.43 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $10k | -87% | 205.00 | 49.05 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $9.3k | NEW | 170.00 | 54.44 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $9.1k | -73% | 255.00 | 35.80 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $8.9k | NEW | 218.00 | 40.90 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $8.8k | NEW | 112.00 | 78.23 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $8.6k | NEW | 159.00 | 54.40 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $8.4k | -83% | 475.00 | 17.69 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $7.8k | -83% | 185.00 | 42.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) | 0.0 | $7.5k | 207.00 | 36.33 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $7.5k | +16% | 63.00 | 118.30 |
|
| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.0 | $6.7k | 90.00 | 74.87 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $6.7k | -43% | 162.00 | 41.08 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $5.4k | NEW | 195.00 | 27.94 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $5.4k | NEW | 95.00 | 56.40 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.1k | -74% | 55.00 | 92.44 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.0k | 74.00 | 67.57 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $4.4k | 106.00 | 41.71 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $4.4k | 105.00 | 41.85 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $4.4k | -31% | 47.00 | 92.55 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.0 | $4.1k | NEW | 86.00 | 47.10 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $4.0k | 141.00 | 28.04 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $3.9k | 124.00 | 31.79 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $3.9k | NEW | 61.00 | 63.34 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $3.7k | 44.00 | 83.75 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $3.6k | NEW | 132.00 | 27.20 |
|
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $3.4k | 100.00 | 34.35 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.1k | 28.00 | 110.79 |
|
|
| Proshares Tr Ultrapro Short S (SPXU) | 0.0 | $2.9k | NEW | 449.00 | 6.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $2.8k | -98% | 34.00 | 83.59 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.8k | -57% | 30.00 | 92.57 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $2.7k | NEW | 10.00 | 270.80 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $2.5k | NEW | 20.00 | 125.35 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $2.1k | -72% | 104.00 | 20.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $2.1k | 60.00 | 35.20 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.0k | -64% | 50.00 | 39.54 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $1.9k | 23.00 | 83.91 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.9k | NEW | 82.00 | 22.78 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $1.8k | NEW | 60.00 | 30.10 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $1.2k | 48.00 | 25.71 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $915.999700 | -68% | 7.00 | 130.86 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $913.000200 | 14.00 | 65.21 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $49.000000 | 1.00 | 49.00 |
|
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $26.000000 | NEW | 1.00 | 26.00 |
|
Past Filings by Howe & Rusling
SEC 13F filings are viewable for Howe & Rusling going back to 2011
- Howe & Rusling 2024 Q1 filed May 15, 2024
- Howe & Rusling 2023 Q4 filed Feb. 6, 2024
- Howe & Rusling 2023 Q3 filed Nov. 9, 2023
- Howe & Rusling 2023 Q2 filed Aug. 14, 2023
- Howe & Rusling 2023 Q1 filed May 15, 2023
- Howe & Rusling 2022 Q4 filed Feb. 15, 2023
- Howe & Rusling 2022 Q3 filed Nov. 14, 2022
- Howe & Rusling 2022 Q2 filed Aug. 15, 2022
- Howe & Rusling 2022 Q1 filed May 10, 2022
- Howe & Rusling 2021 Q4 filed Feb. 14, 2022
- Howe & Rusling 2021 Q3 filed Nov. 15, 2021
- Howe & Rusling 2021 Q2 filed Aug. 13, 2021
- Howe & Rusling 2021 Q1 filed May 13, 2021
- Howe & Rusling 2020 Q4 filed Feb. 8, 2021
- Howe & Rusling 2020 Q3 filed Nov. 6, 2020
- Howe & Rusling 2020 Q2 filed July 15, 2020