Howe and Rusling

Latest statistics and disclosures from Howe & Rusling's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Howe & Rusling

Howe & Rusling holds 448 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 4.1 $60M -3% 181k 329.91
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $59M -4% 181k 328.17
 View chart
JPMorgan Chase & Co. (JPM) 4.0 $58M 183k 315.43
 View chart
Ishares Tr Core S&p500 Etf (IVV) 3.6 $53M +3% 79k 669.30
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $52M 314k 164.54
 View chart
Microsoft Corporation (MSFT) 2.9 $42M 82k 517.95
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $42M +10% 501k 84.11
 View chart
Apple Call Call Option (Principal) (AAPL) 2.7 $40M 157k 254.63
 View chart
Ishares Tr Intrm Gov Cr Etf (GVI) 2.7 $39M +6% 360k 107.44
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 2.3 $34M +10% 342k 99.95
 View chart
NVIDIA Corporation (NVDA) 2.3 $33M 177k 186.58
 View chart
Amazon (AMZN) 2.1 $31M 143k 219.57
 View chart
Meta Platforms Cl A (META) 2.0 $30M 41k 734.44
 View chart
Exxon Mobil Corporation (XOM) 1.8 $26M 230k 112.75
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $25M +12% 312k 79.93
 View chart
Abbvie (ABBV) 1.4 $21M +3% 90k 231.55
 View chart
Philip Morris International (PM) 1.3 $20M 121k 162.20
 View chart
Honeywell International (HON) 1.3 $20M 93k 210.51
 View chart
Nextera Energy (NEE) 1.3 $19M 257k 75.49
 View chart
TJX Companies (TJX) 1.3 $19M 133k 144.55
 View chart
Intercontinental Exchange (ICE) 1.3 $19M 110k 168.50
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.2 $18M 72k 243.55
 View chart
Goldman Sachs (GS) 1.2 $17M 21k 796.35
 View chart
Intuit (INTU) 1.1 $16M +14% 24k 683.00
 View chart
Morgan Stanley Com New (MS) 1.1 $16M 97k 158.97
 View chart
Pepsi (PEP) 1.0 $14M +10% 99k 140.45
 View chart
Coca-Cola Company (KO) 0.9 $13M -2% 197k 66.33
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $13M +6% 93k 140.95
 View chart
Mondelez Intl Cl A (MDLZ) 0.9 $13M +2% 204k 62.47
 View chart
McDonald's Corporation (MCD) 0.9 $13M +9% 41k 303.90
 View chart
Bank of America Corporation (BAC) 0.8 $12M -3% 239k 51.59
 View chart
Union Pacific Corporation (UNP) 0.8 $12M 51k 236.38
 View chart
Stryker Corporation (SYK) 0.8 $12M 31k 369.73
 View chart
Casey's General Stores (CASY) 0.8 $11M 20k 565.38
 View chart
DTE Energy Company (DTE) 0.8 $11M 80k 141.44
 View chart
Mastercard Incorporated Cl A (MA) 0.8 $11M 19k 568.82
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $11M +23% 182k 60.04
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.7 $11M +89% 43k 246.62
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $11M 88k 118.83
 View chart
Visa Com Cl A (V) 0.7 $10M -2% 31k 341.41
 View chart
General Dynamics Corporation (GD) 0.7 $10M 31k 341.00
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $10M -2% 191k 54.18
 View chart
Range Resources (RRC) 0.7 $10M 270k 37.64
 View chart
Regal-beloit Corporation (RRX) 0.7 $10M +54% 70k 143.44
 View chart
Caterpillar (CAT) 0.7 $10M 21k 477.18
 View chart
Anthem (ELV) 0.7 $10M +148% 31k 323.15
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.7 $9.7M 20k 490.38
 View chart
Crown Holdings (CCK) 0.7 $9.6M 100k 96.59
 View chart
Cme (CME) 0.6 $9.3M 35k 270.21
 View chart
Amphenol Corp Cl A (APH) 0.6 $9.1M -38% 73k 123.75
 View chart
Astrazeneca Sponsored Adr (AZN) 0.6 $9.0M 118k 76.73
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $8.9M +2% 30k 293.74
 View chart
Ishares Tr Broad Usd High (USHY) 0.6 $8.8M +9% 234k 37.78
 View chart
CMS Energy Corporation (CMS) 0.6 $8.3M 114k 73.26
 View chart
Costco Wholesale Corporation (COST) 0.6 $8.2M -7% 8.9k 925.66
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.5 $7.9M +11% 57k 137.74
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.5 $7.7M 7.9k 968.10
 View chart
Chevron Corporation (CVX) 0.5 $7.4M 48k 155.29
 View chart
Zscaler Incorporated (ZS) 0.5 $7.0M 23k 299.65
 View chart
Danaher Corporation (DHR) 0.5 $6.9M +2% 35k 198.26
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $6.8M -4% 10k 666.17
 View chart
Edwards Lifesciences (EW) 0.5 $6.7M 86k 77.77
 View chart
Norfolk Southern (NSC) 0.4 $6.5M 22k 300.41
 View chart
Booking Holdings (BKNG) 0.4 $6.5M 1.2k 5400.75
 View chart
Kla Corp Com New (KLAC) 0.4 $6.3M 5.9k 1078.60
 View chart
Medtronic SHS (MDT) 0.4 $6.2M +6% 65k 95.25
 View chart
Qualcomm (QCOM) 0.4 $6.1M 37k 166.38
 View chart
IDEXX Laboratories (IDXX) 0.4 $6.0M +16% 9.5k 638.90
 View chart
L3harris Technologies (LHX) 0.4 $5.8M 19k 305.41
 View chart
Pinterest Cl A (PINS) 0.4 $5.8M 182k 32.17
 View chart
Cadence Design Systems (CDNS) 0.4 $5.8M 16k 351.25
 View chart
Air Products & Chemicals (APD) 0.4 $5.7M NEW 21k 272.74
 View chart
Fiserv (FI) 0.4 $5.6M 43k 128.93
 View chart
Celsius Hldgs Com New (CELH) 0.4 $5.5M -11% 96k 57.49
 View chart
Amdocs SHS (DOX) 0.4 $5.3M -2% 65k 82.05
 View chart
Walt Disney Company (DIS) 0.4 $5.2M +2% 45k 114.50
 View chart
Becton, Dickinson and (BDX) 0.3 $5.0M 27k 187.19
 View chart
Lamar Advertising Cl A (LAMR) 0.3 $4.9M +38% 40k 122.42
 View chart
Lowe's Companies (LOW) 0.3 $4.9M -24% 19k 251.33
 View chart
EOG Resources (EOG) 0.3 $4.5M 40k 112.13
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.3 $4.3M +5% 49k 87.31
 View chart
Select Sector Spdr Tr Technology (XLK) 0.3 $4.1M +128% 15k 281.86
 View chart
Johnson & Johnson (JNJ) 0.3 $4.0M +10% 22k 185.42
 View chart
Raytheon Technologies Corp (RTX) 0.3 $3.9M -2% 23k 167.33
 View chart
Select Sector Spdr Tr Financial (XLF) 0.3 $3.7M +168% 68k 53.87
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.7M 9.4k 391.64
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.3 $3.7M 54k 68.08
 View chart
Applied Materials (AMAT) 0.2 $3.6M +2% 18k 204.74
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.5M +10% 49k 71.37
 View chart
Micron Technology (MU) 0.2 $3.3M -5% 20k 167.32
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $3.3M +38% 74k 44.19
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $3.0M 36k 84.68
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.2 $2.8M 8.4k 332.84
 View chart
Allied Motion Technologies (ALNT) 0.2 $2.6M -28% 58k 44.75
 View chart
Corteva (CTVA) 0.2 $2.5M 37k 67.63
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.3M -4% 88k 25.71
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.3M 3.00 754200.00
 View chart
Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.1 $2.1M -4% 47k 45.86
 View chart
Bellring Brands Common Stock (BRBR) 0.1 $2.0M NEW 55k 36.35
 View chart
Select Sector Spdr Tr Indl (XLI) 0.1 $2.0M +344% 13k 154.23
 View chart
Oracle Corporation (ORCL) 0.1 $1.9M +10% 6.9k 281.25
 View chart
UnitedHealth (UNH) 0.1 $1.8M -79% 5.2k 345.32
 View chart
Constellation Brands Call Call Option (Principal) (STZ) 0.1 $1.8M -5% 13k 134.67
 View chart
Shell Spon Ads (SHEL) 0.1 $1.7M 24k 71.53
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.6M +7% 9.4k 174.59
 View chart
Merck & Co (MRK) 0.1 $1.6M 19k 83.93
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.6M -30% 28k 58.85
 View chart
Paychex (PAYX) 0.1 $1.6M +16% 13k 126.76
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.6M 6.5k 243.11
 View chart
AmerisourceBergen (COR) 0.1 $1.6M -21% 5.0k 312.53
 View chart
Amgen (AMGN) 0.1 $1.5M +6% 5.3k 282.21
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.4M -12% 12k 122.45
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $1.4M -5% 4.0k 352.75
 View chart
Home Depot (HD) 0.1 $1.4M +7% 3.5k 405.22
 View chart
Palo Alto Networks (PANW) 0.1 $1.4M 6.7k 203.63
 View chart
Cisco Systems (CSCO) 0.1 $1.3M 19k 68.42
 View chart
Procter & Gamble Company (PG) 0.1 $1.3M +31% 8.5k 153.65
 View chart
Ge Aerospace Com New (GE) 0.1 $1.3M +6% 4.3k 300.82
 View chart
Skyworks Solutions (SWKS) 0.1 $1.2M -39% 15k 76.98
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.2M +2% 2.4k 499.15
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.2M -10% 44k 26.34
 View chart
3M Company (MMM) 0.1 $1.2M +10% 7.5k 155.18
 View chart
McKesson Corporation (MCK) 0.1 $1.1M -4% 1.5k 772.54
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.1M 1.8k 596.03
 View chart
S&p Global (SPGI) 0.1 $1.1M 2.3k 486.70
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.1M -14% 21k 50.07
 View chart
Automatic Data Processing (ADP) 0.1 $1.0M -2% 3.6k 293.50
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.0M +7% 1.7k 612.50
 View chart
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $1.0M 21k 48.22
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $976k +2% 2.7k 355.47
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $940k -8% 14k 65.92
 View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $940k +12% 15k 62.26
 View chart
Dupont De Nemours (DD) 0.1 $919k 12k 77.90
 View chart
Motorola Solutions Com New (MSI) 0.1 $904k 2.0k 457.29
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $902k -13% 6.2k 145.65
 View chart
Wp Carey (WPC) 0.1 $899k 13k 67.57
 View chart
AFLAC Incorporated (AFL) 0.1 $892k 8.0k 111.70
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $888k -4% 4.8k 186.48
 View chart
Genuine Parts Company (GPC) 0.1 $864k -85% 6.2k 138.59
 View chart
International Business Machines (IBM) 0.1 $846k -6% 3.0k 282.15
 View chart
Abbott Laboratories (ABT) 0.1 $833k +8% 6.2k 133.95
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $798k -6% 29k 27.90
 View chart
Pfizer (PFE) 0.1 $779k +3% 31k 25.48
 View chart
Waste Management (WM) 0.1 $771k 3.5k 220.83
 View chart
Ross Stores (ROST) 0.1 $738k +8% 4.8k 152.39
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $737k -3% 27k 27.30
 View chart
M&T Bank Corporation (MTB) 0.1 $730k 3.7k 197.63
 View chart
Broadstone Net Lease (BNL) 0.0 $729k 41k 17.87
 View chart
Netflix (NFLX) 0.0 $718k 599.00 1198.78
 View chart
American Electric Power Company (AEP) 0.0 $717k +3% 6.4k 112.50
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $716k -21% 5.1k 139.17
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $702k -11% 27k 26.30
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $699k -12% 3.8k 182.42
 View chart
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $697k +3% 24k 29.62
 View chart
Verizon Communications (VZ) 0.0 $679k 15k 43.95
 View chart
Altria (MO) 0.0 $673k +14% 10k 66.06
 View chart
PPL Corporation (PPL) 0.0 $672k 18k 37.16
 View chart
Tesla Call Call Option (Principal) (TSLA) 0.0 $657k +10% 1.5k 444.72
 View chart
Northrop Grumman Corporation (NOC) 0.0 $655k +9% 1.1k 609.44
 View chart
Southern Company (SO) 0.0 $650k +8% 6.9k 94.77
 View chart
Eli Lilly & Co. (LLY) 0.0 $648k -5% 850.00 762.79
 View chart
Wells Fargo & Company (WFC) 0.0 $613k +6% 7.3k 83.82
 View chart
Public Service Enterprise (PEG) 0.0 $611k +82% 7.3k 83.46
 View chart
Transcat (TRNS) 0.0 $608k 8.3k 73.20
 View chart
Ge Vernova (GEV) 0.0 $605k +5% 984.00 614.91
 View chart
Brink's Company (BCO) 0.0 $599k 5.1k 116.86
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $588k 787.00 746.50
 View chart
Entergy Corporation (ETR) 0.0 $565k 6.1k 93.19
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $555k +28% 925.00 600.13
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $546k 1.2k 463.74
 View chart
Oneok (OKE) 0.0 $542k -39% 7.4k 72.97
 View chart
American Express Company (AXP) 0.0 $536k -17% 1.6k 332.16
 View chart
Packaging Corporation of America (PKG) 0.0 $529k 2.4k 217.93
 View chart
Wal-Mart Stores (WMT) 0.0 $525k 5.1k 103.06
 View chart
Us Bancorp Del Com New (USB) 0.0 $518k 11k 48.33
 View chart
Gilead Sciences (GILD) 0.0 $517k 4.7k 111.00
 View chart
Truist Financial Corp equities (TFC) 0.0 $514k NEW 11k 45.72
 View chart
Texas Instruments Incorporated (TXN) 0.0 $510k +10% 2.8k 183.76
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $508k 1.3k 402.57
 View chart
Emerson Electric (EMR) 0.0 $499k 3.8k 131.18
 View chart
Trane Technologies SHS (TT) 0.0 $497k -8% 1.2k 421.85
 View chart
ConocoPhillips (COP) 0.0 $493k +7% 5.2k 94.59
 View chart
Enterprise Products Partners (EPD) 0.0 $476k 15k 31.27
 View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $465k -7% 5.2k 89.77
 View chart
NBT Ban (NBTB) 0.0 $452k 11k 41.76
 View chart
Methode Electronics (MEI) 0.0 $452k 60k 7.55
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $451k +3% 4.5k 100.26
 View chart
Sherwin-Williams Company (SHW) 0.0 $441k +12% 1.3k 346.22
 View chart
Newmont Mining Corporation (NEM) 0.0 $437k -8% 5.2k 84.32
 View chart
Servicenow (NOW) 0.0 $426k 463.00 921.00
 View chart
Allstate Corporation (ALL) 0.0 $426k +45% 2.0k 214.65
 View chart
Select Sector Spdr Tr Communication (XLC) 0.0 $425k +174% 3.6k 118.38
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $421k 7.0k 59.92
 View chart
U.S. Physical Therapy (USPH) 0.0 $413k 4.9k 84.95
 View chart
Ishares Tr Core Msci Total (IXUS) 0.0 $411k +2% 5.0k 82.59
 View chart
W.W. Grainger (GWW) 0.0 $405k 425.00 952.96
 View chart
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $403k +24% 14k 28.75
 View chart
Dorman Products (DORM) 0.0 $396k -8% 2.5k 155.88
 View chart
Colgate-Palmolive Company (CL) 0.0 $392k +38% 4.9k 79.93
 View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $391k 5.4k 72.11
 View chart
Rbc Cad (RY) 0.0 $389k -4% 2.6k 147.32
 View chart
Boeing Company (BA) 0.0 $388k 1.8k 215.80
 View chart
Live Oak Bancshares (LOB) 0.0 $385k 11k 35.22
 View chart
Targa Res Corp (TRGP) 0.0 $385k 2.3k 167.54
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $381k +9% 677.00 562.50
 View chart
Ishares Tr Core Total Usd (IUSB) 0.0 $379k 8.1k 46.71
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $373k -6% 2.1k 176.81
 View chart
Advanced Energy Industries (AEIS) 0.0 $369k -11% 2.2k 170.14
 View chart
Eaton Corp SHS (ETN) 0.0 $368k 982.00 374.40
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $368k 1.5k 241.96
 View chart
Modine Manufacturing (MOD) 0.0 $367k 2.6k 142.16
 View chart
Louisiana-Pacific Corporation (LPX) 0.0 $366k 4.1k 88.84
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $364k 760.00 479.48
 View chart
Campbell Soup Company (CPB) 0.0 $363k 12k 31.58
 View chart
Zoetis Cl A (ZTS) 0.0 $360k +3% 2.5k 146.32
 View chart
Crane Holdings (CXT) 0.0 $359k NEW 5.4k 67.07
 View chart
Murphy Usa (MUSA) 0.0 $359k +32% 925.00 388.26
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $355k NEW 3.5k 100.70
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $355k 4.0k 89.37
 View chart
Darling International (DAR) 0.0 $355k -6% 12k 30.87
 View chart
Applovin Corp Com Cl A (APP) 0.0 $341k NEW 475.00 718.00
 View chart
Tko Group Holdings Cl A (TKO) 0.0 $340k +5% 1.7k 201.96
 View chart
Extreme Networks (EXTR) 0.0 $339k +21% 16k 20.65
 View chart
Boot Barn Hldgs (BOOT) 0.0 $338k -17% 2.0k 165.72
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $335k 3.0k 110.57
 View chart
Belden (BDC) 0.0 $335k -7% 2.8k 120.27
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $331k -11% 2.3k 142.41
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $327k -29% 697.00 468.48
 View chart
Armstrong World Industries (AWI) 0.0 $324k 1.7k 196.01
 View chart
American Tower Reit (AMT) 0.0 $321k 1.7k 192.32
 View chart
Enerpac Tool Group Corp Cl A Com (EPAC) 0.0 $317k +30% 7.7k 41.00
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $317k -21% 14k 23.28
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $311k -65% 4.0k 78.38
 View chart
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $305k -7% 4.4k 68.81
 View chart
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $303k 12k 25.29
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $303k -20% 9.7k 31.16
 View chart
Cardinal Health (CAH) 0.0 $298k 1.9k 156.98
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $297k -26% 4.6k 65.00
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.0 $297k +4% 1.4k 206.91
 View chart
Msa Safety Inc equity (MSA) 0.0 $284k +22% 1.7k 172.07
 View chart
Rockwell Automation (ROK) 0.0 $280k 801.00 349.53
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $277k +11% 2.8k 99.80
 View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.0 $277k 6.5k 42.46
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $277k 550.00 502.74
 View chart
Timken Company (TKR) 0.0 $275k 3.7k 75.18
 View chart
Marathon Petroleum Corp (MPC) 0.0 $274k NEW 1.4k 192.73
 View chart
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $272k 1.9k 140.08
 View chart
Xcel Energy (XEL) 0.0 $270k 3.3k 80.65
 View chart
Electronic Arts (EA) 0.0 $270k 1.3k 201.70
 View chart
AGCO Corporation (AGCO) 0.0 $267k -26% 2.5k 107.07
 View chart
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $266k 2.1k 125.93
 View chart
Moody's Corporation (MCO) 0.0 $264k -13% 555.00 476.15
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $262k 1.2k 215.79
 View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.0 $262k +18% 8.9k 29.32
 View chart
Stepan Company (SCL) 0.0 $260k +10% 5.4k 47.70
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $257k +25% 6.1k 42.13
 View chart
Target Corporation (TGT) 0.0 $257k -3% 2.9k 89.69
 View chart
salesforce (CRM) 0.0 $257k +10% 1.1k 236.91
 View chart
Bristol Myers Squibb (BMY) 0.0 $252k -2% 5.6k 45.10
 View chart
Corning Incorporated (GLW) 0.0 $248k -29% 3.0k 82.03
 View chart
Wec Energy Group (WEC) 0.0 $248k -3% 2.2k 114.59
 View chart
Eagle Financial Services (EFSI) 0.0 $246k NEW 6.5k 37.83
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $241k -25% 739.00 326.54
 View chart
Analog Devices (ADI) 0.0 $241k 981.00 245.58
 View chart
Lam Research Corp Com New (LRCX) 0.0 $241k NEW 1.8k 133.93
 View chart
Solventum Corp Com Shs (SOLV) 0.0 $240k 3.3k 72.99
 View chart
Marvell Technology (MRVL) 0.0 $240k +3% 2.9k 84.08
 View chart
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $239k -30% 2.4k 98.60
 View chart
Ishares Msci Jpn Etf New (EWJ) 0.0 $235k +6% 2.9k 80.21
 View chart
Ishares Gold Tr Shares Represent (IAUM) 0.0 $234k 6.1k 38.50
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $233k +4% 7.4k 31.42
 View chart
Ishares Tr Us Trsprtion (IYT) 0.0 $233k 3.2k 71.71
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $231k -11% 751.00 307.72
 View chart
Dow (DOW) 0.0 $229k 10k 22.93
 View chart
Ingevity (NGVT) 0.0 $227k -16% 4.1k 55.19
 View chart
Galaxy Digital Cl A (GLXY) 0.0 $226k NEW 6.7k 33.81
 View chart
Uscf Etf Tr Midstream Energy (UMI) 0.0 $221k -6% 4.3k 51.35
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $219k -18% 2.8k 78.91
 View chart
At&t (T) 0.0 $219k 7.7k 28.24
 View chart
CVS Caremark Corporation (CVS) 0.0 $217k -5% 2.9k 75.39
 View chart
Linde SHS (LIN) 0.0 $215k NEW 452.00 475.50
 View chart
Fidelity National Information Services (FIS) 0.0 $215k -13% 3.3k 65.94
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $215k -35% 5.0k 42.96
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $213k -34% 8.5k 25.13
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $211k -12% 830.00 254.33
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $211k +7% 2.4k 89.63
 View chart
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $209k 8.2k 25.61
 View chart
Fidelity Ethereum SHS (FETH) 0.0 $208k NEW 5.0k 41.55
 View chart
SYSCO Corporation (SYY) 0.0 $208k NEW 2.5k 82.34
 View chart
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $203k +11% 3.0k 66.65
 View chart
Charles Schwab Corporation (SCHW) 0.0 $203k -20% 2.1k 95.47
 View chart
Etf Ser Solutions Us Vegan Climate (VEGN) 0.0 $202k 3.4k 59.46
 View chart
Spdr Series Trust Spdr Msci Usa Ge (SHE) 0.0 $199k 1.6k 127.46
 View chart
Global X Fds Artificial Etf (AIQ) 0.0 $197k +23% 4.0k 49.39
 View chart
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $187k 12k 15.48
 View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $176k 2.7k 65.21
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $170k 5.1k 33.37
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $164k 3.7k 44.69
 View chart
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $153k +10% 1.8k 85.36
 View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $144k 1.7k 83.05
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $143k 390.00 365.48
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $141k -13% 1.9k 76.40
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $141k 1.6k 87.03
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $139k +2% 1.4k 96.49
 View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $135k 2.7k 50.95
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $134k 690.00 194.50
 View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $133k 1.3k 99.03
 View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $130k 1.2k 104.54
 View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $117k 4.1k 28.88
 View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $116k -31% 1.3k 91.75
 View chart
First Tr Exchange Traded Consumr Staple (FXG) 0.0 $116k -3% 1.8k 62.67
 View chart
Ishares Tr Esg Optimized (SUSA) 0.0 $115k 850.00 135.65
 View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $115k 1.1k 100.77
 View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $109k -72% 4.7k 23.08
 View chart
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $109k +100% 2.4k 44.51
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $101k 3.5k 29.11
 View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $100k 2.6k 38.86
 View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $98k +18% 334.00 294.37
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $98k -64% 259.00 379.19
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $97k +10% 991.00 97.82
 View chart
Tmc The Metals Company (TMC) 0.0 $95k +31% 15k 6.37
 View chart
Global X Fds Russell 2000 (RYLD) 0.0 $94k -36% 6.2k 15.05
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $90k 982.00 91.42
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $90k -51% 1.6k 55.33
 View chart
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $87k NEW 3.0k 28.90
 View chart
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $85k 1.1k 80.63
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $84k -13% 939.00 89.30
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $83k 1.4k 60.08
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $76k 684.00 111.18
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $75k -33% 787.00 95.22
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $74k -9% 1.9k 38.57
 View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $73k -33% 603.00 121.76
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $73k -48% 357.00 203.59
 View chart
Vaneck Etf Trust Low Carbn Energy (SMOG) 0.0 $72k 563.00 127.06
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $71k +250% 958.00 74.37
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $70k 750.00 93.37
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $68k -68% 1.5k 46.96
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $68k 493.00 137.80
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $64k 1.1k 58.21
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $63k 932.00 67.85
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.0 $61k +55% 2.1k 29.22
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $61k 426.00 142.55
 View chart
Vanguard World Mega Cap Index (MGC) 0.0 $60k NEW 246.00 244.28
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $60k -33% 2.2k 26.95
 View chart
Vanguard World Utilities Etf (VPU) 0.0 $59k -68% 310.00 189.41
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $56k +87% 677.00 82.96
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $55k 288.00 189.53
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $53k 659.00 79.61
 View chart
Spdr Series Trust Portfli High Yld (SPHY) 0.0 $52k -37% 2.2k 23.94
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $50k -14% 1.1k 45.51
 View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.0 $48k 1.1k 44.00
 View chart
Vanguard World Consum Dis Etf (VCR) 0.0 $47k -52% 119.00 396.15
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $45k 611.00 73.32
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $40k 125.00 320.04
 View chart
Spdr Series Trust S&p Biotech (XBI) 0.0 $39k 386.00 100.20
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $39k +37% 1.2k 31.91
 View chart
Global X Fds Us Pfd Etf (PFFD) 0.0 $38k -53% 2.0k 19.43
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $38k -16% 490.00 78.09
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $38k 300.00 125.95
 View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $38k -32% 314.00 119.48
 View chart
Etf Ser Solutions Defiance Connect (SIXG) 0.0 $37k 600.00 61.68
 View chart
Ishares Tr Select Us Reit (ICF) 0.0 $37k 594.00 61.62
 View chart
Ishares Tr Environmntl Infr (EFRA) 0.0 $36k NEW 1.0k 34.34
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $35k 443.00 79.81
 View chart
Spdr Series Trust Bloomberg Emergi (EBND) 0.0 $35k 1.6k 21.36
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $34k 77.00 436.47
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $33k -32% 348.00 95.14
 View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $33k +72% 725.00 45.42
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $33k +13% 419.00 77.65
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $32k +425% 126.00 255.91
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $32k NEW 558.00 56.86
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $31k +484% 257.00 120.85
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $30k -9% 959.00 31.62
 View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $30k 631.00 47.65
 View chart
Ishares Tr Future Ai & Tech (ARTY) 0.0 $29k +525% 625.00 45.78
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $27k +2% 632.00 43.43
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $27k +184% 284.00 95.15
 View chart
Schwab Strategic Tr Mortgage Backed (SMBS) 0.0 $26k NEW 1.0k 25.71
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $26k 538.00 47.63
 View chart
Vanguard World Comm Srvc Etf (VOX) 0.0 $26k 136.00 187.74
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $25k 791.00 31.63
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $24k 80.00 303.35
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $24k 353.00 68.46
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $23k NEW 785.00 29.64
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $23k -25% 319.00 70.94
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $22k 598.00 36.35
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $21k +3% 164.00 129.49
 View chart
Global X Fds Cybrscurty Etf (BUG) 0.0 $21k 600.00 35.19
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $21k 654.00 31.53
 View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $21k -13% 456.00 45.21
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $21k 315.00 65.10
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $20k -86% 173.00 113.88
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $19k -72% 887.00 21.56
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $19k +33% 133.00 142.11
 View chart
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $19k 202.00 92.78
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $18k NEW 59.00 297.93
 View chart
Ishares Tr Global Tech Etf (IXN) 0.0 $17k 166.00 103.21
 View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $17k +691% 190.00 88.69
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $17k 562.00 29.73
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $15k 50.00 293.80
 View chart
Summit Hotel Pptys Note 1.500% 2/1 0.0 $15k NEW 15k 0.98
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $14k 313.00 46.12
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $14k -89% 160.00 87.21
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $14k 185.00 74.35
 View chart
Vanguard World Extended Dur (EDV) 0.0 $14k 200.00 68.45
 View chart
Vanguard World Energy Etf (VDE) 0.0 $13k NEW 104.00 126.28
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $13k NEW 238.00 54.09
 View chart
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $13k 493.00 25.60
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $13k -84% 104.00 120.50
 View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $12k 10.00 1234.30
 View chart
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $12k -58% 444.00 26.73
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $12k 54.00 213.74
 View chart
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $11k 338.00 32.13
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $11k 137.00 76.72
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $10k 40.00 259.60
 View chart
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $10k 106.00 96.69
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $9.6k 40.00 239.65
 View chart
Global X Fds Global X Uranium (URA) 0.0 $9.2k -34% 192.00 47.67
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $9.0k 100.00 89.57
 View chart
Invesco Exchange Traded Fd T Building & Const (PKB) 0.0 $8.6k 90.00 95.61
 View chart
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $8.1k 60.00 135.65
 View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.0 $7.8k 93.00 83.42
 View chart
Global X Fds Global X Silver (SIL) 0.0 $7.2k 100.00 71.63
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $6.9k -57% 145.00 47.74
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $6.4k 47.00 135.23
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $6.0k -95% 166.00 36.16
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $5.2k 141.00 36.55
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $4.9k +108% 211.00 23.17
 View chart
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $4.8k 105.00 45.99
 View chart
Ishares Msci Gbl Etf New (PICK) 0.0 $4.7k 106.00 44.50
 View chart
Spdr Series Trust S&p Oilgas Exp (XOP) 0.0 $4.6k 35.00 132.20
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $4.2k 65.00 65.26
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $3.7k 125.00 29.48
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $3.6k 112.00 31.86
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $3.5k -67% 25.00 141.12
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $3.0k 31.00 95.19
 View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $2.8k +16% 14.00 199.50
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $2.7k 60.00 44.58
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.7k 50.00 53.40
 View chart
Ishares Tr International Sl (ISCF) 0.0 $1.4k +6% 35.00 41.14
 View chart
Spdr Series Trust Nuveen Ice High (HYMB) 0.0 $1.2k 48.00 24.94
 View chart
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $1.1k 14.00 79.57
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $1.1k 9.00 119.56
 View chart
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $640.000000 8.00 80.00
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $476.000000 -86% 5.00 95.20
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.0 $157.000000 NEW 2.00 78.50
 View chart
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $49.000000 1.00 49.00
 View chart
Ishares Tr Core Msci Pac (IPAC) 0.0 $0 0 0.00
 View chart

Past Filings by Howe & Rusling

SEC 13F filings are viewable for Howe & Rusling going back to 2011

View all past filings