Howe and Rusling
Latest statistics and disclosures from Howe & Rusling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GVI, JNJ, AMZN, and represent 22.89% of Howe & Rusling's stock portfolio.
- Added to shares of these 10 stocks: GPC (+$6.1M), RTX (+$6.0M), ED (+$5.7M), MRK, PFE, ALL, AMZN, GD, PEP, BRK.B.
- Started 164 new stock positions in UEIC, DBVT, AIMC, RTRX, ANGO, IQLT, WNS, SIMO, AI, LAD.
- Reduced shares in these 10 stocks: PSA (-$5.0M), ORAN, MSFT, Raytheon Company, MO, AAPL, FB, BABA, UNH, AVGO.
- Sold out of its positions in ACCO, AMAG, ARKK, ACIW, AMD, AMG, AL, ALK, ALGN, AEP.
- Howe & Rusling was a net buyer of stock by $6.8M.
- Howe & Rusling has $542M in assets under management (AUM), growing by 16.76%.
Portfolio Holdings for Howe & Rusling
Companies in the Howe & Rusling portfolio as of the June 2020 quarterly 13F filing
Howe & Rusling has 794 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Howe & Rusling June 30, 2020 positions
- Download the Howe & Rusling June 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $34M | -5% | 92k | 364.80 | |
| Microsoft Corporation (MSFT) | 6.2 | $34M | -11% | 165k | 203.51 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 3.7 | $20M | -4% | 171k | 117.72 | |
| Johnson & Johnson (JNJ) | 3.6 | $20M | -2% | 140k | 140.63 | |
| Amazon (AMZN) | 3.2 | $17M | +16% | 6.2k | 2758.96 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $17M | 175k | 94.06 | ||
| Pfizer (PFE) | 2.6 | $14M | +44% | 427k | 32.70 | |
| Bristol Myers Squibb (BMY) | 2.5 | $14M | +12% | 231k | 58.80 | |
| Altria (MO) | 2.5 | $13M | -15% | 341k | 39.25 | |
| Merck & Co (MRK) | 2.3 | $13M | +58% | 163k | 77.33 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $11M | -5% | 290k | 38.98 | |
| Constellation Brands Cl A (STZ) | 2.0 | $11M | +6% | 61k | 174.95 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $10M | +2% | 233k | 44.72 | |
| Morgan Stanley Com New (MS) | 1.9 | $10M | +3% | 213k | 48.30 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $10M | +10% | 65k | 156.53 | |
| DTE Energy Company (DTE) | 1.9 | $10M | +4% | 95k | 107.50 | |
| Corteva (CTVA) | 1.7 | $9.1M | 341k | 26.79 | ||
| Pepsi (PEP) | 1.6 | $8.6M | +24% | 65k | 132.26 | |
| CVS Caremark Corporation (CVS) | 1.6 | $8.5M | +12% | 131k | 64.97 | |
| Vistra Energy (VST) | 1.6 | $8.5M | 454k | 18.62 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $8.2M | +2% | 5.8k | 1413.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $7.8M | +3% | 25k | 309.70 | |
| UnitedHealth (UNH) | 1.4 | $7.7M | -11% | 26k | 294.97 | |
| Chevron Corporation (CVX) | 1.4 | $7.7M | +9% | 86k | 89.22 | |
| Facebook Cl A (FB) | 1.4 | $7.6M | -20% | 33k | 227.06 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $7.2M | +3% | 44k | 163.91 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $6.6M | +15% | 69k | 95.14 | |
| Jbg Smith Properties (JBGS) | 1.2 | $6.5M | 220k | 29.57 | ||
| Allstate Corporation (ALL) | 1.2 | $6.4M | +61% | 66k | 97.00 | |
| Genuine Parts Company (GPC) | 1.1 | $6.1M | NEW | 71k | 86.96 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $6.0M | NEW | 98k | 61.62 | |
| Wells Fargo & Company (WFC) | 1.1 | $6.0M | 233k | 25.60 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.8M | +39% | 32k | 178.52 | |
| Consolidated Edison (ED) | 1.0 | $5.7M | NEW | 79k | 71.93 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.0 | $5.6M | 106k | 52.23 | ||
| Charles Schwab Corporation (SCHW) | 1.0 | $5.5M | +2% | 164k | 33.74 | |
| Verizon Communications (VZ) | 1.0 | $5.5M | +3% | 100k | 55.13 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $5.3M | -2% | 15k | 364.90 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $5.2M | +23% | 63k | 82.66 | |
| General Dynamics Corporation (GD) | 1.0 | $5.2M | +85% | 35k | 149.46 | |
| Bank of America Corporation (BAC) | 0.9 | $5.1M | +4% | 213k | 23.75 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $4.8M | 11k | 435.26 | ||
| Philip Morris International (PM) | 0.9 | $4.8M | +24% | 68k | 70.06 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $4.6M | 67k | 68.29 | ||
| Qualcomm (QCOM) | 0.8 | $4.4M | +4% | 48k | 91.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $3.7M | -3% | 78k | 47.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.7M | -12% | 12k | 308.38 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.7 | $3.6M | +25% | 100k | 36.13 | |
| EOG Resources (EOG) | 0.6 | $3.2M | 64k | 50.66 | ||
| Pinterest Cl A (PINS) | 0.6 | $3.1M | 138k | 22.17 | ||
| First Tr Exchange Traded Consumr Staple (FXG) | 0.5 | $2.8M | -8% | 60k | 46.04 | |
| Cigna Corp (CI) | 0.5 | $2.5M | 13k | 187.68 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $2.5M | 31k | 78.79 | ||
| Viacomcbs CL B (VIAC) | 0.4 | $2.4M | +17% | 102k | 23.32 | |
| Oneok (OKE) | 0.4 | $2.3M | 69k | 33.21 | ||
| 3M Company (MMM) | 0.4 | $2.3M | -4% | 15k | 155.97 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $2.1M | +61% | 29k | 71.89 | |
| Jerash Hldgs Us (JRSH) | 0.4 | $2.0M | 410k | 4.87 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.8M | +3% | 30k | 62.21 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $1.8M | +12% | 80k | 22.22 | |
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.3 | $1.7M | -20% | 120k | 14.43 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $1.6M | -9% | 47k | 32.92 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $1.5M | -16% | 10k | 142.46 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $1.4M | -2% | 54k | 25.13 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.4M | 34k | 39.62 | ||
| ConocoPhillips (COP) | 0.2 | $1.3M | +14% | 31k | 42.03 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | 22k | 57.16 | ||
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.2 | $1.1M | -9% | 27k | 40.83 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.1M | +4% | 13k | 81.15 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $914k | -32% | 19k | 47.61 | |
| Amgen (AMGN) | 0.2 | $904k | -7% | 3.8k | 235.79 | |
| S&p Global (SPGI) | 0.2 | $852k | -47% | 2.6k | 329.59 | |
| Paychex (PAYX) | 0.2 | $852k | -36% | 11k | 75.73 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $840k | 46k | 18.31 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $806k | -4% | 3.1k | 257.75 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $798k | -3% | 29k | 27.60 | |
| Ishares Tr Intl Qlty Factor (IQLT) | 0.1 | $787k | NEW | 27k | 29.41 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $783k | -23% | 2.4k | 324.36 | |
| Visa Com Cl A (V) | 0.1 | $769k | +11% | 4.0k | 193.07 | |
| Honeywell International (HON) | 0.1 | $755k | 5.2k | 144.66 | ||
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $642k | +4% | 12k | 55.66 | |
| J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) | 0.1 | $610k | -25% | 12k | 49.38 | |
| Edwards Lifesciences (EW) | 0.1 | $607k | +173% | 8.8k | 69.15 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $602k | +21% | 12k | 51.13 | |
| Abbott Laboratories (ABT) | 0.1 | $600k | -7% | 6.6k | 91.51 | |
| Home Depot (HD) | 0.1 | $586k | -17% | 2.3k | 250.43 | |
| M&T Bank Corporation (MTB) | 0.1 | $578k | 5.6k | 103.94 | ||
| International Business Machines (IBM) | 0.1 | $562k | 4.7k | 120.73 | ||
| Automatic Data Processing (ADP) | 0.1 | $552k | 3.7k | 148.79 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $496k | +5% | 9.7k | 51.17 | |
| Applied Materials (AMAT) | 0.1 | $493k | 8.2k | 60.44 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) | 0.1 | $489k | -7% | 3.6k | 135.64 | |
| Procter & Gamble Company (PG) | 0.1 | $488k | -45% | 4.1k | 119.46 | |
| Moody's Corporation (MCO) | 0.1 | $448k | -25% | 1.6k | 274.68 | |
| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.1 | $440k | -49% | 15k | 28.87 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $439k | 3.7k | 118.11 | ||
| General Electric Company (GE) | 0.1 | $427k | -3% | 63k | 6.84 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $417k | -46% | 11k | 37.81 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $402k | -15% | 3.4k | 117.30 | |
| Kaman Corporation (KAMN) | 0.1 | $396k | 9.5k | 41.56 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $395k | -10% | 4.0k | 99.55 | |
| Boeing Company (BA) | 0.1 | $376k | -13% | 2.1k | 183.24 | |
| Broadcom (AVGO) | 0.1 | $374k | -70% | 1.2k | 315.61 | |
| Baxter International (BAX) | 0.1 | $363k | -23% | 4.2k | 86.18 | |
| Gilead Sciences (GILD) | 0.1 | $348k | -11% | 4.5k | 76.92 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $345k | -5% | 1.8k | 192.09 | |
| Transcat (TRNS) | 0.1 | $338k | +27% | 13k | 25.89 | |
| At&t (T) | 0.1 | $338k | -12% | 11k | 30.27 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $334k | +4% | 6.3k | 52.68 | |
| McDonald's Corporation (MCD) | 0.1 | $334k | -39% | 1.8k | 184.33 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $329k | +10% | 6.1k | 54.13 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.1 | $314k | +10% | 6.3k | 49.85 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $309k | 3.6k | 86.51 | ||
| Intel Corporation (INTC) | 0.1 | $296k | -72% | 4.9k | 59.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $295k | -67% | 208.00 | 1418.27 | |
| Hill-Rom Holdings (HRC) | 0.1 | $278k | -9% | 2.5k | 109.97 | |
| Cisco Systems (CSCO) | 0.1 | $277k | -17% | 5.9k | 46.58 | |
| United States Antimony (UAMY) | 0.1 | $272k | 555k | 0.49 | ||
| Fidelity National Information Services (FIS) | 0.0 | $270k | -47% | 2.0k | 134.19 | |
| Darling International (DAR) | 0.0 | $252k | 10k | 24.65 | ||
| Brink's Company (BCO) | 0.0 | $252k | +49% | 5.5k | 45.57 | |
| Oracle Corporation (ORCL) | 0.0 | $247k | +15% | 4.5k | 55.24 | |
| Thor Industries (THO) | 0.0 | $239k | -42% | 2.2k | 106.55 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $237k | -18% | 2.2k | 107.48 | |
| Costco Wholesale Corporation (COST) | 0.0 | $237k | -35% | 781.00 | 303.46 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $230k | +8% | 4.7k | 48.43 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $229k | 4.7k | 48.41 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $228k | 2.3k | 97.31 | ||
| Dycom Industries (DY) | 0.0 | $227k | -21% | 5.6k | 40.89 | |
| PPG Industries (PPG) | 0.0 | $227k | -18% | 2.1k | 106.27 | |
| Intercontinental Exchange (ICE) | 0.0 | $222k | -50% | 2.4k | 91.55 | |
| NVIDIA Corporation (NVDA) | 0.0 | $215k | -38% | 566.00 | 379.86 | |
| Ross Stores (ROST) | 0.0 | $215k | 2.5k | 85.22 | ||
| Timken Company (TKR) | 0.0 | $214k | -4% | 4.7k | 45.59 | |
| Eversource Energy (ES) | 0.0 | $213k | -10% | 2.6k | 83.46 | |
| Trinity Industries (TRN) | 0.0 | $212k | 10.0k | 21.27 | ||
| Nextera Energy (NEE) | 0.0 | $210k | -3% | 876.00 | 239.73 | |
| Emerson Electric (EMR) | 0.0 | $199k | -66% | 3.2k | 61.99 | |
| Disney Walt Com Disney (DIS) | 0.0 | $197k | +25% | 1.8k | 111.74 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $195k | 941.00 | 207.23 | ||
| AGCO Corporation (AGCO) | 0.0 | $194k | -23% | 3.5k | 55.54 | |
| Extended Stay Amer Unit 99/99/9999b (STAY) | 0.0 | $193k | 17k | 11.19 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $193k | 1.4k | 142.96 | ||
| Becton, Dickinson and (BDX) | 0.0 | $192k | -71% | 802.00 | 239.40 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $189k | 2.9k | 64.84 | ||
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.0 | $184k | 3.4k | 54.45 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $181k | +14% | 1.5k | 120.51 | |
| Stanley Black & Decker (SWK) | 0.0 | $178k | -8% | 1.3k | 139.06 | |
| Abbvie (ABBV) | 0.0 | $175k | +31% | 1.8k | 98.04 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $173k | 4.7k | 36.84 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $169k | -9% | 1.9k | 91.06 | |
| Orange Sponsored Adr (ORAN) | 0.0 | $168k | -96% | 14k | 11.89 | |
| Polaris Industries (PII) | 0.0 | $164k | -5% | 1.8k | 92.29 | |
| Sherwin-Williams Company (SHW) | 0.0 | $162k | 280.00 | 578.57 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $161k | -33% | 1.1k | 145.97 | |
| Crane (CR) | 0.0 | $157k | +5% | 2.6k | 59.61 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $157k | -15% | 2.9k | 53.77 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $156k | 700.00 | 222.86 | ||
| Belden (BDC) | 0.0 | $155k | +18% | 4.8k | 32.47 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $153k | 245.00 | 624.49 | ||
| Corning Incorporated (GLW) | 0.0 | $152k | +20% | 5.9k | 25.93 | |
| Sanderson Farms (SAFM) | 0.0 | $150k | -10% | 1.3k | 116.01 | |
| Essential Utils (WTRG) | 0.0 | $150k | 3.6k | 42.25 | ||
| Clean Harbors (CLH) | 0.0 | $143k | 2.4k | 60.13 | ||
| Intuit (INTU) | 0.0 | $139k | -6% | 470.00 | 295.74 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $136k | 2.2k | 60.85 | ||
| W.W. Grainger (GWW) | 0.0 | $134k | 425.00 | 315.29 | ||
| Koppers Holdings (KOP) | 0.0 | $133k | 7.1k | 18.77 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $133k | -38% | 1.8k | 74.14 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $133k | 2.3k | 58.98 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $132k | -92% | 610.00 | 216.39 | |
| Netflix (NFLX) | 0.0 | $130k | -15% | 285.00 | 456.14 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $129k | +2% | 1.3k | 96.63 | |
| Stepan Company (SCL) | 0.0 | $127k | 1.3k | 96.73 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $127k | 1.2k | 108.55 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $127k | 1.1k | 118.14 | ||
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.0 | $124k | NEW | 2.1k | 59.19 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $123k | 7.0k | 17.58 | ||
| Wisdomtree Tr Intl Midcap Dv (DIM) | 0.0 | $123k | 2.3k | 53.55 | ||
| Murphy Usa (MUSA) | 0.0 | $121k | +4% | 1.1k | 112.35 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $118k | 550.00 | 214.55 | ||
| SEI Investments Company (SEIC) | 0.0 | $110k | 2.0k | 55.00 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $107k | 1.5k | 73.04 | ||
| Caterpillar (CAT) | 0.0 | $105k | +153% | 829.00 | 126.66 | |
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $103k | 3.9k | 26.18 | ||
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $99k | 7.8k | 12.74 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $98k | +62% | 270.00 | 362.96 | |
| Servicemaster Global (SERV) | 0.0 | $98k | +117% | 2.7k | 35.84 | |
| Wal-Mart Stores (WMT) | 0.0 | $93k | +179% | 780.00 | 119.23 | |
| Aegion (AEGN) | 0.0 | $92k | -5% | 5.8k | 15.93 | |
| Dominion Resources (D) | 0.0 | $92k | -53% | 1.1k | 80.84 | |
| Eli Lilly & Co. (LLY) | 0.0 | $92k | -87% | 560.00 | 164.29 | |
| Brown Forman Corp Cl A (BF.A) | 0.0 | $92k | 1.6k | 57.79 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $91k | +36% | 1.0k | 87.33 | |
| Aon Shs Cl A (AON) | 0.0 | $91k | NEW | 472.00 | 192.80 | |
| Extra Space Storage (EXR) | 0.0 | $88k | 950.00 | 92.63 | ||
| Kinder Morgan (KMI) | 0.0 | $86k | NEW | 5.7k | 15.18 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $85k | 2.7k | 31.80 | ||
| L3harris Technologies (LHX) | 0.0 | $85k | -59% | 501.00 | 169.66 | |
| Tootsie Roll Industries (TR) | 0.0 | $85k | -7% | 2.5k | 34.08 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $82k | 2.2k | 36.49 | ||
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $82k | NEW | 3.0k | 27.33 | |
| Trane Technologies SHS (TT) | 0.0 | $80k | -4% | 895.00 | 89.39 | |
| Coca-Cola Company (KO) | 0.0 | $76k | -20% | 1.7k | 44.71 | |
| Middlesex Water Company (MSEX) | 0.0 | $76k | 1.1k | 67.02 | ||
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $76k | +3% | 1.9k | 39.03 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $73k | +104% | 1.8k | 40.90 | |
| Enterprise Products Partners (EPD) | 0.0 | $73k | +16% | 4.0k | 18.25 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $73k | 2.0k | 36.50 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $73k | 700.00 | 104.29 | ||
| Discovery Com Ser A (DISCA) | 0.0 | $73k | 3.4k | 21.22 | ||
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $72k | NEW | 19k | 3.79 | |
| Air Products & Chemicals (APD) | 0.0 | $72k | 300.00 | 240.00 | ||
| IEC Electronics (IEC) | 0.0 | $72k | 7.5k | 9.60 | ||
| BlackRock (BLK) | 0.0 | $72k | -40% | 132.00 | 545.45 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $70k | +7% | 390.00 | 179.49 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $70k | 250.00 | 280.00 | ||
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $70k | +5% | 500.00 | 140.00 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $70k | 566.00 | 123.67 | ||
| Mastercard Incorporated Cl A (MA) | 0.0 | $70k | 237.00 | 295.36 | ||
| salesforce (CRM) | 0.0 | $69k | +37% | 370.00 | 186.49 | |
| Tegna (TGNA) | 0.0 | $69k | 6.2k | 11.13 | ||
| Crown Castle Intl (CCI) | 0.0 | $68k | +3% | 408.00 | 166.67 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $67k | 610.00 | 109.84 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $67k | +29% | 1.3k | 50.34 | |
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $67k | 2.1k | 31.40 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $66k | +53% | 490.00 | 134.69 | |
| Owl Rock Capital Corporation (ORCC) | 0.0 | $64k | +101% | 5.2k | 12.26 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $63k | 2.7k | 23.74 | ||
| Zimmer Holdings (ZBH) | 0.0 | $63k | 527.00 | 119.54 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $63k | 2.6k | 24.31 | ||
| Xcel Energy (XEL) | 0.0 | $62k | -6% | 995.00 | 62.31 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $62k | -17% | 372.00 | 166.67 | |
| Hanesbrands (HBI) | 0.0 | $61k | -44% | 5.4k | 11.20 | |
| Ecolab (ECL) | 0.0 | $60k | 300.00 | 200.00 | ||
| Tyler Technologies (TYL) | 0.0 | $59k | -67% | 170.00 | 347.06 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $58k | 965.00 | 60.10 | ||
| Codexis (CDXS) | 0.0 | $57k | 5.0k | 11.40 | ||
| United Parcel Service CL B (UPS) | 0.0 | $56k | 500.00 | 112.00 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $56k | -7% | 810.00 | 69.14 | |
| TCW Strategic Income Fund (TSI) | 0.0 | $55k | NEW | 10.0k | 5.50 | |
| Zoetis Cl A (ZTS) | 0.0 | $55k | -33% | 400.00 | 137.50 | |
| Iron Mountain (IRM) | 0.0 | $54k | -43% | 2.1k | 26.15 | |
| BP Sponsored Adr (BP) | 0.0 | $54k | -36% | 2.3k | 23.21 | |
| Wp Carey (WPC) | 0.0 | $53k | -21% | 780.00 | 67.95 | |
| Credit Suisse Group Sponsored Adr (CS) | 0.0 | $52k | 5.0k | 10.40 | ||
| PPL Corporation (PPL) | 0.0 | $52k | NEW | 2.0k | 26.00 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $52k | NEW | 922.00 | 56.40 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $50k | -22% | 314.00 | 159.24 | |
| Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) | 0.0 | $50k | 1.0k | 50.00 |
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Past Filings by Howe & Rusling
SEC 13F filings are viewable for Howe & Rusling going back to 2011
- Howe & Rusling 2020 Q1 filed May 14, 2020
- Howe & Rusling 2019 Q4 filed Feb. 5, 2020
- Howe & Rusling 2019 Q3 filed Oct. 31, 2019
- Howe & Rusling 2019 Q2 filed Aug. 12, 2019
- Howe & Rusling 2019 Q1 filed April 29, 2019
- Howe & Rusling 2018 Q4 filed Feb. 4, 2019
- Howe & Rusling 2018 Q3 filed Nov. 7, 2018
- Howe & Rusling 2018 Q2 filed July 31, 2018
- Howe & Rusling 2018 Q1 filed May 14, 2018
- Howe & Rusling 2017 Q4 filed Jan. 24, 2018
- Howe & Rusling 2017 Q3 filed Oct. 18, 2017
- Howe & Rusling 2017 Q2 filed July 13, 2017
- Howe & Rusling 2017 Q1 filed April 18, 2017
- Howe & Rusling 2016 Q4 filed Jan. 20, 2017
- Howe & Rusling 2016 Q3 filed Oct. 17, 2016
- Howe & Rusling 2016 Q2 filed Aug. 23, 2016