Howe and Rusling
Latest statistics and disclosures from Howe & Rusling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GVI, JNJ, JPM, and represent 16.28% of Howe & Rusling's stock portfolio.
- Added to shares of these 10 stocks: CME (+$10M), GVI (+$5.7M), USHY, VCIT, VCSH, GD, JNJ, GLD, EXPE, FB.
- Started 163 new stock positions in EWW, EWZ, HYMB, BITO, Brc Inc Com Cl A, GTLS, CRSR, BIV, SLVM, BLNK.
- Reduced shares in these 10 stocks: CMCSA (-$5.1M), LMT (-$5.1M), MET, NEM, DEM, PFE, V, MA, USB, MS.
- Sold out of its positions in ADT, AVK, AA, ALSN, AM, AIT, ARBK, ASAN, BKR, BLDP.
- Howe & Rusling was a net buyer of stock by $21M.
- Howe & Rusling has $866M in assets under management (AUM), dropping by 8.55%.
- Central Index Key (CIK): 0000769963
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Portfolio Holdings for Howe & Rusling
Companies in the Howe & Rusling portfolio as of the March 2022 quarterly 13F filing
Howe & Rusling has 1037 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Howe & Rusling March 31, 2022 positions
- Download the Howe & Rusling March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.9 | $34M | 110k | 308.31 | ||
| Apple (AAPL) | 3.6 | $31M | -5% | 177k | 174.61 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 3.1 | $27M | +27% | 244k | 108.53 | |
| Johnson & Johnson (JNJ) | 3.0 | $26M | +12% | 147k | 177.23 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $24M | 173k | 136.32 | ||
| Amazon (AMZN) | 2.5 | $22M | +4% | 6.7k | 3259.81 | |
| Bank of America Corporation (BAC) | 2.4 | $21M | -2% | 508k | 41.22 | |
| Exxon Mobil Corporation Call Option (XOM) | 2.3 | $20M | 234k | 85.00 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $20M | -2% | 86k | 227.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $18M | 40k | 453.68 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $17M | 6.0k | 2793.16 | ||
| Raytheon Technologies Corp (RTX) | 1.9 | $16M | +10% | 164k | 99.07 | |
| UnitedHealth (UNH) | 1.8 | $16M | +10% | 31k | 509.98 | |
| Pepsi (PEP) | 1.7 | $15M | -2% | 90k | 167.38 | |
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| Chevron Corporation (CVX) | 1.6 | $14M | 85k | 162.83 | ||
| Constellation Brands Cl A (STZ) | 1.6 | $14M | +2% | 60k | 230.32 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.5 | $13M | +38% | 156k | 86.04 | |
| Qualcomm (QCOM) | 1.5 | $13M | 87k | 152.82 | ||
| Philip Morris International (PM) | 1.4 | $13M | +2% | 133k | 93.94 | |
| Nextera Energy (NEE) | 1.4 | $12M | +19% | 141k | 84.71 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $12M | +4% | 63k | 183.48 | |
| Broadcom (AVGO) | 1.3 | $11M | 18k | 629.70 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $11M | -6% | 31k | 352.91 | |
| Caterpillar (CAT) | 1.2 | $11M | 49k | 222.82 | ||
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $10M | +10% | 136k | 75.87 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $10M | +44% | 131k | 78.09 | |
| Cme (CME) | 1.2 | $10M | NEW | 42k | 237.85 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.1 | $9.8M | +9% | 92k | 105.67 | |
| Us Bancorp Del Com New (USB) | 1.1 | $9.5M | -21% | 178k | 53.15 | |
| DTE Energy Company (DTE) | 1.1 | $9.4M | 71k | 132.20 | ||
| Meta Platforms Cl A (FB) | 1.1 | $9.3M | +36% | 42k | 222.37 | |
| Intercontinental Exchange (ICE) | 1.1 | $9.2M | +36% | 69k | 132.11 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $9.1M | -36% | 193k | 46.82 | |
| General Dynamics Corporation (GD) | 1.0 | $9.0M | +53% | 37k | 241.17 | |
| Genuine Parts Company (GPC) | 1.0 | $8.8M | 70k | 126.03 | ||
| Coca-Cola Company (KO) | 1.0 | $8.5M | 138k | 62.00 | ||
| Charles Schwab Corporation (SCHW) | 1.0 | $8.3M | -4% | 98k | 84.31 | |
| Verizon Communications (VZ) | 0.9 | $8.1M | +12% | 160k | 50.94 | |
| Ishares Tr Broad Usd High (USHY) | 0.9 | $8.1M | +94% | 208k | 38.86 | |
| Visa Com Cl A (V) | 0.9 | $7.9M | -28% | 36k | 221.77 | |
| CMS Energy Corporation (CMS) | 0.9 | $7.8M | 112k | 69.94 | ||
| Morgan Stanley Com New (MS) | 0.9 | $7.7M | -23% | 89k | 87.40 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $7.7M | +3% | 17k | 451.65 | |
| EOG Resources (EOG) | 0.9 | $7.7M | 64k | 119.23 | ||
| Mastercard Incorporated Cl A (MA) | 0.9 | $7.5M | -26% | 21k | 357.37 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $6.9M | +10% | 15k | 455.63 | |
| Stryker Corporation (SYK) | 0.8 | $6.7M | -15% | 25k | 267.36 | |
| Nasdaq Omx (NDAQ) | 0.7 | $6.5M | +3% | 36k | 178.19 | |
| Union Pacific Corporation (UNP) | 0.7 | $6.4M | 24k | 273.19 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $6.3M | -11% | 27k | 237.83 | |
| Newmont Mining Corporation (NEM) | 0.7 | $6.1M | -38% | 77k | 79.45 | |
| Tyson Foods Cl A (TSN) | 0.7 | $5.8M | -24% | 65k | 89.62 | |
| Altria (MO) | 0.7 | $5.7M | +2% | 110k | 52.25 | |
| Cigna Corp (CI) | 0.6 | $5.6M | 23k | 239.61 | ||
| Bristol Myers Squibb (BMY) | 0.6 | $5.6M | -26% | 77k | 73.02 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $5.5M | -2% | 51k | 107.88 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $5.4M | 48k | 112.25 | ||
| Medtronic SHS (MDT) | 0.6 | $5.4M | +24% | 49k | 110.95 | |
| Costco Wholesale Corporation (COST) | 0.6 | $5.4M | +10% | 9.3k | 575.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $4.8M | +5% | 103k | 46.13 | |
| Honeywell International (HON) | 0.5 | $4.7M | +2% | 24k | 194.58 | |
| Oneok (OKE) | 0.5 | $4.6M | 65k | 70.63 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $3.9M | +3% | 68k | 57.59 | |
| Norfolk Southern (NSC) | 0.4 | $3.9M | +23% | 14k | 285.22 | |
| Hasbro (HAS) | 0.4 | $3.7M | 45k | 81.92 | ||
| L3harris Technologies (LHX) | 0.4 | $3.6M | 15k | 248.47 | ||
| McKesson Corporation (MCK) | 0.4 | $3.6M | +42% | 12k | 306.16 | |
| Broadstone Net Lease (BNL) | 0.4 | $3.5M | -8% | 159k | 21.78 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.3M | +517% | 18k | 180.67 | |
| American Tower Reit (AMT) | 0.4 | $3.3M | +6% | 13k | 251.21 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $3.3M | +11% | 89k | 36.87 | |
| Seagen (SGEN) | 0.4 | $3.3M | +64% | 23k | 144.03 | |
| AmerisourceBergen (ABC) | 0.4 | $3.3M | +52% | 21k | 154.72 | |
| Transcat (TRNS) | 0.3 | $3.0M | +5% | 37k | 81.14 | |
| BioMarin Pharmaceutical (BMRN) | 0.3 | $2.7M | +35% | 36k | 77.10 | |
| Fidelity National Information Services (FIS) | 0.3 | $2.7M | +1143% | 27k | 100.40 | |
| Expedia Group Com New (EXPE) | 0.3 | $2.6M | +33102% | 13k | 195.69 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $2.6M | +16% | 54k | 48.04 | |
| Pfizer (PFE) | 0.3 | $2.6M | -54% | 50k | 51.78 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $2.5M | -8% | 38k | 67.61 | |
| Live Nation Entertainment (LYV) | 0.3 | $2.4M | +20% | 20k | 117.62 | |
| First Tr Exchange Traded Consumr Staple (FXG) | 0.3 | $2.3M | +3% | 37k | 63.71 | |
| Corteva (CTVA) | 0.3 | $2.3M | -10% | 41k | 57.47 | |
| Lauder Estee Cos Cl A (EL) | 0.3 | $2.2M | NEW | 8.3k | 272.28 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.2M | -12% | 32k | 69.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.2M | -32% | 8.3k | 261.00 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.1M | +21% | 39k | 53.41 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.0M | 9.6k | 208.53 | ||
| 3M Company (MMM) | 0.2 | $2.0M | 13k | 148.91 | ||
| Fiserv (FISV) | 0.2 | $1.8M | +3% | 18k | 101.39 | |
| Ecolab (ECL) | 0.2 | $1.8M | 10k | 176.52 | ||
| Global Payments (GPN) | 0.2 | $1.7M | +16628% | 13k | 136.86 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | +12% | 7.4k | 205.31 | |
| Paychex (PAYX) | 0.2 | $1.5M | -9% | 11k | 136.45 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.5M | +8% | 14k | 106.90 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $1.4M | -70% | 33k | 43.76 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $1.3M | NEW | 13k | 107.28 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.3M | -35% | 12k | 108.78 | |
| Ishares Tr Msci China Etf (MCHI) | 0.2 | $1.3M | NEW | 25k | 52.89 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.1M | 2.3k | 490.30 | ||
| Applied Materials (AMAT) | 0.1 | $1.1M | 8.4k | 131.78 | ||
| S&p Global (SPGI) | 0.1 | $1.0M | 2.5k | 410.10 | ||
| Edwards Lifesciences (EW) | 0.1 | $1.0M | -2% | 8.6k | 117.69 | |
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $989k | NEW | 16k | 61.44 | |
| Pathfinder Ban (PBHC) | 0.1 | $973k | NEW | 46k | 21.32 | |
| Allstate Corporation (ALL) | 0.1 | $927k | -41% | 6.7k | 138.48 | |
| Amgen (AMGN) | 0.1 | $897k | -3% | 3.7k | 241.84 | |
| M&T Bank Corporation (MTB) | 0.1 | $870k | -3% | 5.1k | 169.56 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $863k | -3% | 16k | 55.57 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $790k | 2.3k | 346.80 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $780k | +7% | 15k | 51.57 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $777k | +55% | 16k | 47.33 | |
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $746k | NEW | 20k | 37.83 | |
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $746k | +36% | 29k | 25.33 | |
| General Electric Com New (GE) | 0.1 | $735k | -55% | 8.0k | 91.55 | |
| Procter & Gamble Company (PG) | 0.1 | $719k | -3% | 4.7k | 152.88 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $701k | -87% | 1.6k | 441.44 | |
| Home Depot (HD) | 0.1 | $663k | +9% | 2.2k | 299.32 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $655k | +7% | 4.4k | 147.86 | |
| International Business Machines (IBM) | 0.1 | $649k | +4% | 5.0k | 130.06 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $647k | +608% | 1.6k | 415.28 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $639k | -2% | 2.4k | 262.53 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $611k | NEW | 14k | 44.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $598k | +5% | 215.00 | 2781.40 | |
| NVIDIA Corporation (NVDA) | 0.1 | $557k | -19% | 2.0k | 273.04 | |
| MetLife (MET) | 0.1 | $540k | -87% | 7.7k | 70.32 | |
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $511k | +4% | 10k | 49.61 | |
| Abbott Laboratories (ABT) | 0.1 | $494k | 4.2k | 118.38 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $486k | +18% | 4.5k | 107.12 | |
| Oracle Corporation (ORCL) | 0.1 | $468k | +23% | 5.7k | 82.79 | |
| Darling International (DAR) | 0.1 | $456k | -3% | 5.7k | 80.39 | |
| Ishares Msci Sth Afr Etf (EZA) | 0.1 | $446k | NEW | 8.0k | 55.49 | |
| Boeing Company (BA) | 0.1 | $444k | +14% | 2.3k | 191.38 | |
| McDonald's Corporation (MCD) | 0.1 | $441k | +3% | 1.8k | 247.06 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $440k | 1.6k | 277.60 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $435k | -3% | 4.0k | 108.48 | |
| Pinterest Cl A (PINS) | 0.1 | $434k | -65% | 18k | 24.59 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $420k | -5% | 2.6k | 162.10 | |
| Kaman Corporation (KAMN) | 0.0 | $414k | 9.5k | 43.45 | ||
| Intel Corporation (INTC) | 0.0 | $406k | -38% | 8.2k | 49.54 | |
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) | 0.0 | $406k | -18% | 2.4k | 169.45 | |
| Cisco Systems (CSCO) | 0.0 | $376k | +3% | 6.7k | 55.79 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $373k | -6% | 4.4k | 85.63 | |
| Sanderson Farms (SAFM) | 0.0 | $368k | +18% | 2.0k | 187.56 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $356k | +4% | 5.3k | 66.55 | |
| Brink's Company (BCO) | 0.0 | $352k | -4% | 5.2k | 67.94 | |
| Automatic Data Processing (ADP) | 0.0 | $349k | -2% | 1.5k | 227.81 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $348k | +2% | 2.2k | 161.26 | |
| Dycom Industries (DY) | 0.0 | $346k | -23% | 3.6k | 95.32 | |
| Baxter International (BAX) | 0.0 | $345k | 4.5k | 77.48 | ||
| Emerson Electric (EMR) | 0.0 | $336k | 3.4k | 97.96 | ||
| Univar (UNVR) | 0.0 | $333k | +13% | 10k | 32.11 | |
| Tesla Motors (TSLA) | 0.0 | $328k | -11% | 304.00 | 1078.95 | |
| Abbvie (ABBV) | 0.0 | $326k | -5% | 2.0k | 161.87 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $325k | +3% | 5.0k | 64.66 | |
| Timken Company (TKR) | 0.0 | $324k | +28% | 5.3k | 60.71 | |
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $324k | -10% | 6.7k | 48.58 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $321k | +61% | 6.0k | 53.82 | |
| Polaris Industries (PII) | 0.0 | $317k | +22% | 3.0k | 105.39 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $312k | 4.3k | 72.19 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $308k | -6% | 3.0k | 102.43 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $306k | 438.00 | 698.63 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $306k | +4% | 3.8k | 81.19 | |
| CVS Caremark Corporation (CVS) | 0.0 | $302k | -3% | 3.0k | 101.31 | |
| AGCO Corporation (AGCO) | 0.0 | $302k | +15% | 2.1k | 146.03 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $298k | 3.6k | 83.43 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $290k | +23% | 2.3k | 127.92 | |
| Crane (CR) | 0.0 | $287k | -10% | 2.7k | 108.14 | |
| Stepan Company (SCL) | 0.0 | $287k | +21% | 2.9k | 98.66 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $287k | +17% | 4.4k | 65.17 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $283k | +60% | 13k | 21.89 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $276k | -9% | 4.7k | 58.50 | |
| Gilead Sciences (GILD) | 0.0 | $273k | +2% | 4.6k | 59.39 | |
| Thor Industries (THO) | 0.0 | $270k | -2% | 3.4k | 78.81 | |
| Wells Fargo & Company (WFC) | 0.0 | $269k | -45% | 5.6k | 48.46 | |
| Ishares Msci Mexico Etf (EWW) | 0.0 | $268k | NEW | 4.9k | 55.02 | |
| United States Antimony (UAMY) | 0.0 | $262k | 406k | 0.65 | ||
| Dorman Products (DORM) | 0.0 | $259k | -2% | 2.7k | 95.05 | |
| Northern Lts Fd Tr Iv Inspire Gbl Esg (BLES) | 0.0 | $257k | +10% | 7.1k | 36.00 | |
| Becton, Dickinson and (BDX) | 0.0 | $255k | -47% | 960.00 | 265.62 | |
| CMC Materials (CCMP) | 0.0 | $252k | -13% | 1.4k | 185.57 | |
| At&t (T) | 0.0 | $249k | -8% | 11k | 23.62 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $249k | NEW | 1.1k | 235.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $248k | 734.00 | 337.87 | ||
| FedEx Corporation (FDX) | 0.0 | $244k | -19% | 1.1k | 231.72 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $243k | NEW | 5.1k | 47.52 | |
| Intuit (INTU) | 0.0 | $240k | +38% | 500.00 | 480.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $238k | +728% | 828.00 | 287.44 | |
| Ross Stores (ROST) | 0.0 | $235k | 2.6k | 90.49 | ||
| Ingevity (NGVT) | 0.0 | $231k | +19% | 3.6k | 63.94 | |
| Ishares Msci Thailnd Etf (THD) | 0.0 | $230k | NEW | 3.0k | 77.91 | |
| Murphy Usa (MUSA) | 0.0 | $230k | -19% | 1.1k | 200.35 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $228k | 2.9k | 78.22 | ||
| W.W. Grainger (GWW) | 0.0 | $219k | 425.00 | 515.29 | ||
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $218k | +2% | 4.2k | 52.12 | |
| Malibu Boats Com Cl A (MBUU) | 0.0 | $214k | +11% | 3.7k | 58.04 | |
| Walt Disney Company (DIS) | 0.0 | $214k | -53% | 1.6k | 137.44 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $213k | +4% | 2.5k | 86.62 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $212k | +3% | 508.00 | 417.32 | |
| Sherwin-Williams Company (SHW) | 0.0 | $210k | 840.00 | 250.00 | ||
| Illumina (ILMN) | 0.0 | $210k | -26% | 601.00 | 349.42 | |
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $208k | 2.1k | 98.07 | ||
| Lowe's Companies (LOW) | 0.0 | $204k | +53% | 1.0k | 201.98 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $199k | NEW | 2.6k | 78.04 | |
| Eversource Energy (ES) | 0.0 | $199k | 2.3k | 88.17 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $194k | +165% | 3.1k | 62.91 | |
| Stanley Black & Decker (SWK) | 0.0 | $192k | 1.4k | 140.15 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $187k | 654.00 | 285.93 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $182k | -3% | 855.00 | 212.87 | |
| Netflix (NFLX) | 0.0 | $181k | 484.00 | 373.97 | ||
| Moody's Corporation (MCO) | 0.0 | $177k | -25% | 526.00 | 336.50 | |
| Paramount Global Class B Com (PARA) | 0.0 | $175k | -52% | 4.6k | 37.75 | |
| ConocoPhillips (COP) | 0.0 | $174k | -7% | 1.7k | 100.23 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $170k | 359.00 | 473.54 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $170k | 2.3k | 73.43 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $169k | -8% | 1.2k | 137.96 | |
| salesforce (CRM) | 0.0 | $161k | +2% | 756.00 | 212.96 | |
| Albemarle Corporation (ALB) | 0.0 | $161k | 730.00 | 220.55 | ||
| Essential Utils (WTRG) | 0.0 | $160k | 3.1k | 51.28 | ||
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $159k | -34% | 4.2k | 37.54 | |
| Belden (BDC) | 0.0 | $158k | -23% | 2.9k | 55.36 | |
| Micron Technology (MU) | 0.0 | $156k | -23% | 2.0k | 77.96 | |
| Clean Harbors (CLH) | 0.0 | $154k | -10% | 1.4k | 111.51 | |
| Advanced Micro Devices (AMD) | 0.0 | $146k | +2% | 1.3k | 109.69 | |
| PPG Industries (PPG) | 0.0 | $145k | 1.1k | 131.46 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $143k | -7% | 2.7k | 53.50 | |
| Trane Technologies SHS (TT) | 0.0 | $142k | -3% | 928.00 | 153.02 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $141k | 3.0k | 47.00 | ||
| Corning Incorporated (GLW) | 0.0 | $138k | -19% | 3.7k | 37.03 | |
| Koppers Holdings (KOP) | 0.0 | $137k | -4% | 5.0k | 27.57 | |
| Tegna (TGNA) | 0.0 | $137k | -2% | 6.1k | 22.46 | |
| Wal-Mart Stores (WMT) | 0.0 | $136k | +5% | 913.00 | 148.96 | |
| Merck & Co (MRK) | 0.0 | $135k | -29% | 1.6k | 81.97 | |
| United Parcel Service CL B (UPS) | 0.0 | $134k | 624.00 | 214.74 | ||
| PNC Financial Services (PNC) | 0.0 | $134k | +735% | 727.00 | 184.32 | |
| Analog Devices (ADI) | 0.0 | $132k | +3% | 798.00 | 165.41 | |
| Colgate-Palmolive Company (CL) | 0.0 | $127k | 1.7k | 75.55 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $127k | +407% | 350.00 | 362.86 | |
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $127k | +7% | 3.8k | 33.06 | |
| Traeger Common Stock (COOK) | 0.0 | $124k | NEW | 17k | 7.41 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $122k | NEW | 493.00 | 247.46 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $120k | -7% | 2.3k | 53.22 | |
| SEI Investments Company (SEIC) | 0.0 | $120k | 2.0k | 60.00 | ||
| Middlesex Water Company (MSEX) | 0.0 | $119k | 1.1k | 104.94 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $118k | +8% | 740.00 | 159.46 | |
| Air Products & Chemicals (APD) | 0.0 | $115k | -2% | 459.00 | 250.54 | |
| Dominion Resources (D) | 0.0 | $113k | 1.3k | 84.83 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $111k | -35% | 1.8k | 60.72 | |
| Crown Castle Intl (CCI) | 0.0 | $109k | -7% | 588.00 | 185.37 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $109k | 813.00 | 134.07 | ||
Past Filings by Howe & Rusling
SEC 13F filings are viewable for Howe & Rusling going back to 2011
- Howe & Rusling 2022 Q1 filed May 10, 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
- 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