Howe and Rusling
Latest statistics and disclosures from Howe & Rusling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, AVGO, VTI, VCIT, AAPL, and represent 18.52% of Howe & Rusling's stock portfolio.
- Added to shares of these 10 stocks: MCD (+$8.1M), DHR, IDXX, AZN, ABBV, IUSV, VCIT, IUSG, LW, VTI.
- Started 60 new stock positions in CAH, SPHQ, SPTL, VIOG, EFAV, VIS, XOP, IGM, VOT, UPS.
- Reduced shares in these 10 stocks: JNJ (-$7.9M), BAX (-$6.6M), MNST, MCK, MSTR, GD, UNH, BDX, SYK, AVGO.
- Sold out of its positions in ANET, BALL, BAX, CI, CARR, DFSV, FNF, SRET, SDIV, Grayscale Bitcoin Mini Trust BTC.
- Howe & Rusling was a net seller of stock by $-6.6M.
- Howe & Rusling has $1.2B in assets under management (AUM), dropping by -0.25%.
- Central Index Key (CIK): 0000769963
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Portfolio Holdings for Howe & Rusling
Howe & Rusling holds 410 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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JPMorgan Chase & Co. (JPM) | 4.1 | $48M | 200k | 239.72 |
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Broadcom (AVGO) | 4.0 | $47M | -2% | 201k | 231.85 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $42M | +3% | 145k | 289.81 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.4 | $39M | +4% | 488k | 80.27 |
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Apple (AAPL) | 3.4 | $39M | 156k | 250.42 |
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Ishares Tr Intrm Gov Cr Etf (GVI) | 3.1 | $36M | 344k | 104.23 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 3.0 | $35M | +4% | 252k | 139.35 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $35M | 60k | 588.68 |
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Microsoft Corporation (MSFT) | 2.9 | $34M | +2% | 80k | 421.50 |
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Amazon (AMZN) | 2.5 | $29M | 130k | 219.39 |
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Exxon Mobil Corporation (XOM) | 2.2 | $26M | -4% | 241k | 107.57 |
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Meta Platforms Cl A (META) | 2.1 | $24M | 41k | 585.56 |
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NVIDIA Corporation (NVDA) | 1.9 | $22M | +2% | 165k | 134.29 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 1.9 | $22M | +8% | 238k | 92.59 |
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Honeywell International (HON) | 1.7 | $20M | -4% | 88k | 225.91 |
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Intercontinental Exchange (ICE) | 1.4 | $16M | +2% | 110k | 149.02 |
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Philip Morris International (PM) | 1.4 | $16M | -2% | 135k | 120.36 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $15M | 192k | 78.01 |
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Abbvie (ABBV) | 1.3 | $15M | +14% | 84k | 177.70 |
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TJX Companies (TJX) | 1.3 | $15M | 121k | 120.82 |
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Alphabet Cap Stk Cl C (GOOG) | 1.2 | $14M | +2% | 73k | 190.44 |
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UnitedHealth (UNH) | 1.2 | $13M | -12% | 27k | 506.00 |
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DTE Energy Company (DTE) | 1.1 | $13M | 110k | 120.75 |
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Constellation Brands Cl A (STZ) | 1.1 | $12M | 56k | 221.00 |
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Morgan Stanley Com New (MS) | 1.0 | $12M | -2% | 94k | 125.73 |
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Pepsi (PEP) | 1.0 | $12M | +3% | 77k | 152.07 |
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Goldman Sachs (GS) | 1.0 | $12M | -3% | 20k | 572.65 |
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Union Pacific Corporation (UNP) | 1.0 | $11M | 50k | 228.05 |
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Coca-Cola Company (KO) | 1.0 | $11M | 180k | 62.26 |
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Stryker Corporation (SYK) | 1.0 | $11M | -11% | 31k | 360.09 |
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Astrazeneca Sponsored Adr (AZN) | 0.9 | $10M | +30% | 157k | 65.52 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $10M | +4% | 176k | 58.18 |
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Visa Com Cl A (V) | 0.9 | $9.9M | +8% | 31k | 316.05 |
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McDonald's Corporation (MCD) | 0.8 | $9.9M | +467% | 34k | 289.92 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $9.6M | +14% | 75k | 127.59 |
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Mastercard Incorporated Cl A (MA) | 0.8 | $9.6M | +7% | 18k | 526.58 |
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Range Resources (RRC) | 0.8 | $9.3M | -5% | 260k | 35.98 |
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Micron Technology (MU) | 0.8 | $8.8M | 105k | 84.16 |
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Amphenol Corp Cl A (APH) | 0.8 | $8.7M | -2% | 126k | 69.45 |
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Bank of America Corporation (BAC) | 0.7 | $8.7M | -3% | 197k | 43.95 |
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Costco Wholesale Corporation (COST) | 0.7 | $8.5M | 9.3k | 916.28 |
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Fiserv (FI) | 0.7 | $8.5M | -8% | 41k | 205.42 |
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CMS Energy Corporation (CMS) | 0.7 | $8.4M | 126k | 66.65 |
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Amdocs SHS (DOX) | 0.7 | $8.3M | -6% | 98k | 85.16 |
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General Dynamics Corporation (GD) | 0.7 | $8.1M | -24% | 31k | 263.52 |
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Crown Holdings (CCK) | 0.7 | $8.0M | 97k | 82.69 |
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Cme (CME) | 0.7 | $7.9M | -2% | 34k | 232.24 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $7.9M | +2% | 30k | 264.13 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $7.8M | 68k | 115.22 |
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Caterpillar (CAT) | 0.7 | $7.6M | 21k | 362.82 |
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Nextera Energy (NEE) | 0.6 | $7.3M | 102k | 71.70 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $7.0M | +3% | 159k | 44.04 |
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Ishares Tr Broad Usd High (USHY) | 0.6 | $7.0M | 189k | 36.79 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $6.9M | +21% | 12k | 586.07 |
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Chevron Corporation (CVX) | 0.6 | $6.9M | -4% | 48k | 144.85 |
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Intuit (INTU) | 0.6 | $6.8M | 11k | 628.48 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $6.8M | 20k | 342.16 |
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Booking Holdings (BKNG) | 0.6 | $6.7M | +2% | 1.4k | 4968.62 |
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EOG Resources (EOG) | 0.6 | $6.7M | -3% | 55k | 122.59 |
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Lowe's Companies (LOW) | 0.5 | $6.3M | -3% | 25k | 246.84 |
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Lamb Weston Hldgs (LW) | 0.5 | $6.0M | +30% | 90k | 66.84 |
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Edwards Lifesciences (EW) | 0.5 | $5.7M | -15% | 78k | 74.03 |
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Qualcomm (QCOM) | 0.5 | $5.6M | 36k | 153.67 |
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Becton, Dickinson and (BDX) | 0.5 | $5.5M | -21% | 24k | 226.89 |
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Mondelez Intl Cl A (MDLZ) | 0.5 | $5.5M | -15% | 92k | 59.73 |
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Genuine Parts Company (GPC) | 0.4 | $4.9M | -9% | 42k | 116.76 |
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Norfolk Southern (NSC) | 0.4 | $4.8M | -6% | 21k | 234.70 |
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Pinterest Cl A (PINS) | 0.4 | $4.8M | +23% | 164k | 29.00 |
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Walt Disney Company (DIS) | 0.4 | $4.8M | -4% | 43k | 111.36 |
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Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $4.5M | 36k | 124.91 |
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AmerisourceBergen (COR) | 0.4 | $4.4M | -2% | 20k | 224.73 |
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Us Bancorp Del Com New (USB) | 0.4 | $4.3M | -2% | 90k | 47.84 |
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Kla Corp Com New (KLAC) | 0.4 | $4.1M | -2% | 6.6k | 630.17 |
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L3harris Technologies (LHX) | 0.3 | $4.0M | -20% | 19k | 210.28 |
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Zscaler Incorporated (ZS) | 0.3 | $3.8M | 21k | 180.41 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.6M | -2% | 8.9k | 402.70 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $3.6M | -2% | 10k | 351.89 |
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Danaher Corporation (DHR) | 0.3 | $3.5M | NEW | 15k | 229.55 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $3.5M | -3% | 5.1k | 693.13 |
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Johnson & Johnson (JNJ) | 0.3 | $3.5M | -69% | 24k | 144.62 |
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Raytheon Technologies Corp (RTX) | 0.3 | $3.0M | +2% | 26k | 115.72 |
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Ishares Tr Core Div Grwth (DGRO) | 0.3 | $3.0M | -6% | 48k | 61.34 |
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IDEXX Laboratories (IDXX) | 0.2 | $2.9M | NEW | 6.9k | 413.44 |
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Applied Materials (AMAT) | 0.2 | $2.8M | +3% | 18k | 162.63 |
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Allied Motion Technologies (ALNT) | 0.2 | $2.7M | -6% | 113k | 24.28 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.7M | 38k | 70.28 |
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Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $2.6M | -12% | 71k | 37.12 |
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BioMarin Pharmaceutical (BMRN) | 0.2 | $2.6M | -20% | 39k | 65.73 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.5M | 44k | 57.41 |
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Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.4M | 8.4k | 288.85 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $2.3M | 34k | 67.88 |
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Skyworks Solutions (SWKS) | 0.2 | $2.3M | 25k | 88.68 |
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Corteva (CTVA) | 0.2 | $2.2M | 39k | 56.96 |
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Invesco Exchange Traded Fd T Food & Beverage (PBJ) | 0.2 | $2.1M | -3% | 46k | 46.48 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.9M | +204% | 86k | 22.70 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | 4.4k | 444.68 |
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Merck & Co (MRK) | 0.2 | $1.9M | -5% | 19k | 99.48 |
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Paychex (PAYX) | 0.1 | $1.6M | -16% | 12k | 140.22 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | +9% | 3.3k | 485.94 |
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Shell Spon Ads (SHEL) | 0.1 | $1.5M | 25k | 62.65 |
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Palo Alto Networks (PANW) | 0.1 | $1.4M | +118% | 7.9k | 181.96 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | -2% | 27k | 50.13 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 2.2k | 569.58 |
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Amgen (AMGN) | 0.1 | $1.3M | 4.9k | 260.64 |
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Oneok (OKE) | 0.1 | $1.2M | +2% | 12k | 100.40 |
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McKesson Corporation (MCK) | 0.1 | $1.2M | -77% | 2.0k | 570.00 |
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S&p Global (SPGI) | 0.1 | $1.1M | 2.2k | 498.03 |
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Procter & Gamble Company (PG) | 0.1 | $1.1M | +8% | 6.5k | 167.65 |
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Oracle Corporation (ORCL) | 0.1 | $1.0M | +24% | 6.3k | 166.64 |
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Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.0M | -3% | 9.3k | 112.25 |
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Cisco Systems (CSCO) | 0.1 | $1.0M | +9% | 18k | 59.20 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.0M | 5.4k | 189.30 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $994k | 21k | 47.39 |
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Home Depot (HD) | 0.1 | $951k | -14% | 2.4k | 388.98 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $949k | +10% | 5.6k | 169.30 |
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Motorola Solutions Com New (MSI) | 0.1 | $925k | -4% | 2.0k | 462.23 |
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Dupont De Nemours (DD) | 0.1 | $888k | 12k | 76.25 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $862k | +10% | 17k | 52.22 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $846k | +36% | 6.6k | 128.62 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $842k | +96% | 8.7k | 96.90 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $817k | +31% | 17k | 48.33 |
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AFLAC Incorporated (AFL) | 0.1 | $785k | 7.6k | 103.44 |
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3M Company (MMM) | 0.1 | $770k | 6.0k | 129.08 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $737k | +364% | 32k | 23.18 |
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Wp Carey (WPC) | 0.1 | $720k | +11% | 13k | 54.48 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $710k | -5% | 4.4k | 161.77 |
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Pfizer (PFE) | 0.1 | $702k | -24% | 27k | 26.53 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $702k | -26% | 1.3k | 538.63 |
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International Business Machines (IBM) | 0.1 | $692k | -2% | 3.1k | 219.81 |
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Verizon Communications (VZ) | 0.1 | $678k | +4% | 17k | 39.99 |
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Broadstone Net Lease (BNL) | 0.1 | $649k | 41k | 15.86 |
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Ross Stores (ROST) | 0.1 | $643k | +6% | 4.3k | 151.27 |
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Ge Aerospace Com New (GE) | 0.1 | $634k | -6% | 3.8k | 166.80 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $619k | -8% | 4.5k | 137.57 |
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Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $612k | 12k | 49.44 |
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M&T Bank Corporation (MTB) | 0.1 | $601k | +14% | 3.2k | 188.01 |
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Netflix (NFLX) | 0.1 | $590k | 662.00 | 891.32 |
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Methode Electronics (MEI) | 0.1 | $587k | +83% | 50k | 11.79 |
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Abbott Laboratories (ABT) | 0.1 | $582k | +3% | 5.1k | 113.10 |
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Wal-Mart Stores (WMT) | 0.0 | $577k | +2% | 6.4k | 90.35 |
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Waste Management (WM) | 0.0 | $575k | -15% | 2.9k | 201.78 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $568k | +100% | 22k | 25.86 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $566k | -64% | 2.4k | 232.52 |
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American Express Company (AXP) | 0.0 | $544k | 1.8k | 296.79 |
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PPL Corporation (PPL) | 0.0 | $535k | -8% | 17k | 32.46 |
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Wells Fargo & Company (WFC) | 0.0 | $534k | +53% | 7.6k | 70.24 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $534k | -43% | 858.00 | 621.88 |
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Brink's Company (BCO) | 0.0 | $529k | +14% | 5.7k | 92.77 |
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Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $527k | +210% | 22k | 23.68 |
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Emerson Electric (EMR) | 0.0 | $519k | +24% | 4.2k | 123.92 |
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NBT Ban (NBTB) | 0.0 | $517k | 11k | 47.76 |
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Southern Company (SO) | 0.0 | $503k | -15% | 6.1k | 82.32 |
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Texas Instruments Incorporated (TXN) | 0.0 | $497k | +15% | 2.6k | 187.51 |
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ConocoPhillips (COP) | 0.0 | $493k | +13% | 5.0k | 99.16 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $490k | -7% | 1.2k | 425.50 |
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Enterprise Products Partners (EPD) | 0.0 | $487k | 16k | 31.36 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $481k | NEW | 11k | 44.87 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $480k | +22% | 2.0k | 242.13 |
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Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $478k | 7.3k | 65.79 |
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Servicenow (NOW) | 0.0 | $477k | -3% | 450.00 | 1060.12 |
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Campbell Soup Company (CPB) | 0.0 | $477k | -3% | 11k | 41.88 |
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Public Service Enterprise (PEG) | 0.0 | $463k | 5.5k | 84.49 |
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Bristol Myers Squibb (BMY) | 0.0 | $460k | +6% | 8.1k | 56.56 |
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Entergy Corporation (ETR) | 0.0 | $460k | +99% | 6.1k | 75.82 |
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Belden (BDC) | 0.0 | $455k | -2% | 4.0k | 112.61 |
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Trane Technologies SHS (TT) | 0.0 | $450k | +3% | 1.2k | 369.35 |
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W.W. Grainger (GWW) | 0.0 | $448k | 425.00 | 1054.05 |
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Darling International (DAR) | 0.0 | $448k | 13k | 33.69 |
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Altria (MO) | 0.0 | $446k | -7% | 8.5k | 52.29 |
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American Electric Power Company (AEP) | 0.0 | $441k | -13% | 4.8k | 92.23 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $435k | NEW | 5.8k | 75.63 |
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Gilead Sciences (GILD) | 0.0 | $435k | +2% | 4.7k | 92.37 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $434k | 957.00 | 453.28 |
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U.S. Physical Therapy (USPH) | 0.0 | $432k | 4.9k | 88.71 |
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Automatic Data Processing (ADP) | 0.0 | $432k | NEW | 1.5k | 292.73 |
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Target Corporation (TGT) | 0.0 | $431k | 3.2k | 135.17 |
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Louisiana-Pacific Corporation (LPX) | 0.0 | $427k | -3% | 4.1k | 103.55 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $418k | +202% | 15k | 27.32 |
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Targa Res Corp (TRGP) | 0.0 | $410k | 2.3k | 178.50 |
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Transcat (TRNS) | 0.0 | $407k | -43% | 3.9k | 105.74 |
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Ishares Tr Core Msci Total (IXUS) | 0.0 | $400k | +11% | 6.0k | 66.14 |
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Sherwin-Williams Company (SHW) | 0.0 | $399k | -3% | 1.2k | 339.93 |
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Dow (DOW) | 0.0 | $394k | 9.8k | 40.13 |
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Northrop Grumman Corporation (NOC) | 0.0 | $393k | 837.00 | 469.29 |
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Boot Barn Hldgs (BOOT) | 0.0 | $390k | +8% | 2.6k | 151.82 |
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American Tower Reit (AMT) | 0.0 | $383k | -9% | 2.1k | 183.44 |
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Allstate Corporation (ALL) | 0.0 | $380k | 2.0k | 192.79 |
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Select Sector Spdr Tr Indl (XLI) | 0.0 | $376k | -9% | 2.9k | 131.74 |
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Marvell Technology (MRVL) | 0.0 | $371k | +14% | 3.4k | 110.45 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $371k | +10436% | 5.2k | 71.90 |
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Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $370k | -14% | 9.0k | 41.09 |
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Ishares Tr Core Total Usd (IUSB) | 0.0 | $367k | -30% | 8.1k | 45.20 |
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $361k | 4.9k | 74.02 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $360k | +9% | 506.00 | 711.82 |
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Dorman Products (DORM) | 0.0 | $358k | -16% | 2.8k | 129.55 |
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Tesla Motors (TSLA) | 0.0 | $349k | +7% | 863.00 | 403.84 |
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salesforce (CRM) | 0.0 | $347k | 1.0k | 334.36 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $346k | -2% | 2.1k | 164.17 |
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AGCO Corporation (AGCO) | 0.0 | $345k | +7% | 3.7k | 93.48 |
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Cracker Barrel Old Country Store (CBRL) | 0.0 | $340k | 6.4k | 52.86 |
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Live Oak Bancshares (LOB) | 0.0 | $337k | +8% | 8.5k | 39.55 |
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Dycom Industries (DY) | 0.0 | $334k | -8% | 1.9k | 174.06 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $333k | +5761% | 3.8k | 87.33 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $328k | 3.0k | 108.60 |
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Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $322k | +15% | 16k | 20.14 |
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United Parcel Service CL B (UPS) | 0.0 | $322k | NEW | 2.6k | 126.09 |
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Colgate-Palmolive Company (CL) | 0.0 | $319k | 3.5k | 90.91 |
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Rbc Cad (RY) | 0.0 | $319k | 2.6k | 120.51 |
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Timken Company (TKR) | 0.0 | $316k | 4.4k | 71.37 |
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Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $316k | 12k | 26.29 |
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Boston Beer Cl A (SAM) | 0.0 | $312k | 1.0k | 299.98 |
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Zoetis Cl A (ZTS) | 0.0 | $306k | +14% | 1.9k | 162.93 |
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Armstrong World Industries (AWI) | 0.0 | $303k | 2.1k | 141.33 |
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Moody's Corporation (MCO) | 0.0 | $296k | 625.00 | 473.37 |
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Murphy Usa (MUSA) | 0.0 | $292k | 582.00 | 501.75 |
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Ge Vernova (GEV) | 0.0 | $292k | -4% | 887.00 | 328.93 |
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Eli Lilly & Co. (LLY) | 0.0 | $286k | -8% | 371.00 | 772.00 |
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Boeing Company (BA) | 0.0 | $278k | 1.6k | 177.00 |
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Stepan Company (SCL) | 0.0 | $275k | +24% | 4.3k | 64.70 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $269k | NEW | 2.9k | 91.43 |
|
Comcast Corp Cl A (CMCSA) | 0.0 | $261k | -18% | 6.9k | 37.53 |
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Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $256k | +13% | 5.1k | 49.92 |
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Fidelity National Information Services (FIS) | 0.0 | $256k | NEW | 3.2k | 80.77 |
|
Electronic Arts (EA) | 0.0 | $251k | -16% | 1.7k | 146.30 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $247k | NEW | 2.8k | 87.89 |
|
First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $245k | 2.1k | 115.72 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $245k | +17% | 1.0k | 242.27 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $245k | 1.1k | 220.96 |
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At&t (T) | 0.0 | $243k | NEW | 11k | 22.77 |
|
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.0 | $241k | 6.5k | 36.99 |
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $239k | NEW | 4.5k | 53.05 |
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $238k | 1.3k | 186.70 |
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $238k | +7% | 8.2k | 29.01 |
|
First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.0 | $236k | 11k | 22.24 |
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Ingevity (NGVT) | 0.0 | $236k | 5.8k | 40.75 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $230k | 2.1k | 110.25 |
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Uscf Etf Tr Midstream Energy (UMI) | 0.0 | $228k | NEW | 4.6k | 49.65 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $228k | +13% | 3.0k | 75.69 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $226k | NEW | 4.4k | 51.14 |
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Analog Devices (ADI) | 0.0 | $225k | NEW | 1.1k | 212.46 |
|
Toyota Motor Corp Ads (TM) | 0.0 | $225k | NEW | 1.2k | 194.61 |
|
Xcel Energy (XEL) | 0.0 | $225k | 3.3k | 67.52 |
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SYSCO Corporation (SYY) | 0.0 | $222k | NEW | 2.9k | 76.46 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $221k | -34% | 432.00 | 510.95 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $221k | +10151% | 4.2k | 52.47 |
|
Tko Group Holdings Cl A (TKO) | 0.0 | $218k | NEW | 1.5k | 142.11 |
|
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $217k | -3% | 2.8k | 78.46 |
|
Rockwell Automation (ROK) | 0.0 | $216k | 757.00 | 285.79 |
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|
Solventum Corp Com Shs (SOLV) | 0.0 | $216k | -2% | 3.3k | 66.06 |
|
Oxford Industries (OXM) | 0.0 | $215k | NEW | 2.7k | 78.78 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $214k | -13% | 2.8k | 77.27 |
|
Cardinal Health (CAH) | 0.0 | $211k | NEW | 1.8k | 118.27 |
|
Ishares Tr Us Trsprtion (IYT) | 0.0 | $207k | 3.1k | 67.57 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $204k | -32% | 498.00 | 410.51 |
|
Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $201k | +110% | 6.8k | 29.70 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $190k | +54% | 2.1k | 92.47 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $190k | +12156% | 2.0k | 96.83 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $184k | -30% | 764.00 | 240.29 |
|
Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $181k | 1.6k | 115.80 |
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|
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $177k | NEW | 3.1k | 57.27 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $176k | 2.2k | 78.61 |
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|
Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $174k | +5% | 5.2k | 33.21 |
|
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $158k | +3% | 2.4k | 67.10 |
|
Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $152k | -13% | 2.2k | 67.67 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $151k | 3.7k | 40.92 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $150k | +38% | 374.00 | 401.58 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $138k | +7% | 776.00 | 178.08 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $134k | 1.6k | 84.14 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $127k | NEW | 1.4k | 93.33 |
|
First Tr Exchange Traded Consumr Staple (FXG) | 0.0 | $127k | 2.0k | 64.06 |
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|
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $127k | 3.4k | 37.52 |
|
|
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $127k | NEW | 1.3k | 95.56 |
|
Global X Fds Artificial Etf (AIQ) | 0.0 | $124k | 3.2k | 38.64 |
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Global X Fds Russell 2000 (RYLD) | 0.0 | $124k | +13% | 7.6k | 16.34 |
|
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $123k | NEW | 1.1k | 116.31 |
|
Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $122k | NEW | 1.1k | 112.69 |
|
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $122k | -3% | 1.5k | 80.66 |
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $121k | 11k | 11.38 |
|
|
Global X Fds Solar Etf (RAYS) | 0.0 | $112k | -13% | 13k | 8.94 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $110k | 832.00 | 132.10 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $107k | +189% | 2.6k | 40.67 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $103k | 850.00 | 121.59 |
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|
Global X Fds Us Pfd Etf (PFFD) | 0.0 | $102k | +6% | 5.2k | 19.51 |
|
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $98k | -24% | 4.9k | 20.01 |
|
Vanguard World Consum Dis Etf (VCR) | 0.0 | $96k | +2% | 255.00 | 375.38 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $95k | +221% | 3.6k | 26.07 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $89k | +32% | 997.00 | 89.08 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $79k | 235.00 | 334.49 |
|
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $77k | 1.2k | 65.08 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $77k | -5% | 2.9k | 26.63 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $76k | +8% | 1.3k | 58.35 |
|
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $75k | -3% | 290.00 | 259.79 |
|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $75k | 1.1k | 71.41 |
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|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $75k | +363% | 1.3k | 58.00 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $74k | +10% | 861.00 | 85.65 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $73k | 2.1k | 34.59 |
|
|
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $71k | 668.00 | 106.55 |
|
|
Vanguard World Utilities Etf (VPU) | 0.0 | $71k | +39% | 432.00 | 163.42 |
|
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $69k | +544% | 2.7k | 25.83 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $68k | +14% | 540.00 | 126.75 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $66k | +8% | 2.8k | 23.47 |
|
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $66k | -28% | 1.5k | 42.75 |
|
Ishares Tr Exponential Tech (XT) | 0.0 | $64k | NEW | 1.1k | 59.66 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $61k | 1.1k | 55.66 |
|
|
Ishares Tr Global Tech Etf (IXN) | 0.0 | $58k | +311% | 683.00 | 84.75 |
|
Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $58k | NEW | 1.4k | 42.44 |
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $57k | -15% | 1.3k | 43.25 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $56k | NEW | 1.9k | 28.67 |
|
Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $56k | 563.00 | 98.71 |
|
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $55k | +66% | 3.0k | 18.50 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $53k | -91% | 153.00 | 343.70 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $50k | +35% | 1.6k | 31.44 |
|
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $50k | 659.00 | 76.36 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $49k | +7% | 267.00 | 185.13 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $48k | -43% | 412.00 | 117.39 |
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $48k | +783% | 380.00 | 125.02 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $47k | -36% | 218.00 | 215.49 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $47k | +3% | 519.00 | 90.06 |
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $46k | -4% | 476.00 | 96.81 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $44k | +5% | 583.00 | 74.71 |
|
Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $42k | -23% | 1.2k | 34.14 |
|
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $40k | 1.3k | 30.10 |
|
|
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $40k | NEW | 600.00 | 67.03 |
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $37k | NEW | 363.00 | 102.09 |
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $37k | -55% | 409.00 | 89.33 |
|
Vanguard World Health Car Etf (VHT) | 0.0 | $37k | +260% | 144.00 | 253.69 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $34k | +92% | 1.0k | 33.38 |
|
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $33k | NEW | 644.00 | 50.71 |
|
Ishares Tr Core Msci Pac (IPAC) | 0.0 | $32k | NEW | 521.00 | 61.12 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $32k | NEW | 1.1k | 29.86 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $29k | +39% | 848.00 | 33.91 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $29k | -24% | 711.00 | 40.41 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $28k | +12% | 373.00 | 75.61 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $28k | 86.00 | 322.16 |
|
|
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) | 0.0 | $27k | -35% | 260.00 | 104.95 |
|
Vanguard World Comm Srvc Etf (VOX) | 0.0 | $27k | +27% | 174.00 | 154.97 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $27k | +94% | 301.00 | 88.79 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $26k | NEW | 524.00 | 50.37 |
|
First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $26k | -37% | 340.00 | 77.04 |
|
Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $26k | 631.00 | 40.44 |
|
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $22k | 319.00 | 68.52 |
|
|
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $21k | 80.00 | 267.60 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $21k | 530.00 | 40.34 |
|
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $20k | -63% | 98.00 | 199.17 |
|
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $20k | +3575% | 882.00 | 22.07 |
|
Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $18k | 202.00 | 89.81 |
|
|
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $18k | 300.00 | 60.26 |
|
|
Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $18k | 716.00 | 24.56 |
|
|
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $18k | 421.00 | 41.61 |
|
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $18k | 598.00 | 29.20 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $16k | +2087% | 175.00 | 91.68 |
|
Spdr Ser Tr Comp Software (XSW) | 0.0 | $16k | -35% | 84.00 | 188.96 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $16k | +15866% | 479.00 | 32.76 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | 191.00 | 81.98 |
|
|
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $15k | +2% | 572.00 | 25.36 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $14k | +7% | 125.00 | 115.55 |
|
Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $14k | NEW | 213.00 | 67.50 |
|
Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $14k | -41% | 133.00 | 104.50 |
|
Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $14k | -25% | 269.00 | 50.83 |
|
Vanguard World Extended Dur (EDV) | 0.0 | $14k | NEW | 200.00 | 67.72 |
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $13k | +15% | 367.00 | 34.33 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $12k | +338% | 136.00 | 91.01 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $12k | NEW | 47.00 | 255.36 |
|
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $12k | 10.00 | 1194.40 |
|
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $12k | NEW | 195.00 | 60.75 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $12k | -42% | 257.00 | 45.34 |
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $12k | NEW | 479.00 | 24.29 |
|