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HOWE & RUSLING INC13F | |
| HOWE & RUSLING INC | |
| Last update 2025-06-18 | 434 Stocks (67 new) |
| Value $1.19 Bil | Turnover 8 % |
HOWE & RUSLING INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 184,162 | 45,174.8 | -7.97% | 3.800 | -0.33% | 0.010 | +31.02% | +19.88% | 785,872.3 | Banks | |
VTI | Vanguard Total Stock Market ETF | 161,365 | 44,349.6 | +11.04% | 3.730 | +0.37% | 0.010 | +25.74% | +6.13% | 469,505.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 534,596 | 43,708.6 | +9.53% | 3.680 | +0.32% | 0.080 | +3.78% | +4.49% | 52,918.4 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 358,228 | 37,979.4 | +4.16% | 3.190 | +0.13% | 1.120 | +1.26% | +3.40% | 3,378.7 | ||
IVV | iShares Core S&P 500 ETF | 64,026 | 35,976.2 | +7.51% | 3.030 | +0.21% | 0.010 | +25.36% | +6.55% | 618,966.2 | ||
AAPL | Apple Inc | 154,755 | 34,375.6 | -0.89% | 2.890 | -0.03% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
IUSG | ISHARES TRUST | 264,663 | 33,633.4 | +5.08% | 2.830 | +0.14% | 0.170 | +32.18% | +7.82% | 23,394.2 | ||
MSFT | Microsoft Corp | 83,478 | 31,336.8 | +4.82% | 2.640 | +0.12% | 0.000 | +40.32% | +18.28% | 3,691,149.9 | Software | |
AVGO | Broadcom Inc | 178,490 | 29,884.7 | -11.00% | 2.510 | -0.44% | 0.000 | +74.61% | +17.87% | 1,278,403.4 | Semiconductors | |
XOM | Exxon Mobil Corp | 240,245 | 28,572.4 | -0.32% | 2.400 | -0.01% | 0.010 | +14.36% | +8.09% | 492,117.7 | Oil & Gas |
HOWE & RUSLING INC's Historical Top Holdings Breakdowns
HOWE & RUSLING INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
STZ | Constellation Brands Inc | 2025-03-31 | Reduce Reduce | -0.75% | 161.05 ($181.67) 222.93 | $170.55 | -6.12% | Reduce -71.02% | 16,119 | -39,495 | |
CASY | Casey's General Stores Inc | 2025-03-31 | New Buy New Buy | +0.69% | 378.71 ($409.91) 442.54 | $512.30 | 24.98% | New holding | 18,815 | 18,815 | |
MDLZ | Mondelez International Inc | 2025-03-31 | Add Add | +0.58% | 56.12 ($61.63) 68.15 | $68.19 | 10.64% | Add 110.41% | 193,224 | 101,393 | |
INTU | Intuit Inc | 2025-03-31 | Add Add | +0.52% | 555.63 ($600.51) 630.23 | $781.48 | 30.14% | Add 93.11% | 20,985 | 10,118 | |
MSTR | Strategy | 2025-03-31 | New Buy New Buy | +0.52% | 239.27 ($317.51) 396.5 | $396.94 | 25.02% | New holding | 21,322 | 21,322 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.52% | 48.65 ($56.64) 66.04 | $52.34 | -7.59% | Sold Out | 0 | -89,960 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.44% | 167.43 ($211.65) 244.7 | $271.80 | 28.42% | Reduce -11% | 178,490 | -22,064 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.37% | 271.18 ($290.53) 303.12 | $305.58 | 5.18% | Add 11.04% | 161,365 | 16,047 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.33% | 225.19 ($254.94) 279.95 | $282.78 | 10.92% | Reduce -7.97% | 184,162 | -15,945 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.32% | 79.17 ($80.9) 82.04 | $81.96 | 1.31% | Add 9.53% | 534,596 | 46,513 |
HOWE & RUSLING INC Total Holding History ($B)
HOWE & RUSLING INC's Asset Allocation
HOWE & RUSLING INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HOWE & RUSLING INC's Hypothetical Growth since 2025-03-31
HOWE & RUSLING INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HOWE & RUSLING INC's Holdings Heat Map
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HOWE & RUSLING INC's Holdings Bubble Chart
HOWE & RUSLING INC News
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