Howe & Rusling Inc Purchases in Q1 2025

Howe & Rusling Inc

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
18.8K
New
$378.71 - $442.54 $7.13M - $8.33M
18.8K $8.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
101K
+ 110.41%
$56.12 - $68.15 $5.69M - $6.91M
193K $13.1M
MSTR
Microstrategy Inc

Technology
21.3K
New
$239.27 - $396.5 $5.1M - $8.45M
21.3K $6.15M
INTU
Intuit Inc

Technology
10.1K
+ 93.11%
$555.63 - $630.23 $5.62M - $6.38M
21K $12.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
46.5K
+ 9.53%
$79.17 - $82.04 $3.68M - $3.82M
535K $43.7M
CELH
Celsius Holdings, Inc.

Consumer Defensive
86.9K
New
$21.28 - $35.62 $1.85M - $3.1M
86.9K $3.1M
DHR
Danaher Corp

Healthcare
15.9K
+ 103.71%
$201.62 - $250.59 $3.21M - $3.98M
31.2K $6.4M
KO
Coca Cola CO

Consumer Defensive
16.5K
+ 9.17%
$60.81 - $72.32 $1M - $1.19M
196K $14.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
30.4K
+ 12.79%
$90.0 - $96.32 $2.73M - $2.92M
268K $24.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
669
+ 0.61%
$142.8 - $176.36 $95.5K - $118K
111K $19.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
CDNS
Cadence Design Systems Inc

Technology
9.32K
New
$233.96 - $324.52 $2.18M - $3.03M
9.32K $2.37M
VTI
Vanguard Total Stock Market Et

ETFs
16K
+ 11.04%
$271.18 - $303.12 $4.35M - $4.86M
161K $44.3M
GVI
Ishares Tr

ETFs
14.3K
+ 4.16%
$103.49 - $106.02 $1.48M - $1.52M
358K $38M
BAC
Bank Of America Corp

Financial Services
59.7K
+ 30.34%
$39.61 - $47.74 $2.37M - $2.85M
257K $10.7M
PEP
Pepsico Inc

Consumer Defensive
14.1K
+ 18.41%
$142.64 - $156.42 $2.01M - $2.21M
90.8K $13.6M
ASML
Asml Holding Nv

Technology
2.44K
+ 48.15%
$662.63 - $776.99 $1.62M - $1.9M
7.51K $4.97M
MCD
Mcdonalds Corp

Consumer Cyclical
2.09K
+ 6.14%
$279.74 - $321.29 $584K - $671K
36.1K $11.3M
V
Visa Inc.

Financial Services
634
+ 2.03%
$306.92 - $362.71 $195K - $230K
31.9K $11.2M
RRC
Range Resources Corp

Energy
2.91K
+ 1.12%
$35.22 - $41.29 $102K - $120K
262K $10.5M
ZS
Zscaler, Inc.

Technology
3.61K
+ 17.15%
$181.66 - $216.87 $656K - $783K
24.7K $4.9M
CVX
Chevron Corp

Energy
152
+ 0.32%
$146.71 - $167.97 $22.3K - $25.5K
47.7K $7.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.3K
+ 5.89%
$77.7 - $78.94 $879K - $893K
203K $16.1M
IVV
Ishares Core S&P 500 ETF

ETFs
4.47K
+ 7.51%
$554.06 - $615.85 $2.48M - $2.75M
64K $36M
BDX
Becton Dickinson & CO

Healthcare
3.69K
+ 15.24%
$222.79 - $249.08 $822K - $919K
27.9K $6.39M
VGSH
Vanguard

ETFs
12.9K
+ 7.36%
$58.07 - $58.69 $751K - $759K
189K $11.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
232
+ 2.61%
$402.49 - $513.76 $93.4K - $119K
9.13K $4.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.9K
+ 8.71%
$42.5 - $46.71 $589K - $647K
173K $7.83M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.5K
+ 10.29%
$36.63 - $37.45 $713K - $729K
209K $7.68M
CCK
Crown Holdings Inc

Consumer Cyclical
692
+ 0.71%
$78.77 - $91.74 $54.5K - $63.5K
97.6K $8.72M
PINS
Pinterest, Inc.

Communication Services
10.3K
+ 6.26%
$29.79 - $40.0 $306K - $411K
174K $5.4M
MGV
Vanguard Mega Cap Value

ETFs
3.9K
+ 10.77%
$123.61 - $133.01 $482K - $519K
40.1K $5.17M
XLK
Technology Sector Spdr

ETFs
3.34K
+ 137.5%
$206.38 - $242.18 $690K - $810K
5.78K $1.19M
MA
Mastercard Inc

Financial Services
306
+ 1.69%
$504.67 - $576.31 $154K - $176K
18.5K $10.1M
XLP
Consumer Staples Sector Spdr

ETFs
7.25K
+ 323.41%
N/A
9.5K $722K
PKG
Packaging Corp Of America

Consumer Cyclical
2.42K
New
$192.03 - $242.13 $465K - $586K
2.42K $479K
ACN
Accenture PLC

Technology
2.79K
+ 27.5%
$300.91 - $398.25 $838K - $1.11M
12.9K $4.03M
UNP
Union Pacific Corp

Industrials
165
+ 0.33%
$225.21 - $254.42 $37.2K - $42K
49.7K $11.7M
IEFA
Ishares Tr

ETFs
2.28K
+ 5.99%
$69.57 - $78.65 $159K - $179K
40.4K $3.05M
IDXX
Idexx Laboratories Inc

Healthcare
762
+ 10.99%
$406.29 - $469.04 $310K - $357K
7.69K $3.23M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.11K
+ 723.53%
$307.43 - $357.48 $340K - $396K
1.26K $389K
DWM
Wisdomtree Tr

ETFs
5.34K
New
$52.19 - $59.86 $279K - $319K
5.34K $310K
AMGN
Amgen Inc

Healthcare
166
+ 3.4%
$258.59 - $327.36 $42.9K - $54.3K
5.05K $1.57M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.41K
+ 3.58%
$61.25 - $72.83 $86.3K - $103K
40.8K $2.88M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
16.7K
New
$16.57 - $18.85 $277K - $316K
16.7K $278K
NEM
Newmont Corp

Basic Materials
5.35K
New
$37.79 - $48.39 $202K - $259K
5.35K $258K
VIG
Vanguard Dividend Appreciation

ETFs
1.39K
New
N/A
1.39K $253K
VEA
Vanguard Ftse Developed Market

ETFs
4.8K
New
$47.4 - $52.99 $227K - $254K
4.8K $243K
ETN
Eaton Corp PLC

Industrials
868
New
$271.83 - $371.23 $236K - $322K
868 $235K
Activity Summary
Buys All Purchases 239 New Holdings 67 Increased Positions 172 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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