Howe & Rusling Inc Purchases in Q1 2025

Howe & Rusling Inc

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
1.4K
+ 29.32%
$90.32 - $109.27 $127K - $153K
6.18K $675K
WEC
Wec Energy Group, Inc.

Utilities
2.12K
New
$92.12 - $108.98 $196K - $231K
2.12K $231K
CI
Cigna Corp

Healthcare
689
New
$274.49 - $329.0 $189K - $227K
689 $226K
EFSI
Eagle Financial Services Inc

Financial Services
6.5K
New
$32.18 - $36.4 $209K - $237K
6.5K $213K
FISV
Fiserv Inc

Technology
1.69K
+ 4.09%
N/A
43K $5.39M
TRNS
Transcat Inc

Industrials
4.46K
+ 115.79%
$69.07 - $108.26 $308K - $483K
8.31K $618K
IWV
Ishares Russell 3000 ETF

ETFs
671
+ 285.53%
$313.1 - $349.83 $210K - $235K
906 $287K
FNF
Fidelity National Financial, Inc.

Financial Services
3.13K
New
$54.25 - $65.27 $170K - $204K
3.13K $203K
WM
Waste Management Inc

Industrials
506
+ 17.75%
$200.54 - $233.78 $101K - $118K
3.36K $776K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.07K
+ 1683.72%
$24.05 - $24.86 $194K - $200K
8.54K $212K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.31K
+ 1677.04%
$44.68 - $46.49 $193K - $200K
4.57K $211K
XLF
Financial Sector Spdr

ETFs
3.47K
+ 20.53%
$47.32 - $52.19 $164K - $181K
20.4K $1.01M
EW
Edwards Lifesciences Corp

Healthcare
4.35K
+ 5.61%
$67.95 - $76.19 $296K - $332K
81.9K $5.94M
NSC
Norfolk Southern Corp

Industrials
631
+ 3.07%
$227.69 - $259.76 $144K - $164K
21.2K $5.02M
DGRO
Ishares Core Dividend Growth E

ETFs
2.65K
+ 5.49%
$60.46 - $64.42 $160K - $171K
50.9K $3.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.58K
+ 292.22%
$114.9 - $139.6 $181K - $220K
2.12K $248K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.62K
+ 30.25%
$21.75 - $24.28 $209K - $233K
41.4K $914K
HD
Home Depot, Inc.

Consumer Cyclical
622
+ 25.45%
$347.25 - $424.87 $216K - $264K
3.07K $1.12M
GE
General Electric CO

Industrials
218
+ 5.73%
$168.59 - $212.13 $36.8K - $46.2K
4.02K $804K
TJX
Tjx Companies Inc

Consumer Cyclical
365
+ 0.3%
$112.81 - $126.16 $41.2K - $46K
122K $14.8M
MMM
3 M CO

Industrials
385
+ 6.46%
$129.7 - $155.12 $49.9K - $59.7K
6.35K $932K
VPU
Vanguard Utilities ETF

ETFs
908
+ 210.19%
$161.24 - $173.33 $146K - $157K
1.34K $228K
GLD
Spdr Gold Trust

ETFs
230
+ 11.6%
$243.19 - $288.14 $55.9K - $66.3K
2.21K $637K
IBM
International Business Machines Corp

Technology
243
+ 7.72%
$217.4 - $264.74 $52.8K - $64.3K
3.39K $842K
SHW
Sherwin Williams CO

Basic Materials
398
+ 33.9%
$330.16 - $365.55 $131K - $145K
1.57K $548K
ABT
Abbott Laboratories

Healthcare
329
+ 6.39%
$111.1 - $140.22 $36.6K - $46.1K
5.48K $726K
GPC
Genuine Parts CO

Consumer Cyclical
362
+ 0.86%
$115.91 - $129.02 $42K - $46.7K
42.4K $5.06M
PHYS
Sprott Physical Gold Trust

Financial Services
3.24K
+ 20.26%
$20.25 - $24.06 $65.6K - $78K
19.2K $462K
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 7.25%
$58.74 - $64.87 $74.8K - $82.6K
18.8K $1.16M
MO
Altria Group, Inc.

Consumer Defensive
929
+ 10.89%
$50.81 - $60.02 $47.2K - $55.8K
9.46K $567K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
5.33K
+ 603.85%
$21.77 - $22.56 $116K - $120K
6.21K $139K
WPC
W. P. Carey Inc.

Real Estate
36
+ 0.27%
$53.5 - $65.05 $1.93K - $2.34K
13.3K $836K
PPL
Ppl Corp

Utilities
1.5K
+ 9.1%
$31.68 - $36.11 $47.5K - $54.2K
18K $649K
HDV
Ishares Core High Dividend ETF

ETFs
156
+ 1.68%
$110.86 - $121.12 $17.3K - $18.9K
9.47K $1.15M
VZ
Verizon Communications Inc

Communication Services
145
+ 0.86%
$37.81 - $46.49 $5.48K - $6.74K
17.1K $775K
GILD
Gilead Sciences, Inc.

Healthcare
46
+ 0.98%
$89.14 - $117.41 $4.1K - $5.4K
4.75K $532K
DVYE
Ishares Emerging Markets Divid

ETFs
3.57K
New
$25.08 - $27.99 $89.6K - $100K
3.57K $97K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
833
New
$107.24 - $116.37 $89.3K - $96.9K
833 $96K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
392
+ 3.17%
$49.06 - $56.82 $19.2K - $22.3K
12.8K $703K
T
At&T Inc.

Communication Services
970
+ 9.09%
$21.56 - $28.28 $20.9K - $27.4K
11.6K $329K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
225
+ 17.27%
$507.05 - $563.67 $114K - $127K
1.53K $785K
FNDF
Schwab Fundamental Intl Large

ETFs
1.84K
+ 35.22%
$32.9 - $37.45 $60.6K - $69K
7.07K $255K
NOC
Northrop Grumman Corp

Industrials
89
+ 10.63%
$433.45 - $513.82 $38.6K - $45.7K
926 $474K
VUG
Vanguard Growth ETF

ETFs
273
+ 54.82%
$369.1 - $427.61 $101K - $117K
771 $285K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.51K
+ 16.43%
$27.01 - $28.54 $67.8K - $71.7K
17.8K $497K
VV
Vanguard Large Cap ETF

ETFs
307
New
$253.32 - $282.66 $77.8K - $86.8K
307 $78K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.02K
New
$63.07 - $73.5 $64.1K - $74.7K
1.02K $71K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.6K
+ 11.17%
$102.49 - $119.96 $778K - $911K
75.6K $7.9M
CHKP
Check Point Software Technologies LTD

Technology
70
+ 5.5%
$179.88 - $231.31 $12.6K - $16.2K
1.34K $306K
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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