Howe & Rusling Inc Purchases in Q1 2025

Howe & Rusling Inc

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.31K
+ 6.26%
$47.33 - $47.92 $62.2K - $63K
22.3K $1.06M
AFL
Aflac Inc

Financial Services
80
+ 1.05%
$100.99 - $111.19 $8.08K - $8.9K
7.67K $852K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.14K
+ 105.08%
$18.36 - $20.51 $57.7K - $64.4K
6.13K $121K
LLY
Eli Lilly & CO

Healthcare
55
+ 14.82%
$725.72 - $929.72 $39.9K - $51.1K
426 $351K
IWM
Ishares Russell 2000 ETF

ETFs
444
+ 40.07%
$198.1 - $229.79 $88K - $102K
1.55K $309K
VOE
Vanguard Mid Cap Value Index F

ETFs
440
+ 10.03%
$156.61 - $168.02 $68.9K - $73.9K
4.83K $775K
SO
Southern CO

Utilities
59
+ 0.97%
$80.96 - $92.96 $4.78K - $5.48K
6.17K $567K
XLV
Select Sector Spdr Fund Health

ETFs
184
+ 4.09%
$137.61 - $149.68 $25.3K - $27.5K
4.68K $683K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
726
+ 26.16%
$76.94 - $78.28 $55.9K - $56.8K
3.5K $274K
MTB
M&T Bank Corp

Financial Services
480
+ 15.02%
$170.47 - $201.98 $81.8K - $97K
3.68K $656K
ZTS
Zoetis Inc.

Healthcare
298
+ 15.86%
$156.48 - $175.67 $46.6K - $52.3K
2.18K $358K
COP
Conocophillips

Energy
217
+ 4.37%
$88.6 - $105.85 $19.2K - $23K
5.19K $544K
QQQ
Invesco Qqq Trust, Series 1

ETFs
147
+ 34.03%
$468.34 - $539.52 $68.8K - $79.3K
579 $271K
TRGP
Targa Resources Corp.

Energy
5
+ 0.22%
$178.44 - $217.22 $892 - $1.09K
2.3K $460K
CAH
Cardinal Health Inc

Healthcare
111
+ 6.24%
$118.02 - $137.77 $13.1K - $15.3K
1.89K $260K
ADP
Automatic Data Processing Inc

Industrials
83
+ 5.63%
$286.85 - $318.64 $23.8K - $26.4K
1.56K $475K
XLRE
Select Sector Spdr Tr Real Est

ETFs
938
+ 35.83%
$39.18 - $43.52 $36.8K - $40.8K
3.56K $148K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.3K
+ 44.25%
$19.04 - $20.15 $43.8K - $46.4K
7.51K $142K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.68K
New
$24.29 - $24.65 $40.9K - $41.5K
1.68K $41K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.36K
+ 50.86%
$25.69 - $26.89 $35K - $36.7K
4.04K $108K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
731
New
$51.52 - $52.37 $37.7K - $38.3K
731 $38K
PG
Procter & Gamble CO

Consumer Defensive
106
+ 1.64%
$158.56 - $176.26 $16.8K - $18.7K
6.58K $1.12M
VTWO
Vanguard Russell 2000 ETF

ETFs
474
+ 115.89%
$80.08 - $92.93 $38K - $44K
883 $71K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 2.74%
$44.15 - $48.43 $55.2K - $60.6K
46.9K $2.16M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
435
+ 74.61%
$73.78 - $76.59 $32.1K - $33.3K
1.02K $77K
FNDX
Schwab Fundamental U S Large C

ETFs
1.45K
+ 6.53%
$23.03 - $25.01 $33.5K - $36.3K
23.7K $560K
EFA
Ishares Tr Msci Eafe ETF

ETFs
370
+ 99.2%
$74.85 - $84.89 $27.7K - $31.4K
743 $60K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.34K
+ 47.46%
$23.32 - $23.84 $31.2K - $31.9K
4.15K $97K
PFE
Pfizer Inc

Healthcare
2.35K
+ 8.86%
$25.01 - $27.13 $58.6K - $63.6K
28.8K $729K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
288
+ 2.71%
$21.95 - $24.74 $6.32K - $7.13K
10.9K $264K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
96
+ 6.23%
$43.79 - $57.46 $4.2K - $5.52K
1.64K $93K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.06K
+ 196.83%
$20.2 - $22.24 $21.4K - $23.5K
1.59K $34K
TLT
Ishares Barclays 20+ Year Trea

ETFs
100
+ 2.62%
$85.29 - $92.57 $8.53K - $9.26K
3.91K $355K
RSP
Invesco S&P 500 Equal Weight E

ETFs
124
+ 190.77%
$169.43 - $182.84 $21K - $22.7K
189 $32K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
361
New
$51.39 - $57.43 $18.6K - $20.7K
361 $20K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
591
+ 20.55%
$25.81 - $28.52 $15.3K - $16.9K
3.47K $95K
XLB
Select Sector Spdr Fd Material

ETFs
169
+ 10.61%
$83.19 - $90.99 $14.1K - $15.4K
1.76K $151K
SCHG
Schwab Strategic Tr Us Large C

ETFs
647
New
$24.91 - $29.02 $16.1K - $18.8K
647 $16K
SPIB
Spdr Portfolio Intermediate Te

ETFs
435
+ 90.81%
$32.5 - $33.3 $14.1K - $14.5K
914 $30K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
286
+ 12.77%
$64.6 - $69.89 $18.5K - $20K
2.53K $165K
EMB
Ishares Tr

ETFs
155
+ 303.92%
$88.64 - $92.03 $13.7K - $14.3K
206 $18K
SLVP
Ishares Msci Global Silver And

ETFs
1K
New
$11.88 - $15.41 $11.9K - $15.4K
1K $14K
DVY
Ishares Tr

ETFs
100
New
$128.58 - $138.1 $12.9K - $13.8K
100 $13K
BWX
Spdr Bloomberg International T

ETFs
640
New
$20.94 - $22.04 $13.4K - $14.1K
640 $13K
EWJ
Ishares Msci Japan ETF

ETFs
125
+ 5.29%
$65.24 - $71.7 $8.15K - $8.96K
2.49K $170K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
150
New
$78.97 - $85.82 $11.8K - $12.9K
150 $12K
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.88%
$85.68 - $97.5 $2.66K - $3.02K
3.54K $331K
XLY
Select Sector Spdr Consumer Di

ETFs
65
New
$192.6 - $233.2 $12.5K - $15.2K
65 $12K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
154
+ 48.28%
$66.9 - $71.57 $10.3K - $11K
473 $33K
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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