Howe & Rusling Inc Incresed Positions in Q3 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.28K
+ 7.07%
$255.18 - $283.2 $2.37M - $2.63M
141K $39.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
32.9K
+ 7.58%
$79.29 - $84.02 $2.61M - $2.76M
467K $39.1M
AAPL
Apple Inc.

Technology
3.24K
+ 2.13%
$207.23 - $234.82 $671K - $760K
155K $36.2M
ABBV
Abb Vie Inc.

Healthcare
10.2K
+ 16.18%
$163.84 - $199.33 $1.67M - $2.03M
73.3K $14.5M
JPM
Jpmorgan Chase & CO

Financial Services
8.71K
+ 4.49%
$194.9 - $224.8 $1.7M - $1.96M
203K $42.8M
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 3.49%
$453.41 - $572.44 $622K - $785K
40.6K $23.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
17.5K
+ 8.72%
$87.56 - $95.49 $1.53M - $1.67M
219K $20.9M
PM
Philip Morris International Inc.

Consumer Defensive
383
+ 0.28%
$101.25 - $127.45 $38.8K - $48.8K
139K $16.9M
AVGO
Broadcom Inc.

Technology
186K
+ 909.84%
$136.27 - $1745.86 $25.3M - $324M
206K $35.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
12.1K
+ 5.32%
$116.79 - $133.54 $1.42M - $1.62M
240K $31.7M
BDX
Becton Dickinson & CO

Healthcare
8.98K
+ 41.16%
$221.47 - $242.41 $1.99M - $2.18M
30.8K $7.42M
CCK
Crown Holdings Inc

Consumer Cyclical
25
+ 0.03%
$71.52 - $95.86 $1.79K - $2.4K
97.9K $9.39M
DTE
Dte Energy CO

Utilities
1.05K
+ 0.95%
$108.67 - $128.41 $114K - $134K
111K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
525
+ 0.9%
$520.18 - $576.82 $273K - $303K
58.7K $33.9M
DOX
Amdocs LTD

Technology
12.4K
+ 13.52%
$78.13 - $87.85 $972K - $1.09M
105K $9.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.95K
+ 13.84%
$117.9 - $128.2 $937K - $1.02M
65.4K $8.38M
XOM
Exxon Mobil Corp

Energy
8.57K
+ 3.53%
$109.72 - $119.0 $940K - $1.02M
251K $29.5M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
25K
+ 101.17%
$69.02 - $93.84 $1.72M - $2.34M
49.7K $3.49M
CMS
Cms Energy Corp

Utilities
281
+ 0.22%
$58.7 - $70.62 $16.5K - $19.8K
129K $9.08M
NEE
Nextera Energy Inc

Utilities
594
+ 0.6%
$69.9 - $84.97 $41.5K - $50.5K
99.6K $8.42M
GVI
Ishares Tr

ETFs
2.39K
+ 0.7%
$103.17 - $107.43 $246K - $257K
344K $36.9M
VO
Vanguard Mid Cap ETF

ETFs
3.04K
+ 11.71%
$237.84 - $263.83 $722K - $801K
29K $7.64M
TJX
Tjx Companies Inc

Consumer Cyclical
3.69K
+ 3.17%
$107.93 - $120.23 $398K - $444K
120K $14.1M
JNJ
Johnson & Johnson

Healthcare
178
+ 0.23%
$145.48 - $167.38 $25.9K - $29.8K
78.3K $12.7M
V
Visa Inc.

Financial Services
3.22K
+ 12.54%
$253.74 - $291.56 $816K - $938K
28.9K $7.94M
MA
Mastercard Inc

Financial Services
543
+ 3.31%
$429.6 - $500.99 $233K - $272K
16.9K $8.37M
UNP
Union Pacific Corp

Industrials
213
+ 0.43%
$221.78 - $256.09 $47.2K - $54.5K
49.9K $12.3M
SYK
Stryker Corp

Healthcare
594
+ 1.74%
$315.94 - $371.96 $188K - $221K
34.7K $12.5M
MGV
Vanguard Mega Cap Value

ETFs
4.06K
+ 12.82%
$118.0 - $128.28 $479K - $521K
35.7K $4.58M
MS
Morgan Stanley

Financial Services
1.57K
+ 1.67%
$92.07 - $106.96 $145K - $168K
95.9K $10M
NSC
Norfolk Southern Corp

Industrials
351
+ 1.63%
$213.75 - $259.69 $75K - $91.2K
21.9K $5.44M
NVDA
Nvidia Corp

Technology
8.9K
+ 5.86%
$98.91 - $134.91 $880K - $1.2M
161K $19.5M
VGSH
Vanguard

ETFs
8.52K
+ 5.36%
$57.74 - $59.13 $492K - $504K
167K $9.87M
LMT
Lockheed Martin Corp

Industrials
602
+ 24.72%
$460.3 - $584.56 $277K - $352K
3.04K $1.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.96K
+ 1.59%
$76.94 - $79.54 $227K - $235K
189K $15M
COST
Costco Wholesale Corp

Consumer Defensive
314
+ 3.46%
$801.83 - $917.05 $252K - $288K
9.38K $8.31M
LHX
L3 Harris Technologies, Inc.

Industrials
1.2K
+ 5.34%
$221.96 - $243.27 $266K - $292K
23.7K $5.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
+ 4.51%
$3305.62 - $4268.05 $188K - $243K
1.32K $5.57M
MSFT
Microsoft Corp

Technology
4.08K
+ 5.57%
$395.15 - $467.56 $1.61M - $1.91M
77.4K $33.3M
AMZN
Amazon Com Inc

Consumer Cyclical
7.03K
+ 5.79%
$161.02 - $200.0 $1.13M - $1.41M
128K $23.9M
SHEL
Shell PLC

Energy
7.35K
+ 42.87%
$65.65 - $73.28 $482K - $538K
24.5K $1.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
535
+ 43.43%
$475.2 - $527.7 $254K - $282K
1.77K $932K
SO
Southern CO

Utilities
2.59K
+ 55.81%
$77.0 - $90.52 $199K - $234K
7.23K $651K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.98K
+ 2.48%
$37.37 - $41.82 $73.8K - $82.6K
81.7K $3.39M
MGK
Vanguard Mega Cap Growth ETF

ETFs
794
+ 77.16%
$285.48 - $330.24 $227K - $262K
1.82K $586K
VEU
Vanguard Ftse All World Ex Us

ETFs
925
+ 2.11%
$56.47 - $63.69 $52.2K - $58.9K
44.7K $2.81M
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 6.72%
$333.64 - $405.2 $60.1K - $72.9K
2.86K $1.16M
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 47.96%
$66.91 - $81.4 $135K - $165K
6.24K $503K
FISV
Fiserv Inc

Technology
1.56K
+ 3.58%
N/A
45.1K $5.65M
Activity Summary
Buys All Purchases 201 New Holdings 64 Increased Positions 137 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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