Howe & Rusling Inc Incresed Positions in Q4 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.71K
+ 189.28%
$40.06 - $45.21 $68.6K - $77.4K
2.62K $106K
VTV
Vanguard Value ETF

ETFs
535
+ 10.55%
$168.32 - $181.87 $90.1K - $97.3K
5.61K $949K
CRM
Salesforce, Inc.

Technology
2
+ 0.19%
$270.87 - $367.87 $542 - $736
1.04K $346K
BMY
Bristol Myers Squibb CO

Healthcare
467
+ 6.1%
$51.92 - $59.94 $24.2K - $28K
8.13K $459K
IEF
Ishares Barclays

ETFs
723
+ 54.2%
$92.08 - $98.18 $66.6K - $71K
2.06K $190K
ETR
Entergy Corp

Utilities
3.03K
+ 99.8%
$73.19 - $156.4 $222K - $473K
6.06K $459K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.02K
+ 363.8%
$57.78 - $60.4 $58.6K - $61.3K
1.29K $75K
VCIT
Vanguard Intermediate Term Cor

ETFs
20.9K
+ 4.47%
$80.13 - $83.77 $1.67M - $1.75M
488K $39.2M
PG
Procter & Gamble CO

Consumer Defensive
497
+ 8.32%
$161.05 - $179.7 $80K - $89.3K
6.47K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
115
+ 2.51%
$83.95 - $97.9 $9.65K - $11.3K
4.7K $434K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.26K
+ 544.23%
$25.74 - $53.78 $58.3K - $122K
2.68K $69K
IXN
Ishares Global Information Tec

ETFs
517
+ 311.45%
$80.67 - $87.84 $41.7K - $45.4K
683 $57K
ROST
Ross Stores, Inc.

Consumer Cyclical
266
+ 6.67%
$138.59 - $156.61 $36.9K - $41.7K
4.25K $643K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
337
+ 783.72%
$121.89 - $135.52 $41.1K - $45.7K
380 $47K
PHYS
Sprott Physical Gold Trust

Financial Services
2.1K
+ 15.14%
$19.66 - $21.66 $41.3K - $45.6K
16K $322K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
151
+ 17.56%
$238.25 - $261.28 $36K - $39.5K
1.01K $244K
COP
Conocophillips

Energy
582
+ 13.26%
$95.12 - $114.72 $55.4K - $66.8K
4.97K $492K
VHT
Vanguard Health Care ETF

ETFs
104
+ 260.0%
$250.81 - $283.3 $26.1K - $29.5K
144 $36K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
599
+ 13.24%
$49.87 - $52.46 $29.9K - $31.4K
5.12K $255K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
858
+ 3575.0%
$22.02 - $46.16 $18.9K - $39.6K
882 $19K
VPU
Vanguard Utilities ETF

ETFs
122
+ 39.35%
$160.52 - $179.11 $19.6K - $21.9K
432 $70K
RYLD
Global X Fds Russell 2000 Cove

ETFs
909
+ 13.64%
$15.97 - $16.79 $14.5K - $15.3K
7.58K $123K
MBB
Ishares Tr

ETFs
167
+ 2087.5%
$91.26 - $95.82 $15.2K - $16K
175 $16K
SPIB
Spdr Portfolio Intermediate Te

ETFs
476
+ 15866.67%
$32.65 - $33.68 $15.5K - $16K
479 $15K
ABT
Abbott Laboratories

Healthcare
174
+ 3.5%
$111.93 - $119.39 $19.5K - $20.8K
5.15K $582K
VNQ
Vanguard Specialized Funds Van

ETFs
242
+ 32.05%
$87.85 - $98.6 $21.3K - $23.9K
997 $88K
XLU
Utilities Sector Spdr

ETFs
365
+ 13.82%
$74.89 - $82.93 $27.3K - $30.3K
3.01K $227K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
484
+ 92.19%
$33.39 - $37.66 $16.2K - $18.2K
1.01K $33K
SPTS
Spdr Portfolio Short Term Trea

ETFs
555
+ 7.27%
$28.88 - $29.33 $16K - $16.3K
8.19K $237K
IWP
Ishares Russell Mid Cap Growth

ETFs
68
+ 14.41%
$116.4 - $138.52 $7.92K - $9.42K
540 $68K
FNDX
Schwab Fundamental U S Large C

ETFs
15.1K
+ 210.66%
$23.49 - $71.77 $355K - $1.08M
22.3K $527K
SCL
Stepan CO

Basic Materials
837
+ 24.5%
$64.61 - $81.08 $54.1K - $67.9K
4.25K $275K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
146
+ 94.19%
$88.59 - $94.57 $12.9K - $13.8K
301 $26K
PFF
Ishares Trust Ishares Pfd And

ETFs
421
+ 35.68%
$31.23 - $33.51 $13.1K - $14.1K
1.6K $50K
IJK
Ishares S&P Midcap 400 Growth

ETFs
105
+ 338.71%
$90.66 - $99.46 $9.52K - $10.4K
136 $12K
FNDA
Schwab Fundamental U S Small C

ETFs
3.55K
+ 110.8%
$29.26 - $59.11 $104K - $210K
6.75K $200K
VCR
Vanguard Consumer Discretionar

ETFs
5
+ 2.0%
$328.51 - $401.37 $1.64K - $2.01K
255 $95K
QUAL
Ishares Msci Usa Quality Facto

ETFs
55
+ 7.63%
$176.42 - $186.91 $9.7K - $10.3K
776 $138K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
53
+ 757.14%
$134.53 - $150.65 $7.13K - $7.98K
60 $8K
AGCO
Agco Corp

Industrials
242
+ 7.01%
$89.46 - $101.89 $21.6K - $24.7K
3.69K $345K
VOX
Vanguard Communication Service

ETFs
38
+ 27.94%
$144.31 - $163.57 $5.48K - $6.22K
174 $26K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
108
+ 166.15%
$61.68 - $67.87 $6.66K - $7.33K
173 $10K
XLE
Energy Sector Spdr

ETFs
79
+ 10.1%
$83.32 - $97.27 $6.58K - $7.68K
861 $73K
IXUS
Ishares Tr

ETFs
608
+ 11.18%
$65.95 - $72.56 $40.1K - $44.1K
6.05K $399K
DSI
Ishares Msci Kld 400 Social Et

ETFs
6
+ 0.29%
$107.41 - $115.71 $644 - $694
2.09K $230K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
227
+ 8.77%
$23.29 - $23.93 $5.29K - $5.43K
2.82K $66K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
97
+ 8.08%
$57.38 - $61.11 $5.57K - $5.93K
1.3K $75K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11K
+ 100.58%
$25.33 - $51.16 $279K - $563K
22K $567K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.5K
+ 221.94%
$25.79 - $80.4 $64.4K - $201K
3.63K $94K
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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