Howe & Rusling Inc Incresed Positions in Q1 2025

Howe & Rusling Inc

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
GILD
Gilead Sciences, Inc.

Healthcare
46
+ 0.98%
$89.14 - $117.41 $4.1K - $5.4K
4.75K $532K
VZ
Verizon Communications Inc

Communication Services
145
+ 0.86%
$37.81 - $46.49 $5.48K - $6.74K
17.1K $775K
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
NOC
Northrop Grumman Corp

Industrials
89
+ 10.63%
$433.45 - $513.82 $38.6K - $45.7K
926 $474K
FNDF
Schwab Fundamental Intl Large

ETFs
1.84K
+ 35.22%
$32.9 - $37.45 $60.6K - $69K
7.07K $255K
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
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
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
VOE
Vanguard Mid Cap Value Index F

ETFs
440
+ 10.03%
$156.61 - $168.02 $68.9K - $73.9K
4.83K $775K
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
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
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.15K
+ 54.73%
$14.93 - $16.85 $61.9K - $69.9K
11.7K $176K
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
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.36K
+ 50.86%
$25.69 - $26.89 $35K - $36.7K
4.04K $108K
PG
Procter & Gamble CO

Consumer Defensive
106
+ 1.64%
$158.56 - $176.26 $16.8K - $18.7K
6.58K $1.12M
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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