Howe & Rusling Inc Reduced Holdings in Q3 2025

Howe & Rusling Inc

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-21K
- 80.28%
$237.77 - $353.61 $5M - $7.43M
5.16K $1.78M
VGSH
Vanguard

ETFs
-161K
- 85.31%
$58.43 - $58.88 $9.4M - $9.47M
27.7K $1.63M
GPC
Genuine Parts CO

Consumer Cyclical
-36.2K
- 85.31%
$122.23 - $142.77 $4.43M - $5.17M
6.23K $863K
DTE
Dte Energy CO

Utilities
-30.2K
- 27.5%
$130.26 - $141.49 $3.93M - $4.27M
79.6K $11.3M
MU
Micron Technology Inc

Technology
-62.8K
- 76.2%
$104.88 - $168.89 $6.59M - $10.6M
19.6K $3.28M
ABC
Amerisourcebergen Corp

Healthcare
-14.4K
- 74.22%
N/A
5.01K $927K
XOM
Exxon Mobil Corp

Energy
-10.4K
- 4.32%
$105.83 - $117.22 $1.1M - $1.22M
230K $25.9M
EOG
Eog Resources Inc

Energy
-12.5K
- 23.78%
$112.12 - $126.1 $1.4M - $1.57M
39.9K $4.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
-34K
- 6.36%
$81.75 - $84.54 $2.78M - $2.87M
501K $42.1M
BDX
Becton Dickinson & CO

Healthcare
-1.21K
- 4.33%
$172.41 - $199.66 $208K - $241K
26.7K $4.99M
AMOT
Allied Motion Technologies Inc

Technology
-42.4K
- 42.37%
N/A
57.6K $1.61M
CMS
Cms Energy Corp

Utilities
-10.8K
- 8.7%
$69.37 - $74.67 $752K - $809K
114K $8.33M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.4K
- 21.8%
$215.01 - $273.02 $1.16M - $1.47M
19.4K $4.87M
DOX
Amdocs LTD

Technology
-1.83K
- 2.74%
$81.2 - $92.62 $148K - $169K
64.8K $5.31M
V
Visa Inc.

Financial Services
-1.37K
- 4.31%
$332.09 - $358.86 $456K - $493K
30.5K $10.4M
OKE
Oneok Inc

Energy
-4.82K
- 39.33%
$71.36 - $83.47 $344K - $402K
7.43K $542K
ICE
Intercontinental Exchange, Inc.

Financial Services
-831
- 0.75%
$167.28 - $188.45 $139K - $157K
110K $18.5M
COST
Costco Wholesale Corp

Consumer Defensive
-418
- 4.5%
$915.95 - $994.57 $383K - $416K
8.86K $8.2M
SWKS
Skyworks Solutions, Inc.

Technology
-10K
- 39.38%
$67.52 - $82.97 $677K - $832K
15.4K $1.19M
XLP
Consumer Staples Sector Spdr

ETFs
-5.53K
- 58.19%
N/A
3.97K $301K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.17K
- 48.06%
$97.75 - $100.75 $407K - $420K
4.5K $451K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.49K
- 20.4%
$48.5 - $50.19 $266K - $275K
21.4K $1.07M
BMY
Bristol Myers Squibb CO

Healthcare
-2.54K
- 31.25%
$43.31 - $48.98 $110K - $124K
5.59K $252K
ADBE
Adobe Inc.

Technology
-230
- 5.43%
$333.65 - $392.1 $76.7K - $90.2K
4.01K $1.41M
XLU
Utilities Sector Spdr

ETFs
-2.64K
- 94.29%
$81.14 - $87.32 $214K - $231K
160 $13K
IWV
Ishares Russell 3000 ETF

ETFs
-647
- 71.41%
$351.04 - $379.81 $227K - $246K
259 $98K
USB
Us Bancorp \De\

Financial Services
-5.89K
- 35.44%
$43.94 - $50.41 $259K - $297K
10.7K $518K
EFV
Msci Eafe Value ETF

ETFs
-3.24K
- 77.67%
$62.79 - $68.42 $204K - $222K
932 $63K
VPU
Vanguard Utilities ETF

ETFs
-1.03K
- 76.87%
$175.25 - $189.41 $181K - $195K
310 $58K
MRK
Merck & Co., Inc.

Healthcare
-373
- 1.88%
$77.6 - $87.37 $28.9K - $32.6K
19.4K $1.63M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.11K
- 68.12%
$45.72 - $47.27 $142K - $147K
1.46K $68K
DOW
Dow Inc.

Basic Materials
-61
- 0.61%
$20.87 - $30.37 $1.27K - $1.85K
9.99K $229K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.21K
- 48.97%
$91.44 - $91.77 $111K - $111K
1.27K $116K
T
At&T Inc.

Communication Services
-3.91K
- 33.54%
$26.94 - $29.62 $105K - $116K
7.74K $218K
EFG
Msci Eafe Growth ETF

ETFs
-1.12K
- 86.59%
$106.99 - $114.46 $120K - $128K
173 $19K
CPB
Campbell Soup CO

Consumer Defensive
-300
- 2.55%
$30.41 - $34.03 $9.12K - $10.2K
11.5K $362K
SHW
Sherwin Williams CO

Basic Materials
-299
- 19.02%
$330.88 - $375.23 $98.9K - $112K
1.27K $440K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-5.53K
- 73.65%
$18.82 - $19.8 $104K - $109K
1.98K $38K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-402
- 17.93%
$567.09 - $607.37 $228K - $244K
1.84K $1.1M
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 9.64%
$40.84 - $45.06 $67.3K - $74.3K
15.4K $678K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.48K
- 46.73%
$14.46 - $15.29 $79.2K - $83.7K
6.24K $93K
TGT
Target Corp

Consumer Defensive
-354
- 11.01%
$86.56 - $107.43 $30.6K - $38K
2.86K $256K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.62K
- 50.09%
$52.12 - $55.33 $84.6K - $89.9K
1.62K $89K
TRGP
Targa Resources Corp.

Energy
-4
- 0.17%
$160.52 - $174.4 $642 - $698
2.3K $384K
AGCO
Agco Corp

Industrials
-1.2K
- 32.39%
$106.41 - $117.97 $127K - $141K
2.5K $267K
BDC
Belden Inc.

Technology
-1.26K
- 31.21%
$115.58 - $133.49 $146K - $168K
2.78K $334K
AMT
American Tower Corp

Real Estate
-102
- 5.77%
$192.32 - $232.35 $19.6K - $23.7K
1.67K $320K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-726
- 20.74%
$78.11 - $79.07 $56.7K - $57.4K
2.78K $218K
EPD
Enterprise Products Partners L.P.

Energy
-278
- 1.79%
$30.74 - $32.14 $8.55K - $8.93K
15.2K $475K
Activity Summary
Buys All Purchases 257 New Holdings 57 Increased Positions 200 Sells All Sells 132 Reductions 131 Sold out 1 Options Calls 4 Puts 0
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