Howe & Rusling Inc Reduced Holdings in Q1 2025

Howe & Rusling Inc

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-22.1K
- 11.0%
$167.43 - $244.7 $3.69M - $5.4M
178K $29.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-39.5K
- 71.02%
$161.05 - $222.93 $6.36M - $8.8M
16.1K $2.96M
AAPL
Apple Inc.

Technology
-1.39K
- 0.89%
$209.68 - $247.1 $291K - $343K
155K $34.4M
USB
Us Bancorp \De\

Financial Services
-73K
- 81.47%
$40.92 - $50.9 $2.99M - $3.72M
16.6K $701K
GOOG
Alphabet Inc.

Communication Services
-3.7K
- 5.03%
$156.06 - $207.71 $577K - $768K
69.8K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
-15.9K
- 7.97%
$225.19 - $279.95 $3.59M - $4.46M
184K $45.2M
DOX
Amdocs LTD

Technology
-31.3K
- 31.97%
$82.21 - $92.02 $2.57M - $2.88M
66.6K $6.09M
MU
Micron Technology Inc

Technology
-22K
- 21.08%
$86.89 - $109.38 $1.91M - $2.41M
82.5K $7.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-13.3K
- 17.79%
$126.11 - $135.06 $1.68M - $1.8M
61.6K $7.94M
AZN
Astrazeneca PLC

Healthcare
-35.4K
- 22.59%
$65.37 - $77.96 $2.31M - $2.76M
121K $8.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.49K
- 12.68%
$551.42 - $612.93 $823K - $915K
10.3K $5.75M
MS
Morgan Stanley

Financial Services
-482
- 0.52%
$111.68 - $141.08 $53.8K - $68K
93K $10.9M
CAT
Caterpillar Inc

Industrials
-614
- 2.91%
$326.75 - $407.63 $201K - $250K
20.5K $6.75M
VO
Vanguard Mid Cap ETF

ETFs
-2.05K
- 6.86%
$251.87 - $277.95 $515K - $568K
27.8K $7.18M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-19.9K
- 27.92%
$36.91 - $41.03 $736K - $818K
51.5K $2.04M
LMT
Lockheed Martin Corp

Industrials
-809
- 24.22%
$423.19 - $506.29 $342K - $410K
2.53K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
-614
- 2.42%
$222.66 - $268.42 $137K - $165K
24.8K $5.78M
AMOT
Allied Motion Technologies Inc

Technology
-13K
- 11.47%
N/A
100K $2.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.89K
- 94.67%
$71.17 - $73.66 $348K - $360K
275 $20K
ADBE
Adobe Inc.

Technology
-136
- 3.11%
$377.84 - $464.11 $51.4K - $63.1K
4.24K $1.62M
PANW
Palo Alto Networks Inc

Technology
-986
- 12.41%
$167.82 - $208.28 $165K - $205K
6.96K $1.19M
ORCL
Oracle Corp

Technology
-428
- 6.81%
$139.81 - $186.47 $59.8K - $79.8K
5.86K $818K
SPYG
Spdr Portfolio

ETFs
-2.07K
- 73.81%
$80.05 - $92.39 $166K - $191K
735 $59K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.11K
- 5.58%
$308.86 - $455.36 $343K - $505K
18.8K $6.62M
MRVL
Marvell Technology, Inc.

Technology
-6
- 0.18%
$61.57 - $126.06 $369 - $756
3.36K $206K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-407
- 42.53%
$442.66 - $534.52 $180K - $218K
550 $292K
NOW
Service Now, Inc.

Technology
-10
- 2.22%
$783.83 - $1170.39 $7.84K - $11.7K
440 $350K
NFLX
Netflix Inc

Communication Services
-152
- 22.96%
$828.4 - $1058.6 $126K - $161K
510 $475K
VGT
Vanguard Information Technolog

ETFs
-72
- 8.39%
$542.38 - $646.34 $39.1K - $46.5K
786 $426K
ROST
Ross Stores, Inc.

Consumer Cyclical
-11
- 0.26%
$123.3 - $154.95 $1.36K - $1.7K
4.24K $541K
UPS
United Parcel Service Inc

Industrials
-538
- 21.08%
$109.66 - $136.26 $59K - $73.3K
2.01K $221K
DY
Dycom Industries Inc

Industrials
-316
- 16.49%
$136.75 - $200.56 $43.2K - $63.4K
1.6K $243K
SAM
Boston Beer CO Inc

Consumer Defensive
-66
- 6.35%
$219.16 - $301.26 $14.5K - $19.9K
974 $232K
IEMG
Ishares Inc

ETFs
-1.39K
- 8.42%
N/A
15.1K $810K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-620
- 57.09%
$101.13 - $119.79 $62.7K - $74.3K
466 $48K
MCK
Mckesson Corp

Healthcare
-415
- 20.43%
$566.21 - $672.99 $235K - $279K
1.62K $1.09M
CRM
Salesforce, Inc.

Technology
-1
- 0.1%
$268.36 - $359.95 $268 - $360
1.04K $278K
WMT
Walmart Inc.

Consumer Defensive
-552
- 8.64%
$84.5 - $105.05 $46.6K - $58K
5.84K $512K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-850
- 11.69%
$63.77 - $68.75 $54.2K - $58.4K
6.42K $414K
IEF
Ishares Barclays

ETFs
-711
- 34.56%
$91.17 - $95.39 $64.8K - $67.8K
1.35K $128K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.17K
- 26.49%
$49.78 - $53.19 $58.1K - $62.1K
3.24K $165K
EFG
Msci Eafe Growth ETF

ETFs
-671
- 34.22%
$96.1 - $106.37 $64.5K - $71.4K
1.29K $129K
DORM
Dorman Products, Inc.

Consumer Cyclical
-270
- 9.76%
$120.54 - $134.79 $32.5K - $36.4K
2.5K $300K
VTV
Vanguard Value ETF

ETFs
-434
- 7.74%
$167.73 - $179.21 $72.8K - $77.8K
5.17K $893K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-830
- 70.16%
$58.81 - $68.2 $48.8K - $56.6K
353 $21K
VB
Vanguard Small Cap ETF

ETFs
-174
- 22.77%
$217.89 - $252.64 $37.9K - $44K
590 $130K
TT
Trane Technologies PLC

Industrials
-40
- 3.29%
$332.0 - $400.86 $13.3K - $16K
1.18K $396K
DAR
Darling Ingredients Inc.

Consumer Defensive
-575
- 4.33%
$28.51 - $41.85 $16.4K - $24.1K
12.7K $397K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-87
- 23.26%
$360.07 - $417.26 $31.3K - $36.3K
287 $103K
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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