Howe & Rusling Inc Reduced Holdings in Q4 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-22
- 0.22%
$39.1 - $55.34 $860 - $1.22K
9.83K $394K
BNL
Broadstone Net Lease, Inc.

Real Estate
-614
- 1.48%
$15.86 - $18.7 $9.74K - $11.5K
40.9K $648K
XLV
Select Sector Spdr Fund Health

ETFs
-397
- 8.11%
$136.28 - $154.74 $54.1K - $61.4K
4.5K $619K
GE
General Electric CO

Industrials
-262
- 6.45%
$159.95 - $194.23 $41.9K - $50.9K
3.8K $634K
ACN
Accenture PLC

Technology
-312
- 2.99%
$343.9 - $376.86 $107K - $118K
10.1K $3.56M
WM
Waste Management Inc

Industrials
-524
- 15.53%
$201.79 - $228.46 $106K - $120K
2.85K $575K
AEP
American Electric Power CO Inc

Utilities
-716
- 13.03%
$90.91 - $102.21 $65.1K - $73.2K
4.78K $440K
CTVA
Corteva, Inc.

Basic Materials
-629
- 1.57%
$55.21 - $64.13 $34.7K - $40.3K
39.4K $2.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-229
- 34.64%
$481.22 - $538.17 $110K - $123K
432 $220K
CPB
Campbell Soup CO

Consumer Defensive
-400
- 3.39%
$41.42 - $48.71 $16.6K - $19.5K
11.4K $476K
ABC
Amerisourcebergen Corp

Healthcare
-484
- 2.4%
N/A
19.7K $3.64M
HDV
Ishares Core High Dividend ETF

ETFs
-292
- 3.04%
$110.82 - $121.28 $32.4K - $35.4K
9.31K $1.05M
VUG
Vanguard Growth ETF

ETFs
-242
- 32.7%
$378.79 - $428.11 $91.7K - $104K
498 $204K
DY
Dycom Industries Inc

Industrials
-179
- 8.54%
$168.3 - $202.91 $30.1K - $36.3K
1.92K $333K
VB
Vanguard Small Cap ETF

ETFs
-340
- 30.8%
$233.76 - $261.58 $79.5K - $88.9K
764 $183K
LLY
Eli Lilly & CO

Healthcare
-35
- 8.62%
$727.2 - $932.06 $25.5K - $32.6K
371 $286K
EPAC
Enerpac Tool Group Corp

Industrials
-1.52K
- 14.43%
$41.09 - $51.57 $62.4K - $78.3K
9.01K $370K
TGT
Target Corp

Consumer Defensive
-27
- 0.84%
$121.59 - $160.69 $3.28K - $4.34K
3.19K $431K
VOE
Vanguard Mid Cap Value Index F

ETFs
-240
- 5.18%
$160.89 - $176.18 $38.6K - $42.3K
4.39K $710K
SHW
Sherwin Williams CO

Basic Materials
-39
- 3.22%
$338.75 - $399.71 $13.2K - $15.6K
1.17K $399K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-695
- 2.53%
$49.79 - $51.14 $34.6K - $35.5K
26.8K $1.34M
PPL
Ppl Corp

Utilities
-1.5K
- 8.34%
$31.47 - $35.0 $47.2K - $52.5K
16.5K $534K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-32
- 0.26%
$49.25 - $53.57 $1.58K - $1.71K
12.4K $612K
RAYS
Global X Fds Solar ETF (De)
-1.91K
- 13.27%
$8.94 - $12.63 $17.1K - $24.2K
12.5K $111K
XLI
Industrial Sector Spdr

ETFs
-310
- 9.8%
$131.76 - $143.99 $40.8K - $44.6K
2.85K $376K
CL
Colgate Palmolive CO

Consumer Defensive
-55
- 1.54%
$90.22 - $102.31 $4.96K - $5.63K
3.51K $319K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.45K
- 79.77%
$28.89 - $33.95 $41.8K - $49.1K
367 $10K
VTWO
Vanguard Russell 2000 ETF

ETFs
-505
- 55.25%
$87.42 - $98.06 $44.1K - $49.5K
409 $36K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.22%
$480.36 - $529.17 $2.4K - $2.65K
2.22K $1.11M
EA
Electronic Arts Inc.

Communication Services
-341
- 16.61%
$140.69 - $167.97 $48K - $57.3K
1.71K $250K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-614
- 28.48%
$42.32 - $55.35 $26K - $34K
1.54K $65K
VT
Vanguard Total World Stk Index

ETFs
-316
- 43.41%
$117.09 - $123.07 $37K - $38.9K
412 $48K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-445
- 13.82%
$77.02 - $78.58 $34.3K - $35K
2.78K $214K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-93
- 7.48%
$417.69 - $450.94 $38.8K - $41.9K
1.15K $489K
VBR
Vanguard Small Cap Value ETF

ETFs
-170
- 63.43%
$197.36 - $217.3 $33.6K - $36.9K
98 $19K
LPX
Louisiana Pacific Corp

Industrials
-151
- 3.53%
$98.02 - $120.27 $14.8K - $18.2K
4.12K $426K
SOXX
Ishares Semiconductor ETF

ETFs
-125
- 36.44%
$211.27 - $239.8 $26.4K - $30K
218 $46K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-1.58K
- 24.35%
$19.01 - $21.64 $29.9K - $34.1K
4.89K $97K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.26K
- 70.18%
$20.55 - $23.26 $26K - $29.4K
537 $11K
BDC
Belden Inc.

Technology
-106
- 2.55%
$112.15 - $131.43 $11.9K - $13.9K
4.04K $455K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-340
- 13.18%
$67.38 - $75.88 $22.9K - $25.8K
2.24K $151K
MO
Altria Group, Inc.

Consumer Defensive
-740
- 7.98%
$49.06 - $57.74 $36.3K - $42.7K
8.53K $446K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-142
- 1.32%
$21.96 - $24.21 $3.12K - $3.44K
10.6K $236K
IBM
International Business Machines Corp

Technology
-86
- 2.66%
$204.9 - $238.04 $17.6K - $20.5K
3.15K $691K
XLB
Select Sector Spdr Fd Material

ETFs
-17
- 1.06%
$83.8 - $97.58 $1.42K - $1.66K
1.59K $134K
FNDC
Schwab Fundamental Intl Small

ETFs
-379
- 23.67%
$33.92 - $38.03 $12.9K - $14.4K
1.22K $41K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-163
- 68.78%
$113.79 - $124.5 $18.5K - $20.3K
74 $8K
IWS
Ishares Russell Midcap Value E

ETFs
-140
- 77.78%
$128.08 - $140.32 $17.9K - $19.6K
40 $5K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-99
- 60.37%
$174.22 - $187.62 $17.2K - $18.6K
65 $11K
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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