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
SCHV
Schwab Strategic Tr Us Large C

ETFs
-209
- 5.77%
$25.77 - $27.6 $5.39K - $5.77K
3.42K $90K
XLI
Industrial Sector Spdr

ETFs
-11
- 0.39%
$128.78 - $141.67 $1.42K - $1.56K
2.84K $372K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-28
- 13.15%
$60.91 - $71.4 $1.71K - $2K
185 $11K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-66
- 33.85%
$59.28 - $66.1 $3.91K - $4.36K
129 $8K
IWS
Ishares Russell Midcap Value E

ETFs
-20
- 50.0%
$122.59 - $135.24 $2.45K - $2.7K
20 $2K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7
- 11.67%
$121.0 - $142.28 $847 - $996
53 $6K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1
- 0.24%
$37.35 - $43.35 $37.4 - $43.4
420 $15K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-82
- 44.81%
$22.25 - $23.0 $1.82K - $1.89K
101 $2K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-72
- 5.47%
$42.18 - $45.16 $3.04K - $3.25K
1.24K $55K
EBND
Spdr Bloomberg Emerging Market

ETFs
-27
- 23.48%
$19.47 - $20.36 $526 - $550
88 $1K
DFAE
Dimensional ETF Tr

ETFs
-14
- 2.45%
$24.64 - $26.86 $345 - $376
558 $14K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-114
- 1.41%
$44.72 - $46.25 $5.1K - $5.27K
8K $368K
AMT
American Tower Corp

Real Estate
-317
- 15.2%
$173.46 - $217.6 $55K - $69K
1.77K $384K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-65
- 7.67%
$34.58 - $45.97 $2.25K - $2.99K
783 $35K
SPGI
S&P Global Inc.

Financial Services
-13
- 0.58%
$478.26 - $543.77 $6.22K - $7.07K
2.21K $1.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-25
- 0.29%
$95.85 - $99.25 $2.4K - $2.48K
8.67K $857K
EFV
Msci Eafe Value ETF

ETFs
-30
- 0.71%
$51.88 - $60.73 $1.56K - $1.82K
4.17K $245K
PLTR
Palantir Technologies Inc.

Technology
-90
- 1.56%
$64.98 - $124.62 $5.85K - $11.2K
5.67K $478K
EPD
Enterprise Products Partners L.P.

Energy
-21
- 0.14%
$31.75 - $34.14 $667 - $717
15.5K $529K
BNL
Broadstone Net Lease, Inc.

Real Estate
-97
- 0.24%
$15.2 - $17.25 $1.47K - $1.67K
40.8K $695K
GD
General Dynamics Corp

Industrials
-752
- 2.45%
$241.94 - $272.58 $182K - $205K
30K $8.17M
CTVA
Corteva, Inc.

Basic Materials
-1.89K
- 4.78%
$55.94 - $66.15 $105K - $125K
37.5K $2.36M
PAYX
Paychex Inc

Industrials
-116
- 0.99%
$136.06 - $154.52 $15.8K - $17.9K
11.6K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 0.41%
$890.62 - $1076.86 $33.8K - $40.9K
9.28K $8.78M
SHEL
Shell PLC

Energy
-73
- 0.3%
$62.84 - $73.29 $4.59K - $5.35K
24.4K $1.79M
UNH
Unitedhealth Group Inc

Healthcare
-369
- 1.39%
$461.52 - $548.18 $170K - $202K
26.2K $13.7M
KLAC
Kla Corp

Technology
-12
- 0.18%
$636.62 - $777.63 $7.64K - $9.33K
6.55K $4.45M
SYK
Stryker Corp

Healthcare
-92
- 0.3%
$355.18 - $399.9 $32.7K - $36.8K
30.7K $11.4M
JNJ
Johnson & Johnson

Healthcare
-795
- 3.32%
$142.06 - $167.7 $113K - $133K
23.1K $3.84M
RTX
Raytheon Technologies Corp

Industrials
-306
- 1.18%
$114.1 - $135.66 $34.9K - $41.5K
25.5K $3.38M
CMS
Cms Energy Corp

Utilities
-1.44K
- 1.15%
$64.99 - $75.11 $93.8K - $108K
125K $9.36M
CME
Cme Group Inc.

Financial Services
-615
- 1.81%
$225.82 - $266.54 $139K - $164K
33.4K $8.86M
DTE
Dte Energy CO

Utilities
-76
- 0.07%
$117.6 - $138.27 $8.94K - $10.5K
110K $15.2M
ABBV
Abb Vie Inc.

Healthcare
-239
- 0.29%
$169.2 - $216.66 $40.4K - $51.8K
83.4K $17.5M
XOM
Exxon Mobil Corp

Energy
-776
- 0.32%
$105.44 - $118.93 $81.8K - $92.3K
240K $28.6M
PM
Philip Morris International Inc.

Consumer Defensive
-13.6K
- 10.1%
$117.15 - $158.79 $1.6M - $2.17M
121K $19.3M
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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