Howe & Rusling Inc Portfolio Holdings

Howe & Rusling Inc

  • $1.45 Billion
  • Q3 2025

Howe & Rusling Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 505 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $59.8M, Vanguard Total Stock Market Et with a value of $59.4M, Jpmorgan Chase & CO with a value of $57.7M, Ishares Core S&P 500 ETF with a value of $52.5M, and Ishares Core S&P U.S Growth Et with a value of $51.7M.

Examining the 13F form we can see an increase of $271M in the current position value, from $1.18B to 1.45B. Also it can be appreciated an additional of 57 stocks purchases and 1 closed positions.

Howe & Rusling Inc is based out at Rochester, NY

Below you can find more details about Howe & Rusling Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $454 Million
Technology: $286 Million
Financial Services: $162 Million
Healthcare: $102 Million
Consumer Cyclical: $101 Million
Industrials: $92.8 Million
Consumer Defensive: $81 Million
Communication Services: $62 Million
Other: $113 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$59.8 Million 4.12% of portfolio
181,306
Q3 2025 Added 1.58%
$922B
$57.7 Million 3.97% of portfolio
182,987
Q3 2025 Reduced 0.64%
$3.7T
$42.4 Million 2.92% of portfolio
81,876
Q3 2025 Reduced 1.92%
$4.31T
$40 Million 2.75% of portfolio
156,955
Q3 2025 Added 1.42%
$469B
$33.1 Million 2.27% of portfolio
177,165
Q3 2025 Added 4.69%
$2.49T
$31.3 Million 2.15% of portfolio
142,500
Q3 2025 Added 6.45%
$1.4T
$29.8 Million 2.05% of portfolio
40,532
Q3 2025 Added 2.13%
$489B
$25.9 Million 1.78% of portfolio
229,867
Q3 2025 Reduced 4.32%
$387B
$20.8 Million 1.43% of portfolio
89,768
Q3 2025 Added 7.63%
$238B
$19.7 Million 1.35% of portfolio
121,382
Q3 2025 Reduced 0.02%
$130B
$19.7 Million 1.35% of portfolio
93,406
Q3 2025 Added 2.18%
$165B
$19.4 Million 1.34% of portfolio
257,151
Q3 2025 Added 85.53%
$168B
$19.2 Million 1.32% of portfolio
132,655
Q3 2025 Added 9.1%
$83.2B
$18.5 Million 1.27% of portfolio
109,773
Q3 2025 Reduced 0.75%
$1.7T
$17.5 Million 1.2% of portfolio
71,755
Q3 2025 Added 2.87%
$268B
$16.8 Million 1.16% of portfolio
21,131
Q3 2025 Added 3.86%
$275B
$15.5 Million 1.06% of portfolio
97,221
Q3 2025 Added 4.54%
$197B
$13.9 Million 0.96% of portfolio
99,180
Q3 2025 Added 9.17%
$305B
$13.1 Million 0.9% of portfolio
197,296
Q3 2025 Added 0.55%
$78.4B
$12.7 Million 0.88% of portfolio
203,673
Q3 2025 Added 5.41%
$220B
$12.6 Million 0.87% of portfolio
41,436
Q3 2025 Added 14.83%
$427B
$12.3 Million 0.85% of portfolio
239,301
Q3 2025 Reduced 6.72%
$136B
$11.9 Million 0.82% of portfolio
50,503
Q3 2025 Added 1.65%
$135B
$11.6 Million 0.79% of portfolio
31,256
Q3 2025 Added 1.88%
$19.9B
$11.4 Million 0.78% of portfolio
20,141
Q3 2025 Added 7.05%
$26.5B
$11.3 Million 0.77% of portfolio
79,617
Q3 2025 Reduced 27.5%
$526B
$11 Million 0.76% of portfolio
19,312
Q3 2025 Added 4.63%
$155B
$10.6 Million 0.73% of portfolio
42,940
Q3 2025 Added 232.46%
$95.1B
$10.4 Million 0.72% of portfolio
30,567
Q3 2025 Added 1.95%
$549B
$10.4 Million 0.72% of portfolio
30,538
Q3 2025 Reduced 4.31%
$9.88B
$10.2 Million 0.7% of portfolio
270,428
Q3 2025 Added 3.07%
$76.3B
$9.98 Million 0.69% of portfolio
30,890
Q3 2025 New
$9.04B
$10 Million 0.69% of portfolio
69,854
Q3 2025 New
$297B
$10 Million 0.69% of portfolio
20,963
Q3 2025 Added 2.42%
$116B
$9.68 Million 0.67% of portfolio
19,730
Q3 2025 Added 5.11%
$11.7B
$9.64 Million 0.66% of portfolio
99,839
Q3 2025 Added 2.25%
$99.4B
$9.34 Million 0.64% of portfolio
34,573
Q3 2025 Added 3.46%
$82.7B
$9.09 Million 0.63% of portfolio
73,420
Q3 2025 Reduced 41.82%
$262B
$9.02 Million 0.62% of portfolio
117,593
Q3 2025 Reduced 2.91%
$21.3B
$8.33 Million 0.57% of portfolio
113,743
Q3 2025 Reduced 8.7%
$408B
$8.2 Million 0.56% of portfolio
8,863
Q3 2025 Reduced 4.5%
$404B
$7.68 Million 0.53% of portfolio
7,930
Q3 2025 Added 5.63%
$303B
$7.42 Million 0.51% of portfolio
47,803
Q3 2025 Added 0.12%
$45.8B
$6.97 Million 0.48% of portfolio
23,252
Q3 2025 Reduced 5.76%
$153B
$6.94 Million 0.48% of portfolio
35,020
Q3 2025 Added 12.15%
$51.6B
$6.68 Million 0.46% of portfolio
85,908
Q3 2025 Added 4.88%
$65.8B
$6.51 Million 0.45% of portfolio
21,655
Q3 2025 Added 2.25%
$196B
$6.48 Million 0.45% of portfolio
1,200
Q3 2025 Reduced 13.61%
$169B
$6.32 Million 0.43% of portfolio
5,862
Q3 2025 Reduced 10.49%

Summary

  • Portfolio
  • No. of Stocks 505
  • Current Value $1.45 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 200 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 131 stocks
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