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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16,000 0.0% of portfolio
190
Q3 2025 Added 691.67%
$0
$21,000 0.0% of portfolio
164
Q3 2025 Added 281.4%
$0
$10,000 0.0% of portfolio
106
Q1 2025 Reduced 68.82%
$0
$9,000 0.0% of portfolio
40
Q3 2025 Reduced 38.46%
$0
$3,000 0.0% of portfolio
25
Q3 2025 Reduced 52.83%
$0
$2,000 0.0% of portfolio
31
Q3 2025 Reduced 81.33%
$0
$2,000 0.0% of portfolio
14
Q3 2025 New
$0
$0 0.0% of portfolio
60
Q1 2025 New
$0
$2,000 0.0% of portfolio
50
Q1 2025 New
$0
$0 0.0% of portfolio
0
Q3 2025 Sold Out
$0
$0 0.0% of portfolio
1
Q4 2023 Reduced 99.23%
$0
$0 0.0% of portfolio
2
Q3 2025 New
$0
$0 0.0% of portfolio
5
Q3 2025 Reduced 97.57%
$0
$0 0.0% of portfolio
8
Q1 2025 New
$0
$1,000 0.0% of portfolio
9
Q3 2025 Reduced 35.71%
$0
$1,000 0.0% of portfolio
14
Q1 2025 New
$0
$3,000 0.0% of portfolio
112
Q3 2025 New
$0
$0 0.0% of portfolio
125
Q1 2025 New
$0
$4,000 0.0% of portfolio
65
Q3 2025 Reduced 1.52%
$0
$9,000 0.0% of portfolio
192
Q4 2024 New
$0
$8,000 0.0% of portfolio
100
Q3 2025 Reduced 33.33%
$0
$8,000 0.0% of portfolio
90
Q1 2025 New
$0
$7,000 0.0% of portfolio
93
Q1 2025 New
$0
$7,000 0.0% of portfolio
100
Q3 2025 Reduced 50.0%
$0
$6,000 0.0% of portfolio
145
Q3 2025 New
$0
$6,000 0.0% of portfolio
47
Q1 2025 New
$0
$6,000 0.0% of portfolio
166
Q3 2025 Added 49.55%
$0
$5,000 0.0% of portfolio
141
Q1 2025 New
$0
$4,000 0.0% of portfolio
211
Q3 2025 Added 108.91%
$0
$4,000 0.0% of portfolio
105
Q1 2025 New
$0
$4,000 0.0% of portfolio
106
Q3 2023 Reduced 21.48%
$0
$4,000 0.0% of portfolio
35
Q4 2024 New
$0
$1,000 0.0% of portfolio
35
Q3 2025 New
$0
$63,000 0.0% of portfolio
932
Q3 2025 Reduced 77.67%
$0
$0 0.0% of portfolio
2,083
Q3 2025 Added 55.68%
$0
$60,000 0.0% of portfolio
426
Q3 2025 Added 3,772.73%
$0
$60,000 0.0% of portfolio
246
Q3 2025 New
$0
$59,000 0.0% of portfolio
2,217
Q3 2025 Reduced 45.16%
$0
$58,000 0.0% of portfolio
310
Q3 2025 Reduced 76.87%
$0
$56,000 0.0% of portfolio
677
Q3 2025 Added 67,600.0%
$0
$54,000 0.0% of portfolio
288
Q3 2025 Added 52.38%
$0
$0 0.0% of portfolio
659
Q3 2024 New
$0
$52,000 0.0% of portfolio
2,179
Q3 2025 Reduced 47.51%
$0
$50,000 0.0% of portfolio
1,106
Q3 2025 Added 618.18%
$0
$48,000 0.0% of portfolio
1,100
Q3 2025 Reduced 11.58%
$0
$47,000 0.0% of portfolio
119
Q3 2025 Reduced 52.4%
$0
$64,000 0.0% of portfolio
1,101
Q3 2024 New
$0
$67,000 0.0% of portfolio
493
Q3 2025 Added 42.9%
$0
$68,000 0.0% of portfolio
1,456
Q3 2025 Reduced 68.12%

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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