Howe & Rusling Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 463 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $48M, Broadcom Inc. with a value of $46.5M, Vanguard Total Stock Market Et with a value of $42.1M, Vanguard Intermediate Term Cor with a value of $39.2M, and Apple Inc. with a value of $39.1M.
Examining the 13F form we can see an decrease of $4.05M in the current position value, from $1.16B to 1.16B.
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
$1.16 Billion
ETFs: $336 Million
Technology: $226 Million
Financial Services: $134 Million
Healthcare: $88.6 Million
Consumer Cyclical: $82.7 Million
Consumer Defensive: $75.7 Million
Industrials: $70.1 Million
Energy: $53.4 Million
Other: $88.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
