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 Market Cap. of $200 Billions or more
