Howe & Rusling Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 466 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $42.8M, Vanguard Total Stock Market Et with a value of $39.8M, Vanguard Intermediate Term Cor with a value of $39.1M, Ishares Tr with a value of $36.9M, and Apple Inc. with a value of $36.2M.
Examining the 13F form we can see an increase of $67.2M in the current position value, from $1.09B 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: $327 Million
Technology: $216 Million
Financial Services: $123 Million
Healthcare: $111 Million
Consumer Defensive: $86.2 Million
Industrials: $78.4 Million
Consumer Cyclical: $72.1 Million
Energy: $56.5 Million
Other: $88.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
