Howe & Rusling Inc Portfolio Holdings
Howe & Rusling Inc
- $1.16 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 466
- Current Value $1.16 Billion
- Prior Value $1.09 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 64 stocks
- Additional Purchases 137 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks