Howe & Rusling Inc Portfolio Holdings

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.