Howe & Rusling Inc Purchases in Q4 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
28K
+ 467.47%
$288.47 - $316.54 $8.08M - $8.87M
34K $9.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
+ 1.08%
$180.88 - $232.93 $250K - $322K
130K $28.5M
DHR
Danaher Corp

Healthcare
15.3K
New
$226.16 - $274.52 $3.47M - $4.21M
15.3K $3.52M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11.9K
+ 4.97%
$129.96 - $144.97 $1.55M - $1.73M
252K $35.1M
AAPL
Apple Inc.

Technology
811
+ 0.52%
$221.69 - $259.02 $180K - $210K
156K $39.1M
IDXX
Idexx Laboratories Inc

Healthcare
6.93K
New
$406.92 - $495.42 $2.82M - $3.43M
6.93K $2.87M
NVDA
Nvidia Corp

Technology
4.61K
+ 2.87%
$117.0 - $148.88 $539K - $686K
165K $22.2M
VTI
Vanguard Total Stock Market Et

ETFs
4.66K
+ 3.31%
$280.04 - $302.45 $1.3M - $1.41M
145K $42.1M
GOOG
Alphabet Inc.

Communication Services
1.59K
+ 2.21%
$163.08 - $198.16 $259K - $314K
73.4K $14M
V
Visa Inc.

Financial Services
2.41K
+ 8.35%
$273.87 - $320.91 $660K - $774K
31.3K $9.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.08K
+ 21.4%
$567.81 - $607.81 $1.18M - $1.26M
11.8K $6.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
83
+ 0.42%
$275.15 - $388.2 $22.8K - $32.2K
19.9K $6.8M
IVV
Ishares Core S&P 500 ETF

ETFs
847
+ 1.44%
$570.51 - $610.59 $483K - $517K
59.6K $35.1M
MA
Mastercard Inc

Financial Services
1.21K
+ 7.12%
$491.3 - $536.15 $593K - $647K
18.2K $9.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.55K
+ 14.6%
$126.68 - $134.74 $1.21M - $1.29M
74.9K $9.56M
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 2.65%
$4100.99 - $5300.34 $144K - $186K
1.36K $6.74M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18.9K
+ 8.66%
$91.94 - $100.02 $1.74M - $1.89M
237K $22M
AZN
Astrazeneca PLC

Healthcare
36.7K
+ 30.59%
$63.2 - $79.58 $2.32M - $2.92M
156K $10.3M
META
Meta Platforms, Inc.

Communication Services
107
+ 0.26%
$554.08 - $632.68 $59.3K - $67.7K
40.7K $24M
TJX
Tjx Companies Inc

Consumer Cyclical
1.02K
+ 0.85%
$112.15 - $127.2 $115K - $130K
121K $14.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.7K
New
$44.87 - $46.86 $481K - $502K
10.7K $480K
PINS
Pinterest, Inc.

Communication Services
31K
+ 23.34%
$28.24 - $34.15 $877K - $1.06M
164K $4.76M
PLTR
Palantir Technologies Inc.

Technology
5.76K
New
$36.46 - $82.38 $210K - $474K
5.76K $435K
ADP
Automatic Data Processing Inc

Industrials
1.47K
New
$280.08 - $307.97 $413K - $454K
1.47K $431K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.28K
+ 96.9%
$96.64 - $101.23 $413K - $433K
8.69K $842K
ABBV
Abb Vie Inc.

Healthcare
10.4K
+ 14.15%
$164.99 - $203.87 $1.71M - $2.11M
83.6K $14.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.11K
+ 10436.73%
$71.75 - $75.11 $367K - $384K
5.16K $371K
VGSH
Vanguard

ETFs
8.36K
+ 5.0%
$58.02 - $58.88 $485K - $492K
176K $10.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.75K
+ 5761.54%
$87.1 - $98.49 $326K - $369K
3.81K $332K
UPS
United Parcel Service Inc

Industrials
2.55K
New
$122.65 - $138.35 $313K - $353K
2.55K $321K
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.9K
+ 364.22%
$22.4 - $68.28 $559K - $1.7M
31.8K $736K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.94K
New
$91.29 - $91.8 $268K - $270K
2.94K $268K
MSFT
Microsoft Corp

Technology
2.23K
+ 2.88%
$406.35 - $454.46 $907K - $1.01M
79.6K $33.6M
MEI
Methode Electronics Inc

Technology
22.6K
+ 83.18%
$8.72 - $14.02 $197K - $317K
49.8K $587K
WFC
Wells Fargo & Company

Financial Services
2.65K
+ 53.57%
$54.98 - $77.35 $146K - $205K
7.61K $534K
FIS
Fidelity National Information Services, Inc.

Technology
3.17K
New
$80.14 - $90.95 $254K - $288K
3.17K $255K
SPYG
Spdr Portfolio

ETFs
2.81K
New
$81.74 - $91.38 $229K - $256K
2.81K $246K
T
At&T Inc.

Communication Services
10.7K
New
$21.22 - $23.88 $227K - $255K
10.7K $243K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.77K
+ 36.66%
$124.26 - $134.12 $219K - $237K
6.58K $846K
XLF
Financial Sector Spdr

ETFs
4.08K
+ 31.82%
$44.89 - $51.34 $183K - $209K
16.9K $816K
VO
Vanguard Mid Cap ETF

ETFs
841
+ 2.9%
$261.5 - $284.63 $220K - $239K
29.8K $7.87M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
4.6K
New
$45.25 - $53.68 $208K - $247K
4.6K $228K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.41K
New
$51.09 - $55.27 $225K - $244K
4.41K $225K
TM
Toyota Motor Corp

Consumer Cyclical
1.16K
New
$169.2 - $199.52 $196K - $231K
1.16K $225K
ADI
Analog Devices Inc

Technology
1.06K
New
$206.35 - $236.48 $219K - $251K
1.06K $225K
SYY
Sysco Corp

Consumer Defensive
2.9K
New
$73.63 - $81.77 $214K - $237K
2.9K $222K
EFV
Msci Eafe Value ETF

ETFs
4.16K
+ 10151.22%
$51.78 - $57.15 $216K - $238K
4.2K $220K
OXM
Oxford Industries Inc

Consumer Cyclical
2.73K
New
$72.62 - $86.4 $198K - $236K
2.73K $214K
CAH
Cardinal Health Inc

Healthcare
1.78K
New
$107.89 - $125.33 $192K - $223K
1.78K $210K
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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