Howe & Rusling Inc Incresed Positions 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
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
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
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
21.2K
+ 30.85%
$62.09 - $82.32 $1.32M - $1.75M
90K $6.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.08K
+ 21.4%
$567.81 - $607.81 $1.18M - $1.26M
11.8K $6.9M
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
PINS
Pinterest, Inc.

Communication Services
31K
+ 23.34%
$28.24 - $34.15 $877K - $1.06M
164K $4.76M
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.9K
+ 364.22%
$22.4 - $68.28 $559K - $1.7M
31.8K $736K
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
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
EFV
Msci Eafe Value ETF

ETFs
4.16K
+ 10151.22%
$51.78 - $57.15 $216K - $238K
4.2K $220K
PANW
Palo Alto Networks Inc

Technology
4.3K
+ 118.18%
$181.96 - $405.9 $783K - $1.75M
7.94K $1.45M
ORCL
Oracle Corp

Technology
1.25K
+ 24.83%
$165.41 - $192.43 $207K - $241K
6.28K $1.05M
EFG
Msci Eafe Growth ETF

ETFs
1.95K
+ 12156.25%
$96.83 - $106.88 $188K - $208K
1.96K $189K
CSCO
Cisco Systems, Inc.

Technology
1.49K
+ 9.25%
$52.45 - $60.02 $77.9K - $89.2K
17.5K $1.04M
MRVL
Marvell Technology, Inc.

Technology
427
+ 14.55%
$70.31 - $124.78 $30K - $53.3K
3.36K $371K
EMR
Emerson Electric CO

Industrials
823
+ 24.46%
$108.13 - $134.33 $89K - $111K
4.19K $519K
GOOGL
Alphabet Inc.

Communication Services
95
+ 1.81%
$161.86 - $196.66 $15.4K - $18.7K
5.36K $1.01M
TSLA
Tesla, Inc.

Consumer Cyclical
61
+ 7.61%
$213.65 - $479.86 $13K - $29.3K
863 $348K
OKE
Oneok Inc

Energy
244
+ 2.03%
$92.28 - $117.05 $22.5K - $28.6K
12.2K $1.23M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4
+ 0.08%
$47.29 - $84.74 $189 - $339
4.88K $363K
MTB
M&T Bank Corp

Financial Services
407
+ 14.6%
$172.48 - $221.95 $70.2K - $90.3K
3.2K $600K
INTU
Intuit Inc

Technology
10
+ 0.09%
$602.01 - $706.25 $6.02K - $7.06K
10.9K $6.83M
GLD
Spdr Gold Trust

ETFs
359
+ 22.12%
$236.59 - $257.5 $84.9K - $92.4K
1.98K $479K
IEMG
Ishares Inc

ETFs
1.5K
+ 10.02%
N/A
16.5K $885K
WMT
Walmart Inc.

Consumer Defensive
147
+ 2.36%
$79.1 - $95.7 $11.6K - $14.1K
6.39K $577K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
57.6K
+ 204.29%
$22.01 - $66.82 $1.27M - $3.85M
85.8K $1.95M
TXN
Texas Instruments Inc

Technology
347
+ 15.07%
N/A
2.65K $515K
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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