Howe & Rusling Inc Incresed Positions in Q3 2025

Howe & Rusling Inc

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
729
+ 7.71%
$57.75 - $67.68 $42.1K - $49.3K
10.2K $673K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.07K
+ 136.4%
$50.79 - $76.4 $54.2K - $81.6K
1.85K $141K
TT
Trane Technologies PLC

Industrials
1
+ 0.08%
$398.96 - $472.54 $399 - $473
1.18K $497K
DORM
Dorman Products, Inc.

Consumer Cyclical
45
+ 1.8%
$119.13 - $166.34 $5.36K - $7.49K
2.54K $396K
WFC
Wells Fargo & Company

Financial Services
76
+ 1.05%
$77.05 - $85.16 $5.86K - $6.47K
7.31K $612K
MUSA
Murphy Usa Inc.

Consumer Cyclical
343
+ 58.93%
$361.83 - $435.43 $124K - $149K
925 $359K
SO
Southern CO

Utilities
692
+ 11.21%
$90.83 - $96.0 $62.9K - $66.4K
6.86K $650K
IWP
Ishares Russell Mid Cap Growth

ETFs
208
+ 9.82%
$137.51 - $145.26 $28.6K - $30.2K
2.33K $331K
VB
Vanguard Small Cap ETF

ETFs
240
+ 40.68%
$237.58 - $259.17 $57K - $62.2K
830 $211K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
68
+ 6.13%
$435.72 - $463.74 $29.6K - $31.5K
1.18K $546K
NOW
Service Now, Inc.

Technology
23
+ 5.23%
$850.86 - $1044.69 $19.6K - $24K
463 $426K
FNDC
Schwab Fundamental Intl Small

ETFs
1.53K
+ 168.06%
$41.81 - $45.21 $64K - $69.2K
2.44K $108K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.63K
+ 47.04%
$30.13 - $33.37 $49.1K - $54.4K
5.1K $170K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.88%
$328.67 - $358.52 $2.3K - $2.51K
801 $279K
MTB
M&T Bank Corp

Financial Services
17
+ 0.46%
$183.74 - $204.05 $3.12K - $3.47K
3.69K $729K
SPYG
Spdr Portfolio

ETFs
511
+ 69.52%
$94.33 - $105.31 $48.2K - $53.8K
1.25K $130K
ICLN
Ishares

ETFs
1.5K
+ 14.15%
$13.22 - $15.48 $19.8K - $23.2K
12.1K $187K
EWJ
Ishares Msci Japan ETF

ETFs
445
+ 17.9%
$71.69 - $81.49 $31.9K - $36.3K
2.93K $235K
WPC
W. P. Carey Inc.

Real Estate
48
+ 0.36%
$61.29 - $68.7 $2.94K - $3.3K
13.3K $898K
CL
Colgate Palmolive CO

Consumer Defensive
1.36K
+ 38.47%
$79.36 - $93.33 $108K - $127K
4.9K $391K
XLB
Select Sector Spdr Fd Material

ETFs
589
+ 33.43%
$86.72 - $92.61 $51.1K - $54.5K
2.35K $210K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
415
+ 3772.73%
$133.48 - $144.38 $55.4K - $59.9K
426 $60K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
676
+ 67600.0%
$82.38 - $83.0 $55.7K - $56.1K
677 $56K
DSI
Ishares Msci Kld 400 Social Et

ETFs
15
+ 0.72%
$115.96 - $125.95 $1.74K - $1.89K
2.11K $265K
BND
Vanguard Bd Index Fd Inc Total

ETFs
683
+ 248.36%
$72.57 - $74.72 $49.6K - $51K
958 $71K
PKG
Packaging Corp Of America

Consumer Cyclical
9
+ 0.37%
$191.41 - $220.25 $1.72K - $1.98K
2.43K $529K
PFE
Pfizer Inc

Healthcare
1.78K
+ 6.18%
$23.29 - $25.88 $41.5K - $46.1K
30.6K $779K
ETR
Entergy Corp

Utilities
5
+ 0.08%
$80.93 - $93.55 $405 - $468
6.07K $565K
IWD
Ishares Russell 1000 Val ETF

ETFs
217
+ 155.0%
$192.76 - $203.86 $41.8K - $44.2K
357 $72K
SCHC
Schwab Strategic Tr Intl Small

ETFs
952
+ 618.18%
$42.28 - $45.71 $40.3K - $43.5K
1.11K $50K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.49K
+ 20.03%
$29.12 - $29.34 $43.4K - $43.7K
8.92K $261K
DD
Du Pont De Nemours, Inc.

Basic Materials
45
+ 0.38%
$69.9 - $78.26 $3.15K - $3.52K
11.8K $918K
AEP
American Electric Power CO Inc

Utilities
192
+ 3.11%
$103.26 - $115.0 $19.8K - $22.1K
6.37K $716K
AFL
Aflac Inc

Financial Services
318
+ 4.15%
$98.09 - $111.7 $31.2K - $35.5K
7.99K $892K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
518
+ 20.51%
$63.98 - $69.04 $33.1K - $35.8K
3.04K $202K
CAH
Cardinal Health Inc

Healthcare
4
+ 0.21%
$146.04 - $167.63 $584 - $671
1.9K $297K
XEL
Xcel Energy Inc

Utilities
13
+ 0.39%
$67.56 - $80.65 $878 - $1.05K
3.35K $270K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.53K
+ 1734.09%
$20.95 - $21.57 $32K - $32.9K
1.61K $34K
XLV
Select Sector Spdr Fund Health

ETFs
459
+ 9.8%
$129.01 - $139.72 $59.2K - $64.1K
5.14K $715K
VTHR
Vanguard Russell 3000 ETF

ETFs
53
+ 18.86%
$272.54 - $295.85 $14.4K - $15.7K
334 $98K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
255
+ 16.64%
$81.61 - $86.58 $20.8K - $22.1K
1.79K $152K
VT
Vanguard Total World Stk Index

ETFs
148
+ 42.9%
$128.41 - $138.03 $19K - $20.4K
493 $67K
IVW
Ishares S&P 500 Growth ETF

ETFs
213
+ 484.09%
$108.97 - $121.65 $23.2K - $25.9K
257 $31K
VNQ
Vanguard Specialized Funds Van

ETFs
282
+ 40.29%
$88.47 - $93.24 $24.9K - $26.3K
982 $89K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
116
+ 20.68%
$534.91 - $598.71 $62K - $69.5K
677 $380K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
325
+ 345.74%
$73.94 - $78.51 $24K - $25.5K
419 $32K
VTWO
Vanguard Russell 2000 ETF

ETFs
108
+ 12.23%
$86.92 - $99.32 $9.39K - $10.7K
991 $96K
SCL
Stepan CO

Basic Materials
1.19K
+ 28.04%
$46.44 - $59.75 $55.4K - $71.3K
5.45K $259K
FISV
Fiserv Inc

Technology
192
+ 0.45%
N/A
43.2K $5.41M
Activity Summary
Buys All Purchases 257 New Holdings 57 Increased Positions 200 Sells All Sells 132 Reductions 131 Sold out 1 Options Calls 4 Puts 0
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