Howe & Rusling Inc Reduced Holdings in Q4 2024

Howe & Rusling Inc

  • $1.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-54.4K
- 69.44%
$143.34 - $165.86 $7.8M - $9.02M
23.9K $3.46M
UNH
Unitedhealth Group Inc

Healthcare
-3.85K
- 12.66%
$485.52 - $625.25 $1.87M - $2.41M
26.6K $13.4M
GD
General Dynamics Corp

Industrials
-9.75K
- 24.08%
$260.28 - $314.03 $2.54M - $3.06M
30.7K $8.1M
XOM
Exxon Mobil Corp

Energy
-10.2K
- 4.07%
$105.51 - $125.37 $1.08M - $1.28M
241K $25.9M
MCK
Mckesson Corp

Healthcare
-6.99K
- 77.49%
$482.27 - $628.5 $3.37M - $4.4M
2.03K $1.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-16.5K
- 15.26%
$59.25 - $72.99 $980K - $1.21M
91.8K $5.49M
STZ
Constellation Brands, Inc.

Consumer Defensive
-594
- 1.06%
$219.66 - $257.62 $130K - $153K
55.6K $12.3M
BDX
Becton Dickinson & CO

Healthcare
-6.58K
- 21.38%
$220.02 - $243.75 $1.45M - $1.6M
24.2K $5.49M
LHX
L3 Harris Technologies, Inc.

Industrials
-4.77K
- 20.18%
$208.94 - $264.22 $997K - $1.26M
18.9K $3.97M
GPC
Genuine Parts CO

Consumer Cyclical
-4.28K
- 9.22%
$113.11 - $143.63 $484K - $614K
42.1K $4.91M
CCK
Crown Holdings Inc

Consumer Cyclical
-974
- 0.99%
$81.89 - $97.79 $79.8K - $95.2K
97K $8.02M
KLAC
Kla Corp

Technology
-187
- 2.77%
$614.46 - $829.55 $115K - $155K
6.56K $4.13M
DTE
Dte Energy CO

Utilities
-1.54K
- 1.38%
$117.04 - $129.77 $180K - $200K
110K $13.3M
GVI
Ishares Tr

ETFs
-320
- 0.09%
$103.89 - $107.05 $33.2K - $34.3K
344K $35.8M
UNP
Union Pacific Corp

Industrials
-406
- 0.81%
$223.15 - $249.32 $90.6K - $101K
49.5K $11.3M
XLK
Technology Sector Spdr

ETFs
-4.41K
- 64.46%
$220.26 - $241.44 $972K - $1.06M
2.43K $565K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-10.3K
- 20.74%
$61.93 - $70.49 $638K - $726K
39.4K $2.59M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.06K
- 3.99%
$244.52 - $284.07 $258K - $300K
25.4K $6.26M
ASML
Asml Holding Nv

Technology
-196
- 3.72%
$658.43 - $872.27 $129K - $171K
5.07K $3.51M
DOX
Amdocs LTD

Technology
-6.66K
- 6.37%
$82.94 - $92.86 $552K - $618K
97.9K $8.33M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-10.3K
- 12.63%
$37.12 - $41.23 $383K - $425K
71.4K $2.65M
CMS
Cms Energy Corp

Utilities
-2.5K
- 1.94%
$65.76 - $71.94 $164K - $179K
126K $8.4M
QCOM
Qualcomm Inc

Technology
-427
- 1.17%
$150.4 - $178.04 $64.2K - $76K
36.2K $5.56M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-198
- 2.18%
$396.64 - $516.74 $78.5K - $102K
8.89K $3.58M
CAT
Caterpillar Inc

Industrials
-118
- 0.56%
$360.37 - $416.88 $42.5K - $49.2K
21.1K $7.65M
PM
Philip Morris International Inc.

Consumer Defensive
-4.09K
- 2.94%
$118.38 - $133.06 $484K - $544K
135K $16.3M
NSC
Norfolk Southern Corp

Industrials
-1.37K
- 6.24%
$230.6 - $277.0 $315K - $379K
20.5K $4.82M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.67K
- 91.61%
$316.94 - $357.88 $529K - $598K
153 $52K
FISV
Fiserv Inc

Technology
-3.78K
- 8.38%
N/A
41.3K $5.18M
CVX
Chevron Corp

Energy
-2.19K
- 4.4%
$141.15 - $162.53 $309K - $356K
47.6K $6.89M
TRNS
Transcat Inc

Industrials
-3K
- 43.81%
$95.41 - $132.7 $287K - $398K
3.85K $407K
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 5.2%
$96.31 - $114.76 $101K - $120K
19.1K $1.9M
VGT
Vanguard Information Technolog

ETFs
-654
- 43.25%
$571.78 - $647.97 $374K - $424K
858 $533K
PFE
Pfizer Inc

Healthcare
-8.48K
- 24.27%
$24.8 - $30.19 $210K - $256K
26.5K $701K
EW
Edwards Lifesciences Corp

Healthcare
-14.1K
- 15.34%
$64.54 - $75.92 $907K - $1.07M
77.6K $5.74M
EOG
Eog Resources Inc

Energy
-2.26K
- 3.95%
$118.22 - $136.54 $267K - $309K
55K $6.74M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.59K
- 6.92%
$60.73 - $64.94 $218K - $233K
48.3K $2.96M
VEU
Vanguard Ftse All World Ex Us

ETFs
-427
- 0.96%
$57.29 - $63.1 $24.5K - $26.9K
44.3K $2.54M
PAYX
Paychex Inc

Industrials
-2.35K
- 16.64%
$135.86 - $148.73 $319K - $349K
11.8K $1.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-464
- 26.26%
$521.84 - $558.82 $242K - $259K
1.3K $702K
AMOT
Allied Motion Technologies Inc

Technology
-8.01K
- 6.62%
N/A
113K $3.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-321
- 0.94%
$67.29 - $73.38 $21.6K - $23.6K
33.9K $2.3M
HD
Home Depot, Inc.

Consumer Cyclical
-416
- 14.55%
$385.02 - $431.37 $160K - $179K
2.44K $950K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.49K
- 30.1%
$45.07 - $47.1 $157K - $165K
8.11K $366K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-160
- 0.08%
$36.54 - $37.53 $5.85K - $6K
189K $6.96M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-1.54K
- 3.26%
$46.33 - $49.09 $71.4K - $75.6K
45.7K $2.12M
AMT
American Tower Corp

Real Estate
-219
- 9.5%
$179.4 - $232.01 $39.3K - $50.8K
2.09K $382K
DD
Du Pont De Nemours, Inc.

Basic Materials
-13
- 0.11%
$75.95 - $88.05 $987 - $1.14K
11.6K $887K
SO
Southern CO

Utilities
-1.12K
- 15.44%
$81.5 - $94.15 $91K - $105K
6.11K $503K
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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