HOWE & RUSLING INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HR HOWE & RUSLING INC | Institutional Filer | ▲ 12.51% | $1.72B | 479 |
Current Portfolio Holdings
Showing all 479 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 208K | $77.1M | 4.47% |
| 2 | IVV | ISHARES TR | — | 86K | $64.4M | 3.73% |
| 3 | IUSG | ISHARES TR | — | 340K | $63.9M | 3.71% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 190K | $62.2M | 3.61% |
| 5 | AVGO | Broadcom Inc. | Technology | 161K | $61.0M | 3.54% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | — | 659K | $54.4M | 3.16% |
| 7 | AAPL | Apple Inc. | Technology | 168K | $48.5M | 2.81% |
| 8 | IUSV | ISHARES TR | — | 417K | $45.9M | 2.66% |
| 9 | GVI | ISHARES TR | — | 412K | $43.7M | 2.54% |
| 10 | NVDA | NVIDIA Corporation | Technology | 184K | $36.7M | 2.13% |
| 11 | MSFT | Microsoft Corporation | Technology | 95K | $35.3M | 2.04% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 147K | $35.0M | 2.03% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 233K | $31.9M | 1.85% |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | — | 397K | $31.4M | 1.82% |
| 15 | GOOG | Alphabet Inc. | Communication Services | 72K | $25.6M | 1.48% |
Showing 1 to 15 of 479 holdings