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CIK: 0000769963
Total reported value
$1.7B
$1.7B
468 檔
14.9%
At the close of Q2 2025, Howe & Rusling Inc disclosed equity holdings valued at approximately $1.7B, spread across 468 reported holdings.
In Q2 2025, Howe & Rusling Inc displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JPM, AVGO) accounted for 14.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 468 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.24% | +0.43% | +17.10% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.93% | +0.03% | -0.38% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.83% | +0.28% | +5.47% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.55% | +0.28% | +20.57% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +0.32% | +18.53% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.13% | -1.09% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.77% | -0.21% | -15.54% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 2.66% | -0.21% | -5.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.05% | +0.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.04% | +4.46% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | -0.18% | +1.29% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.17% | +0.27% | +15.78% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.04% | +3.34% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.83% | -0.75% | -4.54% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.65% | -0.38% | +0.88% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.62% | -0.09% | +35.94% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 1.61% | -1.81% | EXIT | |
| 18 | ICE | Intercontinental Exchange In | Stock-Financials | 1.49% | -0.43% | -0.40% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.30% | -0.25% | +82.67% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.21% | +8.42% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.20% | -0.80% | -1.87% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.19% | +3.55% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.10% | +0.08% | +3.06% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.04% | +2.60% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.00% | +0.14% | +2.99% | |
| 26 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.99% | -0.16% | +3.14% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.12% | +2.17% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | +0.08% | +2.10% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.21% | -1.20% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.87% | +0.12% | -5.36% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | +0.03% | -2.92% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.86% | -0.07% | +41.55% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | +0.01% | +0.40% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.01% | -1.74% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.22% | +4.61% | |
| 36 | RRC | Range Resources CORP | Stock-Energy | 0.81% | -0.21% | +2.29% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.02% | +4.68% | |
| 38 | DTE | Dte Energy Company | Stock-Utilities | 0.79% | -0.05% | -26.65% | |
| 39 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.76% | +0.01% | +2.91% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.75% | -0.29% | +5.12% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.73% | +0.36% | +3.71% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | +0.16% | +12.53% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.11% | +3.18% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.16% | +14.65% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.70% | -0.22% | +2.62% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | -0.05% | +1.76% | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | -0.01% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.12% | +6.68% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.60% | — | -3.24% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.32% | +1.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | +5.47% | Add |
| 2 | IUSG | Ishares Core S&p U.s. Growth | +0.7% | +20.57% | Add |
| 3 | VGIT | Vanguard Intermediate-term T | +0.7% | NEW | New buy |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +17.10% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +3.34% | Add |
| 6 | RRX | Regal Rexnord CORP | +0.5% | NEW | New buy |
| 7 | NEE | Nextera Energy Inc | +0.5% | +82.67% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.5% | +18.53% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | -1.09% | Trim |
| 10 | MDT | Medtronic plc | +0.4% | NEW | New buy |
| 11 | ELV | Elevance Health Inc | +0.4% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +1.29% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +35.94% | Add |
| 14 | LAMR | Lamar Advertising Co-a | +0.3% | NEW | New buy |
| 15 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +41.55% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +3.06% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.2% | -5.36% | Trim |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +3.71% | Add |
| 19 | CDNS | Cadence Design Sys Inc | +0.2% | +75.81% | Add |
| 20 | ACN | Accenture plc | +0.2% | +75.44% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.38% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +4.46% | Add |
| 23 | ZS | Zscaler Inc | +0.1% | -5.80% | Trim |
| 24 | INTU | Intuit Inc | +0.1% | -1.87% | Trim |
| 25 | CELH | Celsius Holdings Inc | +0.1% | +24.28% | Add |
| 26 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +15.78% | Add |
| 27 | MS | Morgan Stanley | +0.1% | +2.99% | Add |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +5.12% | Add |
| 29 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +28.60% | Add |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.53% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +14.65% | Add |
| 32 | PM | Philip Morris International | 0% | +0.88% | Add |
| 33 | CCK | Crown Holdings Inc | 0% | +2.91% | Add |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +2.17% | Add |
| 35 | HON | Honeywell International Inc | 0% | +2.31% | Add |
| 36 | BDX | Becton Dickinson And Co | -0.2% | -5.43% | Trim |
| 37 | EOG | Eog Resources Inc | -0.2% | -22.98% | Trim |
| 38 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | EXIT | Sold out |
| 39 | FISV | Fiserv Inc | -0.2% | +1.65% | Add |
| 40 | PEP | Pepsico Inc | -0.3% | -1.20% | Trim |
| 41 | COR | Cencora Inc | -0.3% | -67.13% | Trim |
| 42 | MU | Micron Technology Inc | -0.4% | -74.84% | Trim |
| 43 | MSTR | Strategy Inc | -0.5% | -94.98% | Trim |
| 44 | DTE | Dte Energy Company | -0.5% | -26.65% | Trim |
| 45 | GVI | Ishares Intermediate Governm | -0.5% | -5.73% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | +0.09% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.6% | -3.60% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.6% | -4.54% | Trim |
| 49 | VGSH | Vanguard Short-term Treasury | -0.8% | -78.89% | Trim |
| 50 | VCIT | Vanguard Int-term Corporate | -0.9% | -15.54% | Trim |
According to official SEC Form 13F filings, Howe & Rusling Inc reported a total U.S. public equity portfolio value of $1.7B across 468 disclosed positions in Q2 2025.
During Q2 2025, Howe & Rusling Inc's top holdings by market value included VTI (4.2%)、JPM (3.9%)、AVGO (3.8%). The largest single position, VTI, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VGIT
市值: $8.8M
Top Position Liquidated / Trimmed
BMRN
前期市值: $2.9M
In Q2 2025, Howe & Rusling Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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