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CIK: 0000769963
Total reported value
$1.7B
$1.7B
448 檔
16.3%
During the Q3 2025 filing period, Howe & Rusling Inc (CIK: 0000769963) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 448 reported positions.
In Q3 2025, Howe & Rusling Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 448 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.10% | +0.28% | -3.69% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.07% | +0.43% | -4.25% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.96% | +0.03% | -0.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.60% | +0.32% | +3.38% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.55% | +0.28% | -1.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.13% | -0.83% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.89% | -0.21% | +10.87% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.05% | +1.46% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 2.65% | -0.21% | +6.70% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.34% | +0.27% | +10.25% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.04% | +1.31% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.04% | +1.90% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.04% | -0.18% | +0.83% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.78% | -0.75% | +0.23% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.71% | -0.09% | +12.79% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.43% | +0.19% | +3.94% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.35% | -0.38% | -0.89% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.35% | -1.81% | EXIT | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.33% | -0.25% | +1.57% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.21% | +0.63% | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 1.27% | -0.43% | -0.35% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.12% | +0.69% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | +0.08% | +0.77% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.11% | -0.80% | +14.66% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.06% | +0.14% | +1.50% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.21% | +10.50% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.04% | -2.00% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | -0.07% | +6.39% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.87% | -0.16% | +2.20% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.22% | +9.77% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.03% | -3.91% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | +0.01% | +1.24% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | +0.08% | -0.21% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.78% | -0.29% | +1.84% | |
| 35 | DTE | Dte Energy Company | Stock-Utilities | 0.77% | -0.05% | -1.16% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.02% | -0.05% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.75% | -0.01% | +23.99% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.67% | EXIT | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.16% | +1.89% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.01% | -2.62% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.05% | +0.18% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | +0.16% | -2.11% | |
| 43 | RRC | Range Resources CORP | Stock-Energy | 0.70% | -0.21% | +0.76% | |
| 44 | RRX | Regal Rexnord CORP | Stock-Industrials | 0.69% | — | +54.05% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.32% | +1.01% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.68% | +0.29% | +148.69% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.36% | +1.36% | |
| 48 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.66% | +0.01% | -0.64% | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.64% | -0.22% | +0.82% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.62% | +0.12% | -38.53% |
According to official SEC Form 13F filings, Howe & Rusling Inc reported a total U.S. public equity portfolio value of $1.7B across 448 disclosed positions in Q3 2025.
During Q3 2025, Howe & Rusling Inc's top holdings by market value included AVGO (4.1%)、VTI (4.1%)、JPM (4.0%). The largest single position, AVGO, represented 4.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, VTI, JPM) accounted for 16.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $59.8M
In Q3 2025, Howe & Rusling Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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