HOWE & RUSLING INC 13F Holdings

CIK 0000769963 · ROCHESTER, NY

As of Sep 30, 2025, HOWE & RUSLING INC reported 505 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology181,202$59.8M4.20%
VANGUARD TOTAL STOCK MKT ETFVTI—180,519$59.2M4.16%
JPMORGAN CHASE & COJPMFinancial Services182,906$57.7M4.05%
ISHARES CORE S&P 500 ETFIVV—78,455$52.5M3.69%
ISHARES CORE S&P US GROWTH ETFIUSG—314,448$51.7M3.63%
MICROSOFT CORPMSFTTechnology81,876$42.4M2.98%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—500,509$42.1M2.96%
APPLE INCAAPLTechnology156,955$40.0M2.81%
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI—360,019$38.7M2.72%
ISHARES CORE S&P US VALUE ETFIUSV—341,885$34.2M2.40%
NVIDIA CORPNVDATechnology177,165$33.1M2.32%
AMAZON.COM INCAMZNEquity142,500$31.3M2.20%
META PLATFORMS INCMETACommunication Services40,523$29.8M2.09%
EXXON MOBIL CORPXOMEnergy229,731$25.9M1.82%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—311,587$24.9M1.75%
ABBVIE INCABBVEquity89,692$20.8M1.46%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive121,307 9.7M1.38%
HONEYWELL INTERNATIONAL INCHONIndustrials93,363 9.7M1.38%
NEXTERA ENERGY INCNEEUtilities256,993 9.4M1.36%
TJX COMPANIES INCTJXConsumer Cyclical132,595 9.2M1.35%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services109,727 8.5M1.30%
ALPHABET INCGOOGEquity71,755 7.5M1.23%
GOLDMAN SACHS GROUP INCGSFinancial Services21,114 6.8M1.18%
INTUIT INCINTUTechnology23,601 6.1M1.13%
MORGAN STANLEYMSFinancial Services97,154 5.4M1.08%