HOWE & RUSLING INC has disclosed 374 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $943.00 Mil. The turnover rate is 8%.
In HOWE & RUSLING INC's current portfolio as of 2023-12-31, the top 5 holdings are
iShares Intermediate Government/Credit Bond ETF (GVI), JPMorgan Chase & Co (JPM), Vanguard Total Stock Market ETF (VTI), Apple Inc (AAPL), Vanguard Intermediate-Term Corporate Bond ETF (VCIT), not including call and put options.
HOWE & RUSLING INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for HOWE & RUSLING INC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for HOWE & RUSLING INC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for HOWE & RUSLING INC.