HOWE & RUSLING INC
CIK
769963
City
ROCHESTER
State / Country
NY
Top Portfolio Positions
215 positions ·
$1,012,730,757 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
186,300 | $54,802,007 | 5.41% |
| AVGO |
Broadcom Inc.
Technology
|
161,641 | $50,029,505 | 4.94% |
| AAPL |
Apple Inc.
Technology
|
166,518 | $42,260,603 | 4.17% |
| XOM |
Exxon Mobil Corp
Energy
|
234,690 | $39,817,504 | 3.93% |
| MSFT |
Microsoft Corp
Technology
|
89,886 | $33,273,100 | 3.29% |
| NVDA |
Nvidia Corp
Technology
|
183,349 | $31,976,065 | 3.16% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
146,551 | $30,522,176 | 3.01% |
| HON |
Honeywell International Inc
Industrials
|
122,424 | $27,671,496 | 2.73% |
| NEE |
Nextera Energy Inc
Utilities
|
267,245 | $24,821,715 | 2.45% |
| META |
Meta Platforms, Inc.
Communication Services
|
41,602 | $23,801,752 | 2.35% |
Portfolio Trend
Holdings in CLM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,633 | 20,142 | Shares | Sole | 2026-04-28 | |
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