HOWE & RUSLING INC
Top Portfolio Positions
216 positions ·
$1,012,994,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 3.28% | |
| 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
25 quarters · across all stocks
Holdings in EFSI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,370 | 6,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,700 | 6,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $245,895 | 6,500 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $213,135 | 6,500 | Shares | Sole | 2025-06-17 | |
| No 13F history on record for this holder in this stock. | ||||||