HOWE & RUSLING INC
Top Portfolio Positions
216 positions ·
$1,006,816,372 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 | 5.44% | |
| AVGO |
Broadcom Inc.
Technology
|
161,641 | $50,029,505 | 4.97% | |
| AAPL |
Apple Inc.
Technology
|
166,518 | $42,260,603 | 4.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
234,690 | $39,817,504 | 3.95% | |
| MSFT |
Microsoft Corp
Technology
|
89,886 | $33,273,100 | 3.30% | |
| NVDA |
Nvidia Corp
Technology
|
183,349 | $31,976,065 | 3.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
146,551 | $30,522,176 | 3.03% | |
| HON |
Honeywell International Inc
Industrials
|
122,424 | $27,671,496 | 2.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
267,245 | $24,821,715 | 2.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
41,602 | $23,801,752 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MEI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,158 | 43,507 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $330,784 | 49,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $451,618 | 59,817 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $568,859 | 59,817 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $381,632 | 59,817 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $587,342 | 49,817 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $325,264 | 27,196 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $2,616 | 99 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||