Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HOWE & RUSLING INC (CIK 769963) reported $1.53B across 475 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($61.9M, 4.04%), JPM ($54.8M, 3.58%), IUSG ($52.5M, 3.43%), IVV ($52.3M, 3.41%), VCIT ($51.6M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $61.9M | 4.04% | 192,890 | Added |
| 2 | JPM | JPMORGAN CHASE & CO | $54.8M | 3.58% | 186,300 | Trimmed |
| 3 | IUSG | ISHARES TR | $52.5M | 3.43% | 338,734 | Added |
| 4 | IVV | ISHARES TR | $52.3M | 3.41% | 80,058 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $51.6M | 3.37% | 623,601 | Added |
| 6 | AVGO | BROADCOM INC | $50.0M | 3.26% | 161,641 | Trimmed |
| 7 | AAPL | APPLE INC | $42.3M | 2.76% | 166,518 | Trimmed |
| 8 | GVI | ISHARES TR | $42.1M | 2.75% | 394,689 | Added |
| 9 | XOM | EXXON MOBIL CORP | $39.8M | 2.60% | 234,690 | Added |
| 10 | IUSV | ISHARES TR | $36.7M | 2.39% | 358,791 | Added |
| 11 | MSFT | MICROSOFT CORP | $33.3M | 2.17% | 89,886 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $32.0M | 2.09% | 183,349 | Added |
| 13 | AMZN | AMAZON COM INC | $30.5M | 1.99% | 146,551 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $29.2M | 1.91% | 368,905 | Added |
| 15 | HON | HONEYWELL INTL INC | $27.7M | 1.81% | 122,424 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $24.8M | 1.62% | 267,245 | Added |
| 17 | META | META PLATFORMS INC | $23.8M | 1.55% | 41,602 | Added |
| 18 | TJX | TJX COS INC NEW | $21.8M | 1.42% | 136,496 | Added |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | $21.4M | 1.40% | 136,289 | Added |
| 20 | GOOG | ALPHABET INC | $20.8M | 1.36% | 72,577 | Added |
| 21 | PM | PHILIP MORRIS INTL INC | $19.7M | 1.28% | 119,062 | Added |
| 22 | ABBV | ABBVIE INC | $19.0M | 1.24% | 87,347 | Added |
| 23 | MS | MORGAN STANLEY | $15.6M | 1.02% | 94,646 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $15.4M | 1.01% | 104,213 | Trimmed |
| 25 | PEP | PEPSICO INC | $15.5M | 1.01% | 100,015 | Added |
Source: SEC Form 13F filings · as of 2026-03-31