• 13F History

HOWE & RUSLING INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$1.16B
Signature - Title
Emily Lambert - Vice President, Operations & Chief Compliance Officer
Location
Rochester, NY
Summary
This page shows a list of all the recent 13F filings made by HOWE & RUSLING INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HOWE & RUSLING INC reported 410 stock holdings with total value $1.16B as of Q4 2024. Top holdings included JPM, AVGO, VTI, VCIT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 410 $1.16B +$52.2M -$58.8M -$6.64M JPM, AVGO, VTI, VCIT, AAPL 13F-HR 2/12/2025, 09:28 AM
Q3 2024 411 $1.16B +$84.2M -$32M +$52.2M JPM, VTI, VCIT, GVI, AAPL 13F-HR 11/8/2024, 05:15 PM
Q2 2024 362 $1.1B +$99.9M -$54.8M +$45.1M JPM, GVI, VTI, VCIT, AVGO 13F-HR 8/13/2024, 06:59 PM
Q1 2024 384 $1.04B +$94.3M -$63.7M +$30.7M JPM, GVI, VTI, VCIT, MSFT 13F-HR 5/15/2024, 11:59 AM
Q4 2023 374 $943M +$76.7M -$61.1M +$15.6M GVI, JPM, VTI, AAPL, VCIT 13F-HR 2/5/2024, 08:54 PM
Q3 2023 348 $847M +$39.6M -$51.1M -$11.5M GVI, JPM, XOM, VCIT, AAPL 13F-HR 11/8/2023, 09:16 PM
Q2 2023 350 $894M +$42.6M -$29.4M +$13.3M GVI, AAPL, VTI, JPM, VCIT 13F-HR 8/14/2023, 09:56 AM
Q1 2023 303 $839M +$84.6M -$50.7M +$33.9M GVI, AAPL, XOM, JNJ, JPM 13F-HR 5/15/2023, 09:01 AM
Q4 2022 314 $792M +$47M -$45.9M +$1.1M JNJ, XOM, JPM, MSFT, AAPL 13F-HR 2/14/2023, 07:55 PM
Q3 2022 964 $753M +$59.7M -$32.1M +$27.6M JNJ, GVI, MSFT, AAPL, VTI 13F-HR 11/14/2022, 11:26 AM
Q2 2022 960 $788M +$80.9M -$37.8M +$43.1M MSFT, JNJ, GVI, AAPL, XOM 13F-HR 8/15/2022, 03:21 PM
Q1 2022 930 $865M +$55.1M -$20M +$35.1M MSFT, AAPL, GVI, JNJ, JPM 13F-HR 5/10/2022, 08:38 AM
Q4 2021 918 $853M +$52.5M -$56.7M -$4.19M MSFT, AAPL, JPM, JNJ, GVI 13F-HR 2/14/2022, 11:33 AM
Q3 2021 941 $797M +$65.1M -$47.6M +$17.5M MSFT, JPM, AAPL, GVI, BAC 13F-HR 11/15/2021, 08:37 AM
Q2 2021 903 $792M +$83M -$69.1M +$14M MSFT, AAPL, JPM, GVI, AMZN 13F-HR 8/13/2021, 11:23 AM
Q1 2021 907 $736M +$80.8M -$49M +$31.8M AAPL, MSFT, JPM, JNJ, GVI 13F-HR 5/13/2021, 09:28 AM
Q4 2020 864 $658M +$67.4M -$56.3M +$11.1M AAPL, MSFT, GVI, JNJ, VTI 13F-HR 2/8/2021, 09:11 AM
Q3 2020 771 $583M +$103M -$57.6M +$45.3M AAPL, MSFT, GVI, JNJ, AMZN 13F-HR 11/6/2020, 07:29 AM
Q2 2020 745 $542M +$54.7M -$40.3M +$14.4M AAPL, MSFT, GVI, JNJ, AMZN 13F-HR 7/14/2020, 08:59 PM
Q1 2020 699 $464M +$133M -$131M +$2.44M MSFT, AAPL, GVI, JNJ, JPM 13F-HR 5/14/2020, 04:38 PM
Q4 2019 772 $604M +$50.8M -$66.6M -$15.8M AAPL, GVI, UNH, MSFT, JNJ 13F-HR 2/5/2020, 10:53 AM
Q3 2019 776 $570M +$46.1M -$58.1M -$12M AAPL, GVI, CVS, MSFT, JNJ 13F-HR 10/30/2019, 09:40 PM
Q2 2019 749 $579M +$64.3M -$65.7M -$1.31M AAPL, GVI, MSFT, JNJ, AVGO 13F-HR 8/12/2019, 02:03 PM
Q1 2019 739 $577M +$106M -$54.9M +$51.5M AAPL, GVI, MSFT, JNJ, AVGO 13F-HR 4/29/2019, 02:43 PM
Q4 2018 745 $472M +$93.8M -$112M -$18.4M AAPL, AVGO, MSFT, JNJ, UNH 13F-HR 2/4/2019, 10:52 AM
Q3 2018 799 $599M +$105M -$91.2M +$13.4M AAPL, HBI, RTN, JPM, AVGO 13F-HR 11/6/2018, 05:29 PM
Q2 2018 760 $552M +$66.7M -$39.5M +$27.2M AAPL, AVGO, JPM, HD, CMCSA 13F-HR 7/31/2018, 05:02 PM
Q1 2018 874 $552M +$82.2M -$70.9M +$11.3M AAPL, AVGOXXXX, JNJ, RTN, CMCSA 13F-HR 5/14/2018, 12:28 PM
Q4 2017 787 $550M +$37M -$51.5M -$14.5M AAPL, HD, MMM, RTN, PFE 13F-HR 1/24/2018, 01:27 PM
Q3 2017 822 $540M +$71.1M -$25.5M +$45.6M AAPL, HD, RTN, PFE, DWDP 13F-HR 10/18/2017, 11:38 AM
Q2 2017 888 $492M +$21.9M -$40.6M -$18.8M AAPL, HD, RTN, PFE, MMM 13F-HR 7/13/2017, 03:04 PM
Q1 2017 944 $500M +$61.7M -$42.9M +$18.8M AAPL, HD, DOW, PFE, RTN 13F-HR 4/18/2017, 09:15 AM
Q4 2016 959 $456M +$37.7M -$43.8M -$6.08M HD, AAPL, RTN, T, DOW 13F-HR 1/20/2017, 01:05 PM
Q3 2016 958 $464M +$60.5M -$48.3M +$12.2M HD, AAPL, PFE, T, RTN 13F-HR 10/17/2016, 11:19 AM
Q2 2016 905 $454M +$77M -$60.5M +$16.6M HD, PFE, T, RTN, CVS 13F-HR 8/23/2016, 11:53 AM
Q1 2016 938 $444M +$69M -$52.6M +$16.5M HD, CVS, AAPL, MMM, MO 13F-HR 5/16/2016, 12:44 PM
Q4 2015 916 $436M +$74.9M -$51.8M +$23.1M OEF, AAPL, CVS, VFC, LYB 13F-HR 2/11/2016, 11:23 AM
Q3 2015 935 $403M +$35.9M -$44.2M -$8.3M AAPL, VFC, CVS, UTX, D 13F-HR 11/10/2015, 03:56 PM
Q2 2015 972 $458M +$56.9M -$34M +$22.9M AAPL, VFC, CVS, UTX, LYB 13F-HR 7/22/2015, 09:36 AM
Q1 2015 870 $446M +$70.8M -$47.8M +$23M AAPL, VFC, CVS, UTX, ROST 13F-HR 4/29/2015, 01:46 PM
Q4 2014 856 $417M +$40.5M -$50.4M -$9.95M AAPL, VFC, UTX, CVS, GILD 13F-HR 1/30/2015, 11:38 AM
Q3 2014 827 $429M +$52.1M -$66.3M -$14.3M LYB, AAPL, GILD, VFC, COP 13F-HR 10/31/2014, 01:49 PM
Q2 2014 723 $420M +$68.9M -$29.5M +$39.4M LYB, APC, COP, VFC, CVX 13F-HR 7/31/2014, 03:36 PM
Q1 2014 815 $408M +$79.1M -$26.2M +$52.9M LYB, VFC, CVX, JAZZ, COP 13F-HR 5/7/2014, 09:09 AM
Q4 2013 756 $397M GILD, LYB, VFC, NUS, CVX Restatement 7/31/2014, 03:47 PM