HoldingsChannel.com
Howe & Rusling Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 186,932 +80,036 $29,481
     MSFT186,932+80,036$29,481
APPLE INC 97,631 -20,903 $24,827
     AAPL97,631-20,903$24,827
ISHARES TR (GVI) 177,835 -12,378 $20,401
     GVI177,835-12,378$20,401
JOHNSON & JOHNSON 143,666 +37,878 $18,839
     JNJ143,666+37,878$18,839
JPMORGAN CHASE & CO 172,798 +64,956 $15,557
     JPM172,798+64,956$15,557
ALTRIA GROUP INC 401,894 +133,990 $15,541
     MO401,894+133,990$15,541
BRISTOL MYERS SQUIBB CO 204,991 +24,879 $11,426
     BMY204,991+25,204$11,426
COMCAST CORP NEW 305,814 +814 $10,514
     CMCSA305,814+814$10,514
AMAZON COM INC 5,322 +691 $10,377
     AMZN5,322+691$10,377
PFIZER INC 295,464 +265,367 $9,644
     PFE295,464+265,367$9,644
EXXON MOBIL CORP 227,319 +80,026 $8,631
     XOM227,319+80,026$8,631
DTE ENERGY CO 90,596 +90,236 $8,604
     DTE90,596+90,236$8,604
CONSTELLATION BRANDS INC 57,154 +18,346 $8,194
     STZ57,154+18,346$8,194
CORTEVA INC 338,308 +76,091 $7,950
     CTVA338,308+76,091$7,950
MERCK & CO. INC 103,129 +101,523 $7,935
     MRK103,129+101,523$7,935
VANGUARD INDEX FDS (VTI) 59,059 +2,391 $7,613
     VTI59,059+2,391$7,613
UNITEDHEALTH GROUP INC 29,712 -27,791 $7,410
     UNH29,712-27,791$7,410
VISTRA ENERGY CORP 448,279 -3,856 $7,155
     VST448,279-3,856$7,155
MORGAN STANLEY 205,935 +205,407 $7,002
     MS205,935+205,407$7,002
FACEBOOK INC 41,705 +6,541 $6,956
     FB41,705+6,541$6,956
JBG SMITH PPTYS 218,550 +181,105 $6,956
     JBGS218,550+181,105$6,956
CVS HEALTH CORP 116,441 -53,388 $6,908
     CVS116,441-53,388$6,908
WELLS FARGO CO NEW 237,279 +42,933 $6,810
     WFC237,279+42,933$6,810
ALPHABET INC 5,648 +1,732 $6,568
     GOOG5,648+1,732$6,568
ISHARES TR (IVV) 24,291 +3,642 $6,277
     IVV24,291+3,642$6,277
PEPSICO INC 52,094 +35,404 $6,257
     PEP52,094+35,404$6,257
CHEVRON CORP NEW 78,405 +77,089 $5,681
     CVX78,405+77,089$5,681
VANGUARD INDEX FDS (VO) 42,743 +7,034 $5,627
     VO42,743+7,034$5,627
SCHWAB CHARLES CORP 159,038 +155,449 $5,347
     SCHW159,038+155,449$5,347
VANGUARD SCOTTSDALE FDS (VCIT) 60,321 -278 $5,253
     VCIT60,321-278$5,253
VERIZON COMMUNICATIONS INC 96,500 +88,114 $5,185
     VZ96,500+88,114$5,185
PUBLIC STORAGE 25,742 +8,488 $5,113
     PSA25,742+8,488$5,113
LOCKHEED MARTIN CORP 14,916 -535 $5,056
     LMT14,916-535$5,056
ISHARES TR (IUSV) 105,517 +82,583 $4,873
     IUSV105,517+82,583$4,873
ORANGE 401,482 +401,482 $4,850
     ORAN401,482+401,482$4,850
BK OF AMERICA CORP 203,567 -88,258 $4,322
     BAC203,567-88,258$4,322
RAYTHEON CO 32,918 -6,146 $4,317
     RTN32,918-6,146$4,317
BERKSHIRE HATHAWAY INC DEL      $4,230
     BRK.B23,137-1,152$4,230
VANGUARD SCOTTSDALE FDS (VCSH) 51,286 -3,960 $4,057
     VCSH51,286-3,960$4,057
PHILIP MORRIS INTL INC 54,612 +44,490 $3,984
     PM54,612+44,490$3,984
ALLSTATE CORP 40,576 -22,676 $3,722
     ALL40,576-22,676$3,722
ISHARES TR (IJR) 66,282 +10,982 $3,719
     IJR66,282+10,982$3,719
SPDR S&P 500 ETF TR (SPY) 13,595 -1,269 $3,504
     SPY13,595-1,269$3,504
ADOBE INC 10,988 -551 $3,497
     ADBE10,988-551$3,497
VANGUARD INTL EQUITY INDEX F (VEU) 81,076 -1,581 $3,326
     VEU81,076-1,581$3,326
QUALCOMM INC 45,676 +14,916 $3,090
     QCOM45,676+14,916$3,090
FIRST TR EXCHANGE TRADED FD (FXG) 66,149 +24,577 $2,644
     FXG66,149+24,577$2,644
WISDOMTREE TR 79,356 -12,990 $2,559
     DEM79,356-12,990$2,559
GENERAL DYNAMICS CORP 18,764 +18,764 $2,483
     GD18,764+18,764$2,483
CIGNA CORP NEW 13,330 -11,122 $2,362
     CI13,330-11,122$2,362

See Full List: All Stocks Held By Howe & Rusling Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Howe & Rusling Inc.

Size ($ in 1000's)
At 03/31/2020: $464,213
At 12/31/2019: $604,114

Howe & Rusling Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Howe & Rusling Inc. 13F filings. Link to 13F filings: SEC filings

Howe & Rusling Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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