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Home > Institutional Investor > Howe & Rusling Inc > Profile

Instuitional Investor - Howe & Rusling Inc

Fund Profile
Filing Period:
Fund Name: Howe & Rusling Inc
Portfolio Value $943,158,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 331,425 $34,720,069 3.68%
2.
Jpmorgan Chase & Co
 JPM 192,664 $32,772,148 3.47%
3.
Vanguard Index Fds
 120,999 $28,703,484 3.04%
4.
Apple Inc.
 AAPL 145,346 $27,983,429 2.96%
5.
Vanguard Scottsdale Funds
 337,244 $27,411,234 2.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)