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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 $1,160,158,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 200,107 $47,967,555 4.13%
2.
Broadcom Inc.
 AVGO 200,554 $46,496,366 4%
3.
Vanguard Index Fds
 145,318 $42,114,691 3.63%
4.
Vanguard Scottsdale Funds
 488,083 $39,178,397 3.37%
5.
Apple Inc.
 AAPL 156,142 $39,101,030 3.37%
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)