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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

HOWE & RUSLING INC INSTITUTION : HOWE & RUSLING INC
HOWE & RUSLING INC Portfolio (reported on 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
MICROSOFT CORP    (COM) MSFT 29,481,000 186,932 6.35%
APPLE INC    (COM) AAPL 24,827,000 97,631 5.34%
ISHARES TR    (INTRM GOV CR ETF) GVI 20,401,000 177,835 4.39%
JOHNSON & JOHNSON    (COM) JNJ 18,839,000 143,666 4.05%
JPMORGAN CHASE & CO    (COM) JPM 15,557,000 172,798 3.35%
ALTRIA GROUP INC    (COM) MO 15,541,000 401,894 3.34%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 11,426,000 204,991 2.46%
COMCAST CORP NEW    (CL A) CMCSA 10,514,000 305,814 2.26%
AMAZON COM INC    (COM) AMZN 10,377,000 5,322 2.23%
PFIZER INC    (COM) PFE 9,644,000 295,464 2.07%
EXXON MOBIL CORP    (COM) XOM 8,631,000 227,319 1.85%
DTE ENERGY CO    (COM) DTE 8,604,000 90,596 1.85%
CONSTELLATION BRANDS INC    (CL A) STZ 8,194,000 57,154 1.76%
CORTEVA INC    (COM) 7,950,000 338,308 1.71%
MERCK & CO. INC    (COM) MRK 7,935,000 103,129 1.70%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 7,613,000 59,059 1.63%
UNITEDHEALTH GROUP INC    (COM) UNH 7,410,000 29,712 1.59%
VISTRA ENERGY CORP    (COM) 7,155,000 448,279 1.54%
MORGAN STANLEY    (COM NEW) MS 7,002,000 205,935 1.50%
FACEBOOK INC    (CL A) FB 6,956,000 41,705 1.49%
JBG SMITH PPTYS    (COM) 6,956,000 218,550 1.49%
CVS HEALTH CORP    (COM) CVS 6,908,000 116,441 1.48%
WELLS FARGO CO NEW    (COM) WFC 6,810,000 237,279 1.46%
ALPHABET INC    (CAP STK CL C) GOOG 6,568,000 5,648 1.41%
ISHARES TR    (CORE S&P500 ETF) IVV 6,277,000 24,291 1.35%
PEPSICO INC    (COM) PEP 6,257,000 52,094 1.34%
CHEVRON CORP NEW    (COM) CVX 5,681,000 78,405 1.22%
VANGUARD INDEX FDS    (MID CAP ETF) VO 5,627,000 42,743 1.21%
SCHWAB CHARLES CORP    (COM) SCHW 5,347,000 159,038 1.15%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 5,253,000 60,321 1.13%
VERIZON COMMUNICATIONS INC    (COM) VZ 5,185,000 96,500 1.11%
PUBLIC STORAGE    (COM) PSA 5,113,000 25,742 1.10%
LOCKHEED MARTIN CORP    (COM) LMT 5,056,000 14,916 1.08%
ISHARES TR    (CORE S&P US VLU) IWW 4,873,000 105,517 1.04%
ORANGE    (SPONSORED ADR) ORAN 4,850,000 401,482 1.04%
BK OF AMERICA CORP    (COM) BAC 4,322,000 203,567 0.93%
RAYTHEON CO    (COM NEW) RTN 4,317,000 32,918 0.92%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,230,000 23,137 0.91%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 4,057,000 51,286 0.87%
PHILIP MORRIS INTL INC    (COM) PM 3,984,000 54,612 0.85%
ALLSTATE CORP    (COM) ALL 3,722,000 40,576 0.80%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,719,000 66,282 0.80%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 3,504,000 13,595 0.75%
ADOBE INC    (COM) ADBE 3,497,000 10,988 0.75%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 3,326,000 81,076 0.71%
QUALCOMM INC    (COM) QCOM 3,090,000 45,676 0.66%
FIRST TR EXCHANGE TRADED FD    (CONSUMR STAPLE) FXG 2,644,000 66,149 0.56%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 2,559,000 79,356 0.55%
GENERAL DYNAMICS CORP    (COM) GD 2,483,000 18,764 0.53%
CIGNA CORP NEW    (COM) 2,362,000 13,330 0.50%
EOG RES INC    (COM) EOG 2,299,000 63,991 0.49%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 2,204,000 31,149 0.47%
PINTEREST INC    (CL A) 2,122,000 137,436 0.45%
JERASH HLDGS US INC    (COM) 2,086,000 410,084 0.44%
3M CO    (COM) MMM 2,066,000 15,134 0.44%
INVESCO EXCHANGE TRADED FD T    (HIG YLD EQ DIV) 1,943,000 150,063 0.41%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 1,788,000 28,683 0.38%
INVESCO EXCHANGE-TRADED FD T    (S&P500 HDL VOL) 1,564,000 52,111 0.33%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,534,000 7,887 0.33%
ONEOK INC NEW    (COM) OKE 1,514,000 69,415 0.32%
ISHARES TR    (S&P 100 ETF) OEF 1,489,000 12,550 0.32%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2025 CB) 1,457,000 70,823 0.31%
ISHARES TR    (INTL SEL DIV ETF) IDV 1,246,000 55,145 0.26%
VIACOMCBS INC    (CL B) 1,214,000 86,662 0.26%
S&P GLOBAL INC    (COM) SPGI 1,204,000 4,913 0.25%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,150,000 28,418 0.24%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,131,000 33,724 0.24%
WISDOMTREE TR    (INTL LRGCAP DV) DOL 1,112,000 30,119 0.23%
PAYCHEX INC    (COM) PAYX 1,107,000 17,593 0.23%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,066,000 21,361 0.22%
ISHARES TR    (CORE S&P US GWT) IWZ 1,012,000 17,723 0.21%
INTEL CORP    (COM) INTC 966,000 17,858 0.20%
BROADCOM INC    (COM) 962,000 4,057 0.20%
ISHARES TR    (CORE HIGH DV ETF) HDV 904,000 12,635 0.19%
AMGEN INC    (COM) AMGN 841,000 4,150 0.18%
CONOCOPHILLIPS    (COM) COP 837,000 27,182 0.18%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 830,000 3,157 0.17%
PROCTER & GAMBLE CO    (COM) PG 818,000 7,433 0.17%
ALPHABET INC    (CAP STK CL A) GOOGL 736,000 633 0.15%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 719,000 30,044 0.15%
J P MORGAN EXCHANGE-TRADED F    (DIV RTN INT EQ) JPIN 716,000 16,565 0.15%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 715,000 3,259 0.15%
INVESCO EXCHANGE-TRADED FD T    (INTL BUYBACK) 704,000 29,997 0.15%
HONEYWELL INTL INC    (COM) HON 687,000 5,138 0.14%
BECTON DICKINSON & CO    (COM) BDX 646,000 2,813 0.13%
LILLY ELI & CO    (COM) LLY 631,000 4,549 0.13%
EDWARDS LIFESCIENCES CORP    (COM) EW 606,000 3,211 0.13%
SELECT SECTOR SPDR TR    (ENERGY) XLE 603,000 20,744 0.12%
M & T BK CORP    (COM) MTB 587,000 5,672 0.12%
VISA INC    (COM CL A) V 577,000 3,584 0.12%
ABBOTT LABS    (COM) ABT 560,000 7,092 0.12%
HOME DEPOT INC    (COM) HD 531,000 2,846 0.11%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 529,000 11,001 0.11%
OCCIDENTAL PETE CORP    (COM) OXY 524,000 45,246 0.11%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 515,000 4,639 0.11%
GENERAL ELECTRIC CO    (COM) GE 512,000 64,545 0.11%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 507,000 3,710 0.10%
MCDONALDS CORP    (COM) MCD 492,000 2,978 0.10%
UNION PAC CORP    (COM) UNP 488,000 3,457 0.10%
MONDELEZ INTL INC    (CL A) MDLZ 485,000 9,692 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL STP) 484,000 3,909 0.10%
FIDELITY NATL INFORMATION SV    (COM) FIS 467,000 3,842 0.10%
MOODYS CORP    (COM) MCO 462,000 2,183 0.09%
EMERSON ELEC CO    (COM) EMR 452,000 9,496 0.09%
BAXTER INTL INC    (COM) BAX 450,000 5,542 0.09%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 447,000 11,794 0.09%
ISHARES TR    (CORE US AGGBD ET) AGG 434,000 3,762 0.09%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 420,000 4,059 0.09%
VANGUARD WHITEHALL FDS    (INTL HIGH ETF) 416,000 9,177 0.08%
HERSHEY CO    (COM) HSY 398,000 3,000 0.08%
VANGUARD INDEX FDS    (VALUE ETF) VTV 395,000 4,435 0.08%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 395,000 4,888 0.08%
GILEAD SCIENCES INC    (COM) GILD 382,000 5,115 0.08%
APPLIED MATLS INC    (COM) AMAT 379,000 8,271 0.08%
AT&T INC    (COM) T 372,000 12,769 0.08%
KAMAN CORP    (COM) KAMN 367,000 9,529 0.07%
BOEING CO    (COM) BA 352,000 2,362 0.07%
COSTCO WHSL CORP NEW    (COM) COST 343,000 1,202 0.07%
ISHARES TR    (1 3 YR TREAS BD) SHY 310,000 3,572 0.06%
SOUTHERN CO    (COM) SO 292,000 5,392 0.06%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 291,000 5,510 0.06%
ISHARES TR    (RUS 1000 GRW ETF) IWF 285,000 1,891 0.06%
CISCO SYS INC    (COM) CSCO 283,000 7,196 0.06%
HILL ROM HLDGS INC    (COM) HRC 282,000 2,802 0.06%
SPDR SER TR    (NUVEEN BLMBRG SR) 279,000 5,705 0.06%
PROSHARES TR    (S&P MDCP 400 DIV) 273,000 6,052 0.05%
TRANSCAT INC    (COM) TRNS 272,000 10,255 0.05%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 271,000 2,692 0.05%
UNITED TECHNOLOGIES CORP    (COM) UTX 255,000 2,700 0.05%
NVIDIA CORP    (COM) NVDA 241,000 916 0.05%
L3HARRIS TECHNOLOGIES INC    (COM) 226,000 1,252 0.04%
EVERSOURCE ENERGY    (COM) ES 224,000 2,861 0.04%
PPG INDS INC    (COM) PPG 220,000 2,630 0.04%
NEXTERA ENERGY INC    (COM) NEE 219,000 912 0.04%
ROSS STORES INC    (COM) ROST 216,000 2,478 0.04%
AGCO CORP    (COM) AG 216,000 4,564 0.04%
TOMPKINS FINANCIAL CORPORATI    (COM) TMP 209,000 2,915 0.04%
PROSHARES TR    (RUSS 2000 DIVD) 203,000 4,392 0.04%
DARLING INGREDIENTS INC    (COM) DAR 200,000 10,426 0.04%
ACADIA PHARMACEUTICALS INC    (COM) ACAD 200,000 4,730 0.04%
BRINKS CO    (COM) BCO 192,000 3,697 0.04%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 191,000 1,658 0.04%
ISHARES TR    (RUS 2000 VAL ETF) IWN 189,000 2,304 0.04%
ORACLE CORP    (COM) ORCL 186,000 3,858 0.04%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 184,000 3,379 0.03%
UNITED STATES ANTIMONY CORP    (COM) UAMY 183,000 555,000 0.03%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 183,000 5,257 0.03%
DYCOM INDS INC    (COM) DY 181,000 7,044 0.03%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 179,000 2,919 0.03%
SANDERSON FARMS INC    (COM) SAFM 178,000 1,443 0.03%
KLA CORPORATION    (COM NEW) KLAC 176,000 1,225 0.03%
DOMINION ENERGY INC    (COM) D 176,000 2,438 0.03%
SPDR SER TR    (S&P DIVID ETF) SDY 164,000 2,049 0.03%
THOR INDS INC    (COM) THO 164,000 3,892 0.03%
TRINITY INDS INC    (COM) TRN 160,000 9,967 0.03%
TIMKEN CO    (COM) TKR 159,000 4,914 0.03%
TYLER TECHNOLOGIES INC    (COM) TYL 156,000 525 0.03%
ISHARES TR    (EAFE SML CP ETF) SCZ 155,000 3,467 0.03%
ISHARES TR    (S&P 500 GRWT ETF) IVW 155,000 941 0.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 155,000 1,350 0.03%
SCHWAB STRATEGIC TR    (SCHWAB FDT US LG) FNDX 147,000 4,696 0.03%
ISHARES TR    (PFD AND INCM SEC) PFF 146,000 4,570 0.03%
BELDEN INC    (COM) BDC 145,000 4,028 0.03%
ESSENTIAL UTILS INC    (COM) 144,000 3,550 0.03%
ISHARES TR    (TRS FLT RT BD) TFLO 141,000 2,796 0.03%
STANLEY BLACK & DECKER INC    (COM) SWK 141,000 1,405 0.03%
ISHARES TR    (CORE S&P MCP ETF) IJH 137,000 950 0.02%
EATON CORP PLC    (SHS) ETN 135,000 1,739 0.02%
DISNEY WALT CO    (COM DISNEY) DIS 135,000 1,401 0.02%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 133,000 2,255 0.02%
ISHARES TR    (SP SMCP600VL ETF) IJS 132,000 1,317 0.02%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 132,000 700 0.02%
ATMOS ENERGY CORP    (COM) ATO 130,000 1,307 0.02%
SHERWIN WILLIAMS CO    (COM) SHW 129,000 280 0.02%
EXTENDED STAY AMER INC    (UNIT 99/99/9999B) STAY 127,000 17,396 0.02%
NETFLIX INC    (COM) NFLX 126,000 336 0.02%
CRANE CO    (COM) CR 123,000 2,493 0.02%
CLEAN HARBORS INC    (COM) CLHB 122,000 2,378 0.02%
REGENERON PHARMACEUTICALS    (COM) REGN 120,000 245 0.02%
ISHARES TR    (MSCI EAFE ETF) EFA 119,000 2,235 0.02%
EDISON INTL    (COM) EIX 117,000 2,130 0.02%
ENERPAC TOOL GROUP CORP    (CL A COM) 116,000 6,996 0.02%
STEPAN CO    (COM) SCL 116,000 1,313 0.02%
INTUIT    (COM) INTU 115,000 500 0.02%
ISHARES TR    (S&P 500 VAL ETF) IVE 113,000 1,170 0.02%
LEGG MASON ETF INVT TR    (L VOL H DIV ETF) 111,000 4,321 0.02%
AEGION CORP    (COM) AEGN 110,000 6,117 0.02%
GRAINGER W W INC    (COM) GWW 106,000 425 0.02%
WISDOMTREE TR    (INTL MIDCAP DV) DIM 106,000 2,263 0.02%
ISHARES TR    (MSCI KLD400 SOC) DSI 105,000 1,075 0.02%
ABBVIE INC    (COM) ABBV 104,000 1,360 0.02%
BUNGE LIMITED    (COM) BG 102,000 2,496 0.02%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 102,000 1,306 0.02%
CORNING INC    (COM) GLW 100,000 4,872 0.02%
COLGATE PALMOLIVE CO    (COM) CL 97,000 1,465 0.02%
BLACKROCK INC    (COM) BLK 97,000 221 0.02%
TOOTSIE ROLL INDS INC    (COM) TR 97,000 2,694 0.02%
COCA COLA CO    (COM) KO 95,000 2,138 0.02%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 94,000 1,642 0.02%
SEI INVESTMENTS CO    (COM) SEIC 93,000 2,000 0.02%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 464,213,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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