13F Filings History of HOWE & RUSLING INC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,511,710,836
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 476 stock holdings with total value $1,511,710,836 as of Q4 2025. Top holdings included VTI, JPM, AVGO, IVV, and IUSG.

Notify me when HOWE & RUSLING INC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 476 $1,511,710,836 +$94,028,793 -$59,610,981 +$34,417,812 VTI, JPM, AVGO, IVV, IUSG 13F-HR 13 Feb 2026, 20:29
Q3 2025 447 $1,458,337,632 +$69,378,262 -$41,813,416 +$27,564,846 AVGO, VTI, JPM, IVV, IUSG 13F-HR 04 Nov 2025, 19:07
Q2 2025 467 $1,353,672,926 +$115,867,277 -$62,232,544 +$53,634,733 VTI, JPM, AVGO, IUSG, IVV 13F-HR 11 Aug 2025, 20:12
Q1 2025 434 $1,188,898,514 +$90,445,055 -$47,897,165 +$42,547,890 JPM, VTI, VCIT, GVI, IVV 13F-HR 17 Jun 2025, 16:51
Q4 2024 410 $1,160,158,459 +$52,208,851 -$58,844,251 -$6,635,400 JPM, AVGO, VTI, VCIT, AAPL 13F-HR 12 Feb 2025, 09:28
Q3 2024 411 $1,163,068,902 +$84,207,969 -$32,046,127 +$52,161,842 JPM, VTI, VCIT, GVI, AAPL 13F-HR 08 Nov 2024, 17:15
Q2 2024 362 $1,096,666,142 +$99,885,826 -$54,761,712 +$45,124,114 JPM, GVI, VTI, VCIT, AVGO 13F-HR 13 Aug 2024, 18:59
Q1 2024 384 $1,043,913,870 +$94,322,090 -$63,666,768 +$30,655,322 JPM, GVI, VTI, VCIT, MSFT 13F-HR 15 May 2024, 11:59
Q4 2023 374 $943,158,992 +$76,703,678 -$61,090,127 +$15,613,551 GVI, JPM, VTI, AAPL, VCIT 13F-HR 05 Feb 2024, 20:54
Q3 2023 313 $847,300,018 +$39,560,772 -$51,098,217 -$11,537,445 GVI, JPM, XOM, VCIT, AAPL 13F-HR 08 Nov 2023, 21:16
Q2 2023 332 $893,703,447 +$42,637,576 -$29,375,899 +$13,261,677 GVI, AAPL, VTI, JPM, VCIT 13F-HR 14 Aug 2023, 08:56
Q1 2023 303 $839,346,700 +$84,643,727 -$55,070,783 +$29,572,944 GVI, AAPL, XOM, JNJ, JPM 13F-HR 15 May 2023, 09:01
Q4 2022 316 $797,216,982 +$52,365,729 -$75,108,939 -$22,743,210 JNJ, XOM, JPM, MSFT, AAPL 13F-HR 14 Feb 2023, 20:55
Q3 2022 1,040 $752,953,000 +$59,753,347 -$32,900,154 +$26,853,193 JNJ, GVI, MSFT, AAPL, VTI 13F-HR 14 Nov 2022, 12:26
Q2 2022 1,039 $788,508,000 +$80,659,988 -$38,808,196 +$41,851,792 MSFT, JNJ, GVI, AAPL, XOM 13F-HR 15 Aug 2022, 15:21
Q1 2022 987 $865,036,000 +$55,022,951 -$25,352,882 +$29,670,069 MSFT, AAPL, GVI, JNJ, JPM 13F-HR 10 May 2022, 08:38
Q4 2021 978 $852,884,000 +$52,456,055 -$57,857,809 -$5,401,754 MSFT, AAPL, JPM, JNJ, GVI 13F-HR 14 Feb 2022, 12:33
Q3 2021 968 $796,635,000 +$65,073,376 -$47,583,459 +$17,489,917 MSFT, JPM, AAPL, GVI, BAC 13F-HR 15 Nov 2021, 08:37
Q2 2021 929 $791,890,000 +$83,018,347 -$69,067,042 +$13,951,305 MSFT, AAPL, JPM, GVI, AMZN 13F-HR 13 Aug 2021, 11:23
Q1 2021 932 $735,649,000 +$80,788,030 -$48,981,130 +$31,806,900 AAPL, MSFT, JPM, JNJ, GVI 13F-HR 13 May 2021, 09:28
Q4 2020 918 $657,466,000 +$67,082,885 -$62,245,503 +$4,837,382 AAPL, MSFT, GVI, JNJ, VTI 13F-HR 08 Feb 2021, 10:11
Q3 2020 812 $582,906,000 +$102,930,182 -$59,044,523 +$43,885,659 AAPL, MSFT, GVI, JNJ, AMZN 13F-HR 06 Nov 2020, 08:29
Q2 2020 785 $541,993,000 +$54,650,162 -$47,818,780 +$6,831,382 AAPL, MSFT, GVI, JNJ, AMZN 13F-HR 14 Jul 2020, 20:59
Q1 2020 773 $464,121,000 +$133,206,331 -$133,332,961 -$126,630 MSFT, AAPL, GVI, JNJ, JPM 13F-HR 14 May 2020, 16:38
Q4 2019 826 $604,049,000 +$50,788,057 -$72,511,078 -$21,723,021 AAPL, GVI, UNH, MSFT, JNJ 13F-HR 05 Feb 2020, 11:53
Q3 2019 827 $570,473,000 +$46,093,939 -$60,061,243 -$13,967,304 AAPL, GVI, CVS, MSFT, JNJ 13F-HR 30 Oct 2019, 21:40
Q2 2019 802 $578,668,000 +$59,013,425 -$76,723,886 -$17,710,461 AAPL, GVI, MSFT, JNJ, AVGO 13F-HR 12 Aug 2019, 14:03
Q1 2019 805 $577,417,000 +$106,128,632 -$55,979,308 +$50,149,324 AAPL, GVI, MSFT, JNJ, AVGO 13F-HR 29 Apr 2019, 14:43
Q4 2018 810 $472,384,000 +$93,810,176 -$131,335,855 -$37,525,679 AAPL, AVGO, MSFT, JNJ, UNH 13F-HR 04 Feb 2019, 11:52
Q3 2018 853 $598,601,000 +$89,902,387 -$92,477,303 -$2,574,916 AAPL, HBI, RTN, JPM, AVGO 13F-HR 06 Nov 2018, 18:29
Q2 2018 817 $552,376,000 +$66,500,143 -$69,362,768 -$2,862,625 AAPL, AVGO, JPM, HD, CMCSA 13F-HR 31 Jul 2018, 17:02
Q1 2018 932 $552,299,000 +$74,569,088 -$75,143,259 -$574,171 AAPL, AVGO, JNJ, RTN, CMCSA 13F-HR 14 May 2018, 12:28
Q4 2017 835 $550,055,000 +$36,949,260 -$54,022,386 -$17,073,126 AAPL, HD, MMM, RTN, PFE 13F-HR 24 Jan 2018, 14:27
Q3 2017 869 $540,431,000 +$71,045,848 -$38,642,978 +$32,402,870 AAPL, HD, RTN, PFE, DWDP 13F-HR 18 Oct 2017, 11:38
Q2 2017 938 $491,865,000 +$21,835,458 -$42,251,421 -$20,415,963 AAPL, HD, RTN, PFE, MMM 13F-HR 13 Jul 2017, 15:04
Q1 2017 985 $499,289,000 +$61,654,112 -$48,150,423 +$13,503,689 AAPL, HD, DOW, PFE, RTN 13F-HR 18 Apr 2017, 09:15
Q4 2016 1,018 $455,791,000 +$37,656,124 -$45,779,395 -$8,123,271 HD, AAPL, RTN, T, DOW 13F-HR 20 Jan 2017, 14:05
Q3 2016 1,019 $464,084,000 +$60,495,944 -$60,043,089 +$452,855 HD, AAPL, PFE, T, RTN 13F-HR 17 Oct 2016, 11:19
Q2 2016 961 $454,349,000 +$76,979,575 -$70,292,614 +$6,686,961 HD, PFE, T, RTN, CVS 13F-HR 23 Aug 2016, 11:53
Q1 2016 997 $443,520,000 +$68,999,445 -$61,867,404 +$7,132,041 HD, CVS, AAPL, MMM, MO 13F-HR 16 May 2016, 12:44
Q4 2015 982 $435,599,000 +$74,817,201 -$59,586,785 +$15,230,416 OEF, AAPL, CVS, VFC, LYB 13F-HR 11 Feb 2016, 12:23
Q3 2015 1,023 $402,582,000 +$35,924,420 -$46,201,001 -$10,276,581 AAPL, VFC, CVS, UTX, D 13F-HR 10 Nov 2015, 16:56
Q2 2015 1,044 $458,512,000 +$56,815,015 -$34,554,054 +$22,260,961 AAPL, VFC, CVS, UTX, LYB 13F-HR 22 Jul 2015, 09:36
Q1 2015 928 $445,919,000 +$70,819,597 -$48,595,116 +$22,224,481 AAPL, VFC, CVS, UTX, ROST 13F-HR 29 Apr 2015, 13:46
Q4 2014 898 $416,806,000 +$40,488,677 -$53,594,440 -$13,105,763 AAPL, VFC, UTX, CVS, GILD 13F-HR 30 Jan 2015, 12:38
Q3 2014 885 $428,534,000 +$37,707,398 -$50,157,843 -$12,450,445 LYB, AAPL, GILD, VFC, COP 13F-HR 31 Oct 2014, 13:49
Q2 2014 824 $431,946,000 +$71,331,511 -$51,044,579 +$20,286,932 LYB, APC, COP, VFC, CVX 13F-HR 31 Jul 2014, 15:36
Q1 2014 842 $407,763,000 +$79,115,058 -$63,361,805 +$15,753,253 LYB, VFC, CVX, JAZZ, COP 13F-HR 07 May 2014, 09:09
Q4 2013 795 $396,944,000 $0 $0 $0 GILD, LYB, VFC, NUS, CVX Restatement 31 Jul 2014, 15:47