$353 Million is the total value of HOWE & RUSLING INC's 728 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORP NEW | 45 | Q2 2024 | 6.7% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.4% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 3.6% |
| ALTRIA GROUP INC | 45 | Q2 2024 | 3.3% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 3.3% |
| PEPSICO INC | 45 | Q2 2024 | 2.2% |
| AMERIPRISE FINL INC | 45 | Q2 2024 | 3.2% |
| 3M CO | 45 | Q2 2024 | 2.5% |
| PFIZER INC | 45 | Q2 2024 | 2.7% |
View HOWE & RUSLING INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View HOWE & RUSLING INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.