StockDriftsStockDriftsTop 50 Howe & Rusling Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.04% | 192.9K | $61.9M | +3.82%(+7.11K) | $213.71(+70.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.58% | 186.3K | $54.8M | -0.28%(-531) | $119.86(+150.50%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.43% | 338.7K | $52.5M | +5.00%(+16.14K) | $110.02(+70.42%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.41% | 80.1K | $52.3M | -1.34%(-1.09K) | $394.20(+89.18%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.37% | 623.6K | $51.6M | +17.09%(+91.02K) | $82.82(-0.32%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.26% | 161.6K | $50.0M | -4.74%(-8.05K) | $41.76(+898.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.76% | 166.5K | $42.3M | -0.59%(-988) | $67.87(+340.37%) | 2026-03-31 | |
| GVI | ISHARES TR | 2.75% | 394.7K | $42.1M | +5.60%(+20.92K) | $107.76(-1.51%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.6% | 234.7K | $39.8M | +1.09%(+2.52K) | $72.21(+109.89%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.39% | 358.8K | $36.7M | +2.71%(+9.47K) | $81.05(+34.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.58% |
| Top 20 Holdings Unweighted | +16.14% | +56.65% |
Sign up free to track Howe & Rusling Inc, compare funds side by side, and get alerts the moment positions change.