Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025

Reuter James Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $637 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $53.4M, Ishares Gold Trust with a value of $42.7M, Exxon Mobil Corp with a value of $19.9M, Capital Group Divid Value ETF with a value of $19.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $17.4M.

Examining the 13F form we can see an increase of $41.7M in the current position value, from $595M to 637M.

Reuter James Wealth Management, LLC is based out at Oklahoma City, OK

Below you can find more details about Reuter James Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $637 Million
ETFs: $219 Million
Consumer Defensive: $72 Million
Technology: $71.1 Million
Energy: $64.6 Million
Industrials: $55.4 Million
Healthcare: $50.2 Million
Financial Services: $36.4 Million
Consumer Cyclical: $23.3 Million
Other: $44.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$278B
$53.4 Million 8.39% of portfolio
518,313
Q3 2025 Reduced 0.03%
$65.3B
$42.7 Million 6.71% of portfolio
587,079
Q3 2025 Added 7.78%
$497B
$19.9 Million 3.13% of portfolio
176,736
Q3 2025 Added 0.09%
$0
$19.9 Million 3.12% of portfolio
472,660
Q3 2025 Added 29.38%
$0
$17.4 Million 2.74% of portfolio
190,103
Q3 2025 Reduced 47.13%
$0
$17.3 Million 2.71% of portfolio
343,859
Q3 2025 Reduced 47.18%
$3.8T
$15.6 Million 2.46% of portfolio
30,213
Q3 2025 Reduced 0.34%
$52.5B
$15 Million 2.36% of portfolio
874,849
Q3 2025 Added 0.8%
$130B
$14.7 Million 2.31% of portfolio
41,411
Q3 2025 Reduced 0.46%
$0
$14.2 Million 2.23% of portfolio
736,313
Q3 2025 New
$4.38T
$13.8 Million 2.17% of portfolio
54,271
Q3 2025 Reduced 0.08%
$0
$13.3 Million 2.09% of portfolio
174,370
Q3 2025 Added 26.58%
$0
$12.7 Million 1.99% of portfolio
141,955
Q3 2025 Added 2,708.77%
$0
$12.2 Million 1.91% of portfolio
58,341
Q3 2025 New
$974B
$11.6 Million 1.83% of portfolio
15,234
Q3 2025 Reduced 1.19%
$0
$11.7 Million 1.83% of portfolio
244,620
Q3 2025 Added 4.0%
$24.1B
$8.88 Million 1.39% of portfolio
209,488
Q3 2025 New
$292B
$8.5 Million 1.33% of portfolio
17,808
Q3 2025 Reduced 0.66%
$0
$8.38 Million 1.32% of portfolio
153,115
Q3 2025 Reduced 6.84%
$54.4B
$8.4 Million 1.32% of portfolio
27,106
Q3 2025 Reduced 0.65%
$127B
$8.35 Million 1.31% of portfolio
87,643
Q3 2025 Added 0.08%
$79.6B
$8.33 Million 1.31% of portfolio
67,309
Q3 2025 Reduced 0.22%
$512B
$7.89 Million 1.24% of portfolio
42,550
Q3 2025 Added 1.8%
$74.3B
$6.6 Million 1.04% of portfolio
104,164
Q3 2025 Reduced 0.67%
$1.69T
$6.47 Million 1.02% of portfolio
26,570
Q3 2025 Reduced 0.2%
$2.39T
$6.07 Million 0.95% of portfolio
27,663
Q3 2025 Reduced 2.06%
$333B
$5.78 Million 0.91% of portfolio
19,198
Q3 2025 Added 10.07%
$521B
$5.73 Million 0.9% of portfolio
10,075
Q3 2025 Reduced 1.12%
$53.8B
$5.76 Million 0.9% of portfolio
24,524
Q3 2025 Reduced 0.44%
$144B
$5.61 Million 0.88% of portfolio
12,263
Q4 2024 Reduced 0.05%
$86.1B
$5.5 Million 0.86% of portfolio
15,887
Q3 2025 Added 0.16%
$194B
$5.33 Million 0.84% of portfolio
11,910
Q3 2025 Reduced 0.42%
$181B
$5.04 Million 0.79% of portfolio
51,406
Q3 2025 Added 25.08%
$227B
$4.6 Million 0.72% of portfolio
9,476
Q3 2025 Reduced 0.01%
$201B
$4.48 Million 0.7% of portfolio
31,909
Q3 2025 Added 3.96%
$74.9B
$4.4 Million 0.69% of portfolio
16,855
Q3 2025 Reduced 0.26%
$6.2B
$4.39 Million 0.69% of portfolio
40,721
Q3 2025 Added 0.71%
$47.8B
$4.37 Million 0.69% of portfolio
64,835
Q3 2025 Reduced 0.23%
$0
$4.4 Million 0.69% of portfolio
81,165
Q3 2025 Added 0.12%
$187B
$4.35 Million 0.68% of portfolio
6,364
Q3 2025 Added 0.14%
$182B
$4.29 Million 0.67% of portfolio
152,026
Q3 2025 Reduced 8.78%
$102B
$4.21 Million 0.66% of portfolio
15,597
Q3 2025 Reduced 0.48%
$0
$4.08 Million 0.64% of portfolio
34,357
Q3 2025 Reduced 2.02%
$48.9B
$4.06 Million 0.64% of portfolio
8,265
Q3 2025 Reduced 0.33%
$1.37T
$3.99 Million 0.63% of portfolio
5,435
Q3 2025 Reduced 1.18%
$309B
$3.97 Million 0.62% of portfolio
25,560
Q3 2025 Reduced 50.7%
$70.1B
$3.69 Million 0.58% of portfolio
21,670
Q3 2025 Reduced 1.12%
$47.7B
$3.69 Million 0.58% of portfolio
7,399
Q3 2025 Reduced 2.18%
$474B
$3.53 Million 0.55% of portfolio
18,911
Q3 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $637 Million
  • Prior Value $595 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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