Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $595 Million
  • Q2 2025

Reuter James Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $595 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $50.7M, Ishares Gold Trust with a value of $34M, Spdr Bloomberg 1 3 Month T Bil with a value of $33M, Wisdomtree Floating Rate Treas with a value of $32.8M, and Exxon Mobil Corp with a value of $19M.

Examining the 13F form we can see an increase of $43M in the current position value, from $552M to 595M.

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 $595 Million
ETFs: $190 Million
Consumer Defensive: $71.4 Million
Energy: $66.8 Million
Technology: $63.6 Million
Industrials: $52.3 Million
Healthcare: $48.9 Million
Financial Services: $39.3 Million
Consumer Cyclical: $21.1 Million
Other: $41.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$50.7 Million 8.52% of portfolio
518,489
Q2 2025 Reduced 0.01%
$54B
$34 Million 5.71% of portfolio
544,710
Q2 2025 Added 1.24%
$0
$33 Million 5.54% of portfolio
359,588
Q2 2025 Added 50.42%
$0
$32.8 Million 5.5% of portfolio
651,001
Q2 2025 Added 58.06%
$444B
$19 Million 3.2% of portfolio
176,584
Q2 2025 Added 1.3%
$54.7B
$15.7 Million 2.64% of portfolio
867,889
Q2 2025 Added 6.36%
$3.91T
$15.1 Million 2.53% of portfolio
30,316
Q2 2025 Reduced 3.09%
$0
$14.4 Million 2.42% of portfolio
365,335
Q2 2025 Added 22.11%
$107B
$12.7 Million 2.13% of portfolio
41,603
Q2 2025 Reduced 1.21%
$709B
$12 Million 2.02% of portfolio
15,418
Q2 2025 Reduced 1.83%
$3.43T
$11.1 Million 1.87% of portfolio
54,316
Q2 2025 Reduced 0.3%
$139B
$10.9 Million 1.82% of portfolio
47,206
Q2 2025 Reduced 0.14%
$0
$9.27 Million 1.56% of portfolio
166,438
Q2 2025 New
$0
$9.13 Million 1.53% of portfolio
235,205
Q2 2025 New
$60.1B
$8.73 Million 1.47% of portfolio
27,283
Q2 2025 Reduced 1.37%
$0
$8.34 Million 1.4% of portfolio
164,362
Q2 2025 Added 1.11%
$299B
$7.42 Million 1.25% of portfolio
51,851
Q2 2025 Reduced 1.28%
$0
$7.17 Million 1.2% of portfolio
137,752
Q2 2025 Added 1.62%
$226B
$6.96 Million 1.17% of portfolio
17,926
Q2 2025 Reduced 0.9%
$64.2B
$6.66 Million 1.12% of portfolio
67,460
Q2 2025 Reduced 0.31%
$71.9B
$6.59 Million 1.11% of portfolio
104,863
Q2 2025 Reduced 0.71%
$168B
$6.5 Million 1.09% of portfolio
11,960
Q2 2025 Reduced 1.11%
$446B
$6.38 Million 1.07% of portfolio
41,797
Q2 2025 Reduced 0.59%
$154B
$6.24 Million 1.05% of portfolio
12,263
Q4 2024 Reduced 0.05%
$2.26T
$6.2 Million 1.04% of portfolio
28,245
Q2 2025 Reduced 0.52%
$0
$6.15 Million 1.03% of portfolio
393,663
Q2 2025 Added 1.89%
$59.9B
$6 Million 1.01% of portfolio
24,632
Q2 2025 Reduced 2.03%
$543B
$5.73 Million 0.96% of portfolio
10,189
Q2 2025 Reduced 1.9%
$90.9B
$5.45 Million 0.92% of portfolio
15,861
Q2 2025 Reduced 1.27%
$220B
$5.01 Million 0.84% of portfolio
6,355
Q2 2025 Reduced 0.11%
$196B
$4.82 Million 0.81% of portfolio
166,650
Q2 2025 Reduced 3.32%
$1.2T
$4.72 Million 0.79% of portfolio
26,624
Q2 2025 Reduced 2.09%
$51.4B
$4.66 Million 0.78% of portfolio
64,986
Q2 2025 Reduced 0.99%
$298B
$4.49 Million 0.75% of portfolio
17,442
Q2 2025 Reduced 0.24%
$54.2B
$4.43 Million 0.74% of portfolio
8,292
Q2 2025 Reduced 1.71%
$101B
$4.32 Million 0.73% of portfolio
15,672
Q2 2025 Reduced 1.24%
$57B
$4.29 Million 0.72% of portfolio
7,564
Q2 2025 Reduced 1.39%
$79.1B
$4.18 Million 0.7% of portfolio
16,899
Q2 2025 Reduced 2.83%
$194B
$4.05 Million 0.68% of portfolio
30,693
Q2 2025 Added 2.27%
$1.72T
$4.06 Million 0.68% of portfolio
5,500
Q2 2025 Added 0.27%
$0
$4.01 Million 0.67% of portfolio
81,068
Q2 2025 Reduced 0.61%
$176B
$3.84 Million 0.65% of portfolio
9,477
Q2 2025 Reduced 1.48%
$177B
$3.83 Million 0.64% of portfolio
41,100
Q2 2025 Reduced 1.02%
$0
$3.83 Million 0.64% of portfolio
35,066
Q2 2025 Reduced 1.41%
$301B
$3.66 Million 0.61% of portfolio
51,676
Q2 2025 Reduced 2.93%
$6.42B
$3.64 Million 0.61% of portfolio
40,432
Q2 2025 Added 1,384.83%
$105B
$3.63 Million 0.61% of portfolio
19,760
Q2 2025 Reduced 1.9%
$396B
$3.08 Million 0.52% of portfolio
8,397
Q2 2025 Reduced 1.13%
$6.63B
$3.12 Million 0.52% of portfolio
59,126
Q2 2025 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $595 Million
  • Prior Value $552 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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