Reuter James Wealth Management, LLC Purchases in Q1 2025

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.75%
$890.62 - $1076.86 $4.45K - $5.38K
674 $637K
XLY
Select Sector Spdr Consumer Di

ETFs
384
+ 20.3%
$192.6 - $233.2 $74K - $89.5K
2.28K $448K
META
Meta Platforms, Inc.

Communication Services
160
+ 3.0%
$576.36 - $736.67 $92.2K - $118K
5.49K $3.16M
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.04%
$222.79 - $249.08 $223 - $249
2.83K $648K
FCX
Freeport Mcmoran Inc

Basic Materials
168
+ 2.65%
$34.5 - $43.01 $5.8K - $7.23K
6.5K $246K
WDAY
Workday, Inc.

Technology
102
+ 12.77%
$233.53 - $277.82 $23.8K - $28.3K
901 $210K
ASML
Asml Holding Nv

Technology
131
+ 4.74%
$662.63 - $776.99 $86.8K - $102K
2.89K $1.92M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
50
+ 0.48%
$50.48 - $51.04 $2.52K - $2.55K
10.4K $528K
QCOM
Qualcomm Inc

Technology
4
+ 0.03%
$151.94 - $175.86 $608 - $703
12K $1.85M
Pimco ETF Tr
5.52K
+ 43.3%
N/A
18.3K $0
Victory Portfolios Ii
2.56K
+ 22.92%
N/A
13.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.13%
N/A
1.52K $277K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
6.73K
New
N/A
6.73K $0
Ea Series Trust
3.13K
+ 38.91%
N/A
11.2K $0
ETN
Eaton Corp PLC

Industrials
164
+ 18.87%
$271.83 - $371.23 $44.6K - $60.9K
1.03K $280K
OKE
Oneok Inc

Energy
24
+ 0.27%
$89.57 - $109.85 $2.15K - $2.64K
8.88K $880K
ABNB
Airbnb, Inc.

Consumer Cyclical
142
+ 5.59%
$119.38 - $161.42 $17K - $22.9K
2.68K $320K
NVO
Novo Nordisk A S

Healthcare
346
+ 10.47%
$69.3 - $90.95 $24K - $31.5K
3.65K $253K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.19%
$953.54 - $1132.42 $954 - $1.13K
524 $517K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
91
+ 5.71%
$165.25 - $224.62 $15K - $20.4K
1.68K $279K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$551.42 - $612.93 $551 - $613
2.22K $1.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
42
+ 1.33%
$65.15 - $91.81 $2.74K - $3.86K
3.2K $209K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.4K
+ 6.07%
$6.92 - $10.9 $9.69K - $15.3K
24.5K $169K
MRK
Merck & Co., Inc.

Healthcare
30
+ 0.2%
$83.01 - $101.02 $2.49K - $3.03K
14.7K $1.32M
AMAT
Applied Materials Inc

Technology
73
+ 0.77%
$145.06 - $195.51 $10.6K - $14.3K
9.57K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
44
+ 2.18%
$222.15 - $428.22 $9.77K - $18.8K
2.06K $533K
ET
Energy Transfer LP

Energy
4.93K
+ 0.61%
$17.26 - $21.08 $85.1K - $104K
816K $15.2M
GOOG
Alphabet Inc.

Communication Services
247
+ 0.92%
$156.06 - $207.71 $38.5K - $51.3K
27.2K $4.25M
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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