Reuter James Wealth Management, LLC Purchases in Q2 2025

Reuter James Wealth Management, LLC

  • $595 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.04%
$45.65 - $57.01 $137 - $171
8.53K $486K
FCX
Freeport Mcmoran Inc

Basic Materials
323
+ 4.97%
$29.15 - $44.46 $9.42K - $14.4K
6.83K $295K
V
Visa Inc.

Financial Services
80
+ 2.86%
$308.27 - $373.31 $24.7K - $29.9K
2.87K $1.02M
ABNB
Airbnb, Inc.

Consumer Cyclical
28
+ 1.04%
$105.69 - $140.64 $2.96K - $3.94K
2.71K $358K
VOD
Vodafone Group Public LTD CO

Communication Services
940
+ 4.63%
$8.19 - $10.66 $7.7K - $10K
21.2K $226K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.45%
$908.13 - $1056.85 $2.72K - $3.17K
677 $670K
SBUX
Starbucks Corp

Consumer Cyclical
445
+ 14.45%
$79.69 - $99.41 $35.5K - $44.2K
3.52K $322K
TDY
Teledyne Technologies Inc

Technology
21
+ 3.03%
$435.54 - $512.31 $9.15K - $10.8K
714 $365K
XLV
Select Sector Spdr Fund Health

ETFs
359
+ 10.98%
$128.77 - $144.3 $46.2K - $51.8K
3.63K $489K
MCD
Mcdonalds Corp

Consumer Cyclical
405
+ 7.71%
$285.55 - $321.23 $116K - $130K
5.66K $1.65M
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.49%
$119.13 - $135.03 $1.91K - $2.16K
3.29K $406K
UL
Unilever PLC

Consumer Defensive
17
+ 0.49%
$57.9 - $65.43 $984 - $1.11K
3.47K $212K
Tko Group Holdings Inc
1.19K
New
N/A
1.19K $0
Linde PLC
72
+ 1.74%
N/A
4.21K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
4.14K
New
N/A
4.14K $0
TUA
Simpl Exch Traded Fds Sht Term
248K
+ 30.7%
N/A
1.06M $0
FDV
Federated Hermes ETF Tr U S St
415K
New
N/A
415K $0
Ge Vernova Inc
571
New
N/A
571 $0
Gsk PLC
18.8K
New
N/A
18.8K $0
XLE
Energy Sector Spdr

ETFs
323
+ 6.83%
$76.44 - $94.13 $24.7K - $30.4K
5.05K $428K
RIO
Rio Tinto PLC

Basic Materials
3
+ 0.02%
$52.32 - $62.75 $157 - $188
16.6K $971K
AMGN
Amgen Inc

Healthcare
282
+ 7.93%
$262.28 - $309.85 $74K - $87.4K
3.84K $1.07M
COP
Conocophillips

Energy
201
+ 3.59%
$82.66 - $106.1 $16.6K - $21.3K
5.8K $520K
SJB
Proshares Tr Short High Yield

ETFs
7.29K
+ 1.89%
$15.61 - $16.71 $114K - $122K
394K $6.15M
ABBV
Abb Vie Inc.

Healthcare
454
+ 5.88%
$170.16 - $206.27 $77.3K - $93.6K
8.17K $1.52M
BDX
Becton Dickinson & CO

Healthcare
80
+ 2.82%
$165.15 - $226.42 $13.2K - $18.1K
2.91K $501K
OKE
Oneok Inc

Energy
89
+ 1.0%
$78.71 - $100.37 $7.01K - $8.93K
8.97K $731K
MDT
Medtronic PLC

Healthcare
75
+ 0.09%
$80.68 - $88.86 $6.05K - $6.66K
87.6K $7.63M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
37.7K
+ 1384.83%
$87.84 - $1441.89 $3.31M - $54.4M
40.4K $3.64M
DOW
Dow Inc.

Basic Materials
1.35K
+ 2.59%
$25.81 - $34.89 $34.8K - $47K
53.5K $1.42M
PEP
Pepsico Inc

Consumer Defensive
681
+ 2.27%
$128.02 - $151.37 $87.2K - $103K
30.7K $4.05M
XOM
Exxon Mobil Corp

Energy
2.27K
+ 1.3%
$99.93 - $119.04 $226K - $270K
177K $19M
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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