Reuter James Wealth Management, LLC Purchases in Q3 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
392
+ 13.26%
$194.9 - $224.8 $76.4K - $88.1K
3.35K $705K
ALC
Alcon Inc

Healthcare
1.09K
New
$88.07 - $100.79 $95.7K - $110K
1.09K $108K
A
Agilent Technologies, Inc.

Healthcare
720
New
$125.42 - $148.48 $90.3K - $107K
720 $106K
ARES
Ares Management Corp

Financial Services
673
New
$133.73 - $158.05 $90K - $106K
673 $104K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
939
New
$109.03 - $210.9 $102K - $198K
939 $102K
ABR
Arbor Realty Trust Inc

Real Estate
6.59K
New
$12.89 - $15.66 $84.9K - $103K
6.59K $102K
XLP
Consumer Staples Sector Spdr

ETFs
1.34K
New
$76.04 - $76.04 $102K - $102K
1.34K $101K
DIS
Walt Disney CO

Communication Services
1.05K
New
$85.6 - $98.61 $89.9K - $104K
1.05K $100K
MSCI
Msci Inc.

Financial Services
172
New
$479.31 - $584.91 $82.4K - $101K
172 $100K
MDB
Mongo Db, Inc.

Technology
369
New
$221.5 - $296.69 $81.7K - $109K
369 $99K
HBAN
Huntington Bancshares Inc

Financial Services
1.62K
+ 3.3%
$12.84 - $15.15 $20.8K - $24.6K
50.7K $745K
RY
Royal Bank Of Canada

Financial Services
790
New
$105.65 - $124.73 $83.5K - $98.5K
790 $98K
ACN
Accenture PLC

Technology
48
+ 2.95%
$295.44 - $355.81 $14.2K - $17.1K
1.67K $591K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.07K
New
$91.42 - $91.82 $97.6K - $98.1K
1.07K $98K
SHOP
Shopify Inc.

Technology
1.22K
New
$52.26 - $80.75 $63.8K - $98.6K
1.22K $97K
DLB
Dolby Laboratories, Inc.

Industrials
1.21K
New
$66.75 - $81.27 $80.7K - $98.3K
1.21K $92K
TFC
Truist Financial Corp

Financial Services
642
+ 3.99%
$38.22 - $44.94 $24.5K - $28.9K
16.7K $715K
SRE
Sempra Energy

Utilities
1.06K
New
$74.97 - $84.04 $79.1K - $88.7K
1.06K $88K
FXN
First Tr Exchange Traded Fd Fi

ETFs
5.4K
New
$15.87 - $18.61 $85.7K - $100K
5.4K $87K
RIO
Rio Tinto PLC

Basic Materials
1
+ 0.01%
$59.71 - $71.21 $59.7 - $71.2
16.6K $1.18M
LUMN
Lumen Technologies, Inc.

Communication Services
12.3K
New
$1.03 - $7.28 $12.6K - $89.3K
12.3K $87K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.52K
New
$23.57 - $24.19 $83K - $85.1K
3.52K $85K
FTNT
Fortinet, Inc.

Technology
1.1K
New
$55.39 - $77.55 $60.8K - $85.1K
1.1K $85K
TRV
Travelers Companies, Inc.

Financial Services
359
New
$201.87 - $242.35 $72.5K - $87K
359 $84K
EFA
Ishares Tr Msci Eafe ETF

ETFs
999
New
$75.32 - $84.37 $75.2K - $84.3K
999 $83K
GBIL
Goldman Sachs Access Treasury

ETFs
810
+ 20.68%
$99.7 - $100.3 $80.8K - $81.2K
4.73K $474K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.12K
New
$19.2 - $19.82 $79K - $81.6K
4.12K $81K
MO
Altria Group, Inc.

Consumer Defensive
1.59K
New
$45.95 - $54.71 $72.8K - $86.7K
1.59K $80K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
748
New
$104.47 - $116.17 $78.1K - $86.9K
748 $80K
APO
Apollo Global Management, Inc.

Financial Services
640
New
$99.16 - $125.81 $63.5K - $80.5K
640 $79K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.6K
New
$47.95 - $49.61 $76.7K - $79.4K
1.6K $79K
CMCSA
Comcast Corp

Communication Services
1.24K
+ 12.11%
$37.33 - $41.78 $46.4K - $51.9K
11.5K $480K
PCT
Pure Cycle Technologies, Inc.

Industrials
4.08K
+ 35.93%
$4.69 - $10.17 $19.1K - $41.5K
15.4K $146K
NSC
Norfolk Southern Corp

Industrials
313
New
$213.75 - $259.69 $66.9K - $81.3K
313 $77K
CMS
Cms Energy Corp

Utilities
1.09K
New
$58.7 - $70.62 $63.8K - $76.8K
1.09K $76K
CAH
Cardinal Health Inc

Healthcare
696
New
$93.74 - $114.66 $65.2K - $79.8K
696 $76K
CC
Chemours CO

Basic Materials
3.7K
New
$16.79 - $24.99 $62.1K - $92.4K
3.7K $75K
SCHO
Schwab Short Term Us Treasury

ETFs
1.5K
New
$47.93 - $49.06 $71.9K - $73.6K
1.5K $73K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
865
New
$77.02 - $85.06 $66.6K - $73.6K
865 $73K
ORCL
Oracle Corp

Technology
412
New
$125.9 - $170.35 $51.9K - $70.2K
412 $70K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.13K
New
$57.32 - $62.65 $64.8K - $70.8K
1.13K $70K
ED
Consolidated Edison Inc

Utilities
675
New
$88.42 - $104.97 $59.7K - $70.9K
675 $70K
VOD
Vodafone Group Public LTD CO

Communication Services
4.88K
+ 28.1%
$8.8 - $10.35 $43K - $50.5K
22.3K $223K
EFC
Ellington Financial Inc.

Real Estate
5.25K
New
$11.87 - $13.38 $62.3K - $70.2K
5.25K $67K
WDC
Western Digital Corp

Technology
962
New
$56.25 - $80.24 $54.1K - $77.2K
962 $65K
INTC
Intel Corp

Technology
2.75K
New
$18.9 - $34.87 $51.9K - $95.7K
2.75K $64K
CL
Colgate Palmolive CO

Consumer Defensive
616
New
$95.54 - $108.77 $58.9K - $67K
616 $63K
AYI
Acuity Brands Inc

Industrials
225
New
$222.88 - $275.47 $50.1K - $62K
225 $61K
VMC
Vulcan Materials CO

Basic Materials
245
New
$231.83 - $274.51 $56.8K - $67.3K
245 $61K
Activity Summary
Buys All Purchases 737 New Holdings 655 Increased Positions 82 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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