Reuter James Wealth Management, LLC Incresed Positions in Q2 2025

Reuter James Wealth Management, LLC

  • $595 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
239K
+ 58.06%
$50.28 - $50.47 $12M - $12.1M
651K $32.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
121K
+ 50.42%
$91.43 - $91.74 $11M - $11.1M
360K $33M
CGDV
Capital Group Divid Value ETF

ETFs
66.2K
+ 22.11%
$31.93 - $39.49 $2.11M - $2.61M
365K $14.4M
IAU
Ishares Gold Trust

ETFs
6.65K
+ 1.24%
$56.1 - $64.74 $373K - $431K
545K $34M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.2K
+ 1.62%
$41.45 - $54.46 $91K - $120K
138K $7.17M
NVDA
Nvidia Corp

Technology
228
+ 1.23%
$94.31 - $157.99 $21.5K - $36K
18.7K $2.96M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.27%
$484.66 - $738.09 $7.27K - $11.1K
5.5K $4.06M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
34.4K
+ 164.07%
$18.28 - $18.7 $629K - $644K
55.4K $1.04M
ET
Energy Transfer LP

Energy
51.9K
+ 6.36%
$15.65 - $18.93 $813K - $983K
868K $15.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
20.7K
+ 88.54%
$20.16 - $20.49 $418K - $425K
44.1K $904K
KMB
Kimberly Clark Corp

Consumer Defensive
3.09K
+ 75.75%
$126.84 - $145.22 $392K - $449K
7.17K $924K
XLK
Technology Sector Spdr

ETFs
494
+ 10.65%
$179.73 - $253.23 $88.8K - $125K
5.13K $1.3M
FE
Firstenergy Corp

Utilities
8.41K
+ 111.85%
$38.31 - $43.17 $322K - $363K
15.9K $641K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.4K
+ 32.59%
$149.76 - $186.42 $210K - $261K
5.7K $1.06M
MCK
Mckesson Corp

Healthcare
7
+ 0.17%
$652.83 - $732.78 $4.57K - $5.13K
4.14K $3.03M
GOOGL
Alphabet Inc.

Communication Services
677
+ 16.87%
$144.7 - $178.6 $98K - $121K
4.69K $826K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.55K
+ 15.86%
$30.53 - $40.65 $77.9K - $104K
18.6K $757K
PCT
Pure Cycle Technologies, Inc.

Industrials
670
+ 2.74%
$5.57 - $14.12 $3.73K - $9.46K
25.1K $344K
CGUS
Capital Group Core Equity ETF
2.06K
+ 10.75%
$29.93 - $36.93 $61.7K - $76.2K
21.3K $784K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.34K
+ 60.21%
$94.78 - $95.97 $127K - $128K
3.56K $340K
LHX
L3 Harris Technologies, Inc.

Industrials
171
+ 9.72%
$200.21 - $256.99 $34.2K - $43.9K
1.93K $484K
PFE
Pfizer Inc

Healthcare
6.1K
+ 19.81%
$21.59 - $24.84 $132K - $151K
36.9K $893K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.64K
+ 55.77%
$19.49 - $19.66 $110K - $111K
15.8K $309K
XLF
Financial Sector Spdr

ETFs
1.29K
+ 10.96%
$43.92 - $52.37 $56.5K - $67.4K
13K $682K
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 4.41%
$498.8 - $620.9 $23.9K - $29.8K
1.14K $705K
NVO
Novo Nordisk A S

Healthcare
1.44K
+ 39.54%
$58.08 - $81.05 $83.9K - $117K
5.1K $351K
XLY
Select Sector Spdr Consumer Di

ETFs
238
+ 10.46%
$176.34 - $218.59 $42K - $52K
2.51K $546K
XLC
Select Sector Spdr Tr Communic

ETFs
417
+ 10.83%
$86.13 - $108.53 $35.9K - $45.3K
4.27K $463K
XLI
Industrial Sector Spdr

ETFs
294
+ 10.56%
$116.42 - $147.52 $34.2K - $43.4K
3.08K $454K
GBIL
Goldman Sachs Access Treasury

ETFs
894
+ 29.65%
$99.83 - $100.19 $89.2K - $89.6K
3.91K $391K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1
+ 0.02%
$54.6 - $70.83 $54.6 - $70.8
4.81K $340K
C
Citigroup Inc

Financial Services
321
+ 11.05%
$58.13 - $85.12 $18.7K - $27.3K
3.23K $274K
O
Realty Income Corp

Real Estate
1.22K
+ 8.23%
$52.27 - $58.52 $63.8K - $71.4K
16K $924K
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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.81K
+ 1.11%
$47.42 - $51.67 $85.8K - $93.5K
164K $8.34M
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
Linde PLC
72
+ 1.74%
N/A
4.21K $0
TUA
Simpl Exch Traded Fds Sht Term
248K
+ 30.7%
N/A
1.06M $0
XLE
Energy Sector Spdr

ETFs
323
+ 6.83%
$76.44 - $94.13 $24.7K - $30.4K
5.05K $428K
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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