Reuter James Wealth Management, LLC Incresed Positions in Q3 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
464K
+ 845.91%
$66.91 - $81.4 $31.1M - $37.8M
519K $41.9M
LLY
Eli Lilly & CO

Healthcare
18K
+ 5387.76%
$772.14 - $960.02 $13.9M - $17.3M
18.4K $16.3M
MSFT
Microsoft Corp

Technology
27.9K
+ 551.28%
$395.15 - $467.56 $11M - $13M
32.9K $14.2M
ET
Energy Transfer LP

Energy
731K
+ 1680.25%
$15.43 - $16.44 $11.3M - $12M
774K $12.4M
UNP
Union Pacific Corp

Industrials
46.2K
+ 5203.94%
$221.78 - $256.09 $10.2M - $11.8M
47.1K $11.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
206K
+ 1037.28%
$44.66 - $49.15 $9.21M - $10.1M
226K $10.7M
AAPL
Apple Inc.

Technology
39.7K
+ 257.11%
$207.23 - $234.82 $8.24M - $9.33M
55.2K $12.9M
JNJ
Johnson & Johnson

Healthcare
47.3K
+ 948.59%
$145.48 - $167.38 $6.88M - $7.92M
52.3K $8.47M
CVX
Chevron Corp

Energy
41.7K
+ 404.82%
$137.88 - $161.97 $5.75M - $6.76M
52K $7.66M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.44K
+ 1868.32%
$531.86 - $624.21 $5.02M - $5.89M
9.94K $6.15M
IAU
Ishares Gold Trust

ETFs
40.4K
+ 8.8%
$44.06 - $50.5 $1.78M - $2.04M
499K $24.8M
XOM
Exxon Mobil Corp

Energy
35.5K
+ 26.92%
$109.72 - $119.0 $3.9M - $4.23M
168K $19.6M
WMB
Williams Companies, Inc.

Energy
92K
+ 397.03%
$41.24 - $46.22 $3.8M - $4.25M
115K $5.26M
INTU
Intuit Inc

Technology
6.22K
+ 1748.03%
$602.97 - $670.49 $3.75M - $4.17M
6.58K $4.09M
AMZN
Amazon Com Inc

Consumer Cyclical
20.1K
+ 230.32%
$161.02 - $200.0 $3.23M - $4.01M
28.8K $5.36M
KO
Coca Cola CO

Consumer Defensive
39.8K
+ 336.8%
$62.69 - $73.01 $2.5M - $2.91M
51.6K $3.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
42.6K
+ 32.8%
$33.89 - $41.64 $1.44M - $1.77M
173K $6.87M
META
Meta Platforms, Inc.

Communication Services
3.63K
+ 251.98%
$453.41 - $572.44 $1.64M - $2.08M
5.07K $2.9M
T
At&T Inc.

Communication Services
61.7K
+ 49.73%
$18.21 - $22.28 $1.12M - $1.38M
186K $4.09M
NOW
Service Now, Inc.

Technology
1.82K
+ 537.46%
$730.87 - $937.36 $1.33M - $1.71M
2.16K $1.93M
MRK
Merck & Co., Inc.

Healthcare
12.8K
+ 651.76%
$111.15 - $128.97 $1.42M - $1.65M
14.7K $1.67M
PG
Procter & Gamble CO

Consumer Defensive
7.48K
+ 240.7%
$160.76 - $177.82 $1.2M - $1.33M
10.6K $1.83M
OGE
Oge Energy Corp.

Utilities
26.6K
+ 118.31%
$35.12 - $41.18 $935K - $1.1M
49.1K $2.02M
ASML
Asml Holding Nv

Technology
1.49K
+ 542.18%
$749.82 - $1098.95 $1.12M - $1.64M
1.77K $1.47M
UBER
Uber Technologies, Inc

Technology
12.8K
+ 370.99%
$58.48 - $77.47 $748K - $991K
16.2K $1.22M
RTX
Raytheon Technologies Corp

Industrials
5.05K
+ 197.5%
$99.55 - $123.34 $502K - $622K
7.6K $920K
BMY
Bristol Myers Squibb CO

Healthcare
8.46K
+ 54.12%
$39.66 - $51.75 $335K - $438K
24.1K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
864
+ 23.78%
$405.19 - $478.57 $350K - $413K
4.5K $2.07M
OKE
Oneok Inc

Energy
5.86K
+ 161.67%
$78.62 - $95.27 $461K - $558K
9.49K $864K
VZ
Verizon Communications Inc

Communication Services
6.51K
+ 15.68%
$38.89 - $45.0 $253K - $293K
48K $2.16M
GOOGL
Alphabet Inc.

Communication Services
2.77K
+ 214.92%
$148.65 - $191.18 $411K - $529K
4.05K $672K
USB
Us Bancorp \De\

Financial Services
6.45K
+ 37.26%
$39.04 - $47.23 $252K - $305K
23.8K $1.09M
GILD
Gilead Sciences, Inc.

Healthcare
2.41K
+ 18.9%
$66.59 - $83.99 $160K - $202K
15.1K $1.27M
COP
Conocophillips

Energy
3.91K
+ 221.86%
$102.3 - $116.61 $400K - $456K
5.67K $596K
XEL
Xcel Energy Inc

Utilities
2.85K
+ 20.97%
$52.11 - $65.3 $148K - $186K
16.4K $1.07M
NVDA
Nvidia Corp

Technology
2.86K
+ 24.92%
$98.91 - $134.91 $283K - $385K
14.3K $1.74M
ENB
Enbridge Inc

Energy
2.83K
+ 7.24%
$35.27 - $41.18 $99.6K - $116K
41.8K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
440
+ 23.84%
$517.38 - $573.86 $228K - $252K
2.29K $1.31M
V
Visa Inc.

Financial Services
817
+ 38.47%
$253.74 - $291.56 $207K - $238K
2.94K $808K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.3K
+ 70.16%
$63.28 - $70.06 $209K - $231K
8.01K $561K
ABBV
Abb Vie Inc.

Healthcare
406
+ 6.61%
$163.84 - $199.33 $66.5K - $80.9K
6.55K $1.29M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.63K
+ 82.64%
$30.55 - $30.85 $233K - $235K
16.9K $519K
NGG
National Grid PLC

Utilities
331
+ 2.31%
$57.14 - $70.48 $18.9K - $23.3K
14.6K $1.02M
PSX
Phillips 66

Energy
1.66K
+ 98.4%
$125.0 - $147.17 $208K - $244K
3.35K $440K
SNY
Sanofi

Healthcare
602
+ 3.37%
$48.54 - $58.53 $29.2K - $35.2K
18.5K $1.06M
TRP
Tc Energy Corp

Energy
567
+ 3.36%
$37.48 - $47.9 $21.3K - $27.2K
17.5K $830K
O
Realty Income Corp

Real Estate
342
+ 2.26%
$52.36 - $63.42 $17.9K - $21.7K
15.5K $980K
AVGO
Broadcom Inc.

Technology
6.32K
+ 992.15%
$136.27 - $1745.86 $861K - $11M
6.96K $1.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
171
+ 3.49%
$156.14 - $187.2 $26.7K - $32K
5.08K $938K
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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