Reuter James Wealth Management, LLC Incresed Positions in Q4 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
128K
+ 47.95%
$35.16 - $37.12 $4.51M - $4.76M
396K $13.9M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
94K
+ 45.28%
$37.46 - $43.08 $3.52M - $4.05M
301K $11.5M
ET
Energy Transfer LP

Energy
36.8K
+ 4.76%
$16.05 - $19.86 $591K - $731K
811K $15.9M
LNG
Cheniere Energy, Inc.

Energy
2.21K
+ 9.55%
$181.07 - $225.92 $401K - $500K
25.4K $5.45M
IAU
Ishares Gold Trust

ETFs
21.4K
+ 4.29%
$48.37 - $52.65 $1.03M - $1.13M
520K $25.8M
AMZN
Amazon Com Inc

Consumer Cyclical
23
+ 0.08%
$180.88 - $232.93 $4.16K - $5.36K
28.8K $6.32M
NVDA
Nvidia Corp

Technology
4.68K
+ 32.71%
$117.0 - $148.88 $548K - $697K
19K $2.55M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.8K
+ 5.24%
$46.48 - $51.32 $550K - $607K
238K $11.5M
GE
General Electric CO

Industrials
4.24K
+ 54.03%
$159.95 - $194.23 $679K - $824K
12.1K $2.02M
ASML
Asml Holding Nv

Technology
995
+ 56.34%
$658.43 - $872.27 $655K - $868K
2.76K $1.91M
NOW
Service Now, Inc.

Technology
30
+ 1.39%
$867.18 - $1148.42 $26K - $34.5K
2.19K $2.32M
UBER
Uber Technologies, Inc

Technology
10.5K
+ 64.47%
$59.93 - $86.34 $627K - $904K
26.7K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
116
+ 6.11%
$213.65 - $479.86 $24.8K - $55.7K
2.02K $813K
TTE
Total Energies Se

Energy
4.32K
+ 30.02%
N/A
18.7K $1.28M
XLE
Energy Sector Spdr

ETFs
5.11K
+ 5.73%
$83.32 - $97.27 $426K - $497K
94.3K $8.08M
META
Meta Platforms, Inc.

Communication Services
260
+ 5.13%
$554.08 - $632.68 $144K - $164K
5.33K $3.14M
SJB
Proshares Tr Short High Yield

ETFs
15.7K
+ 4.41%
$16.1 - $16.56 $252K - $259K
370K $5.98M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.51K
+ 515.22%
$20.08 - $20.61 $191K - $196K
11.4K $228K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.26K
+ 28.18%
$69.3 - $74.3 $156K - $168K
10.3K $733K
BMY
Bristol Myers Squibb CO

Healthcare
466
+ 1.93%
$51.92 - $59.94 $24.2K - $27.9K
24.5K $1.39M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.08K
+ 59.82%
$97.29 - $122.68 $203K - $256K
5.57K $542K
XLK
Technology Sector Spdr

ETFs
422
+ 12.32%
$220.26 - $241.44 $92.9K - $102K
3.85K $894K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 0.59%
$1146.59 - $1270.6 $18.3K - $20.3K
2.72K $3.23M
GOOGL
Alphabet Inc.

Communication Services
59
+ 1.46%
$161.86 - $196.66 $9.55K - $11.6K
4.11K $778K
ABNB
Airbnb, Inc.

Consumer Cyclical
708
+ 38.65%
$125.36 - $147.37 $88.8K - $104K
2.54K $333K
PCT
Pure Cycle Technologies, Inc.

Industrials
7.63K
+ 49.4%
$8.81 - $14.3 $67.2K - $109K
23.1K $236K
CRM
Salesforce, Inc.

Technology
65
+ 5.8%
$270.87 - $367.87 $17.6K - $23.9K
1.19K $396K
XLY
Select Sector Spdr Consumer Di

ETFs
221
+ 13.23%
$194.8 - $239.43 $43.1K - $52.9K
1.89K $424K
XLF
Financial Sector Spdr

ETFs
1.15K
+ 13.4%
$44.89 - $51.34 $51.4K - $58.8K
9.7K $468K
OGE
Oge Energy Corp.

Utilities
1.62K
+ 3.3%
$39.65 - $44.08 $64.4K - $71.5K
50.8K $2.09M
CGUS
Capital Group Core Equity ETF
1.65K
+ 11.82%
$33.96 - $36.24 $56K - $59.8K
15.6K $545K
XLC
Select Sector Spdr Tr Communic

ETFs
353
+ 12.5%
$89.66 - $102.16 $31.6K - $36.1K
3.18K $307K
TJX
Tjx Companies Inc

Consumer Cyclical
283
+ 9.36%
$112.15 - $127.2 $31.7K - $36K
3.31K $399K
WDAY
Workday, Inc.

Technology
113
+ 16.47%
$233.85 - $279.91 $26.4K - $31.6K
799 $206K
CGGR
Capital Group Growth ETF Shs C

ETFs
694
+ 12.96%
$34.49 - $39.24 $23.9K - $27.2K
6.05K $224K
AMGN
Amgen Inc

Healthcare
679
+ 29.29%
$258.78 - $328.31 $176K - $223K
3K $781K
PYPL
Pay Pal Holdings, Inc.

Financial Services
154
+ 5.12%
$77.25 - $91.3 $11.9K - $14.1K
3.16K $269K
ABBV
Abb Vie Inc.

Healthcare
876
+ 13.37%
$164.99 - $203.87 $145K - $179K
7.43K $1.32M
XLI
Industrial Sector Spdr

ETFs
243
+ 11.74%
$131.76 - $143.99 $32K - $35K
2.31K $304K
TDY
Teledyne Technologies Inc

Technology
13
+ 2.04%
$436.59 - $489.24 $5.68K - $6.36K
651 $302K
PANW
Palo Alto Networks Inc

Technology
847
+ 100.0%
$181.96 - $405.9 $154K - $344K
1.69K $308K
VRT
Vertiv Holdings CO

Industrials
159
+ 9.87%
N/A
1.77K $153K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2
+ 0.01%
$8.24 - $11.07 $16.5 - $22.1
36K $335K
XLV
Select Sector Spdr Fund Health

ETFs
308
+ 13.03%
$136.28 - $154.74 $42K - $47.7K
2.67K $367K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.2%
N/A
1.52K $277K
Ge Vernova Inc
56
+ 10.07%
N/A
612 $0
Linde PLC
24
+ 0.58%
N/A
4.14K $0
Victory Portfolios Ii
3.73K
+ 50.09%
N/A
11.2K $0
PLD
Prologis, Inc.

Real Estate
1.03K
+ 18.56%
$101.4 - $126.96 $104K - $131K
6.57K $694K
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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