Reuter James Wealth Management, LLC Incresed Positions in Q3 2025

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
137K
+ 2708.77%
$84.25 - $91.99 $11.5M - $12.6M
142K $12.7M
IAU
Ishares Gold Trust

ETFs
42.4K
+ 7.78%
$61.62 - $72.77 $2.61M - $3.08M
587K $42.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
36.6K
+ 26.58%
$50.79 - $76.4 $1.86M - $2.8M
174K $13.3M
CGDV
Capital Group Divid Value ETF

ETFs
107K
+ 29.38%
$39.59 - $42.21 $4.25M - $4.53M
473K $19.9M
URA
Global X Uranium ETF

ETFs
9.42K
+ 4.0%
$36.45 - $50.4 $343K - $475K
245K $11.7M
JNJ
Johnson & Johnson

Healthcare
753
+ 1.8%
$155.17 - $185.42 $117K - $140K
42.6K $7.89M
TDY
Teledyne Technologies Inc

Technology
2.25K
+ 314.71%
$509.51 - $586.04 $1.14M - $1.32M
2.96K $1.74M
BA
Boeing CO

Industrials
5.78K
+ 69.96%
$209.79 - $237.38 $1.21M - $1.37M
14K $3.03M
GE
General Electric CO

Industrials
1.76K
+ 10.07%
$244.75 - $305.63 $430K - $537K
19.2K $5.78M
UBER
Uber Technologies, Inc

Technology
10.3K
+ 25.08%
$86.91 - $99.57 $896K - $1.03M
51.4K $5.04M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
289
+ 0.71%
$89.32 - $107.82 $25.8K - $31.2K
40.7K $4.39M
MDT
Medtronic PLC

Healthcare
73
+ 0.08%
$87.67 - $95.74 $6.4K - $6.99K
87.6K $8.35M
NVDA
Nvidia Corp

Technology
175
+ 0.93%
$153.3 - $186.58 $26.8K - $32.7K
18.9K $3.53M
PEP
Pepsico Inc

Consumer Defensive
1.22K
+ 3.96%
$133.81 - $152.16 $163K - $185K
31.9K $4.48M
AMCR
Amcor PLC

Consumer Cyclical
52.2K
+ 151.63%
$7.97 - $9.94 $416K - $519K
86.6K $708K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
97
+ 0.12%
$49.43 - $54.52 $4.79K - $5.29K
81.2K $4.4M
PLD
Prologis, Inc.

Real Estate
2.73K
+ 42.89%
$104.08 - $115.35 $284K - $315K
9.1K $1.04M
XLK
Technology Sector Spdr

ETFs
498
+ 9.7%
$250.97 - $282.66 $125K - $141K
5.63K $1.59M
PFE
Pfizer Inc

Healthcare
8.81K
+ 23.92%
$23.29 - $25.88 $205K - $228K
45.7K $1.16M
USB
Us Bancorp \De\

Financial Services
3.11K
+ 13.76%
$43.94 - $50.41 $137K - $157K
25.7K $1.24M
TFC
Truist Financial Corp

Financial Services
3.88K
+ 24.66%
$42.83 - $47.07 $166K - $182K
19.6K $895K
KMB
Kimberly Clark Corp

Consumer Defensive
1.92K
+ 26.84%
$121.72 - $136.77 $234K - $263K
9.09K $1.13M
XEL
Xcel Energy Inc

Utilities
29
+ 0.18%
$67.56 - $80.65 $1.96K - $2.34K
16.3K $1.31M
FE
Firstenergy Corp

Utilities
2.13K
+ 13.36%
$39.76 - $45.82 $84.6K - $97.5K
18.1K $827K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.48K
+ 8.02%
$46.69 - $59.27 $69.3K - $88K
20K $1.06M
MCK
Mckesson Corp

Healthcare
6
+ 0.15%
$659.01 - $772.54 $3.95K - $4.64K
4.14K $3.2M
RIO
Rio Tinto PLC

Basic Materials
456
+ 2.74%
$57.66 - $66.01 $26.3K - $30.1K
17.1K $1.13M
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.06%
$142.01 - $236.06 $142 - $236
1.71K $402K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.84K
+ 9.87%
$40.2 - $44.58 $74K - $82K
20.5K $899K
CGUS
Capital Group Core Equity ETF
2.04K
+ 9.57%
$36.89 - $39.72 $75.1K - $80.8K
23.3K $920K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.54K
+ 11.8%
$18.61 - $18.94 $122K - $124K
62K $1.17M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.75K
+ 13.04%
$20.41 - $20.67 $117K - $119K
49.9K $1.03M
BMO
Bank Of Montreal

Financial Services
13
+ 0.22%
$110.44 - $130.66 $1.44K - $1.7K
5.9K $767K
PLTR
Palantir Technologies Inc.

Technology
155
+ 8.15%
$130.68 - $186.97 $20.3K - $29K
2.06K $375K
XLY
Select Sector Spdr Consumer Di

ETFs
246
+ 9.79%
$216.09 - $242.18 $53.2K - $59.6K
2.76K $661K
VZ
Verizon Communications Inc

Communication Services
1.82K
+ 4.16%
$40.84 - $45.06 $74.5K - $82.1K
45.6K $2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.98K
+ 31.61%
$19.61 - $19.79 $97.7K - $98.6K
20.7K $408K
TTE
Total Energies Se

Energy
1.34K
+ 6.84%
N/A
20.9K $1.44M
XLC
Select Sector Spdr Tr Communic

ETFs
415
+ 9.72%
$105.99 - $119.41 $44K - $49.6K
4.68K $554K
XLF
Financial Sector Spdr

ETFs
1.28K
+ 9.79%
$51.37 - $54.25 $65.5K - $69.2K
14.3K $770K
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 3.61%
$620.67 - $670.08 $25.4K - $27.5K
1.18K $788K
TRP
Tc Energy Corp

Energy
30
+ 0.22%
$46.58 - $54.41 $1.4K - $1.63K
13.7K $748K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 3.7%
$224.68 - $282.71 $9.89K - $12.4K
1.23K $344K
BSCU
Invesco Exc Self Ind Tr

ETFs
4.03K
+ 11.69%
$16.67 - $17.03 $67.1K - $68.6K
38.5K $650K
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 0.33%
$121.35 - $144.54 $1.33K - $1.59K
3.3K $476K
XLV
Select Sector Spdr Fund Health

ETFs
364
+ 10.03%
$129.01 - $139.72 $47K - $50.9K
3.99K $555K
XLI
Industrial Sector Spdr

ETFs
293
+ 9.52%
$147.94 - $154.99 $43.3K - $45.4K
3.37K $520K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.19%
$103.26 - $115.0 $1.45K - $1.61K
7.47K $839K
DUK
Duke Energy Corp

Utilities
14
+ 0.13%
$116.31 - $125.93 $1.63K - $1.76K
10.7K $1.32M
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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