Reuter James Wealth Management, LLC New Holdings in Q3 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAYC
Paycom Software, Inc.

Technology
3.92K
New
$140.16 - $173.86 $549K - $681K
3.92K $652K
DEO
Diageo PLC

Consumer Defensive
4.64K
New
$120.02 - $140.77 $557K - $653K
4.64K $651K
HPE
Hewlett Packard Enterprise CO

Technology
28.7K
New
$16.1 - $21.44 $462K - $615K
28.7K $586K
IBM
International Business Machines Corp

Technology
2.5K
New
$175.1 - $223.38 $438K - $558K
2.5K $552K
PAYX
Paychex Inc

Industrials
3.99K
New
$116.17 - $135.19 $463K - $539K
3.99K $534K
CTVA
Corteva, Inc.

Basic Materials
9.07K
New
$50.72 - $58.78 $460K - $533K
9.07K $533K
AIR
Aar Corp

Industrials
7.85K
New
$57.07 - $75.54 $448K - $593K
7.85K $513K
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
New
$191.76 - $263.26 $364K - $500K
1.9K $496K
CGUS
Capital Group Core Equity ETF
13.9K
New
$31.19 - $34.33 $435K - $479K
13.9K $478K
MS
Morgan Stanley

Financial Services
4.34K
New
$92.07 - $106.96 $399K - $464K
4.34K $452K
WEC
Wec Energy Group, Inc.

Utilities
4.46K
New
$77.68 - $96.19 $347K - $429K
4.46K $429K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.48K
New
$111.59 - $129.08 $389K - $449K
3.48K $413K
NKE
Nike, Inc.

Consumer Cyclical
4.54K
New
$71.09 - $89.44 $323K - $406K
4.54K $401K
XLF
Financial Sector Spdr

ETFs
8.55K
New
$40.84 - $45.74 $349K - $391K
8.55K $387K
XLV
Select Sector Spdr Fund Health

ETFs
2.36K
New
$143.3 - $157.24 $339K - $372K
2.36K $364K
LEA
Lear Corp

Consumer Cyclical
3.31K
New
$103.43 - $123.95 $343K - $411K
3.31K $361K
NVO
Novo Nordisk A S

Healthcare
3K
New
$119.07 - $145.42 $357K - $436K
3K $357K
LKFN
Lakeland Financial Corp

Financial Services
5.4K
New
$57.94 - $71.18 $313K - $385K
5.4K $351K
YUM
Yum Brands Inc

Consumer Cyclical
2.44K
New
$125.95 - $139.96 $307K - $342K
2.44K $340K
XLY
Select Sector Spdr Consumer Di

ETFs
1.67K
New
$170.05 - $200.86 $284K - $336K
1.67K $334K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
36K
New
$8.26 - $12.16 $297K - $437K
36K $322K
SBUX
Starbucks Corp

Consumer Cyclical
3.15K
New
$72.51 - $98.6 $229K - $311K
3.15K $307K
GPC
Genuine Parts CO

Consumer Cyclical
2.12K
New
$131.04 - $147.11 $278K - $312K
2.12K $296K
OTIS
Otis Worldwide Corp

Industrials
2.85K
New
$91.43 - $104.43 $261K - $298K
2.85K $296K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.7K
New
$147.95 - $191.05 $251K - $324K
1.7K $294K
XLI
Industrial Sector Spdr

ETFs
2.07K
New
$120.56 - $135.44 $249K - $280K
2.07K $280K
TDY
Teledyne Technologies Inc

Technology
638
New
$381.47 - $437.71 $243K - $279K
638 $279K
MMM
3 M CO

Industrials
2.02K
New
$99.69 - $139.42 $201K - $282K
2.02K $276K
ADP
Automatic Data Processing Inc

Industrials
988
New
$233.44 - $279.45 $231K - $276K
988 $273K
XLC
Select Sector Spdr Tr Communic

ETFs
2.82K
New
$82.16 - $90.4 $232K - $255K
2.82K $255K
HAL
Halliburton CO

Energy
8.7K
New
$27.81 - $36.44 $242K - $317K
8.7K $252K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.59K
New
$40.48 - $45.39 $226K - $254K
5.59K $245K
CTA
Simplify Exch Traded Fds Simpl

ETFs
9.19K
New
$25.73 - $27.07 $236K - $249K
9.19K $238K
WDFC
Wd 40 CO

Basic Materials
920
New
$213.45 - $271.83 $196K - $250K
920 $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.01K
New
$57.22 - $80.08 $172K - $241K
3.01K $234K
K
Kellogg CO

Consumer Defensive
2.88K
New
$56.19 - $80.81 $162K - $232K
2.88K $232K
EQIX
Equinix Inc

Real Estate
256
New
$749.0 - $890.01 $192K - $228K
256 $227K
HEI
Heico Corp

Industrials
861
New
$220.59 - $267.96 $190K - $231K
861 $225K
BLK
Black Rock Inc.

Financial Services
227
New
$782.27 - $949.51 $178K - $216K
227 $215K
MNST
Monster Beverage Corp

Consumer Defensive
4.07K
New
$45.01 - $52.47 $183K - $214K
4.07K $212K
ABT
Abbott Laboratories

Healthcare
1.85K
New
$100.07 - $118.13 $186K - $219K
1.85K $211K
CTAS
Cintas Corp

Industrials
1.02K
New
$201.38 - $819.83 $205K - $835K
1.02K $209K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.51K
New
$32.65 - $36.69 $180K - $202K
5.51K $200K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.21K
New
$82.41 - $92.06 $182K - $203K
2.21K $198K
MGA
Magna International Inc

Consumer Cyclical
4.82K
New
$38.03 - $45.82 $183K - $221K
4.82K $197K
GD
General Dynamics Corp

Industrials
653
New
$279.51 - $308.09 $183K - $201K
653 $197K
COST
Costco Wholesale Corp

Consumer Defensive
220
New
$801.83 - $917.05 $176K - $202K
220 $195K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.35K
New
$30.71 - $34.79 $164K - $186K
5.35K $186K
WM
Waste Management Inc

Industrials
892
New
$196.96 - $223.45 $176K - $199K
892 $185K
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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