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
IRM
Iron Mountain Inc

Real Estate
1.5K
New
$89.69 - $119.32 $135K - $179K
1.5K $178K
NEE
Nextera Energy Inc

Utilities
2.1K
New
$69.9 - $84.97 $147K - $178K
2.1K $177K
PPG
Ppg Industries Inc

Basic Materials
1.3K
New
$118.32 - $134.55 $154K - $175K
1.3K $171K
WDAY
Workday, Inc.

Technology
686
New
$207.75 - $264.68 $143K - $182K
686 $167K
CRL
Charles River Laboratories International, Inc.

Healthcare
851
New
$187.96 - $245.29 $160K - $209K
851 $167K
UL
Unilever PLC

Consumer Defensive
2.45K
New
$54.7 - $65.59 $134K - $161K
2.45K $159K
IDXX
Idexx Laboratories Inc

Healthcare
310
New
$455.08 - $517.19 $141K - $160K
310 $156K
AZN
Astrazeneca PLC

Healthcare
1.98K
New
$76.67 - $87.62 $152K - $173K
1.98K $154K
PTEN
Patterson Uti Energy Inc

Energy
20K
New
$7.5 - $11.0 $150K - $220K
20K $152K
PODD
Insulet Corp

Healthcare
644
New
$180.69 - $239.01 $116K - $154K
644 $149K
WBD
Warner Bros. Discovery, Inc.

Communication Services
17.9K
New
$6.71 - $8.78 $120K - $157K
17.9K $147K
SNOW
Snowflake Inc.

Technology
1.27K
New
$108.56 - $143.02 $138K - $182K
1.27K $146K
CNP
Centerpoint Energy Inc

Utilities
4.85K
New
$25.63 - $30.55 $124K - $148K
4.85K $142K
BOKF
Bok Financial Corp

Financial Services
1.36K
New
$87.91 - $107.34 $119K - $146K
1.36K $141K
VRT
Vertiv Holdings CO

Industrials
1.61K
New
$86.66 - $86.66 $140K - $140K
1.61K $139K
ROK
Rockwell Automation, Inc

Industrials
512
New
$248.27 - $294.37 $127K - $151K
512 $137K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.64K
New
$81.31 - $83.29 $133K - $137K
1.64K $136K
THO
Thor Industries Inc

Consumer Cyclical
1.24K
New
$91.4 - $109.97 $113K - $136K
1.24K $136K
DOCS
Doximity, Inc.

Healthcare
3.06K
New
$25.5 - $43.57 $77.9K - $133K
3.06K $133K
WFC
Wells Fargo & Company

Financial Services
2.34K
New
$51.58 - $60.97 $121K - $143K
2.34K $132K
ODFL
Old Dominion Freight Line, Inc.

Industrials
667
New
$178.41 - $210.18 $119K - $140K
667 $132K
WELL
Welltower Inc.

Real Estate
1.04K
New
$104.0 - $129.74 $108K - $134K
1.04K $132K
HCA
Hca Healthcare, Inc.

Healthcare
327
New
$315.12 - $406.43 $103K - $133K
327 $132K
LEN
Lennar Corp

Consumer Cyclical
701
New
$142.5 - $192.45 $99.9K - $135K
701 $131K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
929
New
$125.95 - $142.04 $117K - $132K
929 $131K
CB
Chubb LTD

Financial Services
442
New
$252.51 - $292.2 $112K - $129K
442 $127K
SYK
Stryker Corp

Healthcare
344
New
$315.94 - $371.96 $109K - $128K
344 $124K
INDA
Ishares Msci India Index Fund

ETFs
2.08K
New
$54.86 - $59.22 $114K - $123K
2.08K $121K
FDS
Factset Research Systems Inc

Financial Services
259
New
$397.04 - $469.48 $103K - $122K
259 $119K
TMUS
T Mobile Us, Inc.

Communication Services
577
New
$175.14 - $206.36 $101K - $119K
577 $119K
BLDR
Builders First Source, Inc.

Industrials
612
New
$132.6 - $201.83 $81.2K - $124K
612 $118K
FV
First Trust Dorsey Wright Focu

ETFs
2.03K
New
$51.35 - $59.82 $104K - $121K
2.03K $118K
DOCU
Docusign, Inc.

Technology
1.89K
New
$49.73 - $62.53 $94K - $118K
1.89K $117K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.9K
New
$28.1 - $29.89 $110K - $117K
3.9K $116K
EMR
Emerson Electric CO

Industrials
1.07K
New
$98.19 - $118.87 $105K - $127K
1.07K $116K
AMT
American Tower Corp

Real Estate
496
New
$192.27 - $242.73 $95.4K - $120K
496 $115K
FDX
Fedex Corp

Industrials
422
New
$254.64 - $313.52 $107K - $132K
422 $115K
ALGN
Align Technology Inc

Healthcare
450
New
$204.03 - $257.2 $91.8K - $116K
450 $114K
PBT
Permian Basin Royalty Trust

Energy
9.27K
New
$10.5 - $12.01 $97.3K - $111K
9.27K $110K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.44K
New
$29.24 - $45.37 $71.3K - $111K
2.44K $109K
ALC
Alcon Inc

Healthcare
1.09K
New
$88.07 - $100.79 $95.7K - $110K
1.09K $108K
A
Agilent Technologies, Inc.

Healthcare
720
New
$125.42 - $148.48 $90.3K - $107K
720 $106K
ARES
Ares Management Corp

Financial Services
673
New
$133.73 - $158.05 $90K - $106K
673 $104K
ABR
Arbor Realty Trust Inc

Real Estate
6.59K
New
$12.89 - $15.66 $84.9K - $103K
6.59K $102K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
939
New
$109.03 - $210.9 $102K - $198K
939 $102K
XLP
Consumer Staples Sector Spdr

ETFs
1.34K
New
$76.04 - $76.04 $102K - $102K
1.34K $101K
MSCI
Msci Inc.

Financial Services
172
New
$479.31 - $584.91 $82.4K - $101K
172 $100K
DIS
Walt Disney CO

Communication Services
1.05K
New
$85.6 - $98.61 $89.9K - $104K
1.05K $100K
MDB
Mongo Db, Inc.

Technology
369
New
$221.5 - $296.69 $81.7K - $109K
369 $99K
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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