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
LMT
Lockheed Martin Corp

Industrials
170
New
$460.3 - $584.56 $78.3K - $99.4K
170 $99K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.07K
New
$91.42 - $91.82 $97.6K - $98.1K
1.07K $98K
RY
Royal Bank Of Canada

Financial Services
790
New
$105.65 - $124.73 $83.5K - $98.5K
790 $98K
SHOP
Shopify Inc.

Technology
1.22K
New
$52.26 - $80.75 $63.8K - $98.6K
1.22K $97K
DLB
Dolby Laboratories, Inc.

Industrials
1.21K
New
$66.75 - $81.27 $80.7K - $98.3K
1.21K $92K
SRE
Sempra Energy

Utilities
1.06K
New
$74.97 - $84.04 $79.1K - $88.7K
1.06K $88K
LUMN
Lumen Technologies, Inc.

Communication Services
12.3K
New
$1.03 - $7.28 $12.6K - $89.3K
12.3K $87K
FXN
First Tr Exchange Traded Fd Fi

ETFs
5.4K
New
$15.87 - $18.61 $85.7K - $100K
5.4K $87K
FTNT
Fortinet, Inc.

Technology
1.1K
New
$55.39 - $77.55 $60.8K - $85.1K
1.1K $85K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.52K
New
$23.57 - $24.19 $83K - $85.1K
3.52K $85K
EFA
Ishares Tr Msci Eafe ETF

ETFs
999
New
$75.32 - $84.37 $75.2K - $84.3K
999 $83K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.12K
New
$19.2 - $19.82 $79K - $81.6K
4.12K $81K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
748
New
$104.47 - $116.17 $78.1K - $86.9K
748 $80K
MO
Altria Group, Inc.

Consumer Defensive
1.59K
New
$45.95 - $54.71 $72.8K - $86.7K
1.59K $80K
APO
Apollo Global Management, Inc.

Financial Services
640
New
$99.16 - $125.81 $63.5K - $80.5K
640 $79K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.6K
New
$47.95 - $49.61 $76.7K - $79.4K
1.6K $79K
NSC
Norfolk Southern Corp

Industrials
313
New
$213.75 - $259.69 $66.9K - $81.3K
313 $77K
CMS
Cms Energy Corp

Utilities
1.09K
New
$58.7 - $70.62 $63.8K - $76.8K
1.09K $76K
CAH
Cardinal Health Inc

Healthcare
696
New
$93.74 - $114.66 $65.2K - $79.8K
696 $76K
CC
Chemours CO

Basic Materials
3.7K
New
$16.79 - $24.99 $62.1K - $92.4K
3.7K $75K
SCHO
Schwab Short Term Us Treasury

ETFs
1.5K
New
$47.93 - $49.06 $71.9K - $73.6K
1.5K $73K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
865
New
$77.02 - $85.06 $66.6K - $73.6K
865 $73K
ED
Consolidated Edison Inc

Utilities
675
New
$88.42 - $104.97 $59.7K - $70.9K
675 $70K
ORCL
Oracle Corp

Technology
412
New
$125.9 - $170.35 $51.9K - $70.2K
412 $70K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.13K
New
$57.32 - $62.65 $64.8K - $70.8K
1.13K $70K
EFC
Ellington Financial Inc.

Real Estate
5.25K
New
$11.87 - $13.38 $62.3K - $70.2K
5.25K $67K
WDC
Western Digital Corp

Technology
962
New
$56.25 - $80.24 $54.1K - $77.2K
962 $65K
INTC
Intel Corp

Technology
2.75K
New
$18.9 - $34.87 $51.9K - $95.7K
2.75K $64K
CL
Colgate Palmolive CO

Consumer Defensive
616
New
$95.54 - $108.77 $58.9K - $67K
616 $63K
AYI
Acuity Brands Inc

Industrials
225
New
$222.88 - $275.47 $50.1K - $62K
225 $61K
VMC
Vulcan Materials CO

Basic Materials
245
New
$231.83 - $274.51 $56.8K - $67.3K
245 $61K
ENPH
Enphase Energy, Inc.

Technology
545
New
$95.77 - $123.65 $52.2K - $67.4K
545 $61K
HSY
Hershey CO

Consumer Defensive
315
New
$182.45 - $203.25 $57.5K - $64K
315 $60K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.96K
New
$27.15 - $30.78 $53.2K - $60.3K
1.96K $59K
EDV
Vanguard Extended Duration Tre

ETFs
747
New
$70.73 - $83.52 $52.8K - $62.4K
747 $59K
ETSY
Etsy Inc

Consumer Cyclical
1.06K
New
$51.5 - $65.47 $54.7K - $69.6K
1.06K $59K
MET
Metlife Inc

Financial Services
717
New
$67.96 - $82.48 $48.7K - $59.1K
717 $59K
KLAC
Kla Corp

Technology
75
New
$696.17 - $892.35 $52.2K - $66.9K
75 $58K
HLN
Haleon PLC

Healthcare
5.39K
New
$8.32 - $10.7 $44.8K - $57.7K
5.39K $57K
MPC
Marathon Petroleum Corp

Energy
350
New
$158.61 - $180.75 $55.5K - $63.3K
350 $57K
KEYS
Keysight Technologies, Inc.

Technology
359
New
$119.86 - $158.87 $43K - $57K
359 $57K
CLH
Clean Harbors Inc

Industrials
232
New
$219.55 - $249.19 $50.9K - $57.8K
232 $56K
GIS
General Mills Inc

Consumer Defensive
736
New
$62.5 - $75.15 $46K - $55.3K
736 $54K
GS
Goldman Sachs Group Inc

Financial Services
110
New
$459.02 - $510.25 $50.5K - $56.1K
110 $54K
EME
Emcor Group, Inc.

Industrials
127
New
$340.22 - $435.6 $43.2K - $55.3K
127 $54K
VNQ
Vanguard Specialized Funds Van

ETFs
553
New
$82.97 - $98.97 $45.9K - $54.7K
553 $53K
ELV
Elevance Health, Inc.

Healthcare
100
New
$500.12 - $562.29 $50K - $56.2K
100 $52K
AVB
Avalonbay Communities Inc

Real Estate
227
New
$200.95 - $234.65 $45.6K - $53.3K
227 $51K
BR
Broadridge Financial Solutions, Inc.

Technology
235
New
$196.56 - $218.55 $46.2K - $51.4K
235 $50K
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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