Reuter James Wealth Management, LLC Reduced Holdings in Q3 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SJB
Proshares Tr Short High Yield

ETFs
-88K
- 19.88%
$16.19 - $17.04 $1.42M - $1.5M
355K $5.74M
CAG
Conagra Brands Inc.

Consumer Defensive
-17.7K
- 90.75%
$28.13 - $32.83 $497K - $580K
1.8K $58K
D
Dominion Energy, Inc

Utilities
-7.36K
- 47.67%
$48.01 - $58.53 $353K - $431K
8.08K $467K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.54K
- 57.5%
$162.83 - $179.16 $250K - $276K
1.14K $203K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.29K
- 52.38%
$36.02 - $41.68 $227K - $262K
5.72K $236K
CRWD
Crowd Strike Holdings, Inc.

Technology
-6
- 0.29%
$217.89 - $392.15 $1.31K - $2.35K
2.03K $569K
AMGN
Amgen Inc

Healthcare
-746
- 24.35%
$309.38 - $337.38 $231K - $252K
2.32K $746K
URA
Global X Uranium ETF

ETFs
-1.8K
- 0.9%
$23.18 - $31.26 $41.7K - $56.3K
199K $5.7M
SO
Southern CO

Utilities
-3.58K
- 21.91%
$77.0 - $90.52 $275K - $324K
12.7K $1.15M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-491
- 48.71%
$210.25 - $231.86 $103K - $114K
517 $115K
PM
Philip Morris International Inc.

Consumer Defensive
-2.95K
- 20.99%
$101.25 - $127.45 $299K - $376K
11.1K $1.35M
ADI
Analog Devices Inc

Technology
-270
- 21.24%
$200.56 - $243.33 $54.2K - $65.7K
1K $230K
C
Citigroup Inc

Financial Services
-675
- 15.23%
$56.11 - $67.61 $37.9K - $45.6K
3.76K $235K
HUBS
Hubspot Inc

Technology
-2
- 0.28%
$450.09 - $592.58 $900 - $1.19K
720 $382K
UNH
Unitedhealth Group Inc

Healthcare
-339
- 15.92%
$488.01 - $604.18 $165K - $205K
1.79K $1.05M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-325
- 1.49%
$13.62 - $15.59 $4.43K - $5.07K
21.5K $296K
ADBE
Adobe Inc.

Technology
-11
- 2.16%
$508.13 - $586.55 $5.59K - $6.45K
498 $257K
STX
Seagate Technology Holdings PLC

Technology
-367
- 11.51%
$92.1 - $110.76 $33.8K - $40.6K
2.82K $308K
ADSK
Autodesk, Inc.

Technology
-77
- 4.12%
$245.83 - $245.83 $18.9K - $18.9K
1.79K $441K
AMCR
Amcor PLC

Consumer Cyclical
-7.1K
- 16.75%
$9.5 - $11.44 $67.4K - $81.2K
35.3K $399K
PANW
Palo Alto Networks Inc

Technology
-11
- 1.28%
$294.18 - $368.01 $3.24K - $4.05K
847 $289K
HIGH
Simplify Exchange Traded Fds E
-32
- 0.35%
N/A
9.14K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9
- 0.09%
$50.52 - $50.95 $455 - $459
10.4K $528K
Pimco ETF Tr
-88
- 0.69%
N/A
12.8K $0
DUK
Duke Energy Corp

Utilities
-1.64K
- 12.9%
$99.35 - $117.71 $163K - $193K
11K $1.27M
LHX
L3 Harris Technologies, Inc.

Industrials
-47
- 2.55%
$221.96 - $243.27 $10.4K - $11.4K
1.8K $427K
CRM
Salesforce, Inc.

Technology
-3
- 0.27%
$238.42 - $276.53 $715 - $830
1.12K $306K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-191
- 2.09%
$60.84 - $67.51 $11.6K - $12.9K
8.97K $605K
ZTS
Zoetis Inc.

Healthcare
-42
- 3.22%
$172.58 - $196.48 $7.25K - $8.25K
1.26K $246K
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 2.17%
$200.87 - $224.6 $9.04K - $10.1K
2.03K $448K
JCI
Johnson Controls International PLC

Industrials
-3
- 0.08%
$65.52 - $77.61 $197 - $233
3.98K $309K
SPGI
S&P Global Inc.

Financial Services
-21
- 2.64%
$446.32 - $527.38 $9.37K - $11.1K
773 $399K
GWW
W.W. Grainger, Inc.

Industrials
-22
- 4.02%
$896.19 - $1044.18 $19.7K - $23K
525 $545K
AFL
Aflac Inc

Financial Services
-9
- 0.36%
$88.52 - $111.8 $797 - $1.01K
2.49K $277K
AEP
American Electric Power CO Inc

Utilities
-396
- 4.85%
$87.11 - $104.95 $34.5K - $41.6K
7.77K $797K
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
Track This Portfolio

Track Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email