Reuter James Wealth Management, LLC Reduced Holdings in Q3 2025

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-169K
- 47.13%
$91.44 - $91.77 $15.5M - $15.6M
190K $17.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
-307K
- 47.18%
$50.23 - $50.48 $15.4M - $15.5M
344K $17.3M
CVX
Chevron Corp

Energy
-26.3K
- 50.7%
$145.57 - $161.83 $3.83M - $4.25M
25.6K $3.97M
ISRG
Intuitive Surgical Inc

Healthcare
-50
- 0.42%
$433.66 - $544.47 $21.7K - $27.2K
11.9K $5.33M
DOW
Dow Inc.

Basic Materials
-31.7K
- 59.34%
$20.87 - $30.37 $662K - $963K
21.7K $498K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.62K
- 45.37%
$459.11 - $506.91 $744K - $821K
1.95K $980K
ROP
Roper Technologies Inc

Industrials
-165
- 2.18%
$495.03 - $573.0 $81.7K - $94.5K
7.4K $3.69M
T
At&T Inc.

Communication Services
-14.6K
- 8.78%
$26.94 - $29.62 $394K - $433K
152K $4.29M
LLY
Eli Lilly & CO

Healthcare
-184
- 1.19%
$625.65 - $812.69 $115K - $150K
15.2K $11.6M
AMP
Ameriprise Financial Inc

Financial Services
-27
- 0.33%
$486.13 - $544.55 $13.1K - $14.7K
8.27K $4.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
-177
- 0.65%
$284.17 - $319.49 $50.3K - $56.5K
27.1K $8.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
-157
- 0.79%
$167.28 - $188.45 $26.3K - $29.6K
19.6K $3.3M
KR
Kroger CO

Consumer Defensive
-151
- 0.23%
$64.52 - $74.35 $9.74K - $11.2K
64.8K $4.37M
NOW
Service Now, Inc.

Technology
-21
- 0.97%
$850.86 - $1044.69 $17.9K - $21.9K
2.15K $1.98M
LNG
Cheniere Energy, Inc.

Energy
-108
- 0.44%
$222.68 - $244.28 $24K - $26.4K
24.5K $5.76M
V
Visa Inc.

Financial Services
-475
- 16.53%
$332.09 - $358.86 $158K - $170K
2.4K $818K
MIDD
Middleby Corp

Industrials
-100
- 0.71%
$118.3 - $150.16 $11.8K - $15K
14K $1.86M
GILD
Gilead Sciences, Inc.

Healthcare
-1.53K
- 22.59%
$108.22 - $120.47 $166K - $184K
5.25K $582K
AMZN
Amazon Com Inc

Consumer Cyclical
-582
- 2.06%
$211.65 - $238.24 $123K - $139K
27.7K $6.07M
OKE
Oneok Inc

Energy
-477
- 5.32%
$71.36 - $83.47 $34K - $39.8K
8.49K $619K
NFLX
Netflix Inc

Communication Services
-25
- 4.5%
$1147.87 - $1297.18 $28.7K - $32.4K
530 $635K
CME
Cme Group Inc.

Financial Services
-75
- 0.48%
$258.83 - $287.1 $19.4K - $21.5K
15.6K $4.21M
HUBS
Hubspot Inc

Technology
-91
- 14.72%
$420.79 - $560.9 $38.3K - $51K
527 $246K
CARR
Carrier Global Corp

Industrials
-97
- 1.78%
$58.75 - $80.73 $5.7K - $7.83K
5.36K $319K
PG
Procter & Gamble CO

Consumer Defensive
-135
- 1.3%
$150.47 - $161.22 $20.3K - $21.8K
10.3K $1.58M
HON
Honeywell International Inc

Industrials
-137
- 7.54%
$207.7 - $240.4 $28.5K - $32.9K
1.68K $353K
MCD
Mcdonalds Corp

Consumer Cyclical
-450
- 7.95%
$291.67 - $316.99 $131K - $143K
5.21K $1.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
-94
- 7.9%
$412.46 - $514.1 $38.8K - $48.3K
1.1K $537K
META
Meta Platforms, Inc.

Communication Services
-65
- 1.18%
$695.21 - $791.73 $45.2K - $51.5K
5.44K $3.99M
GWW
W.W. Grainger, Inc.

Industrials
-16
- 3.14%
$932.44 - $1059.49 $14.9K - $17K
493 $469K
SO
Southern CO

Utilities
-908
- 8.34%
$90.83 - $96.0 $82.5K - $87.2K
9.98K $945K
DEO
Diageo PLC

Consumer Defensive
-283
- 6.17%
$93.64 - $115.33 $26.5K - $32.6K
4.3K $410K
C
Citigroup Inc

Financial Services
-1.02K
- 31.69%
$85.57 - $103.49 $87.5K - $106K
2.2K $223K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 1.18%
$915.95 - $994.57 $7.33K - $7.96K
669 $619K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6
- 0.03%
$46.51 - $50.07 $279 - $300
20.7K $971K
SPGI
S&P Global Inc.

Financial Services
-24
- 3.4%
$484.94 - $564.15 $11.6K - $13.5K
681 $331K
PINS
Pinterest, Inc.

Communication Services
-341
- 4.59%
$32.17 - $39.17 $11K - $13.4K
7.1K $228K
JPM
Jpmorgan Chase & CO

Financial Services
-324
- 12.2%
$282.78 - $316.06 $91.6K - $102K
2.33K $735K
BMY
Bristol Myers Squibb CO

Healthcare
-575
- 9.65%
$43.31 - $48.98 $24.9K - $28.2K
5.38K $242K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-345
- 9.7%
$95.22 - $96.21 $32.9K - $33.2K
3.21K $308K
CSCO
Cisco Systems, Inc.

Technology
-65
- 0.23%
$66.2 - $71.79 $4.3K - $4.67K
27.8K $1.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-614
- 8.92%
$50.53 - $50.82 $31K - $31.2K
6.27K $318K
NGG
National Grid PLC

Utilities
-39
- 0.25%
$67.98 - $74.38 $2.65K - $2.9K
15.7K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
-31
- 0.45%
$35.34 - $47.21 $1.1K - $1.46K
6.8K $266K
IBM
International Business Machines Corp

Technology
-13
- 0.67%
$234.77 - $292.47 $3.05K - $3.8K
1.93K $544K
OTIS
Otis Worldwide Corp

Industrials
-48
- 1.68%
$84.93 - $101.07 $4.08K - $4.85K
2.81K $256K
ETN
Eaton Corp PLC

Industrials
-109
- 11.12%
$342.99 - $392.76 $37.4K - $42.8K
871 $325K
ADP
Automatic Data Processing Inc

Industrials
-25
- 2.39%
$288.69 - $310.94 $7.22K - $7.77K
1.02K $299K
PODD
Insulet Corp

Healthcare
-47
- 6.56%
$277.3 - $352.82 $13K - $16.6K
670 $206K
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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