Reuter James Wealth Management, LLC Reduced Holdings in Q2 2025

Reuter James Wealth Management, LLC

  • $595 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-226K
- 91.62%
$45.07 - $52.57 $10.2M - $11.9M
20.7K $1.01M
CVX
Chevron Corp

Energy
-671
- 1.28%
$133.73 - $168.51 $89.7K - $113K
51.9K $7.42M
BMY
Bristol Myers Squibb CO

Healthcare
-16.4K
- 73.32%
$44.12 - $59.6 $722K - $976K
5.96K $275K
AAPL
Apple Inc.

Technology
-165
- 0.3%
$172.42 - $223.89 $28.4K - $36.9K
54.3K $11.1M
LLY
Eli Lilly & CO

Healthcare
-288
- 1.83%
$713.71 - $898.95 $206K - $259K
15.4K $12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-142
- 1.48%
$390.26 - $489.06 $55.4K - $69.4K
9.48K $3.84M
AJG
Arthur J. Gallagher & Co.

Financial Services
-379
- 1.37%
$310.86 - $348.77 $118K - $132K
27.3K $8.73M
JNJ
Johnson & Johnson

Healthcare
-247
- 0.59%
$146.36 - $159.82 $36.2K - $39.5K
41.8K $6.38M
PM
Philip Morris International Inc.

Consumer Defensive
-3.95K
- 40.75%
$149.23 - $184.95 $590K - $731K
5.75K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-505
- 36.62%
$274.35 - $599.47 $139K - $303K
874 $272K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.91K
- 42.67%
$53.23 - $70.65 $208K - $276K
5.26K $304K
UNP
Union Pacific Corp

Industrials
-68
- 0.14%
$208.27 - $238.46 $14.2K - $16.2K
47.2K $10.9M
ROP
Roper Technologies Inc

Industrials
-107
- 1.39%
$519.19 - $590.78 $55.6K - $63.2K
7.56K $4.29M
MIDD
Middleby Corp

Industrials
-800
- 5.36%
$124.01 - $154.76 $99.2K - $124K
14.1K $2.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.8K
- 37.24%
$60.34 - $74.89 $229K - $285K
6.41K $479K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.55K
- 34.02%
$49.79 - $50.75 $177K - $180K
6.88K $349K
SNY
Sanofi

Healthcare
-659
- 3.19%
$47.62 - $55.44 $31.4K - $36.5K
20K $966K
TSCO
Tractor Supply CO

Consumer Cyclical
-656
- 1.1%
$47.86 - $55.77 $31.4K - $36.6K
59.1K $3.12M
SHW
Sherwin Williams CO

Basic Materials
-204
- 1.27%
$313.51 - $363.51 $64K - $74.2K
15.9K $5.45M
SO
Southern CO

Utilities
-1.71K
- 13.57%
$84.91 - $92.56 $145K - $158K
10.9K $999K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 0.94%
$483.48 - $539.8 $16.4K - $18.4K
3.57K $1.73M
KO
Coca Cola CO

Consumer Defensive
-1.56K
- 2.93%
$68.37 - $73.9 $107K - $115K
51.7K $3.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-188
- 12.0%
$421.16 - $509.5 $79.2K - $95.8K
1.38K $613K
PG
Procter & Gamble CO

Consumer Defensive
-149
- 1.41%
$157.66 - $172.39 $23.5K - $25.7K
10.4K $1.66M
ITW
Illinois Tool Works Inc

Industrials
-492
- 2.83%
$218.41 - $252.43 $107K - $124K
16.9K $4.18M
VZ
Verizon Communications Inc

Communication Services
-867
- 1.94%
$41.67 - $45.62 $36.1K - $39.6K
43.8K $1.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.48K
- 30.35%
$58.41 - $72.69 $145K - $180K
5.7K $414K
OGE
Oge Energy Corp.

Utilities
-596
- 1.18%
$42.23 - $46.38 $25.2K - $27.6K
50.1K $2.22M
DVN
Devon Energy Corp

Energy
-43
- 0.26%
$26.8 - $37.92 $1.15K - $1.63K
16.7K $530K
XEL
Xcel Energy Inc

Utilities
-430
- 2.58%
$65.65 - $72.39 $28.2K - $31.1K
16.2K $1.11M
NOC
Northrop Grumman Corp

Industrials
-68
- 2.33%
$456.3 - $540.39 $31K - $36.7K
2.85K $1.42M
DUK
Duke Energy Corp

Utilities
-194
- 1.79%
$112.46 - $124.05 $21.8K - $24.1K
10.6K $1.26M
ACN
Accenture PLC

Technology
-147
- 9.18%
$279.23 - $323.21 $41K - $47.5K
1.46K $434K
PLD
Prologis, Inc.

Real Estate
-192
- 2.93%
$89.76 - $112.34 $17.2K - $21.6K
6.37K $669K
AEP
American Electric Power CO Inc

Utilities
-175
- 2.29%
$98.59 - $109.11 $17.3K - $19.1K
7.45K $773K
PPL
Ppl Corp

Utilities
-190
- 0.94%
$33.45 - $36.5 $6.36K - $6.94K
20K $678K
T
At&T Inc.

Communication Services
-5.72K
- 3.32%
$26.33 - $28.94 $151K - $166K
167K $4.82M
UPS
United Parcel Service Inc

Industrials
-64
- 1.3%
$91.92 - $110.2 $5.88K - $7.05K
4.85K $489K
NKE
Nike, Inc.

Consumer Cyclical
-1.18K
- 25.95%
$53.27 - $72.04 $62.6K - $84.7K
3.36K $238K
HUBS
Hubspot Inc

Technology
-58
- 8.58%
$487.07 - $672.24 $28.3K - $39K
618 $343K
TTE
Total Energies Se

Energy
-584
- 2.89%
N/A
19.6K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 1.13%
$335.24 - $380.78 $32.2K - $36.6K
8.4K $3.08M
HON
Honeywell International Inc

Industrials
-328
- 15.28%
$182.86 - $232.88 $60K - $76.4K
1.82K $423K
CRM
Salesforce, Inc.

Technology
-115
- 9.74%
$236.26 - $291.15 $27.2K - $33.5K
1.07K $290K
DEO
Diageo PLC

Consumer Defensive
-4
- 0.09%
$99.86 - $115.75 $399 - $463
4.59K $462K
VLO
Valero Energy Corp

Energy
-534
- 2.38%
$104.69 - $141.77 $55.9K - $75.7K
21.9K $2.95M
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.34%
$210.83 - $235.28 $843 - $941
1.19K $262K
SPGI
S&P Global Inc.

Financial Services
-53
- 6.99%
$438.31 - $527.29 $23.2K - $27.9K
705 $371K
PSX
Phillips 66

Energy
-5
- 0.16%
$92.87 - $125.73 $464 - $629
3.13K $372K
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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