Reuter James Wealth Management, LLC Reduced Holdings in Q1 2025

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CM
Canadian Imperial Bank Of Commerce

Financial Services
-5
- 0.1%
$55.05 - $64.52 $275 - $323
4.81K $270K
CRWD
Crowd Strike Holdings, Inc.

Technology
-137
- 8.53%
$308.86 - $455.36 $42.3K - $62.4K
1.47K $517K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-6
- 0.11%
$92.51 - $102.81 $555 - $617
5.56K $514K
GBIL
Goldman Sachs Access Treasury

ETFs
-291
- 8.8%
$99.85 - $100.19 $29.1K - $29.2K
3.02K $302K
BMY
Bristol Myers Squibb CO

Healthcare
-2.22K
- 9.03%
$53.9 - $63.11 $120K - $140K
22.3K $1.36M
PANW
Palo Alto Networks Inc

Technology
-29
- 1.71%
$167.82 - $208.28 $4.87K - $6.04K
1.67K $284K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.33%
$222.66 - $268.42 $3.56K - $4.29K
1.19K $277K
HAL
Halliburton CO

Energy
-30
- 0.34%
$24.15 - $29.9 $725 - $897
8.7K $220K
JCI
Johnson Controls International PLC

Industrials
-272
- 6.84%
$76.12 - $90.6 $20.7K - $24.6K
3.71K $296K
IBM
International Business Machines Corp

Technology
-320
- 14.1%
$217.4 - $264.74 $69.6K - $84.7K
1.95K $484K
BMO
Bank Of Montreal

Financial Services
-9
- 0.15%
$94.92 - $104.14 $854 - $937
6.07K $579K
LHX
L3 Harris Technologies, Inc.

Industrials
-28
- 1.57%
$194.65 - $222.86 $5.45K - $6.24K
1.76K $368K
TJX
Tjx Companies Inc

Consumer Cyclical
-32
- 0.97%
$112.81 - $126.16 $3.61K - $4.04K
3.27K $398K
ZTS
Zoetis Inc.

Healthcare
-17
- 1.35%
$156.48 - $175.67 $2.66K - $2.99K
1.25K $204K
PTEN
Patterson Uti Energy Inc

Energy
-42
- 0.21%
$7.15 - $9.45 $300 - $397
20K $164K
Te Connectivity PLC
-46
- 1.38%
N/A
3.28K $0
Blackrock Inc
-1
- 0.44%
N/A
224 $0
Kenvue Inc
-26
- 0.12%
N/A
22.5K $0
SPGI
S&P Global Inc.

Financial Services
-14
- 1.81%
$478.26 - $543.77 $6.7K - $7.61K
758 $385K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-39
- 0.69%
$39.18 - $43.52 $1.53K - $1.7K
5.64K $233K
AMCR
Amcor PLC

Consumer Cyclical
-522
- 1.49%
$9.33 - $10.39 $4.87K - $5.42K
34.4K $333K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-46.4K
- 25.51%
$34.58 - $45.97 $1.61M - $2.13M
136K $6.18M
PINS
Pinterest, Inc.

Communication Services
-234
- 3.04%
$29.79 - $40.0 $6.97K - $9.36K
7.47K $231K
NUE
Nucor Corp

Basic Materials
-279
- 2.16%
$114.48 - $142.52 $31.9K - $39.8K
12.6K $1.52M
SBUX
Starbucks Corp

Consumer Cyclical
-66
- 2.1%
$91.75 - $115.81 $6.06K - $7.64K
3.08K $300K
VOD
Vodafone Group Public LTD CO

Communication Services
-268
- 1.3%
$8.05 - $9.86 $2.16K - $2.64K
20.3K $190K
EOG
Eog Resources Inc

Energy
-11
- 0.28%
$120.54 - $138.05 $1.33K - $1.52K
3.95K $506K
MNST
Monster Beverage Corp

Consumer Defensive
-38
- 0.93%
$46.16 - $58.58 $1.75K - $2.23K
4.04K $236K
PSX
Phillips 66

Energy
-18
- 0.57%
$113.93 - $131.55 $2.05K - $2.37K
3.13K $386K
COP
Conocophillips

Energy
-25
- 0.44%
$88.6 - $105.85 $2.22K - $2.65K
5.6K $588K
ABT
Abbott Laboratories

Healthcare
-8
- 0.44%
$111.1 - $140.22 $889 - $1.12K
1.82K $241K
PLD
Prologis, Inc.

Real Estate
-9
- 0.14%
$103.59 - $124.04 $932 - $1.12K
6.56K $733K
V
Visa Inc.

Financial Services
-147
- 5.0%
$306.92 - $362.71 $45.1K - $53.3K
2.79K $979K
WEC
Wec Energy Group, Inc.

Utilities
-54
- 1.22%
$92.12 - $108.98 $4.97K - $5.88K
4.36K $475K
SHW
Sherwin Williams CO

Basic Materials
-254
- 1.56%
$330.16 - $365.55 $83.9K - $92.8K
16.1K $5.61M
O
Realty Income Corp

Real Estate
-38
- 0.26%
$51.67 - $58.49 $1.96K - $2.22K
14.8K $859K
PPL
Ppl Corp

Utilities
-206
- 1.01%
$31.68 - $36.11 $6.53K - $7.44K
20.2K $730K
CSCO
Cisco Systems, Inc.

Technology
-1
- -0.0%
$58.74 - $64.87 $58.7 - $64.9
27.9K $1.72M
ENB
Enbridge Inc

Energy
-10
- 0.02%
$41.54 - $45.45 $415 - $455
40.8K $1.81M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-130
- 7.66%
$402.49 - $513.76 $52.3K - $66.8K
1.57K $759K
RTX
Raytheon Technologies Corp

Industrials
-132
- 1.74%
$114.1 - $135.66 $15.1K - $17.9K
7.47K $989K
NOC
Northrop Grumman Corp

Industrials
-25
- 0.85%
$433.45 - $513.82 $10.8K - $12.8K
2.92K $1.49M
SO
Southern CO

Utilities
-81
- 0.64%
$80.96 - $92.96 $6.56K - $7.53K
12.6K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.02%
$279.74 - $321.29 $280 - $321
5.25K $1.64M
VZ
Verizon Communications Inc

Communication Services
-2.88K
- 6.06%
$37.81 - $46.49 $109K - $134K
44.6K $2.03M
AEP
American Electric Power CO Inc

Utilities
-8
- 0.1%
$90.32 - $109.27 $723 - $874
7.63K $833K
DUK
Duke Energy Corp

Utilities
-26
- 0.24%
$105.87 - $121.97 $2.75K - $3.17K
10.8K $1.32M
VLO
Valero Energy Corp

Energy
-274
- 1.21%
$121.76 - $142.99 $33.4K - $39.2K
22.4K $2.96M
MIDD
Middleby Corp

Industrials
-300
- 1.97%
$133.93 - $172.89 $40.2K - $51.9K
14.9K $2.27M
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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