Reuter James Wealth Management, LLC Sells in Q4 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-2.48K
- 13.48%
$727.2 - $932.06 $1.8M - $2.31M
15.9K $12.3M
JNJ
Johnson & Johnson

Healthcare
-10.5K
- 20.02%
$143.34 - $165.86 $1.5M - $1.74M
41.8K $6.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-207
- 2.08%
$501.29 - $612.85 $104K - $127K
9.73K $5.06M
DOW
Dow Inc.

Basic Materials
-4.92K
- 8.48%
$39.1 - $55.34 $192K - $272K
53.1K $2.13M
MDT
Medtronic PLC

Healthcare
-46
- 0.05%
$79.61 - $92.24 $3.66K - $4.24K
87.4K $6.98M
SHW
Sherwin Williams CO

Basic Materials
-512
- 3.04%
$338.75 - $399.71 $173K - $205K
16.3K $5.55M
CAT
Caterpillar Inc

Industrials
-527
- 2.83%
$360.37 - $416.88 $190K - $220K
18.1K $6.57M
MSFT
Microsoft Corp

Technology
-1K
- 3.05%
$406.35 - $454.46 $408K - $456K
31.9K $13.5M
DHR
Danaher Corp

Healthcare
-187
- 1.38%
$226.16 - $274.52 $42.3K - $51.3K
13.3K $3.06M
VLO
Valero Energy Corp

Energy
-1.83K
- 7.43%
$118.59 - $144.02 $216K - $263K
22.7K $2.79M
NUE
Nucor Corp

Basic Materials
-249
- 1.89%
$115.78 - $167.74 $28.8K - $41.8K
12.9K $1.51M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-12.7K
- 67.15%
$34.25 - $37.94 $436K - $483K
6.23K $226K
QCOM
Qualcomm Inc

Technology
-1.16K
- 8.79%
$150.4 - $178.04 $174K - $206K
12K $1.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.51K
- 1.82%
$44.04 - $49.49 $66.5K - $74.8K
81.4K $3.59M
GLD
Spdr Gold Trust

ETFs
-1.39K
- 3.23%
$236.59 - $257.5 $329K - $358K
41.6K $10.1M
ROP
Roper Technologies Inc

Industrials
-143
- 1.83%
$519.85 - $575.95 $74.3K - $82.4K
7.68K $3.99M
AVAV
Aero Vironment Inc

Industrials
-130
- 1.9%
$153.72 - $235.17 $20K - $30.6K
6.73K $1.04M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-5.68K
- 54.12%
$59.58 - $67.31 $338K - $382K
4.81K $304K
ITW
Illinois Tool Works Inc

Industrials
-600
- 3.32%
$253.56 - $278.5 $152K - $167K
17.5K $4.43M
IEX
Idex Corp

Industrials
-1.22K
- 16.07%
$202.75 - $236.06 $247K - $287K
6.35K $1.33M
HD
Home Depot, Inc.

Consumer Cyclical
-375
- 4.2%
$385.02 - $431.37 $144K - $162K
8.55K $3.33M
NOC
Northrop Grumman Corp

Industrials
-179
- 5.74%
$466.52 - $543.88 $83.5K - $97.4K
2.94K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
-244
- 13.63%
$485.52 - $625.25 $118K - $153K
1.55K $782K
VZ
Verizon Communications Inc

Communication Services
-473
- 0.99%
$39.6 - $45.21 $18.7K - $21.4K
47.5K $1.9M
CMCSA
Comcast Corp

Communication Services
-4.52K
- 39.3%
$37.39 - $45.14 $169K - $204K
6.99K $262K
MRK
Merck & Co., Inc.

Healthcare
-101
- 0.69%
$96.31 - $114.76 $9.73K - $11.6K
14.6K $1.46M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-201
- 2.14%
$72.97 - $96.75 $14.7K - $19.4K
9.18K $681K
PFE
Pfizer Inc

Healthcare
-5.33K
- 18.96%
$24.8 - $30.19 $132K - $161K
22.8K $604K
SNY
Sanofi

Healthcare
-620
- 3.36%
$45.89 - $57.31 $28.5K - $35.5K
17.8K $860K
O
Realty Income Corp

Real Estate
-598
- 3.87%
$51.76 - $64.71 $31K - $38.7K
14.9K $793K
PM
Philip Morris International Inc.

Consumer Defensive
-1.39K
- 12.52%
$118.38 - $133.06 $164K - $185K
9.71K $1.17M
NGG
National Grid PLC

Utilities
-308
- 2.1%
$57.68 - $70.03 $17.8K - $21.6K
14.3K $851K
DVN
Devon Energy Corp

Energy
-1.51K
- 8.29%
$30.52 - $42.96 $46K - $64.7K
16.7K $545K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.42K
- 30.06%
$99.85 - $100.22 $142K - $142K
3.31K $330K
AJG
Arthur J. Gallagher & Co.

Financial Services
-735
- 2.58%
$278.49 - $315.16 $205K - $232K
27.7K $7.88M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.95K
- 3.35%
$52.0 - $55.66 $258K - $276K
143K $7.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-407
- 1.05%
$113.92 - $127.38 $46.4K - $51.8K
38.2K $4.41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-768
- 15.13%
$178.39 - $215.0 $137K - $165K
4.31K $830K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 0.12%
$396.64 - $516.74 $793 - $1.03K
1.7K $683K
SO
Southern CO

Utilities
-65
- 0.51%
$81.5 - $94.15 $5.3K - $6.12K
12.7K $1.04M
DUK
Duke Energy Corp

Utilities
-192
- 1.74%
$105.76 - $120.76 $20.3K - $23.2K
10.9K $1.17M
LKFN
Lakeland Financial Corp

Financial Services
-1.77K
- 32.67%
$61.39 - $75.85 $108K - $134K
3.64K $250K
AEP
American Electric Power CO Inc

Utilities
-138
- 1.78%
$90.91 - $102.21 $12.5K - $14.1K
7.64K $704K
SYY
Sysco Corp

Consumer Defensive
-573
- 2.39%
$73.63 - $81.77 $42.2K - $46.9K
23.4K $1.79M
PSX
Phillips 66

Energy
-200
- 5.97%
$110.35 - $138.93 $22.1K - $27.8K
3.15K $358K
HBAN
Huntington Bancshares Inc

Financial Services
-9.45K
- 18.63%
$14.18 - $18.2 $134K - $172K
41.3K $671K
AMCR
Amcor PLC

Consumer Cyclical
-340
- 0.96%
$9.34 - $11.37 $3.18K - $3.87K
34.9K $328K
UPS
United Parcel Service Inc

Industrials
-119
- 2.34%
$122.65 - $138.35 $14.6K - $16.5K
4.98K $627K
MIDD
Middleby Corp

Industrials
-73
- 0.48%
$129.7 - $146.97 $9.47K - $10.7K
15.2K $2.06M
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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