Reuter James Wealth Management, LLC Closed Holding Positions

Reuter James Wealth Management, LLC

  • $143 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Aug 09, 2022
1,000
$271.39 - $369.3 $271K - $369K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
876
N/A
FTGC
First Trust Global Tactical CO

ETFs
Q2 2022 Filed on Aug 09, 2022
119,563
$26.76 - $30.22 $3.2M - $3.61M
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Aug 09, 2022
1,636
$229.64 - $292.39 $376K - $478K
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 09, 2022
12,471
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Aug 09, 2022
9,396
$66.73 - $79.1 $627K - $743K
BNDD
Kraneshares Tr Quadratic Defla

ETFs
Q2 2022 Filed on Aug 09, 2022
134,158
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2022 Filed on Aug 09, 2022
4,849
$59.0 - $74.73 $286K - $362K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 09, 2022
752
$221.47 - $269.82 $167K - $203K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Aug 09, 2022
2,968
$68.51 - $87.08 $203K - $258K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 09, 2022
706
$162.49 - $317.18 $115K - $224K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,450
$69.84 - $121.86 $171K - $299K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Aug 09, 2022
343,855
$47.98 - $48.96 $16.5M - $16.8M
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
2,236
$56.81 - $112.28 $127K - $251K
EQIX
Equinix Inc

Real Estate
Q2 2022 Filed on Aug 09, 2022
311
$616.28 - $768.78 $192K - $239K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 09, 2022
4,169
$36.97 - $49.2 $154K - $205K
BDX
Becton Dickinson & CO

Healthcare
Q2 2022 Filed on Aug 09, 2022
758
$234.74 - $275.42 $178K - $209K
GLD
Spdr Gold Trust

ETFs
Q2 2022 Filed on Aug 09, 2022
3,727
$168.46 - $184.65 $628K - $688K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
Q2 2022 Filed on Aug 09, 2022
101,482
N/A
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Aug 09, 2022
201,641
$81.97 - $83.48 $16.5M - $16.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2022 Filed on Aug 09, 2022
33,386
N/A
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Aug 09, 2022
1,785
$85.79 - $147.87 $153K - $264K
ALC
Alcon Inc

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,381
$71.65 - $87.13 $171K - $207K
FEM
First Trust Emerging Markets A

ETFs
Q1 2022 Filed on Apr 14, 2022
170,414
$22.92 - $27.13 $3.91M - $4.62M
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
13,157
$21.26 - $25.41 $280K - $334K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,470
$97.63 - $174.12 $144K - $256K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 14, 2022
639
$270.99 - $346.41 $173K - $221K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on Apr 14, 2022
2,842
$48.25 - $100.49 $137K - $286K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on Apr 14, 2022
123,043
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Apr 14, 2022
91,598
N/A
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on Apr 14, 2022
50,965
N/A
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 14, 2022
2,716
$140.96 - $181.02 $383K - $492K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
658
$349.42 - $418.74 $230K - $276K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
2,482
$299.33 - $412.84 $743K - $1.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on Apr 14, 2022
11,559
$93.09 - $107.63 $1.08M - $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
38,924
$418.06 - $479.84 $16.3M - $18.7M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on Apr 14, 2022
48,462
N/A
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
858
$354.36 - $466.15 $304K - $400K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
788
$213.01 - $263.72 $168K - $208K
Ihs Markit LTD
Q1 2022 Filed on Apr 14, 2022
2,235
N/A
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 14, 2022
1,706
$114.02 - $139.04 $195K - $237K
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