Reuter James Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $552 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $45.5M, Ishares Gold Trust with a value of $31.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $21.9M, Exxon Mobil Corp with a value of $20.7M, and Wisdomtree Floating Rate Treas with a value of $20.7M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $536M to 552M.
Reuter James Wealth Management, LLC is based out at Oklahoma City, OK
Below you can find more details about Reuter James Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$552 Million
ETFs: $161 Million
Energy: $69.7 Million
Consumer Defensive: $65.7 Million
Healthcare: $53.1 Million
Technology: $52.6 Million
Industrials: $49.2 Million
Financial Services: $39.1 Million
Consumer Cyclical: $20.4 Million
Other: $41.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
