Reuter James Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $595 Million distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $50.7M, Ishares Gold Trust with a value of $34M, Spdr Bloomberg 1 3 Month T Bil with a value of $33M, Wisdomtree Floating Rate Treas with a value of $32.8M, and Exxon Mobil Corp with a value of $19M.
Examining the 13F form we can see an increase of $43M in the current position value, from $552M to 595M.
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
$595 Million
ETFs: $190 Million
Consumer Defensive: $71.4 Million
Energy: $66.8 Million
Technology: $63.6 Million
Industrials: $52.3 Million
Healthcare: $48.9 Million
Financial Services: $39.3 Million
Consumer Cyclical: $21.1 Million
Other: $41.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
