Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

Reuter James Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 781 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $41.9M, Ishares Gold Trust with a value of $24.8M, Exxon Mobil Corp with a value of $19.6M, Eli Lilly & CO with a value of $16.3M, and Microsoft Corp with a value of $14.2M.

Examining the 13F form we can see an increase of $403M in the current position value, from $134M to 536M.

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 $536 Million
ETFs: $128 Million
Consumer Defensive: $63.1 Million
Healthcare: $62.5 Million
Energy: $61.4 Million
Technology: $57.3 Million
Industrials: $55.1 Million
Financial Services: $39.1 Million
Consumer Cyclical: $21.8 Million
Other: $47.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189M
$35,000 0.01% of portfolio
2,350
Q3 2024 New
$181M
$34,000 0.01% of portfolio
9,271
Q3 2024 New
$134M
$0 0.0% of portfolio
200
Q3 2024 New
$217M
$0 0.0% of portfolio
10
Q3 2024 New
$241M
$0 0.0% of portfolio
66
Q3 2024 New
$180M
$0 0.0% of portfolio
1
Q3 2024 New
$58.2M
$0 0.0% of portfolio
384
Q3 2024 New
$229M
$0 0.0% of portfolio
239
Q3 2024 New
$245M
$0 0.0% of portfolio
18
Q3 2024 New
$151M
$0 0.0% of portfolio
56
Q3 2024 New
$52.9M
$0 0.0% of portfolio
750
Q3 2024 New
$233M
$0 0.0% of portfolio
490
Q3 2024 New
$102M
$0 0.0% of portfolio
305
Q3 2024 New
$268M
$1,000 0.0% of portfolio
121
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 781
  • Current Value $536 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 655 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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