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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.24B
$0 0.0% of portfolio
25
Q3 2024 New
$2.91B
$3,000 0.0% of portfolio
66
Q3 2024 New
$2.98B
$3,000 0.0% of portfolio
116
Q3 2024 New
$8.44B
$24,000 0.0% of portfolio
277
Q3 2024 New
$7.96B
$18,000 0.0% of portfolio
141
Q3 2024 New
$2.87B
$2,000 0.0% of portfolio
76
Q3 2024 New
$3.49B
$2,000 0.0% of portfolio
41
Q3 2024 New
$7.29B
$2,000 0.0% of portfolio
47
Q3 2024 New
$3.82B
$6,000 0.0% of portfolio
312
Q3 2024 New
$2.56B
$2,000 0.0% of portfolio
19
Q3 2024 New
$3.87B
$3,000 0.0% of portfolio
48
Q3 2024 New
$6.77B
$9,000 0.0% of portfolio
88
Q3 2024 New
$4.6B
$9,000 0.0% of portfolio
33
Q3 2024 New
$4.08B
$8,000 0.0% of portfolio
108
Q3 2024 New
$7.21B
$14,000 0.0% of portfolio
58
Q3 2024 New
$7.93B
$11,000 0.0% of portfolio
71
Q3 2024 New
$2.13B
$0 0.0% of portfolio
4
Q3 2024 New
$8.79B
$17,000 0.0% of portfolio
571
Q3 2024 New
$7.83B
$15,000 0.0% of portfolio
800
Q3 2024 New
$9.21B
$0 0.0% of portfolio
6
Q3 2024 New
$5.33B
$3,000 0.0% of portfolio
95
Q3 2024 New
$8.5B
$4,000 0.0% of portfolio
137
Q3 2024 New
$8.31B
$6,000 0.0% of portfolio
83
Q3 2024 New
$3.76B
$0 0.0% of portfolio
28
Q3 2024 New
$2.17B
$0 0.0% of portfolio
19
Q3 2024 New
$9.02B
$10,000 0.0% of portfolio
172
Q3 2024 New
$4.46B
$0 0.0% of portfolio
10
Q3 2024 New
$2.73B
$1,000 0.0% of portfolio
47
Q3 2024 New
$3.94B
$3,000 0.0% of portfolio
200
Q3 2024 New
$8.32B
$3,000 0.0% of portfolio
5
Q3 2024 New
$6B
$20,000 0.0% of portfolio
63
Q3 2024 New
$9.86B
$3,000 0.0% of portfolio
35
Q3 2024 New
$7.42B
$2,000 0.0% of portfolio
202
Q3 2024 New
$8.73B
$1,000 0.0% of portfolio
18
Q3 2024 New
$8.56B
$3,000 0.0% of portfolio
14
Q3 2024 New
$3.47B
$13,000 0.0% of portfolio
586
Q3 2024 New
$3.69B
$2,000 0.0% of portfolio
58
Q3 2024 New
$8.93B
$1,000 0.0% of portfolio
13
Q3 2024 New
$9.75B
$1,000 0.0% of portfolio
17
Q3 2024 New
$9.36B
$6,000 0.0% of portfolio
85
Q3 2024 New
$3.23B
$6,000 0.0% of portfolio
364
Q3 2024 New
$7.17B
$1,000 0.0% of portfolio
100
Q3 2024 New
$2.72B
$2,000 0.0% of portfolio
200
Q3 2024 New
$2.19B
$0 0.0% of portfolio
20
Q3 2024 New
$2.89B
$3,000 0.0% of portfolio
124
Q3 2024 New
$3.74B
$2,000 0.0% of portfolio
117
Q3 2024 New
$6.89B
$4,000 0.0% of portfolio
231
Q3 2024 New
$3.15B
$12,000 0.0% of portfolio
286
Q3 2024 New
$3.79B
$3,000 0.0% of portfolio
352
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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