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.
Stock Holdings Table Market Cap. of Under $50 Millions
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