Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025

Reuter James Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $637 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $53.4M, Ishares Gold Trust with a value of $42.7M, Exxon Mobil Corp with a value of $19.9M, Capital Group Divid Value ETF with a value of $19.9M, and Spdr Bloomberg 1 3 Month T Bil with a value of $17.4M.

Examining the 13F form we can see an increase of $41.7M in the current position value, from $595M to 637M.

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 $637 Million
ETFs: $219 Million
Consumer Defensive: $72 Million
Technology: $71.1 Million
Energy: $64.6 Million
Industrials: $55.4 Million
Healthcare: $50.2 Million
Financial Services: $36.4 Million
Consumer Cyclical: $23.3 Million
Other: $44.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$3.37 Million 0.53% of portfolio
8,313
Q3 2025 Reduced 1.0%
$84.9B
$3.3 Million 0.52% of portfolio
19,603
Q3 2025 Reduced 0.79%
$308B
$3.31 Million 0.52% of portfolio
49,980
Q3 2025 Reduced 3.28%
$6.15B
$3.34 Million 0.52% of portfolio
58,717
Q3 2025 Reduced 0.69%
$121B
$3.2 Million 0.5% of portfolio
4,142
Q3 2025 Added 0.15%
$116B
$3.03 Million 0.48% of portfolio
14,039
Q3 2025 Added 69.96%
$400B
$2.75 Million 0.43% of portfolio
2,843
Q3 2025 Reduced 1.01%
$8.96B
$2.3 Million 0.36% of portfolio
49,683
Q3 2025 Reduced 0.78%
$458B
$2.26 Million 0.36% of portfolio
3
Q4 2021 New
$7.28B
$2.05 Million 0.32% of portfolio
6,500
Q3 2025 Reduced 2.23%
$96.9B
$2.01 Million 0.32% of portfolio
39,917
Q3 2025 Reduced 0.12%
$53.5B
$1.95 Million 0.31% of portfolio
39,048
Q2 2022 Added 0.12%
$195B
$1.97 Million 0.31% of portfolio
11,846
Q3 2025 Reduced 1.04%
$172B
$1.98 Million 0.31% of portfolio
2,149
Q3 2025 Reduced 0.97%
$172B
$2 Million 0.31% of portfolio
45,604
Q3 2025 Added 4.16%
$411B
$1.89 Million 0.3% of portfolio
8,157
Q3 2025 Reduced 0.2%
$320B
$1.9 Million 0.3% of portfolio
27,823
Q3 2025 Reduced 0.23%
$6.36B
$1.86 Million 0.29% of portfolio
14,027
Q3 2025 Reduced 0.71%
$139B
$1.78 Million 0.28% of portfolio
5,402
Q3 2025 Reduced 7.86%
$85.9B
$1.72 Million 0.27% of portfolio
2,827
Q3 2025 Reduced 0.7%
$23.5B
$1.74 Million 0.27% of portfolio
2,961
Q3 2025 Added 314.71%
$38B
$1.68 Million 0.26% of portfolio
12,398
Q3 2025 Reduced 0.46%
$350B
$1.58 Million 0.25% of portfolio
10,263
Q3 2025 Reduced 1.3%
$226B
$1.58 Million 0.25% of portfolio
5,207
Q3 2025 Reduced 7.95%
$0
$1.59 Million 0.25% of portfolio
5,632
Q3 2025 Added 9.7%
$173B
$1.44 Million 0.23% of portfolio
20,936
Q3 2025 Added 6.84%
$0
$1.48 Million 0.23% of portfolio
2,222
Q1 2025 Added 0.05%
$3.5B
$1.39 Million 0.22% of portfolio
26,958
Q3 2024 New
$44.1B
$1.31 Million 0.21% of portfolio
16,273
Q3 2025 Added 0.18%
$94.5B
$1.32 Million 0.21% of portfolio
10,650
Q3 2025 Added 0.13%
$70B
$1.24 Million 0.2% of portfolio
25,726
Q3 2025 Added 13.76%
$37.2B
$1.28 Million 0.2% of portfolio
2,026
Q3 2025 New
$235B
$1.23 Million 0.19% of portfolio
14,621
Q3 2025 Reduced 0.34%
$258B
$1.18 Million 0.19% of portfolio
7,070
Q3 2025 Reduced 2.92%
$0
$1.17 Million 0.18% of portfolio
61,963
Q3 2025 Added 11.8%
$141B
$1.16 Million 0.18% of portfolio
45,669
Q3 2025 Added 23.92%
$56.6B
$1.14 Million 0.18% of portfolio
15,746
Q3 2025 Reduced 0.25%
$114B
$1.13 Million 0.18% of portfolio
17,103
Q3 2025 Added 2.74%
$35.1B
$1.13 Million 0.18% of portfolio
9,093
Q3 2025 Added 26.84%
$74.3B
$1.14 Million 0.18% of portfolio
5,689
Q3 2025 Reduced 0.26%
$121B
$1.06 Million 0.17% of portfolio
19,997
Q3 2025 Added 8.02%
$180B
$1.07 Million 0.17% of portfolio
3,782
Q3 2025 Reduced 1.43%
$1.65T
$1.01 Million 0.16% of portfolio
4,175
Q3 2025 Reduced 11.0%
$113B
$1.04 Million 0.16% of portfolio
9,098
Q3 2025 Added 42.89%
$0
$1.03 Million 0.16% of portfolio
49,877
Q3 2025 Added 13.04%
$131B
$945,000 0.15% of portfolio
20,040
Q3 2025 Added 0.22%
$0
$971,000 0.15% of portfolio
20,705
Q3 2025 Reduced 0.03%
$241B
$933,000 0.15% of portfolio
5,755
Q3 2025 Added 0.12%
$662B
$980,000 0.15% of portfolio
1,951
Q3 2025 Reduced 45.37%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $637 Million
  • Prior Value $595 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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