Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $595 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.7B
$3.03 Million 0.51% of portfolio
4,136
Q2 2025 Added 0.17%
$456B
$2.96 Million 0.5% of portfolio
18,736
Q2 2025 Added 1.23%
$51.4B
$2.95 Million 0.49% of portfolio
21,915
Q2 2025 Reduced 2.38%
$295B
$2.3 Million 0.39% of portfolio
2,872
Q2 2025 Reduced 0.69%
$423B
$2.19 Million 0.37% of portfolio
3
Q4 2021 New
$9.04B
$2.22 Million 0.37% of portfolio
50,076
Q2 2025 Reduced 1.18%
$172B
$2.23 Million 0.37% of portfolio
2,170
Q2 2025 Reduced 0.87%
$6.9B
$2.03 Million 0.34% of portfolio
14,127
Q2 2025 Reduced 5.36%
$50.2B
$2.01 Million 0.34% of portfolio
39,048
Q2 2022 Added 0.12%
$182B
$1.89 Million 0.32% of portfolio
43,781
Q2 2025 Reduced 1.94%
$6.26B
$1.89 Million 0.32% of portfolio
6,648
Q2 2025 Reduced 0.18%
$173B
$1.91 Million 0.32% of portfolio
11,970
Q2 2025 Reduced 0.45%
$293B
$1.93 Million 0.32% of portfolio
27,888
Q2 2025 Reduced -0.0%
$95.8B
$1.81 Million 0.3% of portfolio
39,966
Q2 2025 Reduced 2.03%
$139B
$1.73 Million 0.29% of portfolio
8,260
Q2 2025 Added 1.72%
$621B
$1.73 Million 0.29% of portfolio
3,571
Q2 2025 Reduced 0.94%
$40.9B
$1.74 Million 0.29% of portfolio
22,930
Q2 2025 Reduced 0.93%
$368B
$1.66 Million 0.28% of portfolio
10,398
Q2 2025 Reduced 1.41%
$222B
$1.65 Million 0.28% of portfolio
5,657
Q2 2025 Added 7.71%
$36.3B
$1.61 Million 0.27% of portfolio
12,455
Q2 2025 Reduced 1.46%
$127B
$1.62 Million 0.27% of portfolio
5,863
Q2 2025 Reduced 4.84%
$6.72B
$1.47 Million 0.25% of portfolio
26,958
Q3 2024 New
$351B
$1.52 Million 0.25% of portfolio
8,173
Q2 2025 Added 5.88%
$89.4B
$1.42 Million 0.24% of portfolio
2,847
Q2 2025 Reduced 2.33%
$15.3B
$1.42 Million 0.24% of portfolio
53,466
Q2 2025 Added 2.59%
$173B
$1.34 Million 0.23% of portfolio
19,596
Q2 2025 Reduced 2.89%
$0
$1.37 Million 0.23% of portfolio
2,222
Q1 2025 Added 0.05%
$0
$1.3 Million 0.22% of portfolio
5,134
Q2 2025 Added 10.65%
$95.8B
$1.26 Million 0.21% of portfolio
10,636
Q2 2025 Reduced 1.79%
$203B
$1.16 Million 0.2% of portfolio
14,671
Q1 2025 Added 0.2%
$51.4B
$1.17 Million 0.2% of portfolio
15,785
Q2 2025 Reduced 3.19%
$39.6B
$1.11 Million 0.19% of portfolio
16,244
Q2 2025 Reduced 2.58%
$77.3B
$1.06 Million 0.18% of portfolio
5,704
Q2 2025 Added 32.59%
$261B
$1.05 Million 0.18% of portfolio
5,748
Q2 2025 Reduced 40.75%
$229B
$1.06 Million 0.18% of portfolio
7,283
Q2 2025 Reduced 2.49%
$152B
$1.07 Million 0.18% of portfolio
3,837
Q2 2025 Added 7.93%
$0
$1.01 Million 0.17% of portfolio
20,711
Q2 2025 Reduced 91.62%
$0
$1.04 Million 0.17% of portfolio
55,425
Q2 2025 Added 164.07%
$68B
$1.02 Million 0.17% of portfolio
22,614
Q2 2025 Reduced 2.7%
$551B
$1.02 Million 0.17% of portfolio
2,874
Q2 2025 Added 2.86%
$102B
$999,000 0.17% of portfolio
10,887
Q2 2025 Reduced 13.57%
$45.1B
$924,000 0.16% of portfolio
7,169
Q2 2025 Added 75.75%
$121B
$966,000 0.16% of portfolio
19,996
Q2 2025 Reduced 3.19%
$102B
$971,000 0.16% of portfolio
16,647
Q2 2025 Added 0.02%
$35.6B
$924,000 0.16% of portfolio
16,039
Q2 2025 Added 8.23%
$138B
$893,000 0.15% of portfolio
36,855
Q2 2025 Added 19.81%
$130B
$876,000 0.15% of portfolio
18,513
Q2 2025 New
$12.9B
$864,000 0.15% of portfolio
3,734
Q2 2025 Reduced 1.69%
$0
$904,000 0.15% of portfolio
44,124
Q2 2025 Added 88.54%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $595 Million
  • Prior Value $552 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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