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
$1.21T
$826,000 0.14% of portfolio
4,691
Q2 2025 Added 16.87%
$859B
$769,000 0.13% of portfolio
2,655
Q2 2025 Reduced 3.63%
$0
$784,000 0.13% of portfolio
21,256
Q2 2025 Added 10.75%
$57.5B
$773,000 0.13% of portfolio
7,452
Q2 2025 Reduced 2.29%
$150B
$751,000 0.13% of portfolio
6,778
Q2 2025 Reduced 34.97%
$0
$757,000 0.13% of portfolio
18,634
Q2 2025 Added 15.86%
$33.1B
$731,000 0.12% of portfolio
8,965
Q2 2025 Added 1.0%
$545B
$743,000 0.12% of portfolio
555
Q2 2025 Reduced 7.19%
$0
$705,000 0.12% of portfolio
1,137
Q2 2025 Added 4.41%
$27.5B
$701,000 0.12% of portfolio
28,666
Q3 2024 New
$439B
$670,000 0.11% of portfolio
677
Q2 2025 Added 0.45%
$50.7B
$669,000 0.11% of portfolio
13,719
Q2 2025 Reduced 3.19%
$96.8B
$669,000 0.11% of portfolio
6,367
Q2 2025 Reduced 2.93%
$1.08T
$648,000 0.11% of portfolio
2,041
Q2 2025 Reduced 0.87%
$24.9B
$641,000 0.11% of portfolio
15,925
Q2 2025 Added 111.85%
$76.4B
$650,000 0.11% of portfolio
5,882
Q2 2025 Reduced 3.05%
$58.4B
$675,000 0.11% of portfolio
15,715
Q2 2025 Reduced 3.24%
$51B
$675,000 0.11% of portfolio
9,069
Q3 2024 New
$27.2B
$678,000 0.11% of portfolio
20,032
Q2 2025 Reduced 0.94%
$0
$682,000 0.11% of portfolio
13,032
Q2 2025 Added 10.96%
$0
$578,000 0.1% of portfolio
34,453
Q2 2025 New
$27.4B
$586,000 0.1% of portfolio
28,666
Q3 2024 New
$93.6B
$606,000 0.1% of portfolio
1,190
Q2 2025 Reduced 18.99%
$99.5B
$613,000 0.1% of portfolio
1,379
Q2 2025 Reduced 12.0%
$36B
$621,000 0.1% of portfolio
9,059
Q3 2024 New
$210B
$573,000 0.1% of portfolio
1,944
Q2 2025 Reduced 0.31%
$21.8B
$530,000 0.09% of portfolio
16,671
Q2 2025 Reduced 0.26%
$2.76B
$540,000 0.09% of portfolio
7,850
Q3 2024 New
$68.2B
$527,000 0.09% of portfolio
17,000
Q4 2024 New
$0
$546,000 0.09% of portfolio
2,514
Q2 2025 Added 10.46%
$120B
$520,000 0.09% of portfolio
5,804
Q2 2025 Added 3.59%
$55.4B
$518,000 0.09% of portfolio
3,225
Q3 2023 New
$48.5B
$529,000 0.09% of portfolio
509
Q2 2025 Reduced 2.86%
$0
$486,000 0.08% of portfolio
8,527
Q2 2025 Added 0.04%
$51.7B
$484,000 0.08% of portfolio
1,931
Q2 2025 Added 9.72%
$69.2B
$472,000 0.08% of portfolio
3,950
Q1 2025 Reduced 0.28%
$0
$463,000 0.08% of portfolio
4,269
Q2 2025 Added 10.83%
$63.5B
$462,000 0.08% of portfolio
4,587
Q2 2025 Reduced 0.09%
$34.5B
$454,000 0.08% of portfolio
4,361
Q1 2025 Reduced 1.22%
$0
$454,000 0.08% of portfolio
3,079
Q2 2025 Added 10.56%
$0
$489,000 0.08% of portfolio
3,629
Q2 2025 Added 10.98%
$63.8B
$489,000 0.08% of portfolio
4,847
Q2 2025 Reduced 1.3%
$55.6B
$501,000 0.08% of portfolio
2,913
Q2 2025 Added 2.82%
$0
$502,000 0.08% of portfolio
5,465
Q2 2024 Reduced 1.21%
$0
$479,000 0.08% of portfolio
6,407
Q2 2025 Reduced 37.24%
$53.1B
$389,000 0.07% of portfolio
1,584
Q2 2025 Reduced 1.68%
$146B
$423,000 0.07% of portfolio
1,818
Q2 2025 Reduced 15.28%
$0
$414,000 0.07% of portfolio
5,697
Q2 2025 Reduced 30.35%
$10.3B
$412,000 0.07% of portfolio
35,971
Q4 2024 Added 0.01%

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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