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
$46.8B
$469,000 0.07% of portfolio
493
Q3 2025 Reduced 3.14%
$170B
$476,000 0.07% of portfolio
3,300
Q3 2025 Added 0.33%
$0
$402,000 0.06% of portfolio
5,133
Q3 2025 Reduced 9.9%
$0
$375,000 0.06% of portfolio
3,749
Q3 2025 Reduced 4.09%
$342B
$375,000 0.06% of portfolio
2,057
Q3 2025 Added 8.15%
$81.8B
$372,000 0.06% of portfolio
3,392
Q3 2025 Reduced 5.36%
$42.4B
$370,000 0.06% of portfolio
2,440
Q3 2024 New
$61.4B
$359,000 0.06% of portfolio
1,767
Q3 2025 Added 9.41%
$134B
$353,000 0.06% of portfolio
1,681
Q3 2025 Reduced 7.54%
$53.3B
$402,000 0.06% of portfolio
1,706
Q3 2025 Added 0.06%
$0
$408,000 0.06% of portfolio
20,739
Q3 2025 Added 31.61%
$53.9B
$410,000 0.06% of portfolio
4,304
Q3 2025 Reduced 6.17%
$53.1B
$371,000 0.06% of portfolio
1,512
Q3 2025 Reduced 4.55%
$55.9B
$327,000 0.05% of portfolio
16,786
Q3 2025 Reduced 1.42%
$163B
$327,000 0.05% of portfolio
456
Q3 2025 New
$140B
$325,000 0.05% of portfolio
871
Q3 2025 Reduced 11.12%
$0
$318,000 0.05% of portfolio
6,267
Q3 2025 Reduced 8.92%
$92.6B
$313,000 0.05% of portfolio
2,021
Q2 2025 Reduced 0.05%
$97.3B
$309,000 0.05% of portfolio
3,660
Q3 2025 Added 3.86%
$0
$308,000 0.05% of portfolio
3,210
Q3 2025 Reduced 9.7%
$105B
$299,000 0.05% of portfolio
1,022
Q3 2025 Reduced 2.39%
$141B
$292,000 0.05% of portfolio
1,163
Q3 2025 Reduced 1.86%
$950M
$330,000 0.05% of portfolio
34,299
Q3 2023 Added 5.05%
$161B
$331,000 0.05% of portfolio
681
Q3 2025 Reduced 3.4%
$48.7B
$333,000 0.05% of portfolio
2,746
Q3 2025 Added 1.33%
$1.48T
$344,000 0.05% of portfolio
1,234
Q3 2025 Added 3.7%
$1.5B
$347,000 0.05% of portfolio
26,456
Q3 2025 Added 5.27%
$121B
$238,000 0.04% of portfolio
969
Q3 2025 Reduced 1.62%
$229B
$238,000 0.04% of portfolio
1,782
Q3 2025 Reduced 1.38%
$0
$241,000 0.04% of portfolio
4,106
Q2 2024 Reduced 0.7%
$99.2B
$242,000 0.04% of portfolio
5,383
Q3 2025 Reduced 9.65%
$34B
$246,000 0.04% of portfolio
21,228
Q3 2025 Added 0.01%
$19B
$246,000 0.04% of portfolio
527
Q3 2025 Reduced 14.72%
$37.6B
$236,000 0.04% of portfolio
3,509
Q3 2025 Reduced 9.61%
$100B
$235,000 0.04% of portfolio
3,855
Q3 2025 New
$80.8B
$234,000 0.04% of portfolio
3,364
Q3 2025 Added 0.24%
$28.3B
$231,000 0.04% of portfolio
2,828
Q4 2024 Reduced 1.63%
$14.2B
$228,000 0.04% of portfolio
4,821
Q3 2025 New
$5.3B
$228,000 0.04% of portfolio
2,202
Q3 2025 New
$15.6B
$228,000 0.04% of portfolio
7,096
Q3 2025 Reduced 4.59%
$82.2B
$224,000 0.04% of portfolio
997
Q3 2025 Reduced 4.96%
$194B
$223,000 0.04% of portfolio
2,203
Q3 2025 Reduced 31.69%
$72.7B
$228,000 0.04% of portfolio
1,168
Q3 2025 New
$37B
$256,000 0.04% of portfolio
2,805
Q3 2025 Reduced 1.68%
$601B
$263,000 0.04% of portfolio
937
Q3 2025 New
$0
$277,000 0.04% of portfolio
1,525
Q3 2025 Added 0.07%
$18B
$285,000 0.04% of portfolio
2,058
Q3 2025 Reduced 1.95%
$0
$284,000 0.04% of portfolio
6,068
Q3 2025 Added 6.12%
$17.1B
$278,000 0.04% of portfolio
862
Q1 2025 Added 0.12%

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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