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
$57.4B
$266,000 0.04% of portfolio
6,796
Q3 2025 Reduced 0.45%
$5.48B
$221,000 0.03% of portfolio
3,031
Q3 2025 Reduced 7.08%
$55.3B
$220,000 0.03% of portfolio
483
Q3 2025 New
$23.5B
$222,000 0.03% of portfolio
2,149
Q2 2025 New
$0
$216,000 0.03% of portfolio
11,068
Q3 2025 New
$24.8B
$213,000 0.03% of portfolio
8,698
Q3 2025 New
$0
$213,000 0.03% of portfolio
21,028
Q4 2024 Reduced 2.25%
$69.6B
$212,000 0.03% of portfolio
901
Q3 2025 New
$19B
$208,000 0.03% of portfolio
1,018
Q3 2025 Added 2.93%
$23.1B
$206,000 0.03% of portfolio
670
Q3 2025 Reduced 6.56%
$102B
$203,000 0.03% of portfolio
1,418
Q3 2025 New
$174B
$201,000 0.03% of portfolio
1,356
Q3 2025 New
$59.6B
$221,000 0.03% of portfolio
448
Q3 2025 Reduced 1.97%
$32.7B
$154,000 0.02% of portfolio
1,785
Q3 2025 Reduced 2.57%
$1.3B
$103,000 0.02% of portfolio
19,970
Q1 2025 Reduced 0.21%
$0
$59,000 0.01% of portfolio
15,466
Q4 2024 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.85%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.12%
Gsk PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.11%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.74%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.36%
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.83%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 11.72%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.24%
-
$0 0.0% of portfolio
-
Q3 2025 Added 44.45%
Capital Group Dividend Growe
-
$0 0.0% of portfolio
-
Q3 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Victory Portfolios Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 11.26%

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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