Reuter James Wealth Management, LLC Portfolio Holdings

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

Reuter James Wealth Management, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 781 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $41.9M, Ishares Gold Trust with a value of $24.8M, Exxon Mobil Corp with a value of $19.6M, Eli Lilly & CO with a value of $16.3M, and Microsoft Corp with a value of $14.2M.

Examining the 13F form we can see an increase of $403M in the current position value, from $134M to 536M.

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 $536 Million
ETFs: $128 Million
Consumer Defensive: $63.1 Million
Healthcare: $62.5 Million
Energy: $61.4 Million
Technology: $57.3 Million
Industrials: $55.1 Million
Financial Services: $39.1 Million
Consumer Cyclical: $21.8 Million
Other: $47.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63B
$132,000 0.02% of portfolio
1,036
Q3 2024 New
$24.1B
$132,000 0.02% of portfolio
667
Q3 2024 New
$0
$83,000 0.02% of portfolio
999
Q3 2024 New
$0
$121,000 0.02% of portfolio
2,075
Q3 2024 New
$282B
$132,000 0.02% of portfolio
2,342
Q3 2024 New
$0
$101,000 0.02% of portfolio
1,340
Q3 2024 New
$19.8B
$109,000 0.02% of portfolio
2,440
Q3 2024 New
$41.7B
$108,000 0.02% of portfolio
1,087
Q3 2024 New
$29B
$88,000 0.02% of portfolio
1,055
Q3 2024 New
$169B
$98,000 0.02% of portfolio
790
Q3 2024 New
$140B
$99,000 0.02% of portfolio
170
Q3 2024 New
$28.8B
$104,000 0.02% of portfolio
673
Q3 2024 New
$37.6B
$106,000 0.02% of portfolio
720
Q3 2024 New
$5.46B
$133,000 0.02% of portfolio
3,056
Q3 2024 New
$75B
$116,000 0.02% of portfolio
1,067
Q3 2024 New
$43B
$131,000 0.02% of portfolio
701
Q3 2024 New
$74.3B
$85,000 0.02% of portfolio
1,097
Q3 2024 New
$6.36B
$102,000 0.02% of portfolio
939
Q3 2024 New
$47.5B
$100,000 0.02% of portfolio
172
Q3 2024 New
$19.2B
$99,000 0.02% of portfolio
369
Q3 2024 New
$148B
$124,000 0.02% of portfolio
344
Q3 2024 New
$4.42B
$92,000 0.02% of portfolio
1,209
Q3 2024 New
$98.4B
$132,000 0.02% of portfolio
327
Q3 2024 New
$599M
$110,000 0.02% of portfolio
9,271
Q3 2024 New
$76.6B
$115,000 0.02% of portfolio
422
Q3 2024 New
$293B
$119,000 0.02% of portfolio
577
Q3 2024 New
$8.84B
$87,000 0.02% of portfolio
12,260
Q3 2024 New
$61.1B
$84,000 0.02% of portfolio
359
Q3 2024 New
$210B
$100,000 0.02% of portfolio
1,050
Q3 2024 New
$23B
$125,000 0.02% of portfolio
648
Q3 2024 Reduced 30.25%
$18.4B
$119,000 0.02% of portfolio
259
Q3 2024 New
$15.9B
$117,000 0.02% of portfolio
1,891
Q3 2024 New
$100B
$80,000 0.01% of portfolio
1,585
Q3 2024 New
$19.9B
$65,000 0.01% of portfolio
962
Q3 2024 New
$6.6B
$34,000 0.01% of portfolio
1,799
Q3 2024 New
$19.8B
$76,000 0.01% of portfolio
1,087
Q3 2024 New
$189M
$35,000 0.01% of portfolio
2,350
Q3 2024 New
$181M
$34,000 0.01% of portfolio
9,271
Q3 2024 New
$0
$70,000 0.01% of portfolio
1,130
Q3 2024 New
$31.1B
$76,000 0.01% of portfolio
696
Q3 2024 New
$78.5B
$57,000 0.01% of portfolio
350
Q3 2024 New
$214B
$27,000 0.01% of portfolio
100
Q3 2024 New
$23.5B
$32,000 0.01% of portfolio
76
Q3 2024 New
$16B
$38,000 0.01% of portfolio
1,227
Q3 2024 New
$71.1B
$46,000 0.01% of portfolio
313
Q3 2024 New
$25.1B
$60,000 0.01% of portfolio
315
Q3 2024 New
$129B
$48,000 0.01% of portfolio
1,312
Q3 2024 New
$37.1B
$61,000 0.01% of portfolio
245
Q3 2024 New
$0
$45,000 0.01% of portfolio
87
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 781
  • Current Value $536 Million
  • Prior Value $134 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 655 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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