Reuter James Wealth Management, LLC Purchases in Q1 2025

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
239K
New
$91.45 - $91.75 $21.9M - $21.9M
239K $21.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
412K
New
$50.29 - $50.5 $20.7M - $20.8M
412K $20.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
150K
New
$63.07 - $73.5 $9.45M - $11M
150K $10.6M
IAU
Ishares Gold Trust

ETFs
17.9K
+ 3.44%
$49.74 - $58.96 $891K - $1.06M
538K $31.7M
MCK
Mckesson Corp

Healthcare
4.13K
New
$566.21 - $672.99 $2.34M - $2.78M
4.13K $2.78M
XOM
Exxon Mobil Corp

Energy
2.28K
+ 1.32%
$105.44 - $118.93 $240K - $271K
174K $20.7M
GLD
Spdr Gold Trust

ETFs
533
+ 1.28%
$243.19 - $288.14 $130K - $154K
42.1K $12.1M
GE
General Electric CO

Industrials
5.39K
+ 44.58%
$168.59 - $212.13 $909K - $1.14M
17.5K $3.5M
UBER
Uber Technologies, Inc

Technology
14.8K
+ 55.51%
$63.17 - $81.49 $936K - $1.21M
41.5K $3.03M
BA
Boeing CO

Industrials
8.12K
New
$148.15 - $186.25 $1.2M - $1.51M
8.12K $1.38M
JNJ
Johnson & Johnson

Healthcare
221
+ 0.53%
$142.06 - $167.7 $31.4K - $37.1K
42K $6.97M
MDT
Medtronic PLC

Healthcare
80
+ 0.09%
$79.84 - $94.5 $6.39K - $7.56K
87.5K $7.86M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
19.7K
+ 13.76%
$50.25 - $55.9 $988K - $1.1M
163K $8.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 0.07%
$1187.71 - $1432.58 $2.38K - $2.87K
2.72K $3.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21K
New
$18.18 - $18.58 $382K - $390K
21K $388K
CGGR
Capital Group Growth ETF Shs C

ETFs
10K
+ 165.97%
$33.98 - $39.84 $341K - $400K
16.1K $551K
AMGN
Amgen Inc

Healthcare
558
+ 18.62%
$258.59 - $327.36 $144K - $183K
3.56K $1.11M
FE
Firstenergy Corp

Utilities
7.52K
New
$37.95 - $43.5 $285K - $327K
7.52K $303K
ABBV
Abb Vie Inc.

Healthcare
293
+ 3.95%
$169.2 - $216.66 $49.6K - $63.5K
7.72K $1.62M
SNY
Sanofi

Healthcare
2.81K
+ 15.73%
$48.15 - $59.42 $135K - $167K
20.7K $1.15M
SJB
Proshares Tr Short High Yield

ETFs
16.2K
+ 4.38%
$15.95 - $16.22 $258K - $263K
386K $6.23M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12K
+ 106.07%
$20.05 - $20.4 $242K - $246K
23.4K $476K
MA
Mastercard Inc

Financial Services
10
+ 0.1%
$504.67 - $576.31 $5.05K - $5.76K
10.4K $5.69M
NGG
National Grid PLC

Utilities
1.97K
+ 13.76%
$56.13 - $65.61 $111K - $129K
16.3K $1.07M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.22K
New
$94.87 - $96.11 $211K - $213K
2.22K $213K
WM
Waste Management Inc

Industrials
901
New
$200.54 - $233.78 $181K - $211K
901 $208K
AFL
Aflac Inc

Financial Services
1.87K
New
$100.99 - $111.19 $189K - $208K
1.87K $208K
UL
Unilever PLC

Consumer Defensive
3.45K
New
$54.72 - $60.29 $189K - $208K
3.45K $205K
CTAS
Cintas Corp

Industrials
989
New
$182.09 - $208.14 $180K - $206K
989 $203K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.43 - $19.62 $197K - $198K
10.1K $198K
PFE
Pfizer Inc

Healthcare
7.99K
+ 35.07%
$25.01 - $27.13 $200K - $217K
30.8K $779K
TSCO
Tractor Supply CO

Consumer Cyclical
372
+ 0.63%
$51.66 - $57.94 $19.2K - $21.6K
59.8K $3.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
156
+ 0.19%
$42.5 - $46.71 $6.63K - $7.29K
81.6K $3.7M
XLF
Financial Sector Spdr

ETFs
2.05K
+ 21.09%
$47.32 - $52.19 $96.8K - $107K
11.7K $577K
XLV
Select Sector Spdr Fund Health

ETFs
598
+ 22.38%
$137.61 - $149.68 $82.3K - $89.5K
3.27K $472K
TTE
Total Energies Se

Energy
1.49K
+ 7.95%
N/A
20.2K $1.38M
CGUS
Capital Group Core Equity ETF
3.6K
+ 23.06%
$33.08 - $36.62 $119K - $132K
19.2K $638K
DVN
Devon Energy Corp

Energy
47
+ 0.28%
$33.15 - $38.55 $1.56K - $1.81K
16.7K $625K
XEL
Xcel Energy Inc

Utilities
248
+ 1.51%
$63.37 - $72.1 $15.7K - $17.9K
16.7K $1.18M
PAYC
Paycom Software, Inc.

Technology
69
+ 1.85%
$199.42 - $225.82 $13.8K - $15.6K
3.8K $829K
XLK
Technology Sector Spdr

ETFs
794
+ 20.64%
$206.38 - $242.18 $164K - $192K
4.64K $957K
XLC
Select Sector Spdr Tr Communic

ETFs
675
+ 21.25%
$94.84 - $105.31 $64K - $71.1K
3.85K $368K
XLI
Industrial Sector Spdr

ETFs
473
+ 20.46%
$128.78 - $141.67 $60.9K - $67K
2.79K $362K
TDY
Teledyne Technologies Inc

Technology
42
+ 6.45%
$455.51 - $518.84 $19.1K - $21.8K
693 $344K
MMM
3 M CO

Industrials
1
+ 0.05%
$129.7 - $155.12 $130 - $155
2.02K $296K
ADP
Automatic Data Processing Inc

Industrials
74
+ 7.55%
$286.85 - $318.64 $21.2K - $23.6K
1.05K $322K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.03%
$158.56 - $176.26 $476 - $529
10.5K $1.8M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$47.4 - $52.99 $47.4 - $53
8.52K $436K
HEI
Heico Corp

Industrials
1
+ 0.12%
$219.6 - $270.85 $220 - $271
862 $229K
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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