Reuter James Wealth Management, LLC Reduced Holdings in Q4 2024

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-45
- 0.42%
$161.05 - $179.7 $7.25K - $8.09K
10.5K $1.77M
DEO
Diageo PLC

Consumer Defensive
-4
- 0.09%
$118.0 - $139.88 $472 - $560
4.64K $589K
IBM
International Business Machines Corp

Technology
-230
- 9.2%
$204.9 - $238.04 $47.1K - $54.7K
2.27K $499K
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 0.56%
$208.94 - $264.22 $2.09K - $2.64K
1.79K $375K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 0.96%
$442.29 - $483.08 $19K - $20.8K
4.45K $2.02M
GPC
Genuine Parts CO

Consumer Cyclical
-24
- 1.13%
$113.11 - $143.63 $2.71K - $3.45K
2.1K $245K
LOW
Lowes Companies Inc

Consumer Cyclical
-78
- 6.08%
$244.52 - $284.07 $19.1K - $22.2K
1.21K $297K
KMB
Kimberly Clark Corp

Consumer Defensive
-26
- 0.63%
$130.37 - $146.09 $3.39K - $3.8K
4.08K $534K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.71K
- 7.7%
$8.37 - $9.95 $14.3K - $17.1K
20.6K $174K
GILD
Gilead Sciences, Inc.

Healthcare
-1.87K
- 12.37%
$83.95 - $97.9 $157K - $183K
13.3K $1.23M
ZTS
Zoetis Inc.

Healthcare
-1
- 0.08%
$162.24 - $194.42 $162 - $194
1.26K $205K
TRP
Tc Energy Corp

Energy
-458
- 2.62%
$44.03 - $50.23 $20.2K - $23K
17K $791K
COP
Conocophillips

Energy
-40
- 0.71%
$95.12 - $114.72 $3.8K - $4.59K
5.63K $558K
PINS
Pinterest, Inc.

Communication Services
-10
- 0.13%
$28.24 - $34.15 $282 - $342
7.7K $223K
MS
Morgan Stanley

Financial Services
-936
- 21.57%
$104.42 - $134.99 $97.7K - $126K
3.4K $427K
LUMN
Lumen Technologies, Inc.

Communication Services
-255
- 2.08%
$5.31 - $10.12 $1.35K - $2.58K
12K $63K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-538
- 6.0%
$66.77 - $71.52 $35.9K - $38.5K
8.43K $581K
SBUX
Starbucks Corp

Consumer Cyclical
-7
- 0.22%
$87.44 - $102.5 $612 - $718
3.15K $286K
CRWD
Crowd Strike Holdings, Inc.

Technology
-426
- 20.96%
$275.15 - $388.2 $117K - $165K
1.61K $549K
ADI
Analog Devices Inc

Technology
-7
- 0.7%
$206.35 - $236.48 $1.44K - $1.66K
994 $211K
PPL
Ppl Corp

Utilities
-192
- 0.93%
$31.47 - $35.0 $6.04K - $6.72K
20.4K $663K
JPM
Jpmorgan Chase & CO

Financial Services
-485
- 14.49%
$205.18 - $250.29 $99.5K - $121K
2.86K $686K
ACN
Accenture PLC

Technology
-44
- 2.63%
$343.9 - $376.86 $15.1K - $16.6K
1.63K $573K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.13%
$480.36 - $529.17 $480 - $529
772 $384K
WEC
Wec Energy Group, Inc.

Utilities
-49
- 1.1%
$92.94 - $101.82 $4.55K - $4.99K
4.42K $415K
T
At&T Inc.

Communication Services
-6.91K
- 3.72%
$21.22 - $23.88 $147K - $165K
179K $4.08M
INTU
Intuit Inc

Technology
-100
- 1.52%
$602.01 - $706.25 $60.2K - $70.6K
6.48K $4.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-65
- 2.84%
$567.81 - $607.81 $36.9K - $39.5K
2.22K $1.3M
GM
General Motors CO

Consumer Cyclical
-1.06K
- 19.26%
$44.82 - $60.2 $47.7K - $64.1K
4.46K $237K
TFC
Truist Financial Corp

Financial Services
-478
- 2.86%
$41.51 - $48.1 $19.8K - $23K
16.3K $705K
IVV
Ishares Core S&P 500 ETF

ETFs
-38
- 3.27%
$570.51 - $610.59 $21.7K - $23.2K
1.12K $661K
ETN
Eaton Corp PLC

Industrials
-27
- 3.01%
$326.96 - $377.52 $8.83K - $10.2K
869 $288K
ABT
Abbott Laboratories

Healthcare
-27
- 1.46%
$111.93 - $119.39 $3.02K - $3.22K
1.83K $206K
ADSK
Autodesk, Inc.

Technology
-20
- 1.11%
N/A
1.77K $436K
K
Kellogg CO

Consumer Defensive
-47
- 1.63%
$80.34 - $81.29 $3.78K - $3.82K
2.83K $228K
Te Connectivity PLC
-5
- 0.15%
N/A
3.33K $0
Kenvue Inc
-1.53K
- 6.36%
N/A
22.5K $0
Ea Series Trust
-46
- 0.57%
N/A
8.05K $0
JCI
Johnson Controls International PLC

Industrials
-5
- 0.13%
$74.23 - $86.6 $371 - $433
3.98K $313K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 0.38%
$1023.06 - $1220.93 $2.05K - $2.44K
523 $551K
C
Citigroup Inc

Financial Services
-299
- 7.96%
$61.31 - $72.5 $18.3K - $21.7K
3.46K $243K
EQIX
Equinix Inc

Real Estate
-4
- 1.56%
$865.69 - $985.0 $3.46K - $3.94K
252 $237K
ADP
Automatic Data Processing Inc

Industrials
-8
- 0.81%
$280.08 - $307.97 $2.24K - $2.46K
980 $286K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-86
- 0.94%
$25.8 - $28.97 $2.22K - $2.49K
9.1K $253K
PAYX
Paychex Inc

Industrials
-67
- 1.68%
$135.86 - $148.73 $9.1K - $9.96K
3.92K $549K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-103
- 6.07%
$172.07 - $207.36 $17.7K - $21.4K
1.59K $314K
OKE
Oneok Inc

Energy
-636
- 6.7%
$92.28 - $117.05 $58.7K - $74.4K
8.85K $888K
USB
Us Bancorp \De\

Financial Services
-492
- 2.07%
$43.98 - $53.66 $21.6K - $26.4K
23.3K $1.11M
ENB
Enbridge Inc

Energy
-1.03K
- 2.46%
$40.4 - $43.92 $41.5K - $45.1K
40.8K $1.73M
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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