Reuter James Wealth Management, LLC Sells in Q1 2025

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-89.5K
- 94.98%
$85.7 - $93.96 $7.67M - $8.41M
4.73K $437K
HON
Honeywell International Inc

Industrials
-16.3K
- 88.35%
$202.75 - $226.52 $3.3M - $3.69M
2.15K $454K
CGDV
Capital Group Divid Value ETF

ETFs
-96.4K
- 24.38%
$34.95 - $37.36 $3.37M - $3.6M
299K $10.6M
MSFT
Microsoft Corp

Technology
-649
- 2.03%
$375.39 - $447.2 $244K - $290K
31.3K $11.7M
AAPL
Apple Inc.

Technology
-273
- 0.5%
$209.68 - $247.1 $57.2K - $67.5K
54.5K $12.1M
WMT
Walmart Inc.

Consumer Defensive
-16
- -0.0%
$84.5 - $105.05 $1.35K - $1.68K
519K $45.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-405
- 1.41%
$190.26 - $242.06 $77.1K - $98K
28.4K $5.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.67K
- 6.98%
$102.49 - $119.96 $273K - $320K
35.6K $3.7M
CAT
Caterpillar Inc

Industrials
-20
- 0.11%
$326.75 - $407.63 $6.54K - $8.15K
18.1K $5.97M
NOW
Service Now, Inc.

Technology
-2
- 0.09%
$783.83 - $1170.39 $1.57K - $2.34K
2.19K $1.74M
AVGO
Broadcom Inc.

Technology
-473
- 7.13%
$167.43 - $244.7 $79.2K - $116K
6.16K $1.03M
AMP
Ameriprise Financial Inc

Financial Services
-85
- 1.0%
$472.29 - $575.13 $40.1K - $48.9K
8.44K $4.08M
ISRG
Intuitive Surgical Inc

Healthcare
-124
- 1.01%
$476.63 - $610.45 $59.1K - $75.7K
12.1K $5.99M
DOW
Dow Inc.

Basic Materials
-945
- 1.78%
$34.36 - $41.92 $32.5K - $39.6K
52.1K $1.82M
APH
Amphenol Corp

Technology
-380
- 0.56%
$61.62 - $78.55 $23.4K - $29.8K
67.7K $4.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-114
- 1.17%
$497.6 - $606.74 $56.7K - $69.2K
9.62K $4.79M
AVAV
Aero Vironment Inc

Industrials
-69
- 1.03%
$119.19 - $186.12 $8.22K - $12.8K
6.66K $793K
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 0.69%
$347.25 - $424.87 $20.5K - $25.1K
8.49K $3.11M
INTU
Intuit Inc

Technology
-117
- 1.81%
$555.63 - $630.23 $65K - $73.7K
6.36K $3.91M
GOOGL
Alphabet Inc.

Communication Services
-98
- 2.38%
$154.33 - $206.19 $15.1K - $20.2K
4.01K $619K
USB
Us Bancorp \De\

Financial Services
-28
- 0.12%
$40.92 - $50.9 $1.15K - $1.43K
23.2K $981K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-849
- 19.06%
$442.66 - $534.52 $376K - $454K
3.61K $1.89M
MS
Morgan Stanley

Financial Services
-821
- 24.13%
$111.68 - $141.08 $91.7K - $116K
2.58K $301K
TRP
Tc Energy Corp

Energy
-2.84K
- 16.69%
$44.29 - $49.27 $126K - $140K
14.2K $669K
HUBS
Hubspot Inc

Technology
-44
- 6.11%
$571.29 - $819.71 $25.1K - $36.1K
676 $386K
ITW
Illinois Tool Works Inc

Industrials
-63
- 0.36%
$244.9 - $274.48 $15.4K - $17.3K
17.4K $4.31M
DEO
Diageo PLC

Consumer Defensive
-45
- 0.97%
$104.79 - $126.12 $4.72K - $5.68K
4.59K $481K
UPS
United Parcel Service Inc

Industrials
-64
- 1.29%
$109.66 - $136.26 $7.02K - $8.72K
4.91K $540K
CRM
Salesforce, Inc.

Technology
-5
- 0.42%
$268.36 - $359.95 $1.34K - $1.8K
1.18K $316K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.14%
$168.84 - $202.89 $1.01K - $1.22K
4.3K $756K
ACN
Accenture PLC

Technology
-27
- 1.66%
$300.91 - $398.25 $8.12K - $10.8K
1.6K $499K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-1.41K
- 25.0%
$50.21 - $51.23 $70.7K - $72.1K
4.22K $213K
PEP
Pepsico Inc

Consumer Defensive
-57
- 0.19%
$142.64 - $156.42 $8.13K - $8.92K
30K $4.5M
PAYX
Paychex Inc

Industrials
-798
- 20.37%
$136.06 - $154.52 $109K - $123K
3.12K $481K
UNH
Unitedhealth Group Inc

Healthcare
-167
- 10.8%
$461.52 - $548.18 $77.1K - $91.5K
1.38K $722K
GILD
Gilead Sciences, Inc.

Healthcare
-2.85K
- 21.45%
$89.14 - $117.41 $254K - $334K
10.4K $1.17M
NKE
Nike, Inc.

Consumer Cyclical
-8
- 0.18%
$63.29 - $81.72 $506 - $654
4.53K $287K
ETR
Entergy Corp

Utilities
-1.43K
- 20.63%
$75.26 - $87.89 $107K - $125K
5.49K $469K
SYY
Sysco Corp

Consumer Defensive
-284
- 1.21%
$70.0 - $77.13 $19.9K - $21.9K
23.1K $1.74M
NFLX
Netflix Inc

Communication Services
-88
- 12.83%
$828.4 - $1058.6 $72.9K - $93.2K
598 $557K
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 3.11%
$554.06 - $615.85 $19.4K - $21.6K
1.09K $607K
HBAN
Huntington Bancshares Inc

Financial Services
-47
- 0.11%
$14.28 - $17.39 $671 - $817
41.2K $618K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-251
- 2.98%
$64.88 - $72.1 $16.3K - $18.1K
8.18K $534K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-63
- 0.61%
$67.03 - $74.61 $4.22K - $4.7K
10.2K $689K
ADSK
Autodesk, Inc.

Technology
-163
- 9.19%
N/A
1.61K $396K
C
Citigroup Inc

Financial Services
-554
- 16.02%
$67.23 - $84.63 $37.2K - $46.9K
2.9K $206K
TFC
Truist Financial Corp

Financial Services
-19
- 0.12%
$39.48 - $48.15 $750 - $915
16.2K $668K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-11
- 0.12%
$69.82 - $78.67 $768 - $865
9.17K $645K
EQIX
Equinix Inc

Real Estate
-2
- 0.79%
$803.0 - $959.97 $1.61K - $1.92K
250 $203K
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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