Reuter James Wealth Management, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $20.1M, Exxon Mobil Corp with a value of $15.2M, Proshares Tr Short High Yield with a value of $7.5M, Global X Uranium ETF with a value of $5.82M, and Vaneck ETF Tr Gold Miners ETF with a value of $4.41M.
Examining the 13F form we can see an decrease of $9.32M in the current position value, from $143M to 134M.
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
$134 Million
ETFs: $46 Million
Energy: $23.8 Million
Technology: $13.1 Million
Financial Services: $9.54 Million
Healthcare: $9.28 Million
Consumer Defensive: $8.23 Million
Utilities: $7.47 Million
Communication Services: $7.14 Million
Other: $9.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
