Reuter James Wealth Management, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $536 Million distributed in 228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $46.9M, Ishares Gold Trust with a value of $25.8M, Exxon Mobil Corp with a value of $18.5M, Energy Transfer LP with a value of $15.9M, and Capital Group Divid Value ETF with a value of $13.9M.
Examining the 13F form we can see an decrease of $727K in the current position value, from $536M 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: $146 Million
Consumer Defensive: $66.2 Million
Energy: $65.6 Million
Technology: $57.5 Million
Industrials: $50.6 Million
Healthcare: $50.6 Million
Financial Services: $37.1 Million
Consumer Cyclical: $21.4 Million
Other: $40.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
