Reuter James Wealth Management, LLC Portfolio Holdings
Reuter James Wealth Management, LLC
- $536 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 228
- Current Value $536 Million
- Prior Value $536 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks