Reuter James Wealth Management, LLC Portfolio Holdings
Reuter James Wealth Management, LLC
- $552 Million
- Q1 2025
Reuter James Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $552 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $45.5M, Ishares Gold Trust with a value of $31.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $21.9M, Exxon Mobil Corp with a value of $20.7M, and Wisdomtree Floating Rate Treas with a value of $20.7M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $536M to 552M.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $552 Million
- Prior Value $536 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 15 stocks
- Additional Purchases 64 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks