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Home > Institutional Investor > Reuter James Wealth Management, Llc > Profile

Instuitional Investor - Reuter James Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Reuter James Wealth Management, Llc
Portfolio Value $574,811,054
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 518,566 $45,524,971 7.92%
2.
Ishares Trust
 IAU 538,059 $31,723,953 5.52%
3.
Spdr Ser Tr
 239,052 $21,928,232 3.81%
4.
Exxon Mobil Corp
 XOM 174,318 $20,731,752 3.61%
5.
Wisdomtree Tr
 411,862 $20,729,059 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)