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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 $540,052,916
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 518,582 $46,853,896 8.67%
2.
Ishares Trust
 IAU 520,151 $25,752,676 4.76%
3.
Exxon Mobil Corp
 XOM 172,041 $18,506,461 3.42%
4.
Energy Transfer Lp
 ET 811,023 $15,887,942 2.94%
5.
Capital Group Dividend Value
 395,612 $13,949,294 2.58%
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)