Instuitional Investor - Reuter James Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Reuter James Wealth Management, Llc |
| Portfolio Value | $730,751,252 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | WMT | 518,237 | $57,736,735 | 7.9% | |
| 2. | IAU | 601,235 | $48,802,245 | 6.68% | |
| 3. | Capital Group Dividend Value | 634,213 | $27,677,073 | 3.79% | |
| 4. | Capital Group Dividend Growe - SHS ETF | 764,106 | $27,232,746 | 3.73% | |
| 5. | Federated Hermes Etf Trust | 764,509 | $21,872,602 | 2.99% |