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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 $635,448,344
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 518,489 $50,697,852 7.98%
2.
Ishares Trust
 IAU 544,710 $33,968,116 5.35%
3.
Spdr Ser Tr
 359,588 $32,985,043 5.19%
4.
Wisdomtree Tr
 651,001 $32,751,847 5.15%
5.
Simplify Exchange Traded Fun
 1,055,361 $23,249,595 3.66%
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)