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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 $697,044,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 518,000 $64,377,048 9.24%
2.
Wisdomtree Tr
 1,164,700 $58,631,022 8.41%
3.
Ishares Trust
 IAU 386,566 $34,079,659 4.89%
4.
Exxon Mobil Corp
 XOM 172,043 $29,188,752 4.19%
5.
Proshares Tr
 552,024 $17,769,653 2.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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