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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 $759,576,446
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 517,575 $58,620,550 7.72%
2.
Wisdomtree Tr
 1,133,549 $57,074,191 7.51%
3.
Etf Opportunities Trust - HEDG FOUR TU ETF
 1,157,091 $30,686,053 4.04%
4.
Exxon Mobil Corp
 XOM 163,361 $22,334,692 2.94%
5.
Ishares Trust
 IAU 265,275 $20,030,915 2.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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