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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 $133,472,463
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 132,417 $15,569,599 11.66%
2.
Ishares Trust
 IAU 363,058 $12,703,399 9.51%
3.
Proshares Trust
 642,115 $11,847,022 8.87%
4.
Proshares Tr
 237,697 $5,754,638 4.31%
5.
Proshares Tr
 372,425 $5,388,990 4.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)