REUTER JAMES WEALTH MANAGEMENT, LLC holdings history

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210 is the total number of securities REUTER JAMES WEALTH MANAGEMENT, LLC has owned. The longest REUTER JAMES WEALTH MANAGEMENT, LLC has owned a single stock is 8 quarters.

REUTER JAMES WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
XOM EXXON MOBIL CORP884.92%9.46%17.12%Q4 2021Q3 20238
T AT&T INC881.53%3.05%5.77%Q4 2021Q3 20238
WMT WALMART INC881.61%2.26%3.46%Q4 2021Q3 20238
AAPL APPLE INC881.24%1.86%3.90%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.72%1.28%2.18%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.79%1.21%2.43%Q4 2021Q3 20238
ENB ENBRIDGE INC880.60%1.12%1.87%Q4 2021Q3 20238
ABBV ABBVIE INC880.86%1.04%1.35%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.78%1.02%1.49%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.51%0.98%1.80%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...880.52%0.98%1.87%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.68%0.97%1.46%Q4 2021Q3 20238
SO SOUTHERN CO880.55%0.93%1.57%Q4 2021Q3 20238
AMZN AMAZON COM INC880.63%0.86%1.55%Q4 2021Q3 20238
BTI BRITISH AMERN TOB PLC880.56%0.86%1.16%Q4 2021Q3 20238
MPLX MPLX LP880.10%0.83%1.60%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.58%0.82%1.26%Q4 2021Q3 20238
DUK DUKE ENERGY CORP NEW880.43%0.82%1.50%Q4 2021Q3 20238
BCE BCE INC880.48%0.80%1.47%Q4 2021Q3 20238
TTE TOTALENERGIES SE880.11%0.77%1.47%Q4 2021Q3 20238
RIO RIO TINTO PLC880.10%0.71%1.30%Q4 2021Q3 20238
WMB WILLIAMS COS INC880.26%0.67%1.25%Q4 2021Q3 20238
D DOMINION ENERGY INC880.35%0.65%1.08%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.30%0.65%1.35%Q4 2021Q3 20238
GILD GILEAD SCIENCES INC880.38%0.63%1.10%Q4 2021Q3 20238
AMGN AMGEN INC880.29%0.59%1.17%Q4 2021Q3 20238
OGE OGE ENERGY CORP880.30%0.59%1.04%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.35%0.58%1.01%Q4 2021Q3 20238
PFE PFIZER INC880.30%0.56%1.06%Q4 2021Q3 20238
NGG NATIONAL GRID PLC880.32%0.55%1.10%Q4 2021Q3 20238
AVGO BROADCOM INC880.37%0.54%1.06%Q4 2021Q3 20238
HBAN HUNTINGTON BANCSHARES INC880.34%0.52%0.72%Q4 2021Q3 20238
VRTX VERTEX PHARMACEUTICALS...880.33%0.50%0.89%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW880.36%0.48%0.84%Q4 2021Q3 20238
KMB KIMBERLY-CLARK CORP880.17%0.46%0.93%Q4 2021Q3 20238
USB US BANCORP DEL880.25%0.43%0.76%Q4 2021Q3 20238
MRK MERCK & CO INC880.16%0.43%0.75%Q4 2021Q3 20238
AEP AMERICAN ELEC PWR CO INC880.20%0.42%0.91%Q4 2021Q3 20238
TRP TC ENERGY CORP880.18%0.41%0.92%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.13%0.40%0.81%Q4 2021Q3 20238
PPL PPL CORP880.24%0.40%0.68%Q4 2021Q3 20238
TFC TRUIST FINL CORP880.19%0.40%0.66%Q4 2021Q3 20238
V VISA INC880.26%0.39%0.69%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.19%0.38%0.90%Q4 2021Q3 20238
VOD VODAFONE GROUP PLC NEW880.10%0.36%0.68%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.23%0.35%0.63%Q4 2021Q3 20238
PEP PEPSICO INC880.19%0.35%0.61%Q4 2021Q3 20238
ET ENERGY TRANSFER L P880.14%0.35%0.66%Q4 2021Q3 20238
KO COCA COLA CO880.14%0.34%0.76%Q4 2021Q3 20238
FB META PLATFORMS INC880.18%0.32%0.58%Q4 2021Q3 20238
TEL TE CONNECTIVITY LTD880.19%0.32%0.61%Q4 2021Q3 20238
LHX L3HARRIS TECHNOLOGIES INC880.21%0.31%0.46%Q4 2021Q3 20238
CAG CONAGRA BRANDS INC880.11%0.29%0.52%Q4 2021Q3 20238
ADSK AUTODESK INC880.17%0.28%0.50%Q4 2021Q3 20238
CM CANADIAN IMPERIAL BK C...880.20%0.28%0.59%Q4 2021Q3 20238
STX SEAGATE TECHNOLOGY HLD...880.21%0.26%0.34%Q4 2021Q3 20238
NMFC NEW MTN FIN CORP880.15%0.26%0.49%Q4 2021Q3 20238
GSBD GOLDMAN SACHS BDC INC880.17%0.24%0.39%Q4 2021Q3 20238
BIIB BIOGEN INC880.16%0.23%0.39%Q4 2021Q3 20238
HUBS HUBSPOT INC880.12%0.22%0.52%Q4 2021Q3 20238
GWW GRAINGER W W INC880.12%0.21%0.45%Q4 2021Q3 20238
ZTS ZOETIS INC880.15%0.21%0.30%Q4 2021Q3 20238
JCI JOHNSON CTLS INTL PLC880.16%0.21%0.38%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.16%0.19%0.26%Q4 2021Q3 20238
KNDI KANDI TECHNOLOGIES GRO...880.02%0.03%0.07%Q4 2021Q3 20238
IAU ISHARES GOLD TR614.39%7.77%10.17%Q4 2021Q3 20237
AMLP ALPS ETF TR610.91%2.15%2.99%Q4 2021Q3 20237
SPLG SPDR SER TR610.44%0.62%0.81%Q4 2021Q3 20237
SPTM SPDR SER TR610.27%0.59%0.82%Q4 2021Q3 20237
CCI CROWN CASTLE INTL CORP...610.36%0.54%0.72%Q4 2021Q3 20237
SPY SPDR S&P 500 ETF TR610.34%0.47%0.60%Q4 2021Q3 20237
UL UNILEVER PLC610.31%0.45%0.83%Q4 2021Q3 20237
WBA WALGREENS BOOTS ALLIAN...770.12%0.35%0.65%Q4 2021Q2 20237
O REALTY INCOME CORP610.24%0.34%0.42%Q4 2021Q3 20237
VEA VANGUARD TAX-MANAGED I...610.23%0.31%0.42%Q4 2021Q3 20237
CRWD CROWDSTRIKE HLDGS INC770.15%0.27%0.48%Q1 2022Q3 20237
RTX RAYTHEON TECHNOLOGIES ...770.16%0.26%0.45%Q4 2021Q2 20237
USTB VICTORY PORTFOLIOS II610.20%0.26%0.34%Q4 2021Q3 20237
IWR ISHARES TR610.18%0.24%0.29%Q4 2021Q3 20237
IWM ISHARES TR610.18%0.24%0.28%Q4 2021Q3 20237
NFLX NETFLIX INC520.12%0.23%0.50%Q4 2021Q3 20237
SPG SIMON PPTY GROUP INC NEW610.17%0.22%0.28%Q4 2021Q3 20237
NKE NIKE INC430.13%0.21%0.38%Q4 2021Q3 20237
SPGI S&P GLOBAL INC770.12%0.20%0.37%Q1 2022Q3 20237
PANW PALO ALTO NETWORKS INC430.16%0.20%0.38%Q4 2021Q3 20237
CRM SALESFORCE INC430.15%0.19%0.29%Q4 2021Q3 20237
VIG VANGUARD SPECIALIZED F...610.12%0.16%0.20%Q4 2021Q3 20237
LOW LOWES COS INC770.11%0.16%0.25%Q4 2021Q2 20237
ETN EATON CORP PLC430.09%0.16%0.29%Q4 2021Q3 20237
VGSH VANGUARD SCOTTSDALE FDS610.10%0.15%0.18%Q4 2021Q3 20237
HIO WESTERN ASSET HIGH INC...610.03%0.04%0.04%Q4 2021Q3 20237
SJB PROSHARES TR512.69%6.13%8.88%Q1 2022Q3 20236
SH PROSHARES TR513.37%3.78%4.09%Q1 2022Q3 20236
PSQ PROSHARES TR511.90%3.50%4.38%Q1 2022Q3 20236
XLE SELECT SECTOR SPDR TR511.63%2.15%3.01%Q4 2021Q3 20236
FLRN SPDR SER TR510.27%0.59%0.97%Q1 2022Q3 20236
PNC PNC FINL SVCS GROUP INC660.35%0.53%0.83%Q2 2022Q3 20236
CSCO CISCO SYS INC510.09%0.38%0.52%Q4 2021Q2 20236
AMCR AMCOR PLC660.21%0.34%0.57%Q2 2022Q3 20236
DLR DIGITAL RLTY TR INC660.14%0.32%0.48%Q4 2021Q1 20236
ADBE ADOBE SYSTEMS INCORPOR...330.16%0.21%0.33%Q4 2021Q3 20236
WARNER BROS DISCOVERY INC660.11%0.19%0.25%Q2 2022Q3 20236
FCX FREEPORT-MCMORAN INC420.09%0.18%0.34%Q4 2021Q3 20236
WOLFSPEED INC660.14%0.16%0.23%Q4 2021Q1 20236
ADI ANALOG DEVICES INC420.09%0.16%0.30%Q4 2021Q3 20236
MNST MONSTER BEVERAGE CORP NEW330.09%0.16%0.30%Q4 2021Q2 20236
TLT ISHARES TR413.05%3.99%5.92%Q4 2021Q1 20235
RWM PROSHARES TR413.42%3.92%4.31%Q2 2022Q3 20235
XLU SELECT SECTOR SPDR TR550.09%1.88%2.49%Q4 2021Q4 20225
JAAA JANUS DETROIT STR TR410.32%0.54%0.79%Q2 2022Q3 20235
BSCO INVESCO EXCH TRD SLF I...550.22%0.43%0.57%Q1 2022Q1 20235
MDT MEDTRONIC PLC410.11%0.38%0.67%Q4 2021Q3 20235
CLX CLOROX CO DEL550.14%0.36%0.48%Q1 2022Q1 20235
RSP INVESCO EXCHANGE TRADE...310.18%0.34%0.56%Q4 2021Q3 20235
KEY KEYCORP550.16%0.25%0.39%Q2 2022Q2 20235
EMXC ISHARES INC310.15%0.22%0.27%Q4 2021Q3 20235
ROK ROCKWELL AUTOMATION INC320.09%0.17%0.33%Q4 2021Q2 20235
LYB LYONDELLBASELL INDUSTR...440.22%0.64%1.12%Q4 2022Q3 20234
SPSB SPDR SER TR440.51%0.60%0.71%Q2 2022Q1 20234
BMY BRISTOL-MYERS SQUIBB CO440.18%0.31%0.45%Q4 2021Q3 20224
ACN ACCENTURE PLC IRELAND310.08%0.20%0.32%Q4 2021Q3 20234
OKE ONEOK INC NEW440.14%0.18%0.24%Q4 2022Q3 20234
TWTR TWITTER INC440.14%0.16%0.20%Q4 2021Q3 20224
LUMN LUMEN TECHNOLOGIES INC440.05%0.06%0.08%Q1 2022Q4 20224
IEF ISHARES TR214.04%4.66%5.07%Q4 2021Q1 20233
FTSL FIRST TR EXCHANGE-TRAD...330.30%1.55%2.25%Q4 2021Q2 20223
BIL SPDR SER TR210.43%0.61%0.72%Q4 2022Q3 20233
SNY SANOFI330.37%0.56%0.80%Q1 2023Q3 20233
LQDH ISHARES U S ETF TR330.24%0.50%0.96%Q2 2022Q4 20223
SRLN SSGA ACTIVE ETF TR330.24%0.44%0.56%Q1 2022Q3 20223
ETR ENTERGY CORP NEW330.34%0.42%0.53%Q1 2023Q3 20233
VNQ VANGUARD INDEX FDS330.35%0.39%0.42%Q4 2021Q2 20223
VTV VANGUARD INDEX FDS330.19%0.22%0.27%Q4 2021Q2 20223
GIS GENERAL MLS INC330.20%0.21%0.22%Q4 2021Q2 20223
SNOW SNOWFLAKE INC330.14%0.20%0.29%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS330.18%0.20%0.21%Q4 2021Q2 20223
COP CONOCOPHILLIPS210.15%0.19%0.25%Q4 2022Q3 20233
ASML ASML HOLDING N V210.09%0.16%0.26%Q4 2021Q2 20233
VWO VANGUARD INTL EQUITY I...330.14%0.16%0.19%Q4 2021Q2 20223
ISRG INTUITIVE SURGICAL INC210.09%0.16%0.29%Q4 2021Q2 20233
VOE VANGUARD INDEX FDS330.13%0.15%0.18%Q4 2021Q2 20223
VBR VANGUARD INDEX FDS330.13%0.15%0.17%Q4 2021Q2 20223
DIS DISNEY WALT CO330.13%0.14%0.15%Q4 2021Q2 20223
WDC WESTERN DIGITAL CORP.330.09%0.12%0.14%Q4 2021Q2 20223
GSK GSK PLC330.09%0.10%0.14%Q4 2021Q2 20223
MTCH MATCH GROUP INC NEW330.09%0.10%0.13%Q4 2021Q2 20223
MHF WESTERN ASSET MUN HIGH...330.04%0.04%0.05%Q4 2021Q2 20223
LMBS FIRST TR EXCHANGE-TRAD...224.89%5.79%6.69%Q4 2021Q1 20222
GDX VANECK ETF TRUST221.79%2.08%2.37%Q4 2021Q1 20222
KRANESHARES TR220.61%0.99%1.37%Q4 2021Q1 20222
RYT INVESCO EXCHANGE TRADE...220.19%0.31%0.43%Q4 2021Q1 20222
USMV ISHARES TR220.29%0.31%0.32%Q4 2021Q1 20222
GBIL GOLDMAN SACHS ETF TR110.26%0.28%0.29%Q1 2023Q3 20232
SPMD SPDR SER TR220.23%0.25%0.26%Q4 2021Q1 20222
GM GENERAL MTRS CO220.14%0.20%0.26%Q1 2023Q2 20232
FDX FEDEX CORP220.14%0.20%0.27%Q1 2023Q2 20232
DEO DIAGEO PLC220.15%0.20%0.26%Q1 2023Q2 20232
PEG PUBLIC SVC ENTERPRISE ...220.13%0.13%0.14%Q4 2021Q1 20222
NEE NEXTERA ENERGY INC220.10%0.11%0.11%Q4 2021Q1 20222
DOCU DOCUSIGN INC220.10%0.10%0.11%Q4 2021Q1 20222
PCT PURECYCLE TECHNOLOGIES...220.05%0.10%0.14%Q1 2023Q2 20232
EQIX EQUINIX INC220.09%0.10%0.10%Q4 2021Q1 20222
VBK VANGUARD INDEX FDS220.09%0.09%0.10%Q4 2021Q1 20222
TEAM ATLASSIAN CORP PLC220.08%0.09%0.10%Q4 2021Q1 20222
AAP ADVANCE AUTO PARTS INC220.08%0.09%0.10%Q4 2021Q1 20222
SPLK SPLUNK INC220.08%0.09%0.10%Q4 2021Q1 20222
SPEM SPDR INDEX SHS FDS220.09%0.09%0.09%Q4 2021Q1 20222
UBER UBER TECHNOLOGIES INC220.08%0.09%0.10%Q4 2021Q1 20222
NSC NORFOLK SOUTHN CORP220.08%0.09%0.09%Q4 2021Q1 20222
BDX BECTON DICKINSON & CO220.08%0.08%0.08%Q4 2021Q1 20222
IVV ISHARES TR117.14%7.14%7.14%Q4 2021Q4 20211
SHY ISHARES TR116.68%6.68%6.68%Q1 2022Q1 20221
QQQ INVESCO QQQ TR115.87%5.87%5.87%Q4 2021Q4 20211
XLI SELECT SECTOR SPDR TR113.72%3.72%3.72%Q4 2021Q4 20211
XLK SELECT SECTOR SPDR TR113.40%3.40%3.40%Q4 2021Q4 20211
XLRE SELECT SECTOR SPDR TR112.63%2.63%2.63%Q4 2021Q4 20211
XLF SELECT SECTOR SPDR TR111.85%1.85%1.85%Q4 2021Q4 20211
FEM FIRST TR EXCH TRD ALPH...111.71%1.71%1.71%Q4 2021Q4 20211
FTGC FIRST TR EXCHANGE TRAD...111.35%1.35%1.35%Q1 2022Q1 20221
INFL LISTED FD TR111.34%1.34%1.34%Q1 2022Q1 20221
IVOL KRANESHARES TR110.50%0.50%0.50%Q4 2021Q4 20211
FLOT ISHARES TR110.48%0.48%0.48%Q4 2022Q4 20221
ITOT ISHARES TR110.48%0.48%0.48%Q4 2021Q4 20211
SGOV ISHARES TR110.44%0.44%0.44%Q3 2023Q3 20231
HD HOME DEPOT INC110.40%0.40%0.40%Q4 2021Q4 20211
LGLV SPDR SER TR110.34%0.34%0.34%Q3 2023Q3 20231
PAYX PAYCHEX INC110.28%0.28%0.28%Q3 2023Q3 20231
GLD SPDR GOLD TR110.27%0.27%0.27%Q1 2022Q1 20221
MMC MARSH & MCLENNAN COS INC110.26%0.26%0.26%Q2 2023Q2 20231
LINDE PLC110.25%0.25%0.25%Q2 2023Q2 20231
TSLA TESLA INC110.24%0.24%0.24%Q2 2023Q2 20231
PDBC INVESCO ACTIVLY MANGD ...110.23%0.23%0.23%Q1 2022Q1 20221
FFEB FIRST TR EXCHNG TRADED...110.23%0.23%0.23%Q3 2023Q3 20231
MMM 3M CO110.18%0.18%0.18%Q4 2021Q4 20211
PSX PHILLIPS 66110.15%0.15%0.15%Q3 2023Q3 20231
QQQ INVESCO QQQ TR110.14%0.14%0.14%Q1 2022Q1 20221
IAU ISHARES GOLD TR110.13%0.13%0.13%Q1 2022Q1 20221
LMT LOCKHEED MARTIN CORP110.12%0.12%0.12%Q4 2021Q4 20211
INFO IHS MARKIT LTD110.11%0.11%0.11%Q4 2021Q4 20211
PYPL PAYPAL HLDGS INC110.11%0.11%0.11%Q1 2022Q1 20221
RF REGIONS FINANCIAL CORP...110.11%0.11%0.11%Q4 2021Q4 20211
GH GUARDANT HEALTH INC110.11%0.11%0.11%Q4 2021Q4 20211
ULTA ULTA BEAUTY INC110.10%0.10%0.10%Q4 2021Q4 20211
APTV APTIV PLC110.09%0.09%0.09%Q4 2021Q4 20211
ABT ABBOTT LABS110.09%0.09%0.09%Q4 2021Q4 20211
LIN LINDE PLC110.08%0.08%0.08%Q4 2021Q4 20211
WDAY WORKDAY INC110.08%0.08%0.08%Q4 2021Q4 20211
INTC INTEL CORP110.08%0.08%0.08%Q1 2022Q1 20221
ALC ALCON AG110.08%0.08%0.08%Q4 2021Q4 20211
CIM CHIMERA INVT CORP110.06%0.06%0.06%Q3 2023Q3 20231
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The securities at the top of the list , including EXXON MOBIL CORP, AT&T INC, and WALMART INC, are the highest-conviction holdings of REUTER JAMES WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by REUTER JAMES WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that REUTER JAMES WEALTH MANAGEMENT, LLC owns currently or has owned in the past.