| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 8 | Q3 2023 | 17.1% |
| AT&T INC | 8 | Q3 2023 | 5.8% |
| WALMART INC | 8 | Q3 2023 | 3.5% |
| APPLE INC | 8 | Q3 2023 | 3.9% |
| VERIZON COMMUNICATIONS INC | 8 | Q3 2023 | 2.2% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.4% |
| ENBRIDGE INC | 8 | Q3 2023 | 1.9% |
| ABBVIE INC | 8 | Q3 2023 | 1.4% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.5% |
| PHILIP MORRIS INTL INC | 8 | Q3 2023 | 1.8% |
View REUTER JAMES WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-25 |
View REUTER JAMES WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.