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| Name: |
REUTER JAMES WEALTH MANAGEMENT LLC |
| City: |
OKLAHOMA CITY |
| State: |
OK |
| Zip: |
73142 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
12 |
- |
$622,291.00 |
$1,903,000 |
3 |
1.32% |
275,000 |
0 |
0 |
Property & Casualty I... |
|
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MPLX |
Mplx Lp |
15 |
- |
$41.05 |
$1,623,000 |
39,048 |
1.13% |
189,000 |
0 |
0.004 |
Oil & Gas Pipelines &... |
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BRK.B |
Berkshire Hathaway B |
16 |
- |
$413.72 |
$1,524,000 |
3,625 |
1.06% |
231,000 |
0 |
0 |
Property & Casualty I... |
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OGE |
OGE Energy Corp |
41 |
- |
$35.41 |
$772,000 |
22,506 |
0.54% |
-14,000 |
0 |
0.011 |
Electric Utilities |
|
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PG |
Procter & Gamble Co |
67 |
- |
$167.06 |
$520,000 |
3,207 |
0.36% |
50,000 |
0 |
0 |
Cleaning Products |
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SPG |
Simon Property Group Inc |
70 |
- |
$151.79 |
$505,000 |
3,225 |
0.35% |
45,000 |
0 |
0.001 |
REIT - Retail |
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IWR |
iShares Tr Rssll MidCap Indx |
77 |
- |
$80.89 |
$465,000 |
5,532 |
0.32% |
35,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
79 |
- |
$201.20 |
$441,000 |
2,099 |
0.31% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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NMFC |
New Mountain Finance Corp |
80 |
- |
$12.60 |
$435,000 |
34,299 |
0.3% |
-1,000 |
0 |
0.035 |
Conglomerates |
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VGSH |
Vanguard Scottsdale Funds |
115 |
- |
$57.71 |
$240,000 |
4,135 |
0.17% |
-1,000 |
0 |
0.002 |
Closed - End Fund - Debt |
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CIM |
Chimera Investment Corp |
138 |
- |
$4.39 |
$67,000 |
14,625 |
0.05% |
-6,000 |
0 |
0.006 |
Closed - End Fund - Debt |
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KNDI |
Kandi Technologies Corp |
140 |
- |
$2.46 |
$32,000 |
15,000 |
0.02% |
-10,000 |
0 |
0.027 |
Gold |
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