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Pimco shares owned by Reuter James Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Reuter James Wealth Management from 13F filings

Historical chart of Reuter James Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Reuter James Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $331k 13k 25.92
2024-09-30 $340k 13k 26.65
2024-06-30 $329k 13k 25.64

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Energy Transfer Com Ut Ltd Ptn (ET)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Listed Fd Tr Horizon Kinetics (INFL)
Alps Etf Tr Alerian Mlp (AMLP)
Union Pacific Corporation (UNP)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Arthur J. Gallagher & Co. (AJG)

View all positions for Reuter James Wealth Management

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
Krilogy Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
TruWealth Advisors
Falcon Wealth Planning
Family Investment Center
Envestnet Asset Management
JSF Financial
TCG Advisory Services
Wells Fargo & Company
Berger Financial Group

View all funds holding Pimco