James Reed Financial Services
Latest statistics and disclosures from James Reed Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, SIZE, JEPQ, VO, CGGE, and represent 92.51% of James Reed Financial Services's stock portfolio.
- Added to shares of these 2 stocks: JPM, MSFT.
- Reduced shares in these 10 stocks: VV, JEPQ, SIZE, CGGE, VO, FSK, NVDA, AIQ, XOM, AAPL.
- Sold out of its position in FSK.
- James Reed Financial Services was a net seller of stock by $-5.2M.
- James Reed Financial Services has $112M in assets under management (AUM), dropping by 1.21%.
- Central Index Key (CIK): 0001911052
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Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 23.7 | $26M | -5% | 86k | 307.86 |
|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 23.5 | $26M | -2% | 163k | 160.78 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 21.3 | $24M | -3% | 413k | 57.52 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 13.8 | $15M | -3% | 52k | 293.74 |
|
| Capital Group Global Equity SHS (CGGE) | 10.3 | $12M | -5% | 372k | 30.79 |
|
| Microsoft Corporation (MSFT) | 1.5 | $1.7M | 3.2k | 517.95 |
|
|
| Global X Fds Artificial Etf (AIQ) | 1.3 | $1.5M | -8% | 30k | 49.39 |
|
| Apple (AAPL) | 1.0 | $1.1M | -4% | 4.5k | 254.63 |
|
| Progressive Corporation (PGR) | 0.8 | $849k | 3.4k | 246.95 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $844k | -20% | 4.5k | 186.58 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $527k | +23% | 1.7k | 315.43 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $443k | -15% | 3.9k | 112.75 |
|
| 3M Company (MMM) | 0.3 | $387k | 2.5k | 155.18 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $301k | 2.5k | 120.50 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $263k | 430.00 | 612.38 |
|
|
| Amgen (AMGN) | 0.2 | $255k | 902.00 | 282.20 |
|
|
| Amazon (AMZN) | 0.2 | $210k | -7% | 957.00 | 219.57 |
|
Past Filings by James Reed Financial Services
SEC 13F filings are viewable for James Reed Financial Services going back to 2021
- James Reed Financial Services 2025 Q3 filed Oct. 16, 2025
- James Reed Financial Services 2025 Q2 filed July 22, 2025
- James Reed Financial Services 2025 Q1 filed April 17, 2025
- James Reed Financial Services 2024 Q4 filed Feb. 6, 2025
- James Reed Financial Services 2022 Q3 filed Nov. 14, 2022
- James Reed Financial Services 2022 Q2 filed Aug. 8, 2022
- James Reed Financial Services 2022 Q1 filed April 26, 2022
- James Reed Financial Services 2021 Q4 filed Feb. 14, 2022