James Reed Financial Services as of Dec. 31, 2024
Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 25.3 | $24M | 163k | 148.50 | |
| Vanguard Index Fds Large Cap Etf (VV) | 24.0 | $23M | 85k | 269.70 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 23.3 | $22M | 396k | 56.38 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 14.6 | $14M | 53k | 264.13 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.3 | $5.1M | 21k | 240.28 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.3M | 3.2k | 421.50 | |
| Apple (AAPL) | 1.3 | $1.3M | 5.0k | 250.42 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.1 | $1.0M | 18k | 56.77 | |
| Progressive Corporation (PGR) | 0.9 | $817k | 3.4k | 239.61 | |
| NVIDIA Corporation (NVDA) | 0.6 | $563k | 4.2k | 134.29 | |
| Fs Kkr Capital Corp (FSK) | 0.4 | $344k | 16k | 21.72 | |
| 3M Company (MMM) | 0.3 | $327k | 2.5k | 129.09 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $324k | 1.4k | 239.71 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $258k | 2.5k | 103.30 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $243k | 2.3k | 107.57 | |
| Amgen (AMGN) | 0.2 | $235k | 902.00 | 260.64 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $232k | 430.00 | 538.81 | |
| Amazon (AMZN) | 0.2 | $205k | 936.00 | 219.39 |
