James Reed Financial Services as of March 31, 2025
Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 25.8 | $23M | 159k | 145.44 | |
| Vanguard Index Fds Large Cap Etf (VV) | 24.2 | $22M | 85k | 257.03 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 22.8 | $20M | 395k | 51.78 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.0 | $14M | 52k | 258.62 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.2 | $4.6M | 21k | 221.75 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.2M | 3.2k | 375.39 | |
| Apple (AAPL) | 1.2 | $1.1M | 4.9k | 222.13 | |
| Progressive Corporation (PGR) | 1.1 | $965k | 3.4k | 283.01 | |
| Global X Fds Artificial Etf (AIQ) | 1.0 | $856k | 24k | 36.38 | |
| NVIDIA Corporation (NVDA) | 0.5 | $467k | 4.3k | 108.38 | |
| 3M Company (MMM) | 0.4 | $366k | 2.5k | 146.86 | |
| Fs Kkr Capital Corp (FSK) | 0.4 | $332k | 16k | 20.95 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $331k | 1.4k | 245.30 | |
| Amgen (AMGN) | 0.3 | $284k | 912.00 | 311.55 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $232k | 2.5k | 92.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $221k | 430.00 | 513.91 |
