James Reed Financial Services as of Dec. 31, 2025
Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 22.7 | $28M | 90k | 314.80 | |
| Ishares Tr Msci Usa Sze Ft (SIZE) | 21.8 | $27M | 169k | 161.57 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 20.5 | $26M | 440k | 58.12 | |
| Capital Group Global Equity SHS (CGGE) | 15.2 | $19M | 599k | 31.63 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 12.6 | $16M | 54k | 290.22 | |
| Global X Fds Artificial Etf (AIQ) | 1.3 | $1.7M | 33k | 50.86 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.6M | 3.3k | 483.62 | |
| Apple (AAPL) | 1.0 | $1.3M | 4.8k | 271.86 | |
| NVIDIA Corporation (NVDA) | 0.8 | $982k | 5.3k | 186.50 | |
| Progressive Corporation (PGR) | 0.6 | $783k | 3.4k | 227.72 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $566k | 4.7k | 120.34 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $543k | 1.7k | 322.22 | |
| 3M Company (MMM) | 0.3 | $396k | 2.5k | 160.10 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $298k | 2.5k | 121.75 | |
| Amgen (AMGN) | 0.2 | $296k | 905.00 | 327.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $270k | 430.00 | 627.13 | |
| Amazon (AMZN) | 0.2 | $267k | 1.2k | 230.82 |
