James Reed Financial Services as of March 31, 2026
Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 22.6 | $26M | 164k | 159.46 | |
| Vanguard Index Fds Large Cap Etf (VV) | 22.2 | $26M | 86k | 298.85 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 20.2 | $23M | 421k | 55.52 | |
| Capital Group Global Equity SHS (CGGE) | 15.5 | $18M | 586k | 30.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 13.0 | $15M | 52k | 287.18 | |
| Global X Fds Artificial Etf (AIQ) | 1.2 | $1.4M | 30k | 46.67 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 3.3k | 370.17 | |
| Apple (AAPL) | 1.0 | $1.1M | 4.5k | 253.79 | |
| NVIDIA Corporation (NVDA) | 0.7 | $783k | 4.5k | 174.40 | |
| Progressive Corporation (PGR) | 0.6 | $682k | 3.4k | 198.24 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $495k | 1.7k | 294.16 | |
| 3M Company (MMM) | 0.3 | $359k | 2.5k | 145.23 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $348k | 2.1k | 169.66 | |
| Amgen (AMGN) | 0.3 | $318k | 905.00 | 351.85 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $269k | 2.5k | 109.69 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $257k | 430.00 | 597.55 | |
| Amazon (AMZN) | 0.2 | $215k | 1.0k | 208.27 |
