James Reed Financial Services as of June 30, 2026
Portfolio Holdings for James Reed Financial Services
James Reed Financial Services holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 22.3 | $29M | 164k | 178.28 | |
| Vanguard Index Fds Large Cap Etf (VV) | 22.2 | $29M | 85k | 343.91 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 19.9 | $26M | 424k | 61.46 | |
| Capital Group Global Equity SHS (CGGE) | 15.9 | $21M | 592k | 35.24 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 12.8 | $17M | 209k | 80.57 | |
| Global X Fds Artificial Etf (AIQ) | 1.5 | $1.9M | 30k | 65.61 | |
| Apple (AAPL) | 1.0 | $1.3M | 4.5k | 289.36 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.2M | 3.3k | 373.02 | |
| NVIDIA Corporation (NVDA) | 0.7 | $894k | 4.5k | 200.09 | |
| Progressive Corporation (PGR) | 0.6 | $752k | 3.4k | 218.45 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $551k | 1.7k | 327.33 | |
| 3M Company (MMM) | 0.3 | $401k | 2.5k | 161.91 | |
| Amgen (AMGN) | 0.3 | $328k | 905.00 | 362.12 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $304k | 2.4k | 127.81 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $295k | 430.00 | 686.81 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $281k | 2.1k | 136.72 | |
| Advanced Micro Devices (AMD) | 0.2 | $254k | 438.00 | 580.91 | |
| Amazon (AMZN) | 0.2 | $246k | 1.0k | 238.34 | |
| Sandisk Corp (SNDK) | 0.2 | $214k | 94.00 | 2273.73 |
