Paul R. Ried Financial Group

Paul R. Ried Financial Group as of March 31, 2025

Portfolio Holdings for Paul R. Ried Financial Group

Paul R. Ried Financial Group holds 29 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
Microsoft Corporation (MSFT) 14.1 $20M 54k 375.39
Sprott Fds Tr Sprott Critical (SETM) 11.7 $17M 1.2M 14.13
Goldman Sachs Etf Tr Activebeta Int (GSIE) 11.1 $16M 448k 35.65
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 10.1 $14M 131k 110.08
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 10.0 $14M 111k 129.47
Goldman Sachs Etf Tr Activebeta Us (GSSC) 8.9 $13M 202k 63.43
Apple (AAPL) 6.9 $10M 45k 222.13
Spdr Ser Tr Msci Usa Strtgic (QUS) 6.8 $9.8M 62k 156.69
American Centy Etf Tr Avantis All Eqt (AVGV) 2.3 $3.4M 56k 60.77
World Gold Tr Spdr Gld Minis (GLDM) 2.3 $3.4M 54k 61.89
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $3.1M 46k 66.27
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 2.1 $3.0M 53k 56.44
Boeing Company (BA) 1.9 $2.7M 16k 170.55
Starbucks Corporation (SBUX) 1.5 $2.1M 22k 98.09
Amazon (AMZN) 1.5 $2.1M 11k 190.26
Ishares Tr Rus 1000 Etf (IWB) 1.2 $1.8M 5.8k 306.74
Costco Wholesale Corporation (COST) 1.1 $1.6M 1.7k 946.25
American Centy Etf Tr Avantis Us Small (AVSC) 0.8 $1.1M 23k 48.40
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $1.0M 31k 32.51
New York Life Investments Et Nyli Candriam In (IQSI) 0.5 $744k 25k 30.18
New York Life Investments Et Candriam Us Lrg (IQSU) 0.5 $653k 14k 45.36
Oracle Corporation (ORCL) 0.3 $419k 3.0k 139.81
NVIDIA Corporation (NVDA) 0.3 $414k 3.8k 108.38
Meta Platforms Cl A (META) 0.3 $398k 691.00 576.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $385k 723.00 532.58
Visa Com Cl A (V) 0.2 $307k 877.00 350.46
JPMorgan Chase & Co. (JPM) 0.2 $297k 1.2k 245.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $254k 3.9k 65.20
Spdr Ser Tr Gold Shs (GLD) 0.2 $226k 784.00 288.14