James Reed Financial Services, Inc.
Q1 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
16
- Value ($000)
$89,724
- Date Filed04/17/2025
- Form type13F-HR
- CIK0001911052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SIZE ISHARES TR | MSCI USA SZE FT | 46432F370 | $23.14M | 26 % | 159,117 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $21.72M | 24 % | 84,504 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $20.43M | 23 % | 394,492 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.49M | 15 % | 52,148 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $4.62M | 5 % | 20,844 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.19M | 1 % | 3,161 | ||
AAPL APPLE INC | COM | 037833100 | $1.09M | 1 % | 4,893 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $964.50K | 1 % | 3,408 | ||
AIQ GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $855.55K | 1 % | 23,517 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $466.69K | 1 % | 4,306 |
Rows Per Page
10
- 10
- 50
- 100