James Reed Financial Services, Inc.
Q2 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
18
- Value ($000)
$110,204
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SIZE ISHARES TR | MSCI USA SZE FT | 46432F370 | $25.90M | 24 % | 167,623 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $25.87M | 24 % | 90,660 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $23.27M | 21 % | 427,767 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.24M | 14 % | 54,459 | ||
CGGE CAPITAL GROUP GLOBAL EQUITY | SHS | 14020R107 | $11.54M | 11 % | 395,478 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.59M | 1 % | 3,201 | ||
AIQ GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $1.41M | 1 % | 32,303 | ||
AAPL APPLE INC | COM | 037833100 | $960.20K | 1 % | 4,680 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $919.33K | 1 % | 3,445 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $898.02K | 1 % | 5,684 |
Rows Per Page
10
- 10
- 50
- 100