James Reed Financial Services, Inc.
Q3 2025 13F Holdings
- Locationcleveland, OH
- Num holdings
17
- Value ($000)
$111,537
- Date Filed10/16/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $26.42M | 24 % | 85,813 | ||
SIZE ISHARES TR | MSCI USA SZE FT | 46432F370 | $26.19M | 24 % | 162,878 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $23.75M | 21 % | 412,977 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.36M | 14 % | 52,298 | ||
CGGE CAPITAL GROUP GLOBAL EQUITY | SHS | 14020R107 | $11.46M | 10 % | 372,345 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.68M | 2 % | 3,236 | ||
AIQ GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $1.46M | 1 % | 29,577 | ||
AAPL APPLE INC | COM | 037833100 | $1.13M | 1 % | 4,455 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $849.01K | 1 % | 3,438 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $843.53K | 1 % | 4,521 |
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