James Reed Financial Services, Inc.

Q3 2025 13F Holdings

  • Location
    cleveland, OH
  • Num holdings

    17

  • Value ($000)

    $111,537

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001911052
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$26.42M
24 %

85,813

S
SIZE

ISHARES TR

MSCI USA SZE FT
46432F370
$26.19M
24 %

162,878

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$23.75M
21 %

412,977

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$15.36M
14 %

52,298

C
CGGE

CAPITAL GROUP GLOBAL EQUITY

SHS
14020R107
$11.46M
10 %

372,345

M
MSFT

MICROSOFT CORP

COM
594918104
$1.68M
2 %

3,236

A
AIQ

GLOBAL X FDS

ARTIFICIAL ETF
37954Y632
$1.46M
1 %

29,577

A
AAPL

APPLE INC

COM
037833100
$1.13M
1 %

4,455

P
PGR

PROGRESSIVE CORP

COM
743315103
$849.01K
1 %

3,438

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$843.53K
1 %

4,521

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 17