Paul R. Ried Financial Group, LLC
Q2 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
33
- Value ($000)
$165,311
- Date Filed08/11/2025
- Form type13F-HR
- CIK0002033053
- 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 |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $27.02M | 16 % | 54,326 | ||
SETM SPROTT FDS TR | SPROTT CRITICAL | 85208P402 | $22.42M | 14 % | 1,294,375 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $18.02M | 11 % | 454,486 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $16.27M | 10 % | 134,025 | ||
GLTR ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | $14.63M | 9 % | 105,880 | ||
GSSC GOLDMAN SACHS ETF TR | ACTIVEBETA US | 381430602 | $11.30M | 7 % | 164,732 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $10.72M | 7 % | 65,745 | ||
AAPL APPLE INC | COM | 037833100 | $7.89M | 5 % | 38,444 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $4.25M | 3 % | 82,389 | ||
AVGV AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072216 | $4.21M | 3 % | 64,475 |
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