James Reed Financial Services, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcleveland, OH
- CIK0001911052
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
16 | $89.72M | SIZE, VV, JEPQ, VO | 13F-HR | Apr 17, 2025 | 000175496025000215 | ||
18 | $95.85M | SIZE, VV, JEPQ, VO | 13F-HR | Feb 6, 2025 | 000175496025000104 | ||
12 | $66.79M | VV, SIZE, CDC, VO | 13F-HR | Nov 14, 2022 | 000160658722002289 | ||
12 | $72.14M | VV, CDC, SIZE, VO | 13F-HR | Aug 8, 2022 | 000160658722001654 | ||
14 | $87.65M | VV, SPY, SIZE, VO | 13F-HR | Apr 26, 2022 | 000160658722000744 | ||
198 | $105.31M | VV, SPY, SIZE, VO | 13F-HR | Feb 14, 2022 | 000160658722000555 |