James Reed Financial Services, Inc. Top Holdings and 13F Report (2025) About James Reed Financial Services, Inc.Investment ActivityJames Reed Financial Services, Inc. has $111.54 million in total holdings as of September 30, 2025.James Reed Financial Services, Inc. owns shares of 17 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 0.11% of the portfolio was purchased this quarter.About 4.74% of the portfolio was sold this quarter.This quarter, James Reed Financial Services, Inc. has purchased 18 new stocks and bought additional shares in 2 stocks.James Reed Financial Services, Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Large-Cap ETF $26,418,525iShares MSCI USA Size Factor ETF $26,187,589JPMorgan Nasdaq Equity Premium Income ETF $23,754,461Vanguard Mid-Cap ETF $15,361,915CAPITAL GROUP GLOBAL EQUITY $11,464,503 Largest Purchases this Quarter JPMorgan Chase & Co. 321 shares (about $101.25K)Microsoft 35 shares (about $18.13K) Largest Sales this Quarter Vanguard Large-Cap ETF 4,847 shares (about $1.49M)JPMorgan Nasdaq Equity Premium Income ETF 14,790 shares (about $850.72K)iShares MSCI USA Size Factor ETF 4,745 shares (about $762.90K)CAPITAL GROUP GLOBAL EQUITY 23,133 shares (about $712.27K)Vanguard Mid-Cap ETF 2,161 shares (about $634.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJames Reed Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$26,418,525$1,492,205 ▼-5.3%85,81323.7%ETFSIZEiShares MSCI USA Size Factor ETF$26,187,589$762,903 ▼-2.8%162,87823.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$23,754,461$850,722 ▼-3.5%412,97721.3%ETFVOVanguard Mid-Cap ETF$15,361,915$634,768 ▼-4.0%52,29813.8%ETFCAPITAL GROUP GLOBAL EQUITY$11,464,503$712,265 ▼-5.8%372,34510.3%SHSMSFTMicrosoft$1,676,087$18,128 ▲1.1%3,2361.5%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$1,460,809$134,637 ▼-8.4%29,5771.3%ETFAAPLApple$1,134,377$57,292 ▼-4.8%4,4551.0%Computer and TechnologyPGRProgressive$849,015$1,729 ▼-0.2%3,4380.8%FinanceNVDANVIDIA$843,529$216,993 ▼-20.5%4,5210.8%Computer and TechnologyJPMJPMorgan Chase & Co.$527,399$101,253 ▲23.8%1,6720.5%FinanceXOMExxon Mobil$442,544$81,406 ▼-15.5%3,9250.4%EnergyMMM3M$387,0190.0%2,4940.3%Multi-Sector ConglomeratesVONGVanguard Russell 1000 Growth ETF$301,2500.0%2,5000.3%ETFVOOVanguard S&P 500 ETF$263,3240.0%4300.2%ETFAMGNAmgen$254,545$2,822 ▼-1.1%9020.2%MedicalAMZNAmazon.com$210,129$16,248 ▼-7.2%9570.2%Retail/WholesaleFSKFS KKR Capital$0$328,431 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
