James Reed Financial Services, Inc. Top Holdings and 13F Report (2025) About James Reed Financial Services, Inc.Investment ActivityJames Reed Financial Services, Inc. has $110.20 million in total holdings as of June 30, 2025.James Reed Financial Services, Inc. owns shares of 18 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 16.72% of the portfolio was purchased this quarter.About 4.23% of the portfolio was sold this quarter.This quarter, James Reed Financial Services, Inc. has purchased 16 new stocks and bought additional shares in 8 stocks.James Reed Financial Services, Inc. sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings iShares MSCI USA Size Factor ETF $25,904,441Vanguard Large-Cap ETF $25,865,402JPMorgan Nasdaq Equity Premium Income ETF $23,270,514Vanguard Mid-Cap ETF $15,239,324CAPITAL GROUP GLOBAL EQUITY $11,544,003 Largest New Holdings this Quarter 14020R107 - CAPITAL GROUP GLOBAL EQUITY $11,544,003 Holding30231G102 - Exxon Mobil $500,916 Holding023135106 - Amazon.com $226,192 Holding Largest Purchases this Quarter CAPITAL GROUP GLOBAL EQUITY 395,478 shares (about $11.54M)JPMorgan Nasdaq Equity Premium Income ETF 33,275 shares (about $1.81M)Vanguard Large-Cap ETF 6,156 shares (about $1.76M)iShares MSCI USA Size Factor ETF 8,506 shares (about $1.31M)Vanguard Mid-Cap ETF 2,311 shares (about $646.69K) Largest Sales this Quarter Apple 213 shares (about $43.70K) 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 PortfolioSectorSIZEiShares MSCI USA Size Factor ETF$25,904,441$1,314,516 ▲5.3%167,62323.5%ETFVVVanguard Large-Cap ETF$25,865,402$1,756,314 ▲7.3%90,66023.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$23,270,514$1,810,159 ▲8.4%427,76721.1%ETFVOVanguard Mid-Cap ETF$15,239,324$646,690 ▲4.4%54,45913.8%ETFCAPITAL GROUP GLOBAL EQUITY$11,544,003$11,544,003 ▲New Holding395,47810.5%SHSMSFTMicrosoft$1,592,210$19,896 ▲1.3%3,2011.4%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$1,411,319$383,861 ▲37.4%32,3031.3%ETFAAPLApple$960,196$43,701 ▼-4.4%4,6800.9%Computer and TechnologyPGRProgressive$919,333$9,874 ▲1.1%3,4450.8%FinanceNVDANVIDIA$898,016$217,710 ▲32.0%5,6840.8%Computer and TechnologyXOMExxon Mobil$500,916$500,916 ▲New Holding4,6470.5%EnergyJPMJPMorgan Chase & Co.$391,6690.0%1,3510.4%FinanceMMM3M$379,6870.0%2,4940.3%Multi-Sector ConglomeratesFSKFS KKR Capital$328,4310.0%15,8280.3%FinanceVONGVanguard Russell 1000 Growth ETF$273,0000.0%2,5000.2%ETFAMGNAmgen$254,6400.0%9120.2%MedicalVOOVanguard S&P 500 ETF$244,2530.0%4300.2%ETFAMZNAmazon.com$226,192$226,192 ▲New Holding1,0310.2%Retail/WholesaleVBVanguard Small-Cap ETF$0$4,622,206 ▼-100.0%00.0%ETFShowing 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.
