JR

James Reed Financial Services, Inc.

13F
James Reed Financial Services, Inc.
Last update 2025-04-17 16 Stocks (1 new)
Value $90.00 Mil Turnover 1 %
Countries:
Top Holdings: SIZE(25.79%)VV(24.21%)JEPQ(22.77%)VO(15.03%)VB(5.15%)
Summary Stock Picks Current Portfolio
James Reed Financial Services,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SIZE
iShares MSCI USA Size Factor ETF
159,117
23,142.0
-2.61%
25.790
-0.66%
7.230
+6.64%
+4.80%
340.0
 
VV
Vanguard Large Cap ETF
84,504
21,720.2
-1.10%
24.210
-0.26%
0.050
+11.33%
+6.46%
38,346.7
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
394,492
20,426.8
-0.38%
22.770
-0.09%
0.110
+8.70%
+1.50%
25,203.5
 
VO
Vanguard Mid-Cap ETF
52,148
13,486.4
-1.39%
15.030
-0.20%
0.020
+8.62%
+6.83%
75,148.2
 
VB
Vanguard Small Cap ETF
20,844
4,622.2
-1.09%
5.150
-0.06%
0.010
+7.22%
-0.65%
57,262.3
 
MSFT
Microsoft Corp
3,161
1,186.6
-0.38%
1.320
-0.01%
0.000
+32.75%
+18.46%
3,697,021.6
Software
AAPL
Apple Inc
4,893
1,086.9
-3.07%
1.210
-0.04%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
PGR
Progressive Corp
3,408
964.5
0%
1.070
0%
0.000
-5.67%
+13.56%
156,439.6
Insurance
AIQ
GLOBAL X FDS
23,517
855.5
New Holding
0.950
+0.95%
0.030
+20.23%
+13.20%
3,665.5
 
NVDA
NVIDIA Corp
4,306
466.7
+2.67%
0.520
+0.01%
0.000
+45.78%
+17.67%
3,852,990.1
Semiconductors

James Reed Financial Services, Inc.'s Historical Top Holdings Breakdowns

James Reed Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ARKK
ARK Innovation ETF
2025-03-31
Sold Out
Sold Out
-1.08%
●
47.25 ($57.3) 67.02
$70.29
22.67%
Sold Out
0
-18,262
AIQ
GLOBAL X FDS
2025-03-31
New Buy
New Buy
+0.95%
●
36.38 ($39.39) 42.77
$43.69
10.92%
New holding
23,517
23,517
SIZE
iShares MSCI USA Size Factor ETF
2025-03-31
Reduce
Reduce
-0.66%
●
141.68 ($150.4) 155.75
$154.54
2.75%
Reduce -2.61%
159,117
-4,256
VV
Vanguard Large Cap ETF
2025-03-31
Reduce
Reduce
-0.26%
●
253.32 ($270.87) 282.66
$285.30
5.33%
Reduce -1.1%
84,504
-939
XOM
Exxon Mobil Corp
2025-03-31
Sold Out
Sold Out
-0.25%
●
105.44 ($110.59) 118.93
$107.80
-2.52%
Sold Out
0
-2,262
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.21%
●
190.26 ($217) 242.06
$219.39
1.10%
Sold Out
0
-936
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.20%
●
251.87 ($268.43) 277.95
$279.83
4.25%
Reduce -1.39%
52,148
-736
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-0.09%
●
51.45 ($55.7) 58.51
$54.40
-2.33%
Reduce -0.38%
394,492
-1,497
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.06%
●
217.89 ($238.81) 252.64
$236.98
-0.77%
Reduce -1.09%
20,844
-229
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.04%
●
209.68 ($231.67) 247.1
$205.17
-11.44%
Reduce -3.07%
4,893
-155

James Reed Financial Services, Inc. Total Holding History ($B)

To

James Reed Financial Services, Inc.'s Asset Allocation

To

James Reed Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

James Reed Financial Services, Inc.'s Hypothetical Growth since 2025-03-31

James Reed Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

James Reed Financial Services, Inc.'s Holdings Heat Map

Size field:

James Reed Financial Services, Inc.'s Holdings Bubble Chart

James Reed Financial Services, Inc. News

  • 1

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