Paul R. Ried Financial Group, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $165 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27B, Sprott Fds Tr with a value of $22.4B, Goldman Sachs ETF Tr Activebet with a value of $18B, Goldman Sachs ETF Tr Activebet with a value of $16.3B, and Abrdn Precious Metals Basket ETF Trust with a value of $14.6B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $144B to 165B.

Paul R. Ried Financial Group, LLC is based out at Bellevue, WA

Below you can find more details about Paul R. Ried Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Billion
ETFs: $85.5 Billion
Technology: $36.2 Billion
Consumer Cyclical: $4.59 Billion
Industrials: $3.63 Billion
Consumer Defensive: $1.67 Billion
Financial Services: $1.26 Billion
Communication Services: $517 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $165 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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