Paul R. Ried Financial Group, LLC Portfolio Holdings

Paul R. Ried Financial Group, LLC

  • $165 Billion
  • Q2 2025

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
$3.95T
$27 Billion 16.35% of portfolio
54,326
Q2 2025 Added 0.84%
$3.69T
$7.89 Billion 4.77% of portfolio
38,444
Q2 2025 Reduced 14.39%
$2.26T
$2.41 Billion 1.46% of portfolio
10,993
Q1 2025 Added 41.39%
$439B
$1.67 Billion 1.01% of portfolio
1,686
Q2 2025 Reduced 2.82%
$684B
$664 Million 0.4% of portfolio
3,039
Q2 2025 Added 1.3%
$456B
$615 Million 0.37% of portfolio
3,890
Q2 2025 Added 1.78%
$1.78T
$517 Million 0.31% of portfolio
700
Q2 2025 Added 1.3%
$859B
$359 Million 0.22% of portfolio
1,240
Q2 2025 Added 2.39%
$621B
$351 Million 0.21% of portfolio
723
Q1 2025 Added 56.16%
$551B
$315 Million 0.19% of portfolio
888
Q2 2025 Added 1.25%
$254B
$235 Million 0.14% of portfolio
332
Q2 2025 New
$1.08T
$205 Million 0.12% of portfolio
644
Q2 2025 New

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
Track This Portfolio

Track Paul R. Ried Financial Group, LLC Portfolio

Follow Paul R. Ried Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paul R. Ried Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paul R. Ried Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email