Paul R. Ried Financial Group, LLC Portfolio Holdings by Sector
Paul R. Ried Financial Group, LLC
- $165 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
GSIE GSLC GLTR GSSC QUS AVDE FLQL GLDM 14 stocks |
$85.5 Million
64.11% of portfolio
|
  6  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$27.7 Million
20.77% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.89 Million
5.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$3.63 Million
2.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.41 Million
1.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$1.97 Million
1.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1.67 Million
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$614,581
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$516,663
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$359,488
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$351,212
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$315,284
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$234,973
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$204,573
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|