James Reed Financial Services, Inc. Portfolio Holdings

James Reed Financial Services, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $89.4 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Size Factor E with a value of $23M, Vanguard Large Cap ETF with a value of $21.6M, J P Morgan ETF Tr Nasdaq Equit with a value of $20.4M, Vanguard Mid Cap ETF with a value of $13.4M, and Vanguard Small Cap ETF with a value of $4.62M.

Examining the 13F form we can see an decrease of $6.48M in the current position value, from $95.8M to 89.4M.

James Reed Financial Services, Inc. is based out at Cleveland, OH

Below you can find more details about James Reed Financial Services, Inc. portfolio as well as his latest detailed transactions.