James Reed Financial Services, Inc. Portfolio Holdings by Sector
James Reed Financial Services, Inc.
- $89.4 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SIZE VV JEPQ VO VB AIQ VONG VOO 8 stocks |
$84,345
94.39% of portfolio
|
  1  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,186
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,086
1.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$964
1.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$466
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$366
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
FSK 1 stocks |
$331
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$331
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$284
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|