James Reed Financial Services, Inc. Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$89.7B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SIZEISHARES TR | 159,117 | $23.1B | 25.79% | |
| 2 | VVVANGUARD INDEX FDS | 84,504 | $21.7B | 24.21% | |
| 3 | JEPQJ P MORGAN EXCHANGE TRADED F | 394,492 | $20.4B | 22.77% | |
| 4 | VOVANGUARD INDEX FDS | 52,148 | $13.5B | 15.03% | |
| 5 | VBVANGUARD INDEX FDS | 20,844 | $4.6B | 5.15% | |
| 6 | MSFTMICROSOFT CORP | 3,161 | $1.2B | 1.32% | |
| 7 | AAPLAPPLE INC | 4,893 | $1.1B | 1.21% | |
| 8 | PGRPROGRESSIVE CORP | 3,408 | $964.5M | 1.07% | |
| 9 | AIQGLOBAL X FDS | 23,517 | $855.5M | 0.95% | |
| 10 | NVDANVIDIA CORPORATION | 4,306 | $466.7M | 0.52% | |
| 11 | MMM3M CO | 2,494 | $366.3M | 0.41% | |
| 12 | FSKFS KKR CAP CORP | 15,828 | $331.6M | 0.37% | |
| 13 | JPMJPMORGAN CHASE & CO. | 1,351 | $331.4M | 0.37% | |
| 14 | AMGNAMGEN INC | 912 | $284.1M | 0.32% | |
| 15 | VONGVANGUARD SCOTTSDALE FDS | 2,500 | $232.0M | 0.26% | |
| 16 | VOOVANGUARD INDEX FDS | 430 | $221.0M | 0.25% |