James Reed Financial Services, Inc. Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$110.2B
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SIZEISHARES TR | 167,623 | $25.9B | 23.51% | |
| 2 | VVVANGUARD INDEX FDS | 90,660 | $25.9B | 23.47% | |
| 3 | JEPQJ P MORGAN EXCHANGE TRADED F | 427,767 | $23.3B | 21.12% | |
| 4 | VOVANGUARD INDEX FDS | 54,459 | $15.2B | 13.83% | |
| 5 | CGGECAPITAL GROUP GLOBAL EQUITY | 395,478 | $11.5B | 10.48% | |
| 6 | MSFTMICROSOFT CORP | 3,201 | $1.6B | 1.44% | |
| 7 | AIQGLOBAL X FDS | 32,303 | $1.4B | 1.28% | |
| 8 | AAPLAPPLE INC | 4,680 | $960.2M | 0.87% | |
| 9 | PGRPROGRESSIVE CORP | 3,445 | $919.3M | 0.83% | |
| 10 | NVDANVIDIA CORPORATION | 5,684 | $898.0M | 0.81% | |
| 11 | XOMEXXON MOBIL CORP | 4,647 | $500.9M | 0.45% | |
| 12 | JPMJPMORGAN CHASE & CO. | 1,351 | $391.7M | 0.36% | |
| 13 | MMM3M CO | 2,494 | $379.7M | 0.34% | |
| 14 | FSKFS KKR CAP CORP | 15,828 | $328.4M | 0.30% | |
| 15 | VONGVANGUARD SCOTTSDALE FDS | 2,500 | $273.0M | 0.25% | |
| 16 | AMGNAMGEN INC | 912 | $254.6M | 0.23% | |
| 17 | VOOVANGUARD INDEX FDS | 430 | $244.3M | 0.22% | |
| 18 | AMZNAMAZON COM INC | 1,031 | $226.2M | 0.21% |