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The Analysis of James Reed Financial Services, Inc.'s Holdings & P&L

Currently, James Reed Financial Services, Inc. holds 17 types of securities in its portfolio with a total value $115.5M. In the most recent quarter, they have decreased their positions in VV (-4.2K shares, valued at $1.3M), JEPQ (-18.6K shares, valued at $1.0M), SIZE (-4.8K shares, valued at $760.0K).

1M P&L

+4.7M+3.82%

3M P&L

-41.8M-24.47%

HY P&L

-37.0M-22.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A109.7M

95.2%

2Software - Infrastructure1.2M

1.1%

3Consumer Electronics1.1M

1.0%

Top Industries by Stock Count

1N/A7 stocks

43.8%

2Conglomerates1 stocks

6.3%

3Internet Retail1 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SIZE ISHARES TR164.0K shares-2.82%2026-03-312026-04-21

VV VANGUARD INDEX FDS85.7K shares-4.71%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F421.3K shares-4.22%2026-03-312026-04-21

CGGE CAPITAL GROUP GLOBAL EQUITY586.1K shares-2.09%2026-03-312026-04-21

VO VANGUARD INDEX FDS52.2K shares-3.68%2026-03-312026-04-21

AIQ GLOBAL X FDS30.4K shares-7.47%2026-03-312026-04-21

MSFT MICROSOFT CORP3.3K shares-0.46%2026-03-312026-04-21

AAPL APPLE INC4.5K shares-6.86%2026-03-312026-04-21

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NVDA NVIDIA CORPORATION4.5K shares-14.77%2026-03-312026-04-21

PGR PROGRESSIVE CORP3.4K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.7K shares0.00%2026-03-312026-04-21

MMM 3M CO2.5K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP2.1K shares-56.37%2026-03-312026-04-21

AMGN AMGEN INC905 shares0.00%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS430 shares0.00%2026-03-312026-04-21

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AMZN AMAZON COM INC1.0K shares-10.71%2026-03-312026-04-21

SIZE

ISHARES TR

-2.82%

Shares164.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-4.71%

Shares85.7K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

-4.22%

Shares421.3K

Event2026-03-31

Filed2026-04-21

CGGE

CAPITAL GROUP GLOBAL EQUITY

-2.09%

Shares586.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-3.68%

Shares52.2K

Event2026-03-31

Filed2026-04-21

AIQ

GLOBAL X FDS

-7.47%

Shares30.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.46%

Shares3.3K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-6.86%

Shares4.5K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-14.77%

Shares4.5K

Event2026-03-31

Filed2026-04-21

PGR

PROGRESSIVE CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-56.37%

Shares2.1K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.00%

Shares905

Event2026-03-31

Filed2026-04-21

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares430

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-10.71%

Shares1.0K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

James Reed Financial Services, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo