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


Currently, James Reed Financial Services, Inc. holds 17 types of securities in its portfolio with a total value $111.5M. In the most recent quarter, they have increased their positions in JPM (+321 shares, valued at $101.3K), MSFT (+35 shares, valued at $18.1K); decreased their positions in VV (-4.8K shares, valued at $1.5M), JEPQ (-14.8K shares, valued at $850.7K), SIZE (-4.7K shares, valued at $762.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS85.8K shares-5.35%2025-09-302025-10-16history
SIZE ISHARES TR162.9K shares-2.83%2025-09-302025-10-16history
JEPQ J P MORGAN EXCHANGE TRADED F413.0K shares-3.46%2025-09-302025-10-16history
VO VANGUARD INDEX FDS52.3K shares-3.97%2025-09-302025-10-16history
CGGE CAPITAL GROUP GLOBAL EQUITY372.3K shares-5.85%2025-09-302025-10-16history
MSFT MICROSOFT CORP3.2K shares1.09%2025-09-302025-10-16history
AIQ GLOBAL X FDS29.6K shares-8.44%2025-09-302025-10-16history
AAPL APPLE INC4.5K shares-4.81%2025-09-302025-10-16history
Sponsored
PGR PROGRESSIVE CORP3.4K shares-0.20%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION4.5K shares-20.46%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.1.7K shares23.76%2025-09-302025-10-16history
XOM EXXON MOBIL CORP3.9K shares-15.54%2025-09-302025-10-16history
MMM 3M CO2.5K shares0.00%2025-09-302025-10-16history
VONG VANGUARD SCOTTSDALE FDS2.5K shares0.00%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS430 shares0.00%2025-09-302025-10-16history
AMGN AMGEN INC902 shares-1.10%2025-09-302025-10-16history
Sponsored
AMZN AMAZON COM INC957 shares-7.18%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available