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 $124.8M. In the most recent quarter, they have increased their positions in CGGE (+226.3K shares, valued at $7.2M), JEPQ (+26.9K shares, valued at $1.6M), VV (+4.2K shares, valued at $1.3M); decreased their positions in VONG (-50 shares, valued at $6.1K), MMM (-20 shares, valued at $3.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS90.0K shares4.85%2025-12-312026-01-14history
SIZE ISHARES TR168.7K shares3.59%2025-12-312026-01-14history
JEPQ J P MORGAN EXCHANGE TRADED F439.8K shares6.51%2025-12-312026-01-14history
CGGE CAPITAL GROUP GLOBAL EQUITY598.6K shares60.77%2025-12-312026-01-14history
VO VANGUARD INDEX FDS54.2K shares3.59%2025-12-312026-01-14history
AIQ GLOBAL X FDS32.9K shares11.13%2025-12-312026-01-14history
MSFT MICROSOFT CORP3.3K shares1.67%2025-12-312026-01-14history
AAPL APPLE INC4.8K shares7.70%2025-12-312026-01-14history
Sponsored
NVDA NVIDIA CORPORATION5.3K shares16.48%2025-12-312026-01-14history
PGR PROGRESSIVE CORP3.4K shares0.06%2025-12-312026-01-14history
XOM EXXON MOBIL CORP4.7K shares19.90%2025-12-312026-01-14history
JPM JPMORGAN CHASE & CO.1.7K shares0.72%2025-12-312026-01-14history
MMM 3M CO2.5K shares-0.80%2025-12-312026-01-14history
VONG VANGUARD SCOTTSDALE FDS2.5K shares-2.00%2025-12-312026-01-14history
AMGN AMGEN INC905 shares0.33%2025-12-312026-01-14history
VANGUARD INDEX FDS VANGUARD INDEX FDS430 shares0.00%2025-12-312026-01-14history
Sponsored
AMZN AMAZON COM INC1.2K shares21.00%2025-12-312026-01-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available