James Reed Financial Services, Inc.
Q4 2024 13F Holdings
- Locationcleveland, OH
- Num holdings
18
- Value ($000)
$95,849
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001911052
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SIZE ISHARES TR | MSCI USA SZE FT | 46432F370 | $24.26M | 25 % | 163,373 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $23.04M | 24 % | 85,443 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $22.33M | 23 % | 395,989 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.97M | 15 % | 52,884 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $5.06M | 5 % | 21,073 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.34M | 1 % | 3,173 | ||
AAPL APPLE INC | COM | 037833100 | $1.26M | 1 % | 5,048 | ||
ARKK ARK ETF TR | INNOVATION ETF | 00214Q104 | $1.04M | 1 % | 18,262 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $816.59K | 1 % | 3,408 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $563.21K | 1 % | 4,194 |
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