Paul R. Ried Financial Group, LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
30
- Value ($000)
$142,579
- Date Filed01/24/2025
- Form type13F-HR
- CIK0002033053
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $23.77M | 17 % | 56,394 | ||
SETM SPROTT FDS TR | SPROTT CRITICAL | 85208P402 | $15.55M | 11 % | 1,032,100 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $14.80M | 10 % | 443,908 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $14.80M | 10 % | 128,492 | ||
GSSC GOLDMAN SACHS ETF TR | ACTIVEBETA US | 381430602 | $13.32M | 9 % | 192,648 | ||
GLTR ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | $12.68M | 9 % | 115,454 | ||
AAPL APPLE INC | COM | 037833100 | $11.20M | 8 % | 44,735 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $9.15M | 6 % | 59,094 | ||
FLQL FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | 35473P801 | $3.16M | 2 % | 53,910 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $3.00M | 2 % | 57,688 |
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