Paul R. Ried Financial Group, LLC
Q1 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
29
- Value ($000)
$143,568
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $20.22 M | 14 % | 53,871 | ||
SETM SPROTT FDS TR | SPROTT CRITICAL | 85208P402 | $16.80 M | 12 % | 1,189,220 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $15.96 M | 11 % | 447,655 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $14.44 M | 10 % | 131,136 | ||
GLTR ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | $14.33 M | 10 % | 110,717 | ||
GSSC GOLDMAN SACHS ETF TR | ACTIVEBETA US | 381430602 | $12.81 M | 9 % | 201,911 | ||
AAPL APPLE INC | COM | 037833100 | $9.97 M | 7 % | 44,904 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $9.76 M | 7 % | 62,300 | ||
AVGV AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072216 | $3.37 M | 2 % | 55,505 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $3.35 M | 2 % | 54,193 |
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