James Reed Financial Services, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    cleveland, OH
  • CIK
    0001911052
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

18

$95.85M
SIZE, VV, JEPQ, VO
13F-HR
Feb 6, 2025
000175496025000104

12

$66.79M
VV, SIZE, CDC, VO
13F-HR
Nov 14, 2022
000160658722002289

12

$72.14M
VV, CDC, SIZE, VO
13F-HR
Aug 8, 2022
000160658722001654

14

$87.65M
VV, SPY, SIZE, VO
13F-HR
Apr 26, 2022
000160658722000744

198

$105.31M
VV, SPY, SIZE, VO
13F-HR
Feb 14, 2022
000160658722000555
James Reed Financial Services, Inc. 13F Filings