James Reed Financial Services, Inc. 13F Holdings
CIK 0001911052 · CLEVELAND, OH
As of Sep 30, 2025, James Reed Financial Services, Inc. reported 17 positions worth
CIK 0001911052 · CLEVELAND, OH
As of Sep 30, 2025, James Reed Financial Services, Inc. reported 17 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 85,813 | $26.4M | 23.69% |
| ISHARES TR | — | — | 162,878 | $26.2M | 23.48% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 412,977 | $23.8M | 21.30% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 52,298 | 5.4M | 13.77% |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | — | 372,345 | 1.5M | 10.28% |
| MICROSOFT CORP | MSFT | Technology | 3,236 | .7M | 1.50% |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | AIQ | — | 29,577 | .5M | 1.31% |
| APPLE INC | AAPL | Technology | 4,455 | .1M | 1.02% |
| PROGRESSIVE CORP | PGR | Financial Services | 3,438 | $849.0K | 0.76% |
| NVIDIA CORP | NVDA | Technology | 4,521 | $843.5K | 0.76% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,672 | $527.4K | 0.47% |
| EXXON MOBIL CORP | XOM | Energy | 3,925 | $442.5K | 0.40% |
| 3M CO | MMM | Industrials | 2,494 | $387.0K | 0.35% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 2,500 | $301.3K | 0.27% |
| VANGUARD 500 INDEX FUND | VOO | — | 430 | $263.3K | 0.24% |
| AMGEN INC | AMGN | Healthcare | 902 | $254.5K | 0.23% |
| AMAZON.COM INC | AMZN | Equity | 957 | $210.1K | 0.19% |