Paul R. Ried Financial Group, LLC - Portfolio overview

Paul R. Ried Financial Group, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SETM - SPROTT FDS TR, 15.42%
2. MFSV - MFS ACTIVE EXCHANGE TRADED F, 11.90%
3. GSIE - GOLDMAN SACHS ETF TR, 9.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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