James Reed Financial Services, Inc. - Portfolio overview

James Reed Financial Services, Inc. has 17 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SIZE - ISHARES TR, 22.63%
2. VV - VANGUARD INDEX FDS, 22.18%
3. JEPQ - J P MORGAN EXCHANGE TRADED F, 20.25%

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

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