$105 Million is the total value of James Reed Financial Services, Inc.'s 198 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD LARGE CAP ETFlarge cap etf | $26,552,000 | – | 120,137 | +100.0% | 25.21% | – |
| SPY | New | SPDR S P 500 ETFtr unit | $26,151,000 | – | 55,059 | +100.0% | 24.83% | – |
| SIZE | New | ISHARES TR EDGE MSCI USA SIZE FACTOR ETFmsci usa sze ft | $24,121,000 | – | 175,739 | +100.0% | 22.91% | – |
| VO | New | VANGUARD MIDCAP ETFmid cap etf | $7,721,000 | – | 30,309 | +100.0% | 7.33% | – |
| LIT | New | GLOBAL X FDS GLOBALlithium btry etf | $5,468,000 | – | 129,141 | +100.0% | 5.19% | – |
| VB | New | VANGUARD SMALLCAP ETFsmall cp etf | $4,651,000 | – | 20,582 | +100.0% | 4.42% | – |
| CUT | New | Invesco MSCI Global Timber ETFmsci gbl timbr | $1,601,000 | – | 35,360 | +100.0% | 1.52% | – |
| ARKK | New | ARK INNOVATION ETFinnovation etf | $1,519,000 | – | 16,063 | +100.0% | 1.44% | – |
| AAPL | New | APPLE COMPUTER INC. | $1,020,000 | – | 5,749 | +100.0% | 0.97% | – |
| MSFT | New | MICROSOFT CORP | $836,000 | – | 2,487 | +100.0% | 0.79% | – |
| PGR | New | PROGRESSIVE CORP | $386,000 | – | 3,770 | +100.0% | 0.37% | – |
| FSK | New | Fs Kkr Cap Corp Com | $331,000 | – | 15,828 | +100.0% | 0.31% | – |
| JPM | New | J P MORGAN CHASE CO Com | $257,000 | – | 1,625 | +100.0% | 0.24% | – |
| PH | New | PARKER HANNIFIN CORP | $236,000 | – | 745 | +100.0% | 0.22% | – |
| UPS | New | UNITED PARCEL SVCcl b | $214,000 | – | 999 | +100.0% | 0.20% | – |
| AMD | New | ADVANCED MICRO DEVICES Inc | $183,000 | – | 1,275 | +100.0% | 0.17% | – |
| JNJ | New | JOHNSON JOHNSON | $149,000 | – | 872 | +100.0% | 0.14% | – |
| MCD | New | McDONALD S CORP | $146,000 | – | 548 | +100.0% | 0.14% | – |
| XOM | New | EXXON MOBIL CORP COM | $137,000 | – | 2,249 | +100.0% | 0.13% | – |
| GOOG | New | GOOGLE INC CL Ccap stk cl c | $119,000 | – | 410 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY CL Bcl b new | $119,000 | – | 400 | +100.0% | 0.11% | – |
| AMGN | New | AMGEN | $110,000 | – | 491 | +100.0% | 0.10% | – |
| NVDA | New | NVIDIA CORP Com | $102,000 | – | 350 | +100.0% | 0.10% | – |
| NEOG | New | NEOGEN CORP COM | $92,000 | – | 2,043 | +100.0% | 0.09% | – |
| BX | New | BLACKSTONE GROUP L P | $92,000 | – | 1,803 | +100.0% | 0.09% | – |
| DOW | New | DOW CHEMICAL | $91,000 | – | 1,606 | +100.0% | 0.09% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COM | $91,000 | – | 1,066 | +100.0% | 0.09% | – |
| BA | New | BOEING COMPANY | $91,000 | – | 455 | +100.0% | 0.09% | – |
| GLD | New | SPDR GOLD TR | $89,000 | – | 524 | +100.0% | 0.08% | – |
| KEY | New | KEYCORP | $85,000 | – | 3,689 | +100.0% | 0.08% | – |
| DD | New | DUPONT | $82,000 | – | 1,018 | +100.0% | 0.08% | – |
| MSM | New | MSC INDL DIRECT INC Cl Acl a | $81,000 | – | 971 | +100.0% | 0.08% | – |
| RPM | New | RPM INC. OHIO | $74,000 | – | 735 | +100.0% | 0.07% | – |
| VZ | New | VERIZON COMMUNICATIONS COM | $72,000 | – | 1,400 | +100.0% | 0.07% | – |
| HON | New | HONEYWELL | $70,000 | – | 340 | +100.0% | 0.07% | – |
| PHM | New | PULTE GROUP INC COM | $64,000 | – | 1,135 | +100.0% | 0.06% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFGsponsored ads | $62,000 | – | 517 | +100.0% | 0.06% | – |
| PFE | New | PFIZER INC | $55,000 | – | 937 | +100.0% | 0.05% | – |
| PG | New | PROCTER GAMBLE CO | $53,000 | – | 327 | +100.0% | 0.05% | – |
| APD | New | AIR PRODS CHEMS INC COM | $52,000 | – | 172 | +100.0% | 0.05% | – |
| EEFT | New | EURONET WORLDWIDE INC | $52,000 | – | 444 | +100.0% | 0.05% | – |
| IP | New | POWERSHARES QQQ Tr Unit Ser 1 | $52,000 | – | 355 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INC Cl Acl a | $48,000 | – | 144 | +100.0% | 0.05% | – |
| CTVA | New | CORTEVA INC COM | $48,000 | – | 1,016 | +100.0% | 0.05% | – |
| CMI | New | CUMMINS ENGINE CO | $47,000 | – | 217 | +100.0% | 0.04% | – |
| GM | New | GENERAL MTRS CO Com | $45,000 | – | 781 | +100.0% | 0.04% | – |
| SOXX | New | ISHARES TR PHLX SEMICONDUCTOR ETFishares semicdtr | $45,000 | – | 84 | +100.0% | 0.04% | – |
| CARR | New | CARRIER GLOBE CORP COM | $43,000 | – | 800 | +100.0% | 0.04% | – |
| FITB | New | FIFTH THIRD BANCORP | $42,000 | – | 980 | +100.0% | 0.04% | – |
| IYW | New | ISHARES TR DOW JONES US TECHNOLOGY ETFu.s. tech etf | $41,000 | – | 358 | +100.0% | 0.04% | – |
| EL | New | LAUDER ESTEE COS. INC. CL Acl a | $41,000 | – | 166 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC. | $40,000 | – | 61 | +100.0% | 0.04% | – |
| TJX | New | TJX COS INC NEW COM | $37,000 | – | 500 | +100.0% | 0.04% | – |
| WM | New | WASTE MNGT INC Com | $37,000 | – | 225 | +100.0% | 0.04% | – |
| WMT | New | WAL MART | $35,000 | – | 241 | +100.0% | 0.03% | – |
| New | FLAHERTY CRUMRINE DYNAMIC PFD INCOME FUND | $35,000 | – | 1,288 | +100.0% | 0.03% | – | |
| BKNG | New | BOOKINGS HOLDINGS INC COM | $35,000 | – | 15 | +100.0% | 0.03% | – |
| HIG | New | HARTFORD FINL SVCS | $34,000 | – | 497 | +100.0% | 0.03% | – |
| UMC | New | UNITED MICROELECTRONICS CORPspon adr new | $34,000 | – | 2,917 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP COM | $34,000 | – | 400 | +100.0% | 0.03% | – |
| ARKQ | New | ARK AUTONOMOUS TECHNOLOGY ROBOTICS ETFautnmus technlgy | $33,000 | – | 441 | +100.0% | 0.03% | – |
| XLK | New | TECHNOLOGY SELECT SECTOR SPDR ETFtechnology | $32,000 | – | 188 | +100.0% | 0.03% | – |
| IWY | New | ISHARES TR RUSSELL 200 GROWTH INDEX FUNDrus tp200 gr etf | $29,000 | – | 173 | +100.0% | 0.03% | – |
| IDRV | New | ISHARES TR SELF DRIVING EV AND TECH ETFself drivng ev | $28,000 | – | 523 | +100.0% | 0.03% | – |
| MGK | New | VANGUARD WORLD FD MEGA CAP 300 GROWTHmega grwth ind | $28,000 | – | 109 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC Cl A | $27,000 | – | 16 | +100.0% | 0.03% | – |
| ARKG | New | ARK ETF GENOMIC MULTI SECTORgenomic rev etf | $27,000 | – | 441 | +100.0% | 0.03% | – |
| XYL | New | XYLEM INC COM | $26,000 | – | 217 | +100.0% | 0.02% | – |
| MGC | New | VANGUARD WORLD MEGA CAP INDEX FUND ETFmega cap index | $26,000 | – | 156 | +100.0% | 0.02% | – |
| DRI | New | DARDEN RESTAURANTS INC Com | $26,000 | – | 175 | +100.0% | 0.02% | – |
| OGE | New | OGE ENERGY CORP | $25,000 | – | 672 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP. | $23,000 | – | 450 | +100.0% | 0.02% | – |
| RACE | New | FERRARI N V Shs Isin nl0011585146 | $23,000 | – | 89 | +100.0% | 0.02% | – |
| SWKS | New | SKYWORKDS SOLUTIONS INC COM | $22,000 | – | 145 | +100.0% | 0.02% | – |
| PNC | New | PNC BANK | $21,000 | – | 104 | +100.0% | 0.02% | – |
| MAR | New | MARRIOTT INTL UNC CLl Acl a | $21,000 | – | 133 | +100.0% | 0.02% | – |
| IBM | New | IBM | $21,000 | – | 160 | +100.0% | 0.02% | – |
| T | New | A T T INC COM | $20,000 | – | 849 | +100.0% | 0.02% | – |
| FE | New | FIRST ENERGY CORP | $18,000 | – | 454 | +100.0% | 0.02% | – |
| ARKF | New | ARK FINTECH INNOVATION ETFfintech innova | $18,000 | – | 460 | +100.0% | 0.02% | – |
| IEME | New | ISHARES TR EVOLVED US MEDIA ENTERTAINMENT ETFmedia entrnmnt | $17,000 | – | 525 | +100.0% | 0.02% | – |
| STE | New | STERIS CORP. | $17,000 | – | 70 | +100.0% | 0.02% | – |
| ABT | New | ABBOTT LABS | $16,000 | – | 118 | +100.0% | 0.02% | – |
| LH | New | LABORATORY CORP AMERICAN HOLDINGS COM | $15,000 | – | 50 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC | $15,000 | – | 75 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC COM | $14,000 | – | 65 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $14,000 | – | 200 | +100.0% | 0.01% | – |
| DGX | New | QUEST DIAGNOSTICS INC COM | $14,000 | – | 81 | +100.0% | 0.01% | – |
| DEO | New | DIAGEO PLC SPONSORED ADRspon adr new | $14,000 | – | 65 | +100.0% | 0.01% | – |
| UAL | New | UNITED CONTINENTAL HOLDINGS INC COM | $13,000 | – | 300 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC COM | $13,000 | – | 98 | +100.0% | 0.01% | – |
| FIW | New | FIRST TR FD WTR ETFwtr etf | $12,000 | – | 136 | +100.0% | 0.01% | – |
| PIO | New | POWERSHARES EXCHANGE TRADED FD TR II GLOBAL WATERglobal water | $12,000 | – | 299 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARRIBBEAN CRUISES LTD | $12,000 | – | 167 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORPORATION | $12,000 | – | 162 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INC CLASS Acl a | $12,000 | – | 68 | +100.0% | 0.01% | – |
| ITT | New | ITT INDUSTRIES INC | $11,000 | – | 108 | +100.0% | 0.01% | – |
| CVX | New | CHEVRONTEXACO CORP | $11,000 | – | 100 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA ENERGY COM | $11,000 | – | 85 | +100.0% | 0.01% | – |
| KO | New | COCA COLA COMPANY | $11,000 | – | 186 | +100.0% | 0.01% | – |
| TTD | New | THE TRADE DESK INC COM CLASS A | $11,000 | – | 130 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIRLINES INC Com New | $11,000 | – | 300 | +100.0% | 0.01% | – |
| SHOP | New | SHOPIFY INC CLASS Acl a | $9,000 | – | 7 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $10,000 | – | 101 | +100.0% | 0.01% | – |
| CIT | New | CIT GROUP INC NEW | $9,000 | – | 182 | +100.0% | 0.01% | – |
| IZRL | New | ISRAEL INNOVATIVE TECHNOLOGY ETFisrael inovate | $9,000 | – | 322 | +100.0% | 0.01% | – |
| NET | New | CLOUDFLARE INC CLASS A | $9,000 | – | 76 | +100.0% | 0.01% | – |
| ARKW | New | ARK NEXT GENERATION INTERNET ETFnext gnrtn inter | $8,000 | – | 68 | +100.0% | 0.01% | – |
| COIN | New | COINBASE GLOBAL INC COM Cl A | $8,000 | – | 35 | +100.0% | 0.01% | – |
| ERTH | New | INVESCO CLEANTECH ETFinvesco msci | $8,000 | – | 129 | +100.0% | 0.01% | – |
| RYN | New | RAYONIER INC COM | $8,000 | – | 222 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER REIT COM | $8,000 | – | 29 | +100.0% | 0.01% | – |
| TENB | New | TENABLE HOLDINGS INC COM | $7,000 | – | 130 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC COM | $7,000 | – | 184 | +100.0% | 0.01% | – |
| HTOO | New | FUSION FUEL GREEN PLC CL Acl a | $7,000 | – | 947 | +100.0% | 0.01% | – |
| CMCSA | New | COMCAST CORP Class Acl a | $7,000 | – | 142 | +100.0% | 0.01% | – |
| V | New | VISA INC COM CL A | $6,000 | – | 29 | +100.0% | 0.01% | – |
| EML | New | EASTERN CO Com | $6,000 | – | 246 | +100.0% | 0.01% | – |
| APPN | New | APPIAN CORP CLASS Acl a | $6,000 | – | 100 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORP Com | $6,000 | – | 300 | +100.0% | 0.01% | – |
| VMC | New | VULCAN MATERIALS CO COM | $6,000 | – | 29 | +100.0% | 0.01% | – |
| DIS | New | DISNEY | $6,000 | – | 39 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $5,000 | – | 100 | +100.0% | 0.01% | – |
| CVS | New | CVS CORP COM | $5,000 | – | 50 | +100.0% | 0.01% | – |
| LTC | New | LTC PPTYS INC COM | $5,000 | – | 156 | +100.0% | 0.01% | – |
| PBW | New | INVESCO TR WILDERHILL CLEAN ENERGY ETFwilderhil clan | $5,000 | – | 79 | +100.0% | 0.01% | – |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRsponsored adr | $5,000 | – | 140 | +100.0% | 0.01% | – |
| NUS | New | NU SKIN ENTERPRISES INC CLASS Acl a | $5,000 | – | 100 | +100.0% | 0.01% | – |
| New | GENERAL ELECTRIC | $5,000 | – | 62 | +100.0% | 0.01% | – | |
| F | New | FORD | $5,000 | – | 245 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS COMPANY | $5,000 | – | 15 | +100.0% | 0.01% | – |
| TFSL | New | TFS FIN L CORP COM | $5,000 | – | 300 | +100.0% | 0.01% | – |
| TSLA | New | TESLA INC | $5,000 | – | 5 | +100.0% | 0.01% | – |
| LHX | New | L3hHARRIS TECHNOLOGIES INC COM | $4,000 | – | 22 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCK S CORP | $4,000 | – | 37 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC COM | $4,000 | – | 35 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP COM | $4,000 | – | 65 | +100.0% | 0.00% | – |
| HWM | New | HOWMET AEROSPACE INC COM | $3,000 | – | 116 | +100.0% | 0.00% | – |
| AMZN | New | AMAZON COM INC | $3,000 | – | 1 | +100.0% | 0.00% | – |
| S | New | SentinelOne Inc.cl a | $3,000 | – | 73 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC COM | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| PRU | New | PRUDENTIAL FIN L INC. | $3,000 | – | 31 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDS INC COM | $3,000 | – | 20 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP COM | $3,000 | – | 46 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC COM | $3,000 | – | 17 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGER TR ALTERNATIVE HARVESTetfmg altr hrvst | $3,000 | – | 294 | +100.0% | 0.00% | – |
| ISRG | New | INTUITIVE SURGICAL INC COM | $2,000 | – | 6 | +100.0% | 0.00% | – |
| IS | New | IRONSOURCE LTD REGISTERED SHARES | $2,000 | – | 300 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COM | $2,000 | – | 117 | +100.0% | 0.00% | – | |
| RDWR | New | RADWARE LTD COMord | $2,000 | – | 64 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORKS INC COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC. | $1,000 | – | 14 | +100.0% | 0.00% | – |
| BLOK | New | AMPLIFY ETF TRANSFORMATION DATA SHARINGblockchain ldr | $1,000 | – | 33 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECHNOLOGIES LTD SHRSord | $1,000 | – | 15 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACATION WORLDWIDE CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| QRVO | New | QORVO INC COM | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ABB | New | ABB LTD SPONSORED ADRsponsored adr | $1,000 | – | 33 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC Com New | $1,000 | – | 45 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COM | $1,000 | – | 84 | +100.0% | 0.00% | – |
| HBI | New | HANES BRANDS INC Com | $1,000 | – | 112 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORP ADRsponsored adr | $1,000 | – | 272 | +100.0% | 0.00% | – |
| SITC | New | SITE CENTER CORP COM | $1,000 | – | 110 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC COM | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO. | $1,000 | – | 30 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC COM | $1,000 | – | 14 | +100.0% | 0.00% | – |
| DGRW | New | WISDOMTREE TR US QUALITY DIVID GROWTH FDus qtly div grt | $1,000 | – | 23 | +100.0% | 0.00% | – |
| HVBT | New | HIVE BLOCKCHAIN TECHNOLOGIES LTD COM | $1,000 | – | 481 | +100.0% | 0.00% | – |
| CRWS | New | CROWN CRAFTS INC COM | $0 | – | 40 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC INC COM | $0 | – | 29 | +100.0% | 0.00% | – |
| ATVI | New | ACTVISION BLIZZARD INC COM | $0 | – | 4 | +100.0% | 0.00% | – |
| RVI | New | RETAIL VALUE INC COM | $0 | – | 11 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON CO | $0 | – | 3 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INC CLASS Acl a | $0 | – | 5 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP COM | $0 | – | 22 | +100.0% | 0.00% | – | |
| PAE | New | PAE INC CLASS A | $0 | – | 55 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INC CL Acl a | $0 | – | 1 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR Cl Ccl c | $0 | – | 17 | +100.0% | 0.00% | – |
| EXEL | New | EXELIXIS INC COM | $0 | – | 50 | +100.0% | 0.00% | – |
| NKE | New | NIKE INC CLASS Bcl b | $0 | – | 1 | +100.0% | 0.00% | – |
| ESPO | New | VANECK VECTORS ETF TR VIDEO GAMING ESPORTSvideo gmng esprt | $0 | – | 11 | +100.0% | 0.00% | – |
| VXF | New | VANGUARD INDEX MARKET FUND ETFextend mkt etf | $0 | – | 2 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD LG GROWTH ETFgrowth etf | $0 | – | 2 | +100.0% | 0.00% | – |
| VRTV | New | Veritiv Corp Com | $0 | – | 8 | +100.0% | 0.00% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC COM | $0 | – | 22 | +100.0% | 0.00% | – |
| WAB | New | WABTEC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC. COM | $0 | – | 25 | +100.0% | 0.00% | – |
| CROX | New | CROCS INC COM | $0 | – | 2 | +100.0% | 0.00% | – |
| WKHS | New | WORKHORSE GROUP INC COM | $0 | – | 105 | +100.0% | 0.00% | – |
| LWAY | New | LIFEAWAY FOODS INC COM | $0 | – | 50 | +100.0% | 0.00% | – |
| SPXL | New | DEREXION SHARES ETF S P BULL 3x Sh Sdrx s&p500bull | $0 | – | 2 | +100.0% | 0.00% | – |
| PLL | New | PIEDMONT LITHIUM LTD | $0 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD LARGE CAP ETF | 4 | Q3 2022 | 28.2% |
| ISHARES TR EDGE MSCI USA SIZE FACTOR ETF | 4 | Q3 2022 | 26.7% |
| SPDR SP 500 ETF | 4 | Q3 2022 | 27.8% |
| VANGUARD MIDCAP ETF | 4 | Q3 2022 | 8.8% |
| VANGUARD SMALLCAP ETF | 4 | Q3 2022 | 5.0% |
| APPLE COMPUTER INC. | 4 | Q3 2022 | 1.2% |
| ARK INNOVATION ETF | 4 | Q3 2022 | 1.4% |
| MICROSOFT CORP | 4 | Q3 2022 | 0.9% |
| PROGRESSIVE CORP | 4 | Q3 2022 | 0.7% |
| Fs Kkr Cap Corp Com | 4 | Q3 2022 | 0.4% |
View James Reed Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-14 |
View James Reed Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.