HoldingsChannel.com
James Reed Financial Services Inc. Top Holdings
As of  09/30/2022, below is a summary of the James Reed Financial Services Inc. top holdings by largest position size, as per the latest 13f filing made by James Reed Financial Services Inc.. In the James Reed Financial Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by James Reed Financial Services Inc. in that top holding, then the share count change between reporting periods, and finally the James Reed Financial Services Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD LARGE CAP ETF (VV) 115,199 -1,802 $18,841
     VV115,199-1,802$18,841
ISHARES TR EDGE MSCI USA SIZE FACTOR ETF (SIZE) 171,012 -2,510 $17,826
     SIZE171,012-2,510$17,826
VICTORY PORTFOLIOS II VICTORYSHSARES US EQ INCOME 297,229 -3,402 $17,643
     CDC297,229-3,402$17,643
VANGUARD MIDCAP ETF (VO) 31,169 +525 $5,859
     VO31,169+525$5,859
VANGUARD SMALLCAP ETF (VB) 19,596 -364 $3,349
     VB19,596-364$3,349
APPLE COMPUTER INC. 5,759 UNCH $795
     AAPL5,759UNCH$795
MICROSOFT CORP 2,653 +166 $617
     MSFT2,653+166$617
ARK INNOVATION ETF (ARKK) 15,242 -552 $575
     ARKK15,242-552$575
PROGRESSIVE CORP 3,770 UNCH $438
     PGR3,770UNCH$438
3M CO Com 2,993 UNCH $330
     MMM2,993UNCH$330
Fs Kkr Cap Corp Com 15,828 UNCH $268
     FSK15,828UNCH$268

See Full List: All Stocks Held By James Reed Financial Services Inc.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By James Reed Financial Services Inc.

Size ($ in 1000's)
At 09/30/2022: $66,794
At 06/30/2022: $72,144

James Reed Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from James Reed Financial Services Inc. 13F filings. Link to 13F filings: SEC filings

James Reed Financial Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.