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Asset Manager ← All Institutions

James Reed Financial Services, Inc.

5885 LANDERBROOK DRIVE SUITE 110, CLEVELAND, OH 44124 • 2164642090

Q3 2025 · Filed 2025-10-16

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$112M

+1.2%

Holdings

-1

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

97.9%

Turnover

5.6%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
VV	23.69%	23.47%	+0.22%	$26M
JEPQ	21.30%	21.12%	+0.18%	$24M
AAPL	1.02%	0.87%	+0.15%	$1M
JPM	0.47%	0.36%	+0.12%	$527K
MSFT	1.50%	1.44%	+0.06%	$2M
AIQ	1.31%	1.28%	+0.03%	$1M
VONG	0.27%	0.25%	+0.02%	$301K
VOO	0.24%	0.22%	+0.01%	$263K
MMM	0.35%	0.34%	+0.00%	$387K

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
FSK	0.00%	0.30%	-0.30%	$0
CGGE	10.28%	10.48%	-0.20%	$11M
PGR	0.76%	0.83%	-0.07%	$849K
NVDA	0.76%	0.81%	-0.06%	$844K
XOM	0.40%	0.45%	-0.06%	$443K
VO	13.77%	13.83%	-0.06%	$15M
SIZE	23.48%	23.51%	-0.03%	$26M
AMZN	0.19%	0.21%	-0.02%	$210K
AMGN	0.23%	0.23%	-0.00%	$255K

Sector Allocation Over Time

Industry Breakdown

Industry	Weight
Financial Services	96.2%
Technology	2.7%
Industrials	0.3%
Energy	0.3%
Healthcare	0.3%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	8	$20M	18.3%
Large Cap	6	$52M	46.6%
Mid Cap	2	$1M	1.3%
Small Cap	2	$38M	33.8%

Portfolio Analytics

Avg Market Cap

$1.1T

Median Market Cap

$149.9B

Avg P/E

25.4

Median P/E

25.6

Avg Dividend Yield

0.04%

Avg Beta

1.00

# Stocks

# ETFs / Funds

Top Holdings (18 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VV	23.69%	85,813	$26M	$307.86	$553K	-4,847	-5.3%
2	SIZE	23.48%	162,878	$26M	$160.78	$283K	-4,745	-2.8%
3	JEPQ	21.30%	412,977	$24M	$57.52	$484K	-14,790	-3.5%
4	VO	13.77%	52,298	$15M	$293.74	$123K	-2,161	-4.0%
5	CGGE	10.28%	372,345	$11M	$30.79	-$80K	-23,133	-5.8%
6	MSFT	1.50%	3,236	$2M	$517.95	$84K	+35	+1.1%
7	AIQ	1.31%	29,577	$1M	$49.39	$49K	-2,726	-8.4%
8	AAPL	1.02%	4,455	$1M	$254.63	$174K	-225	-4.8%
9	PGR	0.76%	3,438	$849K	$246.95	-$70K	-7	-0.2%
10	NVDA	0.76%	4,521	$844K	$186.58	-$54K	-1,163	-20.5%
11	JPM	0.47%	1,672	$527K	$315.43	$136K	+321	+23.8%
12	XOM	0.40%	3,925	$443K	$112.75	-$58K	-722	-15.5%
13	MMM	0.35%	2,494	$387K	$155.18	$7K	—	—
14	VONG	0.27%	2,500	$301K	$120.50	$28K	—	—
15	VOO	0.24%	430	$263K	$612.38	$19K	—	—
16	AMGN	0.23%	902	$255K	$282.20	-$95	-10	-1.1%
17	AMZN	0.19%	957	$210K	$219.57	-$16K	-74	-7.2%
18	FSK	—%	—	—	—	-$328K	-15,828	-100.0%	SOLD

Sold Out Positions

Symbol	Value	% Port
FSK	—	—%

View SEC EDGAR Filings for James Reed Financial Services, Inc. →