James Reed Financial Services, Inc.
James Reed Financial Services, Inc. is a registered investment adviser headquartered in Cleveland, Ohio, serving primarily individual clients, including high-net-worth individuals and pension plans. Founded in Ohio, the firm has 12 employees, 100% of whom are investment professionals. Its clients are predominantly U.S. persons and it manages more than 1,150 discretionary accounts.
Investment Strategy
James Reed Financial Services, Inc. employs a discretionary, client-focused investment strategy with significant assets allocated to diversified index ETFs (such as large cap, mid cap, and global equity funds) and selective direct holdings in large-cap technology and financial stocks. The firm prioritizes broad market exposure for long-term growth and risk management, with particular attention to aligning investment choices to individual client objectives.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 23.69% | $26.4M | 85,813 | $270.76 | $307.86 | +$553.1K |
S SIZE | ISHARES TR | 23.48% | $26.2M | 162,878 | $148.81 | $160.78 | +$283.1K |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 21.30% | $23.8M | 412,977 | $56.23 | $57.52 | +$483.9K |
V VO | VANGUARD INDEX FDS | 13.77% | $15.4M | 52,298 | $264.80 | $293.74 | +$122.6K |
C CGGE | CAPITAL GROUP GLOBAL EQUITY | 10.28% | $11.5M | 372,345 | $29.19 | $30.79 | -$79.5K |