StockDriftsStockDriftsTop 17 James Reed Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SIZE | ISHARES TR | 22.63% | 164.0K | $26.1M | -2.82%(-4.77K) | $149.12(+14.68%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 22.18% | 85.7K | $25.6M | -4.71%(-4.24K) | $268.82(+26.96%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 20.25% | 421.3K | $23.4M | -4.22%(-18.56K) | $55.60(+7.71%) | 2026-03-31 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 15.48% | 586.1K | $17.9M | -2.09%(-12.50K) | $28.94(+16.85%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 12.97% | 52.2K | $15.0M | -3.68%(-1.99K) | $66.28(+16.23%) | 2026-03-31 | |
| AIQ | GLOBAL X FDS | 1.23% | 30.4K | $1.4M | -7.47%(-2.46K) | $39.41(+57.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.05% | 3.3K | $1.2M | -0.46%(-15) | $428.15(-5.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.98% | 4.5K | $1.1M | -6.86%(-329) | $234.56(+27.42%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.68% | 4.5K | $783K | -14.77%(-778) | $137.30(+64.48%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 0.59% | 3.4K | $682K | +0.00%(+0) | $246.96(-20.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.57% | -28.47% |
| Top 20 Holdings Unweighted | -8.20% | -22.65% |
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