Paul R. Ried Financial Group, LLC Portfolio Holdings

Paul R. Ried Financial Group, LLC

  • $143 Billion
  • Q4 2024

Paul R. Ried Financial Group, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.8B, Sprott Fds Tr with a value of $15.6B, Goldman Sachs ETF Tr Activebet with a value of $14.8B, Goldman Sachs ETF Tr Activebet with a value of $14.8B, and Goldman Sachs ETF Tr Activebet with a value of $13.3B.

Examining the 13F form we can see an increase of $143B in the current position value.

Paul R. Ried Financial Group, LLC is based out at Bellevue, WA

Below you can find more details about Paul R. Ried Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $78 Billion
Technology: $36 Billion
Consumer Cyclical: $3.68 Billion
Industrials: $2.75 Billion
Consumer Defensive: $1.59 Billion
Financial Services: $781 Million
Communication Services: $345 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31T
$23.8 Billion 16.67% of portfolio
56,394
Q4 2024 New
Sprott Fds Tr
-
$15.6 Billion 10.91% of portfolio
-
Q4 2024 New
$0
$14.8 Billion 10.38% of portfolio
443,908
Q4 2024 New
$0
$14.8 Billion 10.38% of portfolio
128,492
Q4 2024 New
$0
$13.3 Billion 9.34% of portfolio
192,648
Q4 2024 New
$1.38B
$12.7 Billion 8.89% of portfolio
115,454
Q4 2024 New
$3.58T
$11.2 Billion 7.86% of portfolio
44,735
Q4 2024 New
$0
$9.15 Billion 6.42% of portfolio
59,094
Q4 2024 New
$0
$3.16 Billion 2.22% of portfolio
53,910
Q4 2024 New
$8.06B
$3 Billion 2.1% of portfolio
57,688
Q4 2024 New
$105B
$2.75 Billion 1.93% of portfolio
15,526
Q4 2024 New
$0
$2.49 Billion 1.75% of portfolio
40,594
Q4 2024 New
American Centy ETF Tr
-
$2.41 Billion 1.69% of portfolio
-
Q4 2024 New
$113B
$1.98 Billion 1.39% of portfolio
21,661
Q4 2024 New
$0
$1.86 Billion 1.31% of portfolio
5,784
Q4 2024 New
$2.39T
$1.71 Billion 1.2% of portfolio
7,775
Q4 2024 New
$0
$1.25 Billion 0.88% of portfolio
22,976
Q4 2024 New
$1.43B
$1.03 Billion 0.72% of portfolio
37,190
Q4 2024 New
$0
$638 Million 0.45% of portfolio
22,365
Q4 2024 New
$0
$632 Million 0.44% of portfolio
13,062
Q4 2024 New
$495B
$500 Million 0.35% of portfolio
3,000
Q4 2024 New
$355B
$478 Million 0.34% of portfolio
3,560
Q4 2024 New
$1.46T
$345 Million 0.24% of portfolio
590
Q4 2024 New
$777B
$297 Million 0.21% of portfolio
1,239
Q4 2024 New
$0
$272 Million 0.19% of portfolio
4,071
Q4 2024 New
$540B
$274 Million 0.19% of portfolio
868
Q4 2024 New
$0
$219 Million 0.15% of portfolio
373
Q4 2024 New
$0
$219 Million 0.15% of portfolio
2,264
Q4 2024 New
$603B
$210 Million 0.15% of portfolio
463
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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