Paul R. Ried Financial Group, LLC Top Holdings and 13F Report (2025) About Paul R. Ried Financial Group, LLCInvestment ActivityPaul R. Ried Financial Group, LLC has $142.58 million in total holdings as of December 31, 2024.Paul R. Ried Financial Group, LLC owns shares of 30 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Microsoft $23,770,301Sprott Energy Transition Materials ETF $15,553,750Goldman Sachs ActiveBeta International Equity ETF $14,799,895Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $14,799,808Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF $13,317,794 Sector AllocationMap of 500 Largest Holdings ofPaul R. Ried Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$23,770,30156,39416.7%Computer and TechnologySETMSprott Energy Transition Materials ETF$15,553,7501,032,10010.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$14,799,895443,90810.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$14,799,808128,49210.4%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$13,317,794192,6489.3%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$12,676,849115,4548.9%ETFAAPLApple$11,202,68144,7357.9%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$9,150,74059,0946.4%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$3,161,28453,9102.2%ETFGLDMSPDR Gold MiniShares Trust$2,999,19957,6882.1%FinanceBABoeing$2,748,10215,5261.9%AerospaceAVDEAvantis International Equity ETF$2,491,25440,5941.7%ETFAVGVAvantis All Equity Markets Value ETF$2,411,59839,5461.7%ETFSBUXStarbucks$1,976,56621,6611.4%Retail/WholesaleIWBiShares Russell 1000 ETF$1,863,3735,7841.3%ETFAMZNAmazon.com$1,705,7577,7751.2%Retail/WholesaleCOSTCostco Wholesale$1,590,4051,7351.1%Retail/WholesaleAVSCAvantis U.S. Small Cap Equity ETF$1,249,02522,9760.9%ETFSIVRAberdeen Standard Physical Silver Shares ETF$1,025,33737,1900.7%ETFIQSINYLI Candriam ESG International Equity ETF$637,98622,3650.4%ManufacturingIQSUNYLI Candriam ESG U.S. Large Cap Equity ETF$632,33113,0620.4%ManufacturingORCLOracle$499,9203,0000.4%Computer and TechnologyNVDANVIDIA$478,0723,5600.3%Computer and TechnologyMETAMeta Platforms$345,4515900.2%Computer and TechnologyJPMJPMorgan Chase & Co.$297,0011,2390.2%FinanceVVisa$274,3238680.2%Business ServicesAVLVAvantis U.S. Large Cap Value ETF$271,8484,0710.2%ETFAVUSAvantis U.S. Equity ETF$219,4502,2640.2%ETFSPYSPDR S&P 500 ETF Trust$218,6083730.2%FinanceBRK.BBerkshire Hathaway$209,8694630.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
