PR

Paul R. Ried Financial Group, LLC

13F
Paul R. Ried Financial Group, LLC
Last update 2025-04-29 29 Stocks (1 new)
Value $144.00 Mil Turnover 4 %
Countries:
Top Holdings: MSFT(14.09%)SETM(11.70%)GSIE(11.12%)GSLC(10.05%)GLTR(9.98%)
Summary Stock Picks Current Portfolio
Paul R. Ried Financial Group, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
53,871
20,222.7
-4.47%
14.090
-0.75%
0.000
+38.00%
+20.34%
3,755,441.4
Software
SETM
Sprott Critical Materials ETF
1,189,220
16,803.7
+15.22%
11.700
+1.55%
47.380
+53.62%
+38.02%
62.2
 
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
447,655
15,958.9
+0.84%
11.120
+0.09%
0.430
+11.36%
+21.39%
4,089.6
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
131,136
14,435.5
+2.06%
10.050
+0.20%
0.120
+19.01%
+7.79%
14,048.2
 
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
110,717
14,334.5
-4.10%
9.980
-0.36%
1.090
+9.02%
+33.21%
1,524.8
 
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
201,911
12,807.2
+4.81%
8.920
+0.41%
2.490
+18.28%
+1.74%
591.0
 
AAPL
Apple Inc
44,904
9,974.6
+0.38%
6.950
+0.03%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
QUS
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
62,300
9,761.9
+5.43%
6.800
+0.35%
0.660
+10.97%
+6.68%
1,567.8
 
AVGV
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
55,505
3,373.1
+40.36%
2.350
+0.68%
2.640
+15.51%
+10.78%
146.3
 
GLDM
SPDR Gold MiniShares Trust
54,193
3,354.0
-6.06%
2.340
-0.13%
0.020
+1.66%
+30.72%
16,463.4
 

Paul R. Ried Financial Group, LLC's Historical Top Holdings Breakdowns

Paul R. Ried Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SETM
Sprott Critical Materials ETF
2025-03-31
Add
Add
+1.55%
●
14.13 ($15.42) 16.33
$20.80
34.89%
Add 15.22%
1,189,220
157,120
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.75%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -4.47%
53,871
-2,523
AVGV
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
2025-03-31
Add
Add
+0.68%
●
59.62 ($62.12) 63.97
$66.80
7.54%
Add 40.36%
55,505
15,959
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.43%
●
190.26 ($217) 242.06
$227.47
4.82%
Add 41.39%
10,993
3,218
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
2025-03-31
Add
Add
+0.41%
●
62.28 ($68.09) 71.92
$69.94
2.72%
Add 4.81%
201,911
9,263
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
2025-03-31
Reduce
Reduce
-0.36%
●
111.19 ($119.99) 129.47
$146.26
21.89%
Reduce -4.1%
110,717
-4,737
QUS
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
2025-03-31
Add
Add
+0.35%
●
152.57 ($158.73) 163.65
$164.17
3.43%
Add 5.43%
62,300
3,206
AVDE
Avantis International Equity ETF
2025-03-31
Add
Add
+0.26%
●
60.63 ($65.05) 68.55
$74.65
14.76%
Add 13.9%
46,235
5,641
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.20%
●
108.02 ($115.65) 120.45
$123.44
6.74%
Add 2.06%
131,136
2,644
GLD
SPDR Gold Shares ETF
2025-03-31
New Buy
New Buy
+0.16%
●
243.19 ($264.45) 288.14
$316.10
19.53%
New holding
784
784

Paul R. Ried Financial Group, LLC Total Holding History ($B)

To

Paul R. Ried Financial Group, LLC's Asset Allocation

To

Paul R. Ried Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Paul R. Ried Financial Group, LLC's Hypothetical Growth since 2025-03-31

Paul R. Ried Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Paul R. Ried Financial Group, LLC's Holdings Heat Map

Size field:

Paul R. Ried Financial Group, LLC's Holdings Bubble Chart

Paul R. Ried Financial Group, LLC News

  • 1

Discussions on Paul R. Ried Financial Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.