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
+33.94%
+18.80%
3,707,650.2
Software
SETM
Sprott Critical Materials ETF
1,189,220
16,803.7
+15.22%
11.700
+1.55%
47.380
+33.21%
+18.71%
49.7
 
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
+14.61%
+21.40%
4,089.9
 
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
+16.41%
+7.31%
13,991.6
 
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
+10.98%
+27.45%
1,427.4
 
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
+17.46%
+2.76%
607.6
 
AAPL
Apple Inc
44,904
9,974.6
+0.38%
6.950
+0.03%
0.000
+5.24%
-14.52%
3,189,545.6
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
+8.63%
+6.93%
1,597.8
 
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
+15.37%
+10.38%
145.8
 
GLDM
SPDR Gold MiniShares Trust
54,193
3,354.0
-6.06%
2.340
-0.13%
0.020
+7.31%
+27.02%
15,906.6
 

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
$17.89
16.02%
Add 15.22%
1,189,220
157,120
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.75%
●
375.39 ($407.71) 447.2
$498.84
22.35%
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
$66.56
7.15%
Add 40.36%
55,505
15,959
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.43%
●
190.26 ($217) 242.06
$223.41
2.95%
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
$70.64
3.75%
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
$139.94
16.63%
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
$164.55
3.67%
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
$74.21
14.08%
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
$122.89
6.26%
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
$307.14
16.14%
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

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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

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

Paul R. Ried Financial Group, LLC News

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