Paul R. Ried Financial Group, LLC - Q12026 Holdings
Paul R. Ried Financial Group, LLC holds 41 stocks with a total portfolio value of $ 215.1M as of Q12026. In Q12026, Paul R. Ried Financial Group, LLC added 3 new positions, increased stakes in 18 stocks, reduced 17 holdings, and fully exited 3 positions. The largest holding is Sprott Fds Tr (SETM), representing 15.44% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options