Paul R. Ried Financial Group, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 29, 2025
Value $: $144M
Signature - Title: Adam Jordan - Director of Investments
Location: Bellevue, WA
Summary: This page shows a list of all the recent 13F filings made by Paul R. Ried Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Paul R. Ried Financial Group, LLC reported 29 stock holdings with total value $144M as of Q1 2025. Top holdings included MSFT, SETM, GSIE, GSLC, and GLTR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	29	$144M	+$6.33M	-$2.51M	+$3.81M	MSFT, SETM, GSIE, GSLC, GLTR	13F-HR	4/28/2025, 09:58 PM
Q4 2024	30	$143M	$0	$0		MSFT, SETM, GSIE, GSLC, GSSC	13F-HR	1/24/2025, 05:09 PM