Main Street Financial Solutions, LLC Purchases in Q1 2025

Main Street Financial Solutions, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
2.2K
+ 24.28%
$257.71 - $301.99 $567K - $664K
11.3K $3.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.2K
+ 9.09%
$25.81 - $28.52 $600K - $663K
279K $7.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.56K
+ 2.17%
$95.85 - $99.25 $437K - $453K
215K $21.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.4K
+ 9.19%
$33.57 - $37.22 $549K - $609K
194K $6.98M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
25.5K
+ 39.63%
$35.58 - $40.4 $909K - $1.03M
90K $3.29M
VZ
Verizon Communications Inc

Communication Services
14.3K
+ 40.07%
$37.81 - $46.49 $542K - $667K
50.1K $2.27M
VEA
Vanguard Ftse Developed Market

ETFs
8.01K
+ 5.87%
$47.4 - $52.99 $380K - $424K
145K $7.34M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.9K
New
$50.72 - $50.92 $805K - $809K
15.9K $807K
VONG
Vanguard Russell 1000 Growth E

ETFs
9.86K
+ 86.61%
$92.71 - $107.38 $914K - $1.06M
21.2K $1.97M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
11.6K
+ 19.81%
$126.86 - $146.45 $1.47M - $1.7M
70.1K $8.9M
LMT
Lockheed Martin Corp

Industrials
1.84K
+ 84.9%
$423.19 - $506.29 $778K - $931K
4.01K $1.79M
VGT
Vanguard Information Technolog

ETFs
2.04K
+ 42.31%
$542.38 - $646.34 $1.1M - $1.32M
6.85K $3.71M
FCX
Freeport Mcmoran Inc

Basic Materials
18.3K
New
$34.5 - $43.01 $632K - $787K
18.3K $693K
VPU
Vanguard Utilities ETF

ETFs
3.81K
+ 75.23%
$161.24 - $173.33 $615K - $661K
8.88K $1.52M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.8K
+ 50.8%
$62.72 - $71.92 $678K - $778K
32.1K $2.02M
EFX
Equifax Inc

Industrials
2.75K
New
$235.63 - $278.34 $648K - $766K
2.75K $670K
CSL
Carlisle Companies Inc

Industrials
1.92K
New
$326.43 - $408.24 $628K - $785K
1.92K $655K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.8K
+ 15.45%
$25.77 - $27.6 $562K - $601K
163K $4.33M
DJP
Barclays Bank PLC

ETFs
20.1K
New
N/A
20.1K $650K
VDE
Vanguard Energy ETF

ETFs
4.7K
+ 131.06%
$119.14 - $132.76 $559K - $623K
8.28K $1.07M
MA
Mastercard Inc

Financial Services
1.04K
+ 35.48%
$504.67 - $576.31 $525K - $600K
3.98K $2.18M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
36.8K
+ 12.11%
$26.53 - $29.63 $975K - $1.09M
340K $9.16M
UNH
Unitedhealth Group Inc

Healthcare
1.03K
+ 62.38%
$461.52 - $548.18 $474K - $564K
2.68K $1.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
203
+ 18.22%
$1187.71 - $1432.58 $241K - $291K
1.32K $1.89M
PULS
Pgim ETF Tr

ETFs
11.1K
+ 15.96%
$49.56 - $49.78 $550K - $553K
80.7K $4.01M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.9K
+ 4.82%
$49.42 - $50.43 $539K - $550K
237K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
4.46K
+ 24.34%
$112.81 - $126.16 $503K - $562K
22.8K $2.77M
AMGN
Amgen Inc

Healthcare
1.43K
+ 64.06%
$258.59 - $327.36 $371K - $469K
3.67K $1.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11K
New
$50.48 - $51.04 $558K - $564K
11K $560K
AFL
Aflac Inc

Financial Services
4.41K
+ 59.93%
$100.99 - $111.19 $445K - $490K
11.8K $1.31M
IAU
Ishares Gold Trust

ETFs
4.4K
+ 14.54%
$49.74 - $58.96 $219K - $259K
34.6K $2.04M
TXN
Texas Instruments Inc

Technology
2.78K
+ 61.66%
N/A
7.29K $1.42M
EOG
Eog Resources Inc

Energy
4.22K
New
$120.54 - $138.05 $508K - $582K
4.22K $540K
IEZ
Ishares Tr

ETFs
27.1K
New
$18.42 - $22.2 $500K - $602K
27.1K $528K
GS
Goldman Sachs Group Inc

Financial Services
992
+ 148.73%
$524.81 - $672.19 $521K - $667K
1.66K $906K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
10.9K
+ 244.82%
$46.45 - $47.26 $508K - $517K
15.4K $726K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.9K
+ 113.35%
$42.18 - $45.16 $458K - $491K
20.5K $905K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.1K
+ 199.96%
$85.29 - $92.57 $435K - $472K
7.65K $696K
HII
Huntington Ingalls Industries, Inc.

Industrials
2.31K
New
$159.75 - $208.61 $368K - $481K
2.31K $470K
GD
General Dynamics Corp

Industrials
1.68K
+ 117.2%
$241.94 - $272.58 $405K - $457K
3.11K $846K
MKL
Markel Corp

Financial Services
193
+ 25.63%
$1660.14 - $2059.83 $320K - $398K
946 $1.77M
WTM
White Mountains Insurance Group LTD

Financial Services
252
+ 24.98%
$1818.58 - $1983.07 $458K - $500K
1.26K $2.43M
HON
Honeywell International Inc

Industrials
2.29K
+ 113.51%
$202.75 - $226.52 $463K - $518K
4.3K $910K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.9K
+ 25.45%
$32.42 - $36.13 $549K - $612K
83.5K $2.75M
UNP
Union Pacific Corp

Industrials
1.81K
+ 96.95%
$225.21 - $254.42 $407K - $460K
3.68K $868K
NET
Cloudflare, Inc.

Technology
3.93K
New
$110.71 - $176.5 $435K - $693K
3.93K $442K
ABT
Abbott Laboratories

Healthcare
2.08K
+ 24.86%
$111.1 - $140.22 $232K - $292K
10.5K $1.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.24K
+ 29.35%
$126.11 - $135.06 $409K - $438K
14.3K $1.84M
SND
Smart Sand, Inc.

Energy
163K
New
$2.01 - $2.64 $327K - $429K
163K $420K
Activity Summary
Buys All Purchases 287 New Holdings 74 Increased Positions 213 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 11 Puts 4
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