Main Street Financial Solutions, LLC Incresed Positions in Q3 2024

Main Street Financial Solutions, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NMM
Navios Maritime Partners L.P.

Industrials
12.1K
+ 1.61%
$43.06 - $63.41 $521K - $767K
763K $47.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.6K
+ 4.45%
$77.02 - $85.06 $1.66M - $1.84M
507K $42.8M
GLDM
World Gold Trust

ETFs
58.3K
+ 131.78%
$46.2 - $53.01 $2.7M - $3.09M
103K $5.35M
CGXU
Capital Group Intl Focus Equit

ETFs
113K
+ 164.04%
$24.27 - $27.46 $2.73M - $3.09M
181K $4.89M
CAT
Caterpillar Inc

Industrials
7.47K
+ 877.0%
$316.8 - $391.12 $2.37M - $2.92M
8.32K $3.26M
FNDX
Schwab Fundamental U S Large C

ETFs
30.9K
+ 96.69%
$65.36 - $71.76 $2.02M - $2.22M
62.9K $4.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.9K
+ 16.8%
$405.19 - $478.57 $1.17M - $1.39M
20.1K $9.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.36K
+ 2.08%
$92.63 - $105.69 $774K - $883K
409K $42.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.31K
+ 1.96%
$61.11 - $67.85 $447K - $496K
381K $25.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
20.5K
+ 18.84%
$56.04 - $62.2 $1.15M - $1.28M
130K $8.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.1K
+ 3.63%
$44.65 - $47.21 $717K - $758K
459K $21.4M
FNDA
Schwab Fundamental U S Small C

ETFs
22.9K
+ 56.76%
$54.26 - $60.01 $1.24M - $1.37M
63.2K $3.77M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.83K
+ 5.04%
$71.86 - $78.56 $563K - $615K
163K $12.8M
EDV
Vanguard Extended Duration Tre

ETFs
13.9K
+ 28.05%
$70.73 - $83.52 $984K - $1.16M
63.5K $5.06M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.3K
+ 48.31%
$59.25 - $65.33 $1.08M - $1.19M
56.1K $3.64M
FVD
First Tr Value Line Divid Inde

ETFs
21.7K
+ 38.09%
$40.45 - $45.49 $878K - $988K
78.7K $3.58M
PULS
Pgim ETF Tr

ETFs
25.2K
+ 87.13%
$49.47 - $49.8 $1.25M - $1.25M
54.1K $2.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.43K
+ 8.7%
$475.2 - $527.7 $679K - $754K
17.8K $9.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.32K
+ 1.34%
$46.9 - $51.96 $156K - $172K
251K $12.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.52K
+ 6.46%
$87.56 - $95.49 $483K - $527K
91K $8.69M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.59K
+ 1.43%
$75.88 - $83.21 $196K - $215K
184K $15.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.46K
+ 1.25%
$96.25 - $101.98 $237K - $251K
199K $20.2M
RPRX
Royalty Pharma PLC

Healthcare
34.6K
+ 76.12%
$25.63 - $29.27 $887K - $1.01M
80.1K $2.27M
MCD
Mcdonalds Corp

Consumer Cyclical
2.43K
+ 41.66%
$245.82 - $304.51 $596K - $739K
8.25K $2.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.76K
+ 9.35%
$434.77 - $502.96 $763K - $883K
20.5K $10M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.78K
+ 1.41%
$39.37 - $41.68 $228K - $241K
417K $17.3M
CAPE
Barclays Bank PLC

ETFs
26.5K
+ 35.63%
$27.05 - $29.64 $718K - $787K
101K $2.99M
IVV
Ishares Core S&P 500 ETF

ETFs
633
+ 3.49%
$520.18 - $576.82 $329K - $365K
18.8K $10.8M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
8.03K
+ 5.83%
$49.82 - $55.29 $400K - $444K
146K $8.06M
SO
Southern CO

Utilities
2.19K
+ 4.25%
$77.0 - $90.52 $169K - $199K
53.8K $4.85M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.89K
+ 2.52%
$25.45 - $29.53 $150K - $174K
240K $7M
MUB
Ishares National Muni Bond ETF

ETFs
6.92K
+ 63.94%
$106.13 - $108.7 $735K - $752K
17.7K $1.93M
HTAB
Hartford Fds Exchange Traded

ETFs
27.5K
+ 6.68%
$19.24 - $19.9 $528K - $547K
439K $8.69M
MMM
3 M CO

Industrials
3.7K
+ 52.47%
$99.69 - $139.42 $368K - $515K
10.7K $1.47M
VEA
Vanguard Ftse Developed Market

ETFs
5.56K
+ 4.56%
$47.6 - $53.31 $264K - $296K
127K $6.73M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
16.7K
+ 52.47%
$32.43 - $36.78 $543K - $616K
48.6K $1.79M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.35K
+ 20.93%
$81.17 - $90.77 $434K - $485K
30.9K $2.76M
WMT
Walmart Inc.

Consumer Defensive
4.48K
+ 19.35%
$66.91 - $81.4 $300K - $365K
27.6K $2.23M
KO
Coca Cola CO

Consumer Defensive
3.61K
+ 7.87%
$62.69 - $73.01 $226K - $263K
49.4K $3.55M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.29K
+ 2.72%
$34.48 - $38.87 $148K - $167K
162K $6.25M
SHV
Ishares Tr

ETFs
5.66K
+ 16.2%
$110.05 - $110.63 $623K - $626K
40.6K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
2.37K
+ 9.28%
$160.76 - $177.82 $380K - $421K
27.9K $4.82M
PLTR
Palantir Technologies Inc.

Technology
6.95K
+ 24.74%
$24.09 - $37.95 $167K - $264K
35.1K $1.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
20.8K
+ 13.64%
$24.07 - $24.62 $501K - $513K
174K $4.27M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.8K
+ 18.81%
$45.2 - $47.87 $443K - $469K
61.9K $2.94M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.5K
+ 1.78%
$75.47 - $83.18 $113K - $125K
85.6K $7.11M
DFAI
Dimensional ETF Tr

ETFs
9.46K
+ 7.57%
$28.69 - $32.06 $271K - $303K
134K $4.27M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.38K
+ 4.29%
$116.79 - $133.54 $278K - $318K
57.8K $7.62M
GIS
General Mills Inc

Consumer Defensive
6.95K
+ 213.18%
$62.5 - $75.15 $435K - $523K
10.2K $754K
Activity Summary
Buys All Purchases 223 New Holdings 32 Increased Positions 191 Sells All Sells 242 Reductions 242 Sold out 0 Options Calls 10 Puts 5
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