Main Street Financial Solutions, LLC Incresed Positions in Q1 2025

Main Street Financial Solutions, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.6K
+ 106.6%
$442.66 - $534.52 $5.13M - $6.19M
22.4K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.5K
+ 4.93%
$27.01 - $28.54 $2.17M - $2.3M
1.71M $47.9M
VIG
Vanguard Dividend Appreciation

ETFs
16.6K
+ 27.13%
N/A
78K $14.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
8.54K
+ 1091.19%
$307.43 - $357.48 $2.63M - $3.05M
9.33K $2.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.37K
+ 35.31%
$468.34 - $539.52 $3.45M - $3.97M
28.2K $13.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
101K
+ 58.95%
$23.87 - $24.35 $2.41M - $2.46M
272K $6.52M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.9K
+ 6.52%
$18.36 - $20.51 $1.06M - $1.19M
946K $18.7M
HTAB
Hartford Fds Exchange Traded

ETFs
124K
+ 27.42%
$18.95 - $19.6 $2.34M - $2.42M
574K $11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.8K
+ 234.83%
$50.39 - $50.66 $2.26M - $2.27M
63.9K $3.24M
FVD
First Tr Value Line Divid Inde

ETFs
48.5K
+ 785.38%
$42.61 - $45.51 $2.07M - $2.21M
54.7K $2.44M
KO
Coca Cola CO

Consumer Defensive
25.3K
+ 100.01%
$60.81 - $72.32 $1.54M - $1.83M
50.5K $3.62M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.6K
+ 7.03%
$44.41 - $45.98 $1.4M - $1.45M
481K $21.9M
PLTR
Palantir Technologies Inc.

Technology
17.6K
+ 72.92%
$64.98 - $124.62 $1.14M - $2.19M
41.7K $3.52M
GLD
Spdr Gold Trust

ETFs
4.83K
+ 136.46%
$243.19 - $288.14 $1.17M - $1.39M
8.37K $2.41M
SHV
Ishares Tr

ETFs
13K
+ 20.85%
$110.11 - $110.51 $1.43M - $1.44M
75.4K $8.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.33K
+ 20.83%
$551.42 - $612.93 $1.83M - $2.04M
19.3K $10.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
52K
+ 205.18%
$25.44 - $27.95 $1.32M - $1.45M
77.3K $2.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.82K
+ 196.49%
$237.72 - $276.98 $1.38M - $1.61M
8.78K $2.15M
IBM
International Business Machines Corp

Technology
4.71K
+ 83.31%
$217.4 - $264.74 $1.02M - $1.25M
10.4K $2.58M
CVX
Chevron Corp

Energy
6.79K
+ 78.05%
$146.71 - $167.97 $997K - $1.14M
15.5K $2.59M
PG
Procter & Gamble CO

Consumer Defensive
7.33K
+ 35.42%
$158.56 - $176.26 $1.16M - $1.29M
28K $4.78M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.7K
+ 10.12%
$78.0 - $84.37 $1.46M - $1.58M
203K $16.2M
DFAI
Dimensional ETF Tr

ETFs
31.7K
+ 23.52%
$28.88 - $32.4 $915K - $1.03M
166K $5.2M
CMCSA
Comcast Corp

Communication Services
32.5K
+ 180.48%
$33.19 - $38.23 $1.08M - $1.24M
50.5K $1.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.87K
+ 33.55%
$408.78 - $448.82 $1.17M - $1.29M
11.4K $4.8M
WMT
Walmart Inc.

Consumer Defensive
13.1K
+ 84.35%
$84.5 - $105.05 $1.11M - $1.38M
28.7K $2.52M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9.96K
+ 5.82%
$76.77 - $82.22 $765K - $819K
181K $14.4M
SO
Southern CO

Utilities
6.18K
+ 13.39%
$80.96 - $92.96 $500K - $574K
52.3K $4.81M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 5.49%
$142.06 - $167.7 $241K - $285K
32.6K $5.41M
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
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
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.94K
+ 2.05%
$38.99 - $40.37 $349K - $361K
444K $17.9M
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
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
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.8K
+ 15.45%
$25.77 - $27.6 $562K - $601K
163K $4.33M
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
UNH
Unitedhealth Group Inc

Healthcare
1.03K
+ 62.38%
$461.52 - $548.18 $474K - $564K
2.68K $1.4M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
36.8K
+ 12.11%
$26.53 - $29.63 $975K - $1.09M
340K $9.16M
ORLY
O Reilly Automotive Inc

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