Main Street Financial Solutions, LLC Incresed Positions in Q2 2025

Main Street Financial Solutions, LLC

  • $1.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
81
+ 1.07%
$105.23 - $109.61 $8.52K - $8.88K
7.65K $838K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
39
+ 0.85%
$45.88 - $54.4 $1.79K - $2.12K
4.61K $250K
AMT
American Tower Corp

Real Estate
20
+ 0.71%
$203.96 - $228.19 $4.08K - $4.56K
2.84K $627K
CRF
Cornerstone Total Return Fund Inc

Financial Services
680
+ 4.89%
$6.44 - $7.75 $4.38K - $5.27K
14.6K $112K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
571
+ 3.65%
$17.83 - $18.22 $10.2K - $10.4K
16.2K $295K
SYY
Sysco Corp

Consumer Defensive
88
+ 1.47%
$68.0 - $75.91 $5.98K - $6.68K
6.08K $460K
BR
Broadridge Financial Solutions, Inc.

Technology
38
+ 2.04%
$217.22 - $246.25 $8.25K - $9.36K
1.9K $462K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
252
+ 2.35%
$7.19 - $8.75 $1.81K - $2.21K
11K $95K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.72K
+ 3.56%
$22.18 - $23.36 $38.1K - $40.2K
50K $1.12M
SCHO
Schwab Short Term Us Treasury

ETFs
232
+ 0.99%
$24.19 - $24.45 $5.61K - $5.67K
23.7K $577K
PFF
Ishares Trust Ishares Pfd And

ETFs
194
+ 2.18%
$29.0 - $30.68 $5.63K - $5.95K
9.11K $279K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
132
+ 1.17%
$18.21 - $18.97 $2.4K - $2.5K
11.4K $216K
WPC
W. P. Carey Inc.

Real Estate
116
+ 2.79%
$56.12 - $64.53 $6.51K - $7.49K
4.28K $267K
CB
Chubb LTD

Financial Services
489
+ 4.34%
$274.32 - $302.46 $134K - $148K
11.8K $3.4M
KMB
Kimberly Clark Corp

Consumer Defensive
326
+ 10.99%
$126.84 - $145.22 $41.3K - $47.3K
3.29K $424K
ORCC
Owl Rock Capital Corp

Financial Services
151
+ 1.35%
N/A
11.3K $151K
CL
Colgate Palmolive CO

Consumer Defensive
151
+ 3.7%
$87.57 - $96.0 $13.2K - $14.5K
4.23K $384K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
128
+ 0.84%
$22.54 - $23.17 $2.89K - $2.97K
15.3K $351K
OEF
Ishares S&P 100 ETF

ETFs
7
+ 0.85%
N/A
831 $221K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
87
+ 0.62%
$50.34 - $51.86 $4.38K - $4.51K
14K $719K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
42
+ 0.21%
N/A
20.3K $0
Ge Vernova Inc
859
+ 71.58%
N/A
2.06K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
5.05K
+ 62.1%
N/A
13.2K $0
Blackrock Inc
185
+ 73.12%
N/A
438 $0
ACN
Accenture PLC

Technology
72
+ 4.25%
$279.23 - $323.21 $20.1K - $23.3K
1.77K $528K
Vanguard Wellington Fd
146
+ 3.28%
N/A
4.6K $0
Dimensional ETF Trust
5.45K
+ 12.89%
N/A
47.8K $0
Arm Holdings PLC
289
+ 3.67%
N/A
8.17K $0
DGT
Spdr Global Dow ETF
40
+ 0.08%
N/A
48K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
2.64K
+ 20.66%
N/A
15.4K $0
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.05%
$126.61 - $152.99 $127 - $153
1.87K $276K
GRMN
Garmin LTD

Technology
67
+ 3.49%
$173.63 - $218.07 $11.6K - $14.6K
1.99K $414K
AMGN
Amgen Inc

Healthcare
416
+ 11.34%
$262.28 - $309.85 $109K - $129K
4.09K $1.14M
EOG
Eog Resources Inc

Energy
250
+ 5.93%
$104.61 - $129.97 $26.2K - $32.5K
4.47K $534K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.12%
$398.85 - $473.32 $399 - $473
844 $377K
MO
Altria Group, Inc.

Consumer Defensive
43
+ 0.56%
$55.56 - $60.91 $2.39K - $2.62K
7.72K $452K
WEC
Wec Energy Group, Inc.

Utilities
11
+ 0.48%
$102.24 - $109.76 $1.12K - $1.21K
2.3K $239K
ALL
Allstate Corp

Financial Services
17
+ 0.74%
$180.53 - $212.64 $3.07K - $3.61K
2.33K $468K
UNP
Union Pacific Corp

Industrials
58
+ 1.58%
$208.27 - $238.46 $12.1K - $13.8K
3.73K $858K
NEE
Nextera Energy Inc

Utilities
11
+ 0.12%
$64.11 - $75.0 $705 - $825
8.93K $619K
VNQ
Vanguard Specialized Funds Van

ETFs
124
+ 0.78%
$79.79 - $91.42 $9.89K - $11.3K
16.1K $1.43M
TGT
Target Corp

Consumer Defensive
92
+ 2.31%
$88.76 - $105.77 $8.17K - $9.73K
4.07K $401K
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 1.05%
$79.69 - $99.41 $2.15K - $2.68K
2.6K $238K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
546
+ 2.67%
$38.81 - $44.28 $21.2K - $24.2K
21K $891K
DVY
Ishares Tr

ETFs
10
+ 0.08%
$118.37 - $134.86 $1.18K - $1.35K
11.8K $1.57M
SNA
Snap On Inc

Industrials
6
+ 0.65%
$292.36 - $342.2 $1.75K - $2.05K
925 $287K
DHS
Wisdomtree Tr U.S

ETFs
38
+ 0.48%
$87.71 - $98.37 $3.33K - $3.74K
8K $767K
FDX
Fedex Corp

Industrials
4
+ 0.29%
$198.07 - $245.17 $792 - $981
1.39K $316K
MKC
Mccormick & CO Inc

Consumer Defensive
86
+ 1.25%
$71.11 - $82.25 $6.12K - $7.07K
6.97K $528K
Activity Summary
Buys All Purchases 326 New Holdings 67 Increased Positions 259 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 5 Puts 4
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