Main Street Financial Solutions, LLC Portfolio Holdings

Main Street Financial Solutions, LLC

  • $1.14 Billion
  • Q1 2025

Main Street Financial Solutions, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 513 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $53M, Schwab Strategic Tr Us Dividen with a value of $47.9M, Schwab Strategic Tr Us Large C with a value of $43.2M, Navios Maritime Partners L.P. with a value of $30.6M, and Apple Inc. with a value of $27.6M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.03B to 1.14B.

Below you can find more details about Main Street Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Billion
ETFs: $776 Million
Technology: $87.3 Million
Industrials: $52.7 Million
Consumer Cyclical: $49.5 Million
Financial Services: $46.3 Million
Healthcare: $29.2 Million
Energy: $27.5 Million
Communication Services: $23.1 Million
Other: $36.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$246,000 0.02% of portfolio
662
Q1 2025 New
$14.5B
$247,000 0.02% of portfolio
669
Q1 2025 Added 2.29%
$55.1B
$241,000 0.02% of portfolio
12,988
Q1 2025 Reduced 39.73%
$123B
$241,000 0.02% of portfolio
4,035
Q1 2025 New
$59.2M
$98,000 0.01% of portfolio
57,400
Q1 2025 New
$5.27B
$149,000 0.01% of portfolio
11,163
Q1 2025 Reduced 16.33%
$0
$99,000 0.01% of portfolio
13,898
Q1 2025 Reduced 56.37%
$40.9B
$139,000 0.01% of portfolio
13,930
Q1 2025 Added 17.23%
$0
$87,000 0.01% of portfolio
10,714
Q1 2025 Reduced 66.75%
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 15.07%
-
$0 0.0% of portfolio
-
Q4 2022 New
$118M
$7,000 0.0% of portfolio
12,000
Q1 2025 New
$1.62B
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 10.84%
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.66%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.93%
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 513
  • Current Value $1.14 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 74 stocks
  • Additional Purchases 213 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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