Main Street Financial Solutions, LLC Portfolio Holdings

Main Street Financial Solutions, LLC

  • $1.03 Billion
  • Q4 2024

Main Street Financial Solutions, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 484 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 $59.4M, Schwab Strategic Tr Us Large C with a value of $48.3M, Schwab Strategic Tr Us Dividen with a value of $44.6M, Nvidia Corp with a value of $32.1M, and Apple Inc. with a value of $32M.

Examining the 13F form we can see an decrease of $83.6M in the current position value, from $1.11B to 1.03B.

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

Portfolio value $1.03 Billion
ETFs: $721 Million
Technology: $108 Million
Consumer Cyclical: $43.5 Million
Financial Services: $35 Million
Communication Services: $24.6 Million
Healthcare: $23.2 Million
Industrials: $18.1 Million
Consumer Defensive: $17.6 Million
Other: $22.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.72 Million 0.17% of portfolio
72,355
Q4 2024 Reduced 6.55%
$0
$363,000 0.04% of portfolio
48,832
Q4 2024 Added 3.33%
$0
$380,000 0.04% of portfolio
24,954
Q4 2024 Reduced 5.18%
$0
$263,000 0.03% of portfolio
32,227
Q4 2024 Reduced 11.45%
$0
$276,000 0.03% of portfolio
31,853
Q4 2024 Reduced 30.97%
$0
$184,000 0.02% of portfolio
17,733
Q2 2024 Reduced 12.35%
$0
$243,000 0.02% of portfolio
19,870
Q4 2024 Reduced 3.87%
$0
$158,000 0.02% of portfolio
31,192
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 484
  • Current Value $1.03 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 193 stocks
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