Main Street Financial Solutions, LLC Portfolio Holdings

Main Street Financial Solutions, LLC

  • $1.37 Billion
  • Q2 2025

Main Street Financial Solutions, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 553 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 $56.2M, Schwab Strategic Tr Us Large C with a value of $54.1M, Schwab Strategic Tr Us Dividen with a value of $48.4M, Nvidia Corp with a value of $41.2M, and Navios Maritime Partners L.P. with a value of $32.4M.

Examining the 13F form we can see an increase of $222M in the current position value, from $1.14B to 1.37B.

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

Portfolio value $1.37 Billion
ETFs: $891 Million
Technology: $139 Million
Consumer Cyclical: $67.8 Million
Industrials: $56.7 Million
Financial Services: $51.6 Million
Communication Services: $38.4 Million
Healthcare: $32.6 Million
Energy: $31.6 Million
Other: $41.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33B
$32.4 Million 2.37% of portfolio
859,109
Q2 2025 Added 10.16%
$715M
$9.85 Million 0.72% of portfolio
394,464
Q2 2025 Reduced 14.16%
$494M
$1.31 Million 0.1% of portfolio
140,000
Q2 2025 New
$951M
$567,000 0.04% of portfolio
10,467
Q2 2025 Added 0.19%
$437M
$355,000 0.03% of portfolio
25,968
Q2 2025 Added 8.2%
$667M
$193,000 0.01% of portfolio
17,211
Q2 2025 New
$1.79B
$148,000 0.01% of portfolio
13,668
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 553
  • Current Value $1.37 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 67 stocks
  • Additional Purchases 259 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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