Mainsail Financial Group, LLC Portfolio Holdings

Mainsail Financial Group, LLC

  • $176 Billion
  • Q1 2025

Mainsail Financial Group, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16B, First Tr Enhanced Traded Fd Iv with a value of $15.2B, J P Morgan ETF Tr U S Value Fa with a value of $15.1B, First Trust Global Tactical CO with a value of $9.74B, and First Trust Rising Dividend Ac with a value of $8.91B.

Examining the 13F form we can see an increase of $3.89B in the current position value, from $173B to 176B.

Mainsail Financial Group, LLC is based out at Bellevue, WA

Below you can find more details about Mainsail Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion
ETFs: $150 Billion
Technology: $10.7 Billion
Consumer Defensive: $7.52 Billion
Communication Services: $2.96 Billion
Industrials: $1.43 Billion
Consumer Cyclical: $1.22 Billion
Financial Services: $1.12 Billion
Energy: $1.05 Billion
Other: $857 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $176 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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