Main Street Investment Advisors LLC Purchases in Q2 2025

Main Street Investment Advisors LLC

  • $702 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
68.2K
+ 15.28%
$58.32 - $58.95 $3.98M - $4.02M
514K $30.2M
NVDA
Nvidia Corp

Technology
4
+ 0.0%
$94.31 - $157.99 $377 - $632
81.1K $12.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
56K
+ 30.69%
$58.63 - $59.9 $3.28M - $3.35M
238K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 6.0%
$498.8 - $620.9 $610K - $759K
21.6K $13.4M
DUK
Duke Energy Corp

Utilities
13.8K
New
$112.46 - $124.05 $1.55M - $1.71M
13.8K $1.63M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.01%
$484.66 - $738.09 $485 - $738
9.24K $6.82M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.34K
New
$390.26 - $489.06 $1.3M - $1.63M
3.34K $1.35M
GS
Goldman Sachs Group Inc

Financial Services
103
+ 1.49%
$462.22 - $707.75 $47.6K - $72.9K
7.01K $4.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.34K
+ 281.47%
$483.48 - $539.8 $1.13M - $1.26M
3.17K $1.54M
ORCL
Oracle Corp

Technology
137
+ 1.18%
$122.82 - $218.63 $16.8K - $30K
11.7K $2.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.5K
+ 282.08%
$24.32 - $27.87 $743K - $851K
41.4K $1.1M
PSTG
Pure Storage, Inc.

Technology
9.2K
New
$37.18 - $57.58 $342K - $530K
9.2K $529K
UBER
Uber Technologies, Inc

Technology
517
+ 2.51%
$64.62 - $93.3 $33.4K - $48.2K
21.1K $1.97M
RTX
Raytheon Technologies Corp

Industrials
1.86K
+ 22.91%
$113.75 - $148.48 $211K - $276K
9.96K $1.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.88K
+ 7.98%
$72.02 - $73.82 $351K - $360K
65.9K $4.85M
AXP
American Express CO

Financial Services
149
+ 2.44%
$231.39 - $318.98 $34.5K - $47.5K
6.25K $1.99M
ENB
Enbridge Inc

Energy
5.63K
+ 6.94%
$41.09 - $47.16 $231K - $265K
86.8K $3.93M
MRVL
Marvell Technology, Inc.

Technology
633
+ 3.78%
$49.38 - $79.97 $31.3K - $50.6K
17.4K $1.34M
IEFA
Ishares Tr

ETFs
2.4K
+ 19.11%
$67.83 - $84.09 $162K - $201K
14.9K $1.25M
SUB
Ishares Short Term National Mu

ETFs
2.31K
+ 32.84%
$104.77 - $106.34 $242K - $246K
9.34K $993K
CYBR
Cyber Ark Software Ltd.

Technology
249
+ 11.98%
$305.98 - $406.88 $76.2K - $101K
2.33K $946K
DSI
Ishares Msci Kld 400 Social Et

ETFs
328
+ 2.33%
$91.62 - $116.16 $30.1K - $38.1K
14.4K $1.68M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
20.5K
New
$10.78 - $11.28 $221K - $231K
20.5K $228K
JCI
Johnson Controls International PLC

Industrials
2.13K
New
$71.14 - $105.62 $152K - $225K
2.13K $224K
AMP
Ameriprise Financial Inc

Financial Services
48
+ 1.29%
$422.19 - $533.73 $20.3K - $25.6K
3.77K $2.01M
DE
Deere & CO

Industrials
3
+ 0.06%
$412.99 - $531.48 $1.24K - $1.59K
5.33K $2.71M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.28K
New
$74.88 - $91.97 $171K - $210K
2.28K $209K
PNC
Pnc Financial Services Group, Inc.

Financial Services
839
+ 29.11%
$149.76 - $186.42 $126K - $156K
3.72K $693K
GTLS
Chart Industries Inc

Industrials
740
+ 32.31%
$115.08 - $175.5 $85.2K - $130K
3.03K $498K
EVRG
Evergy, Inc.

Utilities
2.36K
+ 44.12%
$64.06 - $69.64 $151K - $164K
7.71K $531K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.2K
+ 9.86%
$29.82 - $30.19 $155K - $157K
58K $1.75M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.94K
+ 10.31%
$30.87 - $39.17 $59.7K - $75.8K
20.7K $810K
IAU
Ishares Gold Trust

ETFs
575
+ 1.96%
$56.1 - $64.74 $32.3K - $37.2K
29.9K $1.86M
HXL
Hexcel Corp

Industrials
1.65K
+ 37.52%
$47.49 - $57.32 $78.5K - $94.7K
6.06K $342K
IEMG
Ishares Inc

ETFs
1.81K
+ 14.39%
N/A
14.3K $769K
CRL
Charles River Laboratories International, Inc.

Healthcare
600
+ 24.34%
$99.75 - $151.89 $59.9K - $91.1K
3.07K $465K
LFUS
Littelfuse Inc

Technology
212
+ 15.16%
$149.72 - $227.31 $31.7K - $48.2K
1.61K $365K
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.36%
$218.97 - $332.17 $876 - $1.33K
1.12K $373K
SLGN
Silgan Holdings Inc

Consumer Cyclical
460
+ 3.23%
$45.48 - $56.15 $20.9K - $25.8K
14.7K $796K
DVY
Ishares Tr

ETFs
515
+ 12.43%
$118.37 - $134.86 $61K - $69.5K
4.66K $618K
EQIX
Equinix Inc

Real Estate
81
+ 10.9%
$740.07 - $914.43 $59.9K - $74.1K
824 $655K
BWA
Borgwarner Inc

Consumer Cyclical
256
+ 3.34%
$24.84 - $33.92 $6.36K - $8.68K
7.93K $265K
ZION
Zions Bancorporation, National Association

Financial Services
265
+ 2.5%
$41.39 - $51.94 $11K - $13.8K
10.9K $565K
MA
Mastercard Inc

Financial Services
15
+ 0.83%
$479.92 - $590.74 $7.2K - $8.86K
1.82K $1.02M
TFC
Truist Financial Corp

Financial Services
325
+ 4.4%
$34.79 - $42.99 $11.3K - $14K
7.71K $331K
CRM
Salesforce, Inc.

Technology
87
+ 9.08%
$236.26 - $291.15 $20.6K - $25.3K
1.05K $284K
PLD
Prologis, Inc.

Real Estate
545
+ 10.46%
$89.76 - $112.34 $48.9K - $61.2K
5.75K $604K
OC
Owens Corning

Industrials
199
+ 5.58%
$126.32 - $147.75 $25.1K - $29.4K
3.77K $518K
MUB
Ishares National Muni Bond ETF

ETFs
163
+ 1.75%
$102.31 - $105.8 $16.7K - $17.2K
9.48K $990K
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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