Main Street Investment Advisors LLC Reduced Holdings in Q1 2025

Main Street Investment Advisors LLC

  • $666 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.68K
- 3.94%
$209.68 - $247.1 $1.4M - $1.65M
163K $36.2M
MSFT
Microsoft Corp

Technology
-4.41K
- 4.93%
$375.39 - $447.2 $1.66M - $1.97M
85.1K $31.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23.3K
- 2.98%
$57.21 - $65.8 $1.33M - $1.53M
759K $44.3M
GOOGL
Alphabet Inc.

Communication Services
-2.56K
- 2.81%
$154.33 - $206.19 $395K - $528K
88.7K $13.7M
AVGO
Broadcom Inc.

Technology
-2.23K
- 5.3%
$167.43 - $244.7 $373K - $545K
39.8K $6.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.28K
- 3.78%
$102.49 - $119.96 $746K - $873K
185K $19.4M
HON
Honeywell International Inc

Industrials
-6.64K
- 11.54%
$202.75 - $226.52 $1.35M - $1.5M
50.9K $10.8M
HD
Home Depot, Inc.

Consumer Cyclical
-1.92K
- 5.29%
$347.25 - $424.87 $667K - $816K
34.4K $12.6M
MCHP
Microchip Technology Inc

Technology
-8.5K
- 7.6%
$48.41 - $64.3 $411K - $546K
103K $5M
CAT
Caterpillar Inc

Industrials
-1.32K
- 4.62%
$326.75 - $407.63 $431K - $537K
27.2K $8.97M
VGSH
Vanguard

ETFs
-19K
- 4.09%
$58.07 - $58.69 $1.1M - $1.12M
446K $26.2M
LMT
Lockheed Martin Corp

Industrials
-380
- 2.71%
$423.19 - $506.29 $161K - $192K
13.7K $6.1M
ADBE
Adobe Inc.

Technology
-72
- 0.64%
$377.84 - $464.11 $27.2K - $33.4K
11.2K $4.29M
MAR
Marriott International Inc

Consumer Cyclical
-236
- 1.46%
$237.01 - $304.45 $55.9K - $71.9K
15.9K $3.8M
CDNS
Cadence Design Systems Inc

Technology
-145
- 1.01%
$233.96 - $324.52 $33.9K - $47.1K
14.2K $3.62M
PEP
Pepsico Inc

Consumer Defensive
-3.29K
- 4.16%
$142.64 - $156.42 $469K - $514K
75.8K $11.4M
USB
Us Bancorp \De\

Financial Services
-1.19K
- 1.14%
$40.92 - $50.9 $48.5K - $60.3K
103K $4.35M
UPS
United Parcel Service Inc

Industrials
-770
- 2.45%
$109.66 - $136.26 $84.4K - $105K
30.7K $3.38M
ACN
Accenture PLC

Technology
-222
- 2.25%
$300.91 - $398.25 $66.8K - $88.4K
9.66K $3.02M
PRU
Prudential Financial Inc

Financial Services
-1.26K
- 2.74%
$105.04 - $122.33 $133K - $155K
44.9K $5.01M
SBUX
Starbucks Corp

Consumer Cyclical
-5.98K
- 31.25%
$91.75 - $115.81 $548K - $692K
13.2K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
-3.25K
- 3.91%
$225.19 - $279.95 $732K - $910K
79.8K $19.6M
AMAT
Applied Materials Inc

Technology
-207
- 1.24%
$145.06 - $195.51 $30K - $40.5K
16.4K $2.38M
MS
Morgan Stanley

Financial Services
-762
- 3.01%
$111.68 - $141.08 $85.1K - $108K
24.6K $2.87M
GOOG
Alphabet Inc.

Communication Services
-16
- 0.19%
$156.06 - $207.71 $2.5K - $3.32K
8.41K $1.31M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.25K
- 39.77%
$158.1 - $217.71 $198K - $273K
1.9K $299K
INGR
Ingredion Inc

Consumer Defensive
-1.34K
- 3.24%
$125.6 - $137.36 $168K - $184K
40.1K $5.42M
IT
Gartner Inc

Technology
-286
- 12.77%
$418.25 - $548.38 $120K - $157K
1.95K $820K
PFE
Pfizer Inc

Healthcare
-4.16K
- 3.45%
$25.01 - $27.13 $104K - $113K
117K $2.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.43K
- 20.41%
$65.15 - $91.81 $93.2K - $131K
5.58K $363K
PANW
Palo Alto Networks Inc

Technology
-132
- 0.72%
$167.82 - $208.28 $22.2K - $27.5K
18.3K $3.13M
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.36K
- 4.38%
$57.44 - $59.4 $480K - $496K
182K $10.8M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-2.42K
- 15.18%
$93.32 - $95.35 $226K - $231K
13.5K $1.27M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.45K
- 4.6%
$115.16 - $124.13 $166K - $179K
29.9K $3.48M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-10.8K
- 7.57%
$18.55 - $18.81 $201K - $203K
132K $2.47M
PG
Procter & Gamble CO

Consumer Defensive
-2.61K
- 2.82%
$158.56 - $176.26 $414K - $460K
90.1K $15.4M
SYY
Sysco Corp

Consumer Defensive
-1.59K
- 3.75%
$70.0 - $77.13 $111K - $122K
40.8K $3.06M
BAC
Bank Of America Corp

Financial Services
-289
- 0.44%
$39.61 - $47.74 $11.4K - $13.8K
64.9K $2.71M
PSA
Public Storage

Real Estate
-477
- 2.33%
$288.99 - $313.98 $138K - $150K
20K $6M
VB
Vanguard Small Cap ETF

ETFs
-500
- 28.25%
$217.89 - $252.64 $109K - $126K
1.27K $281K
GPC
Genuine Parts CO

Consumer Cyclical
-1.92K
- 4.92%
$115.91 - $129.02 $223K - $248K
37.1K $4.42M
IWM
Ishares Russell 2000 ETF

ETFs
-46
- 0.84%
$198.1 - $229.79 $9.11K - $10.6K
5.41K $1.08M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.56K
- 19.54%
$32.74 - $36.2 $149K - $165K
18.8K $655K
CRM
Salesforce, Inc.

Technology
-171
- 15.15%
$268.36 - $359.95 $45.9K - $61.6K
958 $257K
ROK
Rockwell Automation, Inc

Industrials
-277
- 19.84%
$255.29 - $303.75 $70.7K - $84.1K
1.12K $289K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-233
- 2.06%
$81.62 - $96.63 $19K - $22.5K
11.1K $924K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.01K
- 4.36%
$38.41 - $44.06 $38.8K - $44.5K
22.1K $864K
TXN
Texas Instruments Inc

Technology
-502
- 18.25%
N/A
2.25K $437K
APD
Air Products & Chemicals, Inc.

Basic Materials
-334
- 20.3%
$283.24 - $338.07 $94.6K - $113K
1.31K $386K
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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