MI
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MainStreet Investment Advisors LLC13F | |
MainStreet Investment Advisors LLC | |
Last update 2025-04-30 | 156 Stocks (12 new) |
Value $687.00 Mil | Turnover 3 % |
MainStreet Investment Advisors... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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IJH | iShares Core S&P Mid-Cap ETF | 759,194 | 44,299.0 | -2.98% | 6.450 | -0.20% | 0.050 | +16.06% | +2.45% | 97,230.9 | ||
EFA | iShares MSCI EAFE ETF | 505,738 | 41,334.0 | -3.85% | 6.010 | -0.21% | 0.070 | +10.84% | +18.89% | 63,725.9 | ||
AAPL | Apple Inc | 162,866 | 36,177.4 | -3.94% | 5.260 | -0.23% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 85,054 | 31,928.4 | -4.93% | 4.650 | -0.26% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 446,313 | 26,194.1 | -4.09% | 3.810 | -0.15% | 0.120 | +0.75% | +2.72% | 22,524.1 | ||
JPM | JPMorgan Chase & Co | 79,775 | 19,568.8 | -3.91% | 2.850 | -0.11% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
BLK | BlackRock Inc | 20,552 | 19,452.1 | -3.73% | 2.830 | -0.11% | 0.010 | +26.68% | +8.82% | 170,835.7 | Asset Management | |
IJR | iShares Core S&P Small-Cap ETF | 185,048 | 19,350.5 | -3.78% | 2.820 | -0.12% | 0.030 | +16.59% | -2.25% | 81,337.5 | ||
PG | Procter & Gamble Co | 90,086 | 15,352.5 | -2.82% | 2.230 | -0.06% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
GOOGL | Alphabet Inc | 88,657 | 13,709.9 | -2.81% | 1.990 | -0.07% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media |
MainStreet Investment Advisors LLC's Historical Top Holdings Breakdowns
MainStreet Investment Advisors LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | New Buy New Buy | +1.66% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | New holding | 20,362 | 20,362 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.26% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -4.93% | 85,054 | -4,411 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.23% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -3.94% | 162,866 | -6,684 | |
DSI | iShares ESG MSCI KLD 400 ETF | 2025-03-31 | New Buy New Buy | +0.21% | 101.98 ($109.1) 115.66 | $118.89 | 8.97% | New holding | 14,101 | 14,101 | |
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -0.21% | 202.75 ($214.7) 226.52 | $236.54 | 10.17% | Reduce -11.54% | 50,894 | -6,640 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.21% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | Reduce -3.85% | 505,738 | -20,254 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.20% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Reduce -2.98% | 759,194 | -23,328 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Sold Out Sold Out | -0.20% | 34.5 ($38.26) 43.01 | $44.80 | 17.09% | Sold Out | 0 | -37,688 | |
MRVL | Marvell Technology Inc | 2025-03-31 | New Buy New Buy | +0.15% | 61.57 ($97.02) 126.06 | $74.65 | -23.06% | New holding | 16,733 | 16,733 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.15% | 58.07 ($58.36) 58.69 | $58.55 | 0.33% | Reduce -4.09% | 446,313 | -19,009 |
MainStreet Investment Advisors LLC Total Holding History ($B)
MainStreet Investment Advisors LLC's Asset Allocation
MainStreet Investment Advisors LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MainStreet Investment Advisors LLC's Hypothetical Growth since 2025-03-31
MainStreet Investment Advisors LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MainStreet Investment Advisors LLC's Holdings Heat Map
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MainStreet Investment Advisors LLC's Holdings Bubble Chart
MainStreet Investment Advisors LLC News
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