MS
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Main Street Financial Solutions, LLC13F | |
| Main Street Financial Solutions, LLC | |
| Last update 2025-05-08 | 513 Stocks (74 new) |
| Value $1.15 Bil | Turnover 20 % |
Main Street Financial Solution... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 192,827 | 52,996.5 | -5.92% | 4.600 | -0.35% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
SCHD | Schwab US Dividend Equity ETF | 1,713,584 | 47,911.8 | +4.93% | 4.160 | +0.20% | 0.070 | +7.34% | +0.77% | 70,469.5 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,726,023 | 43,219.6 | -0.34% | 3.750 | -0.02% | 0.120 | +25.66% | +6.92% | 45,305.9 | ||
NMM | Navios Maritime Partners LP | 779,846 | 30,585.6 | New Holding | 2.660 | +2.66% | 2.640 | +25.12% | -5.72% | 1,200.4 | Transportation | |
AAPL | Apple Inc | 124,283 | 27,606.9 | -2.61% | 2.400 | -0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SCHX | Schwab U.S. Large-Cap ETF | 1,231,419 | 27,189.7 | +4.28% | 2.360 | +0.10% | 0.050 | +19.93% | +7.89% | 56,889.6 | ||
FBND | Fidelity Total Bond ETF | 480,742 | 21,945.9 | +7.03% | 1.910 | +0.13% | 0.120 | +1.98% | +3.60% | 19,309.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 214,528 | 21,221.1 | +2.17% | 1.840 | +0.04% | 0.020 | +1.23% | +3.24% | 127,979.5 | ||
NVDA | NVIDIA Corp | 193,999 | 21,025.7 | -18.87% | 1.830 | -0.60% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SCHF | Schwab International Equity ETF | 945,912 | 18,710.2 | +6.52% | 1.620 | +0.10% | 0.040 | +11.99% | +19.38% | 48,597.1 |
Main Street Financial Solutions, LLC's Historical Top Holdings Breakdowns
Main Street Financial Solutions, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NMM | Navios Maritime Partners LP | 2025-03-31 | New Buy New Buy | +2.66% | 38.53 ($42.18) 46.51 | $40.71 | -3.49% | New holding | 779,846 | 779,846 | |
CPNG | Coupang Inc | 2025-03-31 | New Buy New Buy | +1.15% | 21.34 ($23.24) 25.52 | $31.49 | 35.50% | New holding | 604,245 | 604,245 | |
WAY | Waystar Holding Corp | 2025-03-31 | New Buy New Buy | +1.06% | 35.27 ($39.58) 45.35 | $36.70 | -7.28% | New holding | 328,205 | 328,205 | |
TEN | Tsakos Energy Navigation Ltd | 2025-03-31 | New Buy New Buy | +0.68% | 15.42 ($17.42) 20.42 | $19.05 | 9.36% | New holding | 459,550 | 459,550 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.60% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -18.87% | 193,999 | -45,124 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | New Buy New Buy | +0.59% | 52.19 ($56.8) 61.89 | $66.31 | 16.74% | New holding | 109,004 | 109,004 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.56% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -32.11% | 54,880 | -25,962 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.54% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 106.6% | 22,447 | 11,582 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.52% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -33.11% | 25,208 | -12,478 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.47% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -55.53% | 6,489 | -8,103 |
Main Street Financial Solutions, LLC Total Holding History ($B)
Main Street Financial Solutions, LLC's Asset Allocation
Main Street Financial Solutions, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Main Street Financial Solutions, LLC's Hypothetical Growth since 2025-03-31
Main Street Financial Solutions, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Main Street Financial Solutions, LLC's Holdings Heat Map
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Main Street Financial Solutions, LLC's Holdings Bubble Chart
Main Street Financial Solutions, LLC News
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