MI

MainStreet Investment Advisors LLC

13F
MainStreet Investment Advisors LLC
Last update 2025-04-30 156 Stocks (12 new)
Value $687.00 Mil Turnover 3 %
Countries:
Top Holdings: IJH(6.45%)EFA(6.01%)AAPL(5.26%)MSFT(4.65%)VGSH(3.81%)
Summary Stock Picks Current Portfolio
MainStreet Investment Advisors... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJH 		iShares Core S&P Mid-Cap ETF
759,194
44,299.0
-2.98%
6.450
-0.20%
0.050
-2.84%
-3.51%
91,654.7
 
EFA 		iShares MSCI EAFE ETF
505,738
41,334.0
-3.85%
6.010
-0.21%
0.070
+10.03%
+18.71%
63,929.1
 
AAPL 		Apple Inc
162,866
36,177.4
-3.94%
5.260
-0.23%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
MSFT 		Microsoft Corp
85,054
31,928.4
-4.93%
4.650
-0.26%
0.000
+16.58%
+10.02%
3,433,612.3
Software
VGSH 		Vanguard Short-Term Government Bond ETF
446,313
26,194.1
-4.09%
3.810
-0.15%
0.120
+0.95%
+2.10%
23,049.9
 
JPM 		JPMorgan Chase & Co
79,775
19,568.8
-3.91%
2.850
-0.11%
0.000
+0.62%
+11.66%
735,515.1
Banks
BLK 		BlackRock Inc
20,552
19,452.1
-3.73%
2.830
-0.11%
0.010
+0.58%
-4.07%
151,528.6
Asset Management
IJR 		iShares Core S&P Small-Cap ETF
185,048
19,350.5
-3.78%
2.820
-0.12%
0.030
-5.78%
-8.58%
76,464.1
 
PG 		Procter & Gamble Co
90,086
15,352.5
-2.82%
2.230
-0.06%
0.000
-2.88%
+1.31%
393,367.3
Consumer Packaged Goods
GOOGL 		Alphabet Inc
88,657
13,709.9
-2.81%
1.990
-0.07%
0.000
-0.62%
-10.61%
2,058,452.1
Interactive Media

MainStreet Investment Advisors LLC's Historical Top Holdings Breakdowns

MainStreet Investment Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2025-03-31New Buy
+1.66%
●
554.06 ($590.51) 615.85
$595.59
0.86%
New holding
20,362
20,362
MSFT 		Microsoft Corp2025-03-31Reduce
-0.26%
●
375.39 ($407.71) 447.2
$461.97
13.31%
Reduce -4.93%
85,054
-4,411
AAPL 		Apple Inc2025-03-31Reduce
-0.23%
●
209.68 ($231.67) 247.1
$201.70
-12.94%
Reduce -3.94%
162,866
-6,684
DSI 		iShares ESG MSCI KLD 400 ETF2025-03-31New Buy
+0.21%
●
101.98 ($109.1) 115.66
$111.02
1.76%
New holding
14,101
14,101
HON 		Honeywell International Inc2025-03-31Reduce
-0.21%
●
202.75 ($214.7) 226.52
$225.52
5.04%
Reduce -11.54%
50,894
-6,640
EFA 		iShares MSCI EAFE ETF2025-03-31Reduce
-0.21%
●
74.85 ($80.6) 84.89
$89.76
11.36%
Reduce -3.85%
505,738
-20,254
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Reduce
-0.20%
●
57.21 ($62.1) 65.8
$59.96
-3.45%
Reduce -2.98%
759,194
-23,328
FCX 		Freeport-McMoRan Inc2025-03-31Sold Out
-0.20%
●
34.5 ($38.26) 43.01
$40.15
4.94%
Sold Out
0
-37,688
MRVL 		Marvell Technology Inc2025-03-31New Buy
+0.15%
●
61.57 ($97.02) 126.06
$61.47
-36.64%
New holding
16,733
16,733
VGSH 		Vanguard Short-Term Government Bond ETF2025-03-31Reduce
-0.15%
●
58.07 ($58.36) 58.69
$58.39
0.05%
Reduce -4.09%
446,313
-19,009

MainStreet Investment Advisors LLC Total Holding History ($B)

To

MainStreet Investment Advisors LLC's Asset Allocation

To

MainStreet Investment Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MainStreet Investment Advisors LLC's Hypothetical Growth since 2025-03-31

MainStreet Investment Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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

  • 1

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