MS

Main Street Financial Solutions, LLC

13F
Main Street Financial Solutions, LLC
Last update 2024-08-08 544 Stocks (37 new)
Value $1.06 Bil Turnover 11 %
Countries:
Top Holdings: VTI(4.87%)SCHG(3.82%)NMM(3.61%)SCHD(3.56%)AAPL(2.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Main Street Financial Solution... Top Holdings of 2024-06-30 View Full List
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
192,820
51581.410
+1.70%
4.870
+0.08%
-
+6.31%
+20.86%
420876.283
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
401,094
40446.300
+3.37%
3.820
+0.12%
-
+8.30%
+28.30%
33998.267
 
NMM 		Navios Maritime Partners LP
750,835
38315.110
+2,977.19%
3.610
+3.49%
2.490
+20.00%
+103.23%
1694.480
Transportation
SCHD 		Schwab US Dividend Equity ETF
485,052
37717.640
+5.89%
3.560
+0.20%
-
+3.02%
+11.58%
63460.872
 
AAPL 		Apple Inc
132,765
27962.970
+5.37%
2.640
+0.13%
0.000
+7.21%
+21.69%
3548645.576
Hardware
NVDA 		NVIDIA Corp
194,904
24078.440
-0.07%
2.270
0%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
SPY 		S&P 500 ETF TRUST ETF
44,140
24021.870
+2.88%
2.270
+0.06%
-
+6.68%
+22.20%
602048.949
 
SCHX 		Schwab U.S. Large-Cap ETF
373,667
24008.070
+4.48%
2.260
+0.10%
-
+6.80%
+21.97%
50197.210
 
FBND 		Fidelity Total Bond ETF
442,466
19879.980
+8.20%
1.880
+0.14%
-
+0.13%
-0.80%
12422.780
 
AGG 		iShares Core U.S. Aggregate Bond ETF
196,953
19118.200
+5.49%
1.800
+0.09%
-
+0.11%
-0.83%
117688.325
 

Main Street Financial Solutions, LLC's Historical Top Holdings Breakdowns

Main Street Financial Solutions, 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
NMM 		Navios Maritime Partners LP2024-06-30Add
+3.49%
●
41.33 ($46.41) 52.68
$56.60
21.96%
Add 2977.19%
750,835
726,435
GTE 		Gran Tierra Energy Inc2024-06-30Add
+0.28%
●
7.2 ($8.92) 10.35
$6.24
-30.04%
Add 204.7%
450,403
302,583
MSGS 		Madison Square Garden Sports Corp2024-06-30New Buy
+0.25%
●
178.84 ($185.4) 190.89
$222.25
19.88%
New holding
14,001
14,001
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+0.20%
●
75.81 ($78.09) 80.15
$28.32
-63.73%
Add 5.89%
485,052
26,966
CAPE 		DoubleLine Shiller CAPE U.S. Equities ETF2024-06-30New Buy
+0.19%
●
26.34 ($27.23) 27.85
$29.90
9.81%
New holding
74,515
74,515
MSFT 		Microsoft Corp2024-06-30Add
+0.16%
●
389.33 ($422.32) 452.85
$426.71
1.04%
Add 15.86%
27,899
3,820
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.14%
●
396.73 ($408.62) 420.24
$458.49
12.20%
Add 27.42%
17,243
3,711
FBND 		Fidelity Total Bond ETF2024-06-30Add
+0.14%
●
44.06 ($44.79) 45.49
$45.67
1.96%
Add 8.2%
442,466
33,550
AAPL 		Apple Inc2024-06-30Add
+0.13%
●
165 ($186.49) 216.67
$233.40
25.15%
Add 5.37%
132,765
6,761
SCHK 		Schwab 1000 Index ETF2024-06-30Add
+0.13%
●
47.83 ($50.51) 52.72
$28.00
-44.57%
Add 22.57%
137,709
25,358

Main Street Financial Solutions, LLC Total Holding History ($B)

To

Main Street Financial Solutions, LLC's Asset Allocation

To

Main Street Financial Solutions, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Main Street Financial Solutions, LLC's Hypothetical Growth since 2024-06-30

Main Street Financial Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Main Street Financial Solutions, LLC's Holdings Heat Map

Size field:

Main Street Financial Solutions, LLC's Holdings Bubble Chart

Main Street Financial Solutions, LLC News

  • 1

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