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Home > Institutional Investor > Main Street Financial Solutions, Llc > Profile

Instuitional Investor - Main Street Financial Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Main Street Financial Solutions, Llc
Portfolio Value $774,113,217
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 153,835 $36,492,763 4.71%
2.
Schwab Strategic Trust
 FNDF 392,652 $32,574,436 4.2%
3.
Schwab Strategic Trust
 FNDF 427,372 $32,535,827 4.2%
4.
Apple Inc.
 AAPL 123,845 $23,843,836 3.08%
5.
Spdr S & P 500 Etf Trust
 SPY 42,858 $20,370,598 2.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)