StockDrifts LogoStockDrifts

Main Street Financial Solutions, Llc

Portfolio Manager
Main Street Financial Solutions, Llc
Performance
+1.58% (2025 Q4)
AUM (13F)
$1.34B
# of Holdings
560
Performance Rank
Allocation (Top 20)
39.32%

Main Street Financial Solutions, Llc Holdings Map

Top 50 Main Street Financial Solutions, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
4.75%187.5K$62.9M
+0.01%(+16)
2024-Q4: 205.0K shares2025-Q1: 192.8K shares2025-Q2: 185.1K shares2025-Q3: 187.5K shares2025-Q4: 187.5K shares
$210.96(+63.66%)
2025-12-31
SCHG
SCHWAB STRATEGIC TR
4.1%1.66M$54.2M
-12.56%(-238.69K)
2024-Q4: 1.73M shares2025-Q1: 1.73M shares2025-Q2: 1.85M shares2025-Q3: 1.90M shares2025-Q4: 1.66M shares
$17.95(+78.79%)
2025-12-31
SCHD
SCHWAB STRATEGIC TR
3.5%1.69M$46.3M
-10.35%(-195.14K)
2024-Q4: 1.63M shares2025-Q1: 1.71M shares2025-Q2: 1.83M shares2025-Q3: 1.88M shares2025-Q4: 1.69M shares
$24.00(+27.71%)
2025-12-31
NMM
NAVIOS MARITIME PARTNERS L P
3.45%870.3K$45.6M
+0.83%(+7.20K)
2024-Q4: 0 shares2025-Q1: 779.8K shares2025-Q2: 859.1K shares2025-Q3: 863.1K shares2025-Q4: 870.3K shares
$45.75(+51.86%)
2025-12-31
SCHX
SCHWAB STRATEGIC TR
2.56%1.26M$33.8M
-3.86%(-50.44K)
2024-Q4: 1.18M shares2025-Q1: 1.23M shares2025-Q2: 1.28M shares2025-Q3: 1.31M shares2025-Q4: 1.26M shares
$16.74(+64.82%)
2025-12-31
AAPL
APPLE INC
2.21%107.3K$29.2M
-32.54%(-51.77K)
2024-Q4: 127.6K shares2025-Q1: 124.3K shares2025-Q2: 146.9K shares2025-Q3: 159.1K shares2025-Q4: 107.3K shares
$158.37(+68.23%)
2025-12-31
AGG
ISHARES TR
1.9%251.5K$25.1M
+8.03%(+18.68K)
2024-Q4: 210.0K shares2025-Q1: 214.5K shares2025-Q2: 219.6K shares2025-Q3: 232.8K shares2025-Q4: 251.5K shares
$109.16(-8.74%)
2025-12-31
FBND
FIDELITY MERRIMACK STR TR
1.82%523.0K$24.1M
+1.10%(+5.71K)
2024-Q4: 449.2K shares2025-Q1: 480.7K shares2025-Q2: 491.6K shares2025-Q3: 517.3K shares2025-Q4: 523.0K shares
$45.50(+1.00%)
2025-12-31
SCHF
SCHWAB STRATEGIC TR
1.77%975.5K$23.5M
-2.20%(-21.92K)
2024-Q4: 888.0K shares2025-Q1: 945.9K shares2025-Q2: 969.5K shares2025-Q3: 997.4K shares2025-Q4: 975.5K shares
$18.45(+43.66%)
2025-12-31
TOTL
SSGA ACTIVE ETF TR
1.5%493.7K$19.9M
+2.17%(+10.48K)
2024-Q4: 435.5K shares2025-Q1: 444.4K shares2025-Q2: 460.8K shares2025-Q3: 483.2K shares2025-Q4: 493.7K shares
$44.53(-10.44%)
2025-12-31

Unlock alerts, watchlists & AI chat

Sign up free to track Main Street Financial Solutions, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all