• 13F History

Main Street Financial Solutions, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.01B
Signature - Title
Colin Moors - Chief Compliance Officer
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Main Street Financial Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Main Street Financial Solutions, LLC reported 472 stock holdings with total value $1.01B as of Q4 2024. Top holdings included VTI, SCHG, SCHD, NVDA, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 472 $1.01B +$208M -$174M +$33.7M VTI, SCHG, SCHD, NVDA, AAPL 13F-HR 2/13/2025, 05:20 PM
Q3 2024 517 $1.09B +$65M -$102M -$37.3M VTI, NMM, SCHD, SCHG, AAPL 13F-HR 11/5/2024, 01:52 PM
Q2 2024 529 $1.06B +$141M -$15.6M +$125M VTI, SCHG, NMM, SCHD, AAPL 13F-HR 8/7/2024, 07:26 PM
Q1 2024 506 $936M +$144M -$34.8M +$109M VTI, SCHD, SCHG, SPY, SCHX 13F-HR 4/22/2024, 07:55 PM
Q4 2023 447 $774M +$31.4M -$26.9M +$4.5M VTI, SCHG, SCHD, AAPL, SPY 13F-HR 2/8/2024, 05:25 PM
Q3 2023 479 $706M +$53.1M -$60.9M -$7.85M VTI, SCHD, SCHG, AAPL, SPY 13F-HR 11/2/2023, 09:23 PM
Q2 2023 441 $743M +$46.5M -$15.2M +$31.3M VTI, SCHD, SCHG, AAPL, SCHX 13F-HR 8/4/2023, 05:26 PM
Q1 2023 445 $682M +$34.3M -$14.6M +$19.7M SCHD, VTI, SCHG, AAPL, SCHX 13F-HR 4/20/2023, 09:41 PM
Q4 2022 432 $634M +$52.5M -$47.7M +$4.89M SCHD, VTI, SCHG, AAPL, SCHX Restatement 2/7/2023, 07:07 PM
Q3 2022 424 $604M +$101M -$217M -$116M SCHD, VTI, SCHG, AAPL, AGG 13F-HR 10/24/2022, 04:17 PM
Q2 2022 441 $610M +$93.8M -$30M +$63.8M VTI, SCHD, AGG, CVX, AAPL 13F-HR 7/27/2022, 08:42 AM
Q1 2022 442 $682M +$61M -$13.7M +$47.2M VTI, SCHD, AAPL, SCHG, SCHX 13F-HR 4/21/2022, 07:39 PM
Q4 2021 467 $707M +$67.8M -$34.3M +$33.5M VTI, SCHD, AAPL, SCHG, SCHX 13F-HR 2/7/2022, 07:01 PM
Q3 2021 444 $651M +$57.2M -$16.2M +$41M VTI, SCHD, SCHG, AAPL, AGG 13F-HR 11/15/2021, 04:18 PM
Q2 2021 435 $619M +$60.5M -$35.1M +$25.5M VTI, SCHD, SCHG, AAPL, AGG 13F-HR 8/10/2021, 05:16 PM
Q1 2021 417 $562M +$79.9M -$18.7M +$61.1M VTI, SCHD, AGG, SCHG, AAPL 13F-HR 5/17/2021, 10:57 AM
Q4 2020 376 $488M VTI, AAPL, AGG, TSLA, SCHD 13F-HR 3/1/2021, 08:28 AM