$489 Million is the total value of Main Street Financial Solutions, LLC's 377 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| APPLE INC | 12 | Q3 2023 | 3.7% |
| ISHARES TR | 12 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.8% |
| SSGA ACTIVE ETF TR | 12 | Q3 2023 | 2.0% |
| TESLA INC | 12 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 1.7% |
| ISHARES TR | 12 | Q3 2023 | 1.8% |
View Main Street Financial Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-21 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-22 |
View Main Street Financial Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.