Main Street Financial Solutions, LLC Purchases in Q4 2024

Main Street Financial Solutions, LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
61.4K
+ 34.52%
$117.0 - $148.88 $7.18M - $9.14M
239K $32.1M
AMZN
Amazon Com Inc

Consumer Cyclical
31.1K
+ 62.45%
$180.88 - $232.93 $5.62M - $7.24M
80.8K $17.7M
META
Meta Platforms, Inc.

Communication Services
9.47K
+ 184.78%
$554.08 - $632.68 $5.25M - $5.99M
14.6K $8.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.32M
+ 322.96%
$25.93 - $105.3 $34.3M - $139M
1.73M $48.3M
MSFT
Microsoft Corp

Technology
12.9K
+ 51.97%
$406.35 - $454.46 $5.24M - $5.86M
37.7K $15.9M
VTI
Vanguard Total Stock Market Et

ETFs
13.2K
+ 6.88%
$280.04 - $302.45 $3.7M - $3.99M
205K $59.4M
AAPL
Apple Inc.

Technology
7.49K
+ 6.24%
$221.69 - $259.02 $1.66M - $1.94M
128K $32M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
23.8K
New
$115.08 - $119.55 $2.74M - $2.85M
23.8K $2.75M
SHV
Ishares Tr

ETFs
21.8K
+ 53.8%
$109.92 - $110.57 $2.4M - $2.41M
62.4K $6.87M
BAC
Bank Of America Corp

Financial Services
44.6K
+ 150.13%
$39.22 - $47.77 $1.75M - $2.13M
74.4K $3.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13M
+ 222.34%
$26.93 - $84.95 $30.3M - $95.7M
1.63M $44.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.4K
+ 385.45%
$57.53 - $60.83 $1.69M - $1.79M
37K $2.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
20K
+ 579.59%
$80.13 - $83.77 $1.6M - $1.67M
23.4K $1.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
800K
+ 209.96%
$22.4 - $68.28 $17.9M - $54.6M
1.18M $27.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.56K
+ 68.46%
$873.59 - $994.69 $1.36M - $1.55M
3.84K $3.52M
NFLX
Netflix Inc

Communication Services
1.13K
+ 59.56%
$687.65 - $936.56 $774K - $1.05M
3.01K $2.69M
SPSB
Spdr Portfolio Short Term Corp

ETFs
34K
New
$29.77 - $30.19 $1.01M - $1.03M
34K $1.02M
FMB
First Tr Exchange Traded Fd Ii

ETFs
19.3K
New
$50.62 - $52.07 $978K - $1.01M
19.3K $985K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.1K
New
$55.86 - $60.21 $898K - $968K
16.1K $920K
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 7.81%
$163.08 - $198.16 $290K - $352K
24.5K $4.67M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.36K
New
$311.11 - $335.64 $735K - $793K
2.36K $760K
PULS
Pgim ETF Tr

ETFs
15.5K
+ 28.64%
$49.51 - $49.79 $767K - $771K
69.6K $3.45M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.59K
+ 6.63%
$61.52 - $66.5 $528K - $571K
138K $8.81M
UBS
Ubs Group Ag

Financial Services
23.8K
New
$29.78 - $33.08 $709K - $788K
23.8K $722K
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
+ 6.78%
$205.18 - $250.29 $218K - $266K
16.7K $4.01M
ISRG
Intuitive Surgical Inc

Healthcare
1.27K
+ 81.98%
$471.27 - $550.62 $596K - $697K
2.81K $1.47M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
25.3K
New
$26.16 - $29.13 $662K - $738K
25.3K $663K
ORCL
Oracle Corp

Technology
4.07K
+ 76.81%
$165.41 - $192.43 $673K - $783K
9.37K $1.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
341
+ 1.66%
$481.22 - $538.17 $164K - $184K
20.9K $10.7M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
15.8K
+ 32.57%
$36.56 - $41.07 $579K - $651K
64.5K $2.44M
VONV
Vanguard Russell 1000 Value Et

ETFs
7.87K
New
$80.87 - $87.69 $637K - $690K
7.87K $639K
SCHA
Schwab Strategic Tr Us Small C

ETFs
273K
+ 108.82%
$25.33 - $51.16 $6.92M - $14M
524K $13.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
20K
New
$28.88 - $29.33 $577K - $586K
20K $579K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
158K
+ 108.17%
$27.45 - $55.56 $4.33M - $8.76M
303K $8.59M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
691
+ 1.2%
$129.96 - $144.97 $89.8K - $100K
58.5K $8.15M
WMB
Williams Companies, Inc.

Energy
9.64K
New
$46.37 - $59.74 $447K - $576K
9.64K $521K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.92K
+ 4.85%
$77.23 - $82.11 $612K - $650K
171K $13.3M
MS
Morgan Stanley

Financial Services
3.14K
+ 80.38%
$104.42 - $134.99 $328K - $424K
7.05K $886K
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.06K
+ 12.58%
$63.58 - $71.15 $449K - $502K
63.2K $4.11M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.2K
+ 16.81%
$87.42 - $98.06 $454K - $510K
36.1K $3.22M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
22.8K
+ 64.81%
$20.92 - $23.57 $477K - $537K
58K $1.24M
IGV
Ishares Expanded Tech Software

ETFs
4.44K
New
$87.5 - $110.17 $388K - $489K
4.44K $444K
GE
General Electric CO

Industrials
2.66K
+ 142.25%
$159.95 - $194.23 $426K - $517K
4.54K $756K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.35K
+ 50.91%
$61.68 - $67.87 $392K - $431K
18.8K $1.17M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.88K
+ 83.95%
$41.17 - $43.34 $407K - $428K
21.6K $895K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.17K
New
$176.42 - $186.91 $382K - $405K
2.17K $386K
SHOP
Shopify Inc.

Technology
1.51K
+ 18.98%
$78.14 - $119.49 $118K - $181K
9.48K $1.01M
V
Visa Inc.

Financial Services
101
+ 1.24%
$273.87 - $320.91 $27.7K - $32.4K
8.25K $2.61M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.72K
+ 17.1%
$33.92 - $36.6 $330K - $356K
66.5K $2.3M
Activity Summary
Buys All Purchases 232 New Holdings 44 Increased Positions 188 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 6 Puts 5
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