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
URA
Global X Uranium ETF

ETFs
13.1K
New
$26.78 - $33.46 $351K - $438K
13.1K $350K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.31K
+ 14.41%
$46.48 - $51.32 $293K - $324K
50.1K $2.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.09K
+ 15.81%
$77.02 - $78.58 $392K - $400K
37.3K $2.88M
NOW
Service Now, Inc.

Technology
322
New
$867.18 - $1148.42 $279K - $370K
322 $341K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.42K
New
$43.61 - $45.3 $323K - $336K
7.42K $330K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
183K
+ 213.5%
$27.54 - $83.04 $5.03M - $15.2M
268K $7.44M
COF
Capital One Financial Corp

Financial Services
1.79K
New
$145.19 - $192.01 $260K - $344K
1.79K $319K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.5K
New
$198.04 - $221.51 $297K - $333K
1.5K $316K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.2K
+ 6.82%
$91.94 - $100.02 $570K - $620K
97.2K $9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.7K
New
$26.16 - $28.82 $306K - $337K
11.7K $306K
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.8K
+ 90.76%
$25.61 - $28.0 $327K - $357K
26.8K $692K
KKR
Kkr & Co. Inc.

Financial Services
1.73K
+ 87.97%
$129.87 - $162.87 $224K - $281K
3.69K $545K
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.06K
New
$46.75 - $47.8 $283K - $290K
6.06K $284K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.56K
+ 26.22%
$68.25 - $75.42 $448K - $495K
31.6K $2.16M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
719
+ 119.63%
$340.59 - $380.5 $245K - $274K
1.32K $483K
TJX
Tjx Companies Inc

Consumer Cyclical
1.78K
+ 10.76%
$112.15 - $127.2 $199K - $226K
18.3K $2.21M
WTM
White Mountains Insurance Group LTD

Financial Services
7
+ 0.7%
$1755.01 - $2015.0 $12.3K - $14.1K
1.01K $1.96M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.9K
New
$87.25 - $95.52 $253K - $277K
2.9K $256K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.86K
+ 15.48%
$49.79 - $51.14 $292K - $300K
43.7K $2.19M
INTU
Intuit Inc

Technology
406
New
$602.01 - $706.25 $244K - $287K
406 $255K
CRM
Salesforce, Inc.

Technology
527
+ 41.99%
$270.87 - $367.87 $143K - $194K
1.78K $595K
AIQ
Global X Funds Global X Artifi

ETFs
6.25K
New
$36.57 - $40.57 $229K - $254K
6.25K $241K
BNOV
Innovator U.S. Equity Buffer E

ETFs
6.14K
New
$38.08 - $39.98 $234K - $245K
6.14K $241K
BK
Bank Of New York Mellon Corp

Financial Services
3.04K
New
$70.82 - $81.87 $215K - $249K
3.04K $233K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
77.9K
+ 125.77%
$22.63 - $47.53 $1.76M - $3.7M
140K $3.17M
IDCC
Inter Digital, Inc.

Communication Services
43
+ 1.02%
$142.61 - $200.59 $6.13K - $8.63K
4.24K $821K
MBB
Ishares Tr

ETFs
2.46K
New
$91.26 - $95.82 $224K - $236K
2.46K $225K
APP
App Lovin Corp

Technology
697
New
$130.67 - $401.5 $91.1K - $280K
697 $225K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.55K
New
$87.1 - $98.49 $222K - $251K
2.55K $222K
LNG
Cheniere Energy, Inc.

Energy
1.03K
New
$181.07 - $225.92 $186K - $232K
1.03K $220K
CCL
Carnival Corp

Consumer Cyclical
8.8K
New
$17.34 - $26.8 $153K - $236K
8.8K $219K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.29K
New
$51.09 - $55.27 $219K - $237K
4.29K $219K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.18K
New
$170.03 - $192.78 $201K - $228K
1.18K $218K
CEG
Constellation Energy Corp

Utilities
954
New
$224.28 - $285.52 $214K - $272K
954 $214K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.47K
New
$46.63 - $47.41 $208K - $212K
4.47K $208K
XLC
Select Sector Spdr Tr Communic

ETFs
2.13K
New
$89.66 - $102.16 $191K - $218K
2.13K $206K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.75K
+ 51.28%
$46.94 - $51.62 $176K - $193K
11.1K $552K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.17K
New
$64.18 - $70.42 $204K - $224K
3.17K $204K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.03%
$521.84 - $558.82 $3.13K - $3.35K
17.8K $9.62M
VIS
Vanguard Industrial ETF

ETFs
792
New
$254.39 - $279.7 $201K - $222K
792 $201K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.36K
+ 26.15%
$48.33 - $49.08 $211K - $214K
21K $1.02M
COIN
Coinbase Global, Inc.

Technology
93
+ 3.81%
$163.17 - $343.62 $15.2K - $32K
2.53K $628K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.9K
+ 5.55%
$49.87 - $52.46 $594K - $624K
227K $11.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.69K
+ 7.89%
$56.06 - $61.35 $263K - $288K
64.2K $3.63M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.31K
+ 54.52%
$50.06 - $55.0 $216K - $237K
12.2K $612K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
213
+ 3.13%
$47.29 - $84.74 $10.1K - $18K
7.03K $523K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 0.2%
$362.95 - $502.38 $1.45K - $2.01K
2.01K $898K
OXLC
Oxford Lane Capital Corp.

Financial Services
31.2K
New
$5.05 - $5.45 $158K - $170K
31.2K $158K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.5K
+ 5.29%
$96.64 - $101.23 $1.02M - $1.07M
210K $20.3M
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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