Main Street Financial Solutions, LLC Reduced Holdings in Q3 2025

Main Street Financial Solutions, LLC

  • $1.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-44.9K
- 72.39%
$63.28 - $69.5 $2.84M - $3.12M
17.1K $1.17M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-25K
- 88.42%
$117.65 - $120.08 $2.94M - $3M
3.27K $390K
FVD
First Tr Value Line Divid Inde

ETFs
-32.9K
- 84.73%
$44.73 - $46.86 $1.47M - $1.54M
5.94K $274K
TDW
Tidewater Inc

Energy
-35.5K
- 57.65%
$46.32 - $63.19 $1.64M - $2.24M
26.1K $1.39M
FNDX
Schwab Fundamental U S Large C

ETFs
-47.4K
- 28.76%
$24.38 - $26.34 $1.16M - $1.25M
118K $3.09M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-21.3K
- 28.85%
$51.7 - $54.73 $1.1M - $1.16M
52.5K $2.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.19K
- 10.37%
$459.11 - $506.91 $1.01M - $1.11M
18.9K $9.52M
SLB
Schlumberger Limited

Energy
-22.9K
- 26.24%
$32.37 - $37.31 $741K - $854K
64.3K $2.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.55K
- 12.52%
$617.65 - $666.84 $1.57M - $1.7M
17.8K $11.9M
RPRX
Royalty Pharma PLC

Healthcare
-16.7K
- 14.96%
$34.9 - $37.91 $584K - $635K
95.1K $3.36M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.8K
- 66.86%
$49.32 - $50.93 $533K - $550K
5.36K $271K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.66K
- 15.82%
$78.11 - $79.07 $520K - $527K
35.4K $2.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-7.8K
- 72.78%
$68.94 - $86.3 $538K - $673K
2.92K $251K
KO
Coca Cola CO

Consumer Defensive
-3.82K
- 6.85%
$65.67 - $71.67 $251K - $274K
52K $3.45M
COST
Costco Wholesale Corp

Consumer Defensive
-101
- 2.02%
$915.95 - $994.57 $92.5K - $100K
4.89K $4.52M
AGNC
Agnc Investment Corp.

Real Estate
-50.4K
- 37.26%
$9.2 - $10.37 $464K - $523K
84.9K $831K
COIN
Coinbase Global, Inc.

Technology
-1.08K
- 37.13%
$297.99 - $419.78 $322K - $453K
1.83K $616K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-10.8K
- 14.9%
$63.41 - $69.69 $688K - $756K
62K $4.24M
SPOT
Spotify Technology S.A.

Communication Services
-353
- 21.34%
$620.01 - $738.53 $219K - $261K
1.3K $908K
IT
Gartner Inc

Technology
-157
- 7.07%
$225.98 - $406.7 $35.5K - $63.9K
2.07K $542K
ISRG
Intuitive Surgical Inc

Healthcare
-108
- 3.69%
$433.66 - $544.47 $46.8K - $58.8K
2.82K $1.26M
HRL
Hormel Foods Corp

Consumer Defensive
-3.05K
- 11.46%
$24.31 - $31.54 $74.1K - $96.2K
23.6K $583K
WTM
White Mountains Insurance Group LTD

Financial Services
-32
- 2.47%
$1671.52 - $1869.81 $53.5K - $59.8K
1.26K $2.11M
CDW
Cdw Corp

Technology
-339
- 4.07%
$156.97 - $182.84 $53.2K - $62K
7.98K $1.27M
DBA
Invesco Db Agriculture Fund

ETFs
-7.68K
- 47.02%
$25.62 - $27.91 $197K - $214K
8.66K $231K
MUB
Ishares National Muni Bond ETF

ETFs
-2.19K
- 11.34%
$103.24 - $106.68 $226K - $234K
17.1K $1.82M
VAL
Valaris LTD

Energy
-11.7K
- 20.63%
$43.9 - $52.99 $515K - $622K
45.2K $2.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.9K
- 4.75%
$46.51 - $50.07 $88.2K - $94.9K
38K $1.78M
FDS
Factset Research Systems Inc

Financial Services
-72
- 8.53%
$283.86 - $450.3 $20.4K - $32.4K
772 $221K
VRSK
Verisk Analytics, Inc.

Industrials
-62
- 2.66%
$242.3 - $312.95 $15K - $19.4K
2.27K $570K
BNDX
Vanguard Total International B

ETFs
-2.47K
- 19.92%
$49.0 - $49.51 $121K - $122K
9.93K $491K
MKL
Markel Corp

Financial Services
-22
- 2.38%
$1898.34 - $2031.8 $41.8K - $44.7K
903 $1.73M
CSL
Carlisle Companies Inc

Industrials
-41
- 1.86%
$327.52 - $435.11 $13.4K - $17.8K
2.17K $712K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.26K
- 10.22%
$49.78 - $50.75 $112K - $114K
19.8K $1M
VB
Vanguard Small Cap ETF

ETFs
-1.07K
- 10.69%
$237.58 - $259.17 $254K - $277K
8.94K $2.27M
XLU
Utilities Sector Spdr

ETFs
-1.44K
- 25.01%
$81.14 - $87.32 $117K - $126K
4.32K $376K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-976
- 9.45%
$91.44 - $91.77 $89.2K - $89.6K
9.36K $858K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-7.44K
- 37.42%
$11.51 - $12.4 $85.6K - $92.2K
12.4K $152K
CRM
Salesforce, Inc.

Technology
-97
- 5.86%
$231.66 - $273.65 $22.5K - $26.5K
1.56K $369K
EMLP
First Tr Exchange Traded Iv

ETFs
-2.39K
- 13.5%
$36.99 - $38.38 $88.4K - $91.7K
15.3K $586K
VDC
Vanguard Consumer Staples ETF

ETFs
-188
- 2.76%
$212.64 - $225.25 $40K - $42.3K
6.63K $1.42M
DUK
Duke Energy Corp

Utilities
-893
- 13.94%
$116.31 - $125.93 $104K - $112K
5.52K $682K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-4.5K
- 10.9%
$21.62 - $22.81 $97.3K - $103K
36.8K $828K
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.21K
- 10.04%
$53.36 - $59.69 $225K - $251K
37.7K $2.2M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.03%
$288.69 - $310.94 $289 - $311
3.97K $1.16M
SHW
Sherwin Williams CO

Basic Materials
-195
- 7.77%
$330.88 - $375.23 $64.5K - $73.2K
2.31K $801K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 13.46%
$139.82 - $155.45 $150K - $167K
6.89K $1.07M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.12K
- 5.39%
$50.81 - $51.07 $57K - $57.3K
19.7K $1.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
-57
- 4.52%
$412.46 - $514.1 $23.5K - $29.3K
1.2K $589K
Activity Summary
Buys All Purchases 385 New Holdings 78 Increased Positions 307 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 8 Puts 8
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