Main Street Financial Solutions, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$634.08M
13F filings
1
Latest filing
Feb 8, 2023

Top 10 holdings

SCHD $27.79M
4.38% of AUM
VTI $23.98M
3.78% of AUM
SCHG $19.22M
3.03% of AUM
AAPL $17.76M
2.80% of AUM
SCHX $16.96M
2.68% of AUM
AGG $15.59M
2.46% of AUM
FBND $14.65M
2.31% of AUM
TOTL $12.39M
1.95% of AUM
SCHF $10.78M
1.70% of AUM
DLN $10.66M
1.68% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Main Street Financial Solutions, LLC. Reported assets under management total $634.08M.

View live Main Street Financial Solutions, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Main Street Financial Solutions, LLC have under management?
Per Main Street Financial Solutions, LLC's most recent SEC Form 13F filing dated Feb 8, 2023, total assets under management are $634.08M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Main Street Financial Solutions, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Main Street Financial Solutions, LLC. Filings are due 45 days after quarter-end.
Where does Main Street Financial Solutions, LLC's holdings data come from?
Every position shown on this page sources back to Main Street Financial Solutions, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.