Main Street Financial Solutions, LLC
CIK Number: 0001763350
1.15B
Market Value
462
# of Holdings
11 months
Avg. Holding Period
34.51%
Win Rate
23.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 293.55 | -1.19% | 204.97K | +6.88% | 59.4M | 220.21 | 5.85% |
| 2 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 1.73M | +322.96% | 48.27M | 17.37 | 4.76% |
| 3 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 1.63M | +222.34% | 44.62M | 24.14 | 4.40% |
| 4 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 239.12K | +34.52% | 32.11M | 47.2 | 3.16% |
| 5 | AAPL | Apple Inc. | 196.25 | -1.48% | 127.61K | +6.24% | 31.96M | 149.33 | 3.15% |
| 6 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 1.18M | +209.96% | 27.37M | 16.47 | 2.70% |
| 7 | AGG | iShares Core U.... | 97.95 | -0.36% | 209.96K | +5.29% | 20.35M | 110.06 | 2.00% |
| 8 | FBND | Fidelity Total ... | 45.30 | -0.42% | 449.16K | -2.04% | 20.15M | 44.67 | 1.99% |
| 9 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 80.84K | +62.45% | 17.74M | 176.27 | 1.75% |
| 10 | TOTL | SPDR DoubleLine... | 39.73 | -0.21% | 435.46K | +4.40% | 17.15M | 44.71 | 1.69% |
| 11 | SCHF | Schwab Internat... | 21.80 | -1.2% | 888.04K | +119.83% | 16.43M | 17.96 | 1.62% |
| 12 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 37.69K | +51.97% | 15.88M | 330.85 | 1.57% |
| 13 | DGRW | WisdomTree U.S.... | 81.94 | -0.94% | 184.78K | +0.52% | 14.95M | 60.4 | 1.47% |
| 14 | SCHA | Schwab U.S. Sma... | 24.49 | -1.76% | 524.47K | +108.82% | 13.56M | 22.73 | 1.34% |
| 15 | DLN | WisdomTree U.S.... | 80.34 | -0.93% | 171.21K | +4.85% | 13.32M | 61.47 | 1.31% |
| 16 | VIG | Vanguard Divide... | 200.24 | -1.18% | 61.33K | -18.9% | 12.01M | 152.12 | 1.18% |
| 17 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 28.53K | -20.81% | 11.52M | 231.75 | 1.14% |
| 18 | IAGG | iShares Core In... | 50.90 | -0.29% | 226.55K | +5.55% | 11.31M | 52.93 | 1.11% |
| 19 | IVV | iShares Core S&... | 599.72 | -1.12% | 18.61K | -0.88% | 10.96M | 388.54 | 1.08% |
| 20 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 20.87K | +1.66% | 10.67M | 390.39 | 1.05% |
| 21 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 17.84K | +0.03% | 9.62M | 455.49 | 0.95% |
| 22 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 15.97K | -19.31% | 9.36M | 413.23 | 0.92% |
| 23 | IUSV | iShares Core S&... | 92.55 | -1.04% | 97.16K | +6.82% | 9M | 90.07 | 0.89% |
| 24 | DFUS | Dimensional U.S... | 64.64 | -1.25% | 138.12K | +6.63% | 8.81M | 53.36 | 0.87% |
| 25 | HTAB | Hartford Schrod... | 18.65 | -0.48% | 450.43K | +2.67% | 8.72M | 18.59 | 0.86% |
| 26 | SCHK | Schwab 1000 Ind... | 28.77 | -1.18% | 303.39K | +108.17% | 8.59M | 25.68 | 0.85% |
| 27 | META | Meta Platforms,... | 682.74 | -1.53% | 14.59K | +184.78% | 8.54M | 497.99 | 0.84% |
| 28 | IUSG | iShares Core S&... | 143.72 | -1.26% | 58.47K | +1.20% | 8.15M | 119.58 | 0.80% |
| 29 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 69.31K | +2.67% | 7.46M | 77.4 | 0.73% |
| 30 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 328.1K | +193.74% | 7.45M | 15.34 | 0.73% |
| 31 | SCHM | Schwab U.S. Mid... | 27.14 | -1.49% | 268.4K | +213.50% | 7.44M | 23.64 | 0.73% |
| 32 | CGGO | Capital Group G... | 30.99 | -1.46% | 245.96K | +1.68% | 7.19M | 21.4 | 0.71% |
| 33 | SHV | iShares Short T... | 110.24 | +0.04% | 62.43K | +53.80% | 6.87M | 110.15 | 0.68% |
| 34 | SCHE | Schwab Emerging... | 29.43 | -1.57% | 255.79K | +6.69% | 6.81M | 27.76 | 0.67% |
| 35 | VEA | Vanguard Develo... | 56.17 | -1.21% | 136.49K | +7.12% | 6.53M | 47.41 | 0.64% |
| 36 | SCHC | Schwab Internat... | 41.14 | -1.15% | 178.09K | +9.87% | 6.11M | 35.75 | 0.60% |
| 37 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 10.87K | -46.05% | 4.92M | 363.13 | 0.49% |
| 38 | DGT | SPDR Global Dow... | 147.98 | -1.19% | 36.41K | +6.77% | 4.81M | 118.73 | 0.47% |
| 39 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 106.5K | +6.99% | 4.69M | 45.45 | 0.46% |
| 40 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 24.52K | +7.81% | 4.67M | 113.55 | 0.46% |
| 41 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 30.9K | -10.15% | 4.47M | 169.49 | 0.44% |
| 42 | EDV | Vanguard Extend... | 65.18 | -1.63% | 64.58K | +1.74% | 4.37M | 77.84 | 0.43% |
| 43 | IWF | iShares Russell... | 405.56 | -1.27% | 10.57K | -10.1% | 4.25M | 249.56 | 0.42% |
| 44 | DFAS | Dimensional U.S... | 61.68 | -1.8% | 63.18K | +12.58% | 4.11M | 62.77 | 0.41% |
| 45 | MMIT | IQ MacKay Munic... | 23.73 | -0.11% | 171.1K | -1.41% | 4.11M | 24.14 | 0.40% |
| 46 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 16.75K | +6.78% | 4.01M | 147.31 | 0.40% |
| 47 | DFAI | Dimensional Int... | 34.34 | -1.05% | 134.69K | +0.19% | 3.93M | 29.9 | 0.39% |
| 48 | GDX | VanEck Gold Min... | 54.46 | +1.74% | 115.15K | -3.42% | 3.9M | 34.97 | 0.38% |
| 49 | EMTL | SPDR DoubleLine... | 42.90 | +0.26% | 92.33K | +5.62% | 3.89M | 46.21 | 0.38% |
| 50 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 16.4K | +52.35% | 3.8M | 120.5 | 0.37% |
| 51 | SO | The Southern Co... | 90.34 | -0.02% | 46.12K | -14.27% | 3.8M | 65.02 | 0.37% |
| 52 | DON | WisdomTree U.S.... | 49.06 | -1.41% | 74.03K | -0.13% | 3.77M | 38.01 | 0.37% |
| 53 | SCHV | Schwab U.S. Lar... | 27.09 | -0.84% | 141K | +205.20% | 3.68M | 22.07 | 0.36% |
| 54 | FJUL | FT Cboe Vest U.... | 49.97 | -1.01% | 74.37K | -0.17% | 3.64M | 37.52 | 0.36% |
| 55 | DIA | SPDR Dow Jones ... | 422.83 | -1.78% | 8.56K | +3.67% | 3.64M | 396.19 | 0.36% |
| 56 | COWZ | Pacer US Cash C... | 54.78 | -0.93% | 64.19K | +7.89% | 3.63M | 51.13 | 0.36% |
| 57 | VTV | Vanguard Value ... | 173.34 | -0.81% | 21.06K | +4.40% | 3.57M | 128.01 | 0.35% |
| 58 | COST | Costco Wholesal... | 990.08 | -1.26% | 3.84K | +68.46% | 3.52M | 734.97 | 0.35% |
| 59 | FFEB | FT Cboe Vest U.... | 51.00 | -0.97% | 70.65K | 0.00% | 3.52M | 34.59 | 0.35% |
| 60 | VB | Vanguard Small ... | 229.60 | -1.65% | 14.5K | -6.44% | 3.48M | 196.37 | 0.34% |
| 61 | PG | The Procter & G... | 160.25 | -1.79% | 20.7K | -25.73% | 3.47M | 147.34 | 0.34% |
| 62 | PULS | PGIM Ultra Shor... | 49.65 | +0.03% | 69.58K | +28.64% | 3.45M | 49.54 | 0.34% |
| 63 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 19.35K | +4.66% | 3.44M | 119.81 | 0.34% |
| 64 | RDVY | First Trust Ris... | 60.51 | -1.47% | 56.48K | +1.13% | 3.34M | 44.42 | 0.33% |
| 65 | BAC | Bank of America... | 44.08 | -1.21% | 74.36K | +150.13% | 3.27M | 40.05 | 0.32% |
| 66 | TDIV | First Trust NAS... | 86.03 | -1.06% | 41.18K | -2.44% | 3.23M | 50.02 | 0.32% |
| 67 | VTWO | Vanguard Russel... | 84.42 | -1.83% | 36.1K | +16.81% | 3.22M | 86.34 | 0.32% |
| 68 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.39% | 139.76K | +125.77% | 3.17M | 22.89 | 0.31% |
| 69 | XLP | Consumer Staple... | 80.95 | -1.23% | 39.16K | +5.24% | 3.08M | 69.99 | 0.30% |
| 70 | FMAY | FT Cboe Vest U.... | 48.80 | -0.88% | 63.85K | -1.28% | 3.03M | 36.15 | 0.30% |
| 71 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 15.9K | -3.88% | 3.01M | 108.66 | 0.30% |
| 72 | VGT | Vanguard Inform... | 623.31 | -1.65% | 4.81K | -26.88% | 2.99M | 393.5 | 0.29% |
| 73 | BSV | Vanguard Short-... | 78.10 | -0.1% | 37.3K | +15.81% | 2.88M | 78.85 | 0.28% |
| 74 | ITA | iShares U.S. Ae... | 180.19 | +0.40% | 19.69K | -3.87% | 2.86M | 97.12 | 0.28% |
| 75 | IEI | iShares 3-7 Yea... | 117.75 | -0.19% | 23.82K | +100.00% | 2.75M | 115.55 | 0.27% |
| 76 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 3.01K | +59.56% | 2.69M | 551.85 | 0.26% |
| 77 | DUHP | Dimensional US ... | 34.76 | -1.28% | 79.11K | +5.03% | 2.67M | 25.06 | 0.26% |
| 78 | DFAW | Dimensional Wor... | 65.16 | -1.26% | 41.9K | 0.00% | 2.62M | 58.16 | 0.26% |
| 79 | DCOR | Dimensional ETF... | 64.65 | -1.25% | 40.72K | +62.60% | 2.61M | 63.02 | 0.26% |
| 80 | V | Visa Inc. | 352.88 | -4.99% | 8.25K | +1.24% | 2.61M | 218.64 | 0.26% |
| 81 | MRK | Merck & Co., In... | 81.72 | -0.12% | 25.54K | -21.23% | 2.54M | 91.02 | 0.25% |
| 82 | HD | The Home Depot,... | 354.54 | -2.37% | 6.51K | -16.61% | 2.53M | 284.35 | 0.25% |
| 83 | XDEC | FT Cboe Vest U.... | 38.11 | -0.58% | 67.24K | 0.00% | 2.51M | 29.4 | 0.25% |
| 84 | CB | Chubb Limited | 286.70 | -0.9% | 9.06K | -13.47% | 2.5M | 160.91 | 0.25% |
| 85 | JOET | Virtus Terranov... | 39.16 | -1.22% | 64.47K | +32.57% | 2.44M | 35.11 | 0.24% |
| 86 | AMLP | Alerian MLP ETF | 49.16 | -0.16% | 50.11K | +14.41% | 2.41M | 33.33 | 0.24% |
| 87 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 40.75K | -4.21% | 2.4M | 60.16 | 0.24% |
| 88 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 9.04K | -21.26% | 2.39M | 207.55 | 0.24% |
| 89 | MCD | McDonald's Corp... | 301.85 | -0.43% | 7.96K | -3.58% | 2.31M | 253.68 | 0.23% |
| 90 | DFAC | Dimensional U.S... | 34.63 | -1.3% | 66.54K | +17.10% | 2.3M | 32.21 | 0.23% |
| 91 | GDXJ | VanEck Junior G... | 71.24 | +0.89% | 53.66K | +2.33% | 2.29M | 50.84 | 0.23% |
| 92 | PWV | Invesco Dynamic... | 60.42 | -0.93% | 39.42K | -0.5% | 2.24M | 38.56 | 0.22% |
| 93 | FI | Fiserv, Inc. | 162.97 | -3.01% | 10.85K | -13.43% | 2.23M | 91.65 | 0.22% |
| 94 | TJX | The TJX Compani... | 123.95 | -0.41% | 18.31K | +10.76% | 2.21M | 71.02 | 0.22% |
| 95 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 43.72K | +15.48% | 2.19M | 50.15 | 0.22% |
| 96 | DFAT | Dimensional U.S... | 52.52 | -1.53% | 39.3K | +3.59% | 2.19M | 53.53 | 0.22% |
| 97 | BLV | Vanguard Long-T... | 68.07 | -0.93% | 31.57K | +26.22% | 2.16M | 71.09 | 0.21% |
| 98 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 36.98K | +385.45% | 2.13M | 56.98 | 0.21% |
| 99 | VUG | Vanguard Growth... | 418.25 | -1.39% | 5.03K | -29.44% | 2.06M | 286.32 | 0.20% |
| 100 | FMAR | FT Cboe Vest U.... | 43.80 | -0.78% | 46.99K | -0.22% | 2.03M | 30.45 | 0.20% |
| 101 | BMAR | Innovator S&P 5... | 47.70 | -0.78% | 44K | 0.00% | 2.03M | 31.14 | 0.20% |
| 102 | WTM | White Mountains... | 1779.01 | +0.54% | 1.01K | +0.70% | 1.96M | 1263.33 | 0.19% |
| 103 | GDDY | GoDaddy Inc. | 175.63 | -1.2% | 9.86K | -0.12% | 1.95M | 70.18 | 0.19% |
| 104 | MUB | iShares Nationa... | 103.88 | -0.21% | 17.96K | +1.18% | 1.91M | 108.89 | 0.19% |
| 105 | VCIT | Vanguard Interm... | 81.56 | -0.42% | 23.41K | +579.59% | 1.88M | 80.53 | 0.19% |
| 106 | RSP | Invesco S&P 500... | 177.34 | -1.21% | 10.66K | -0.14% | 1.87M | 129.91 | 0.18% |
| 107 | VAW | Vanguard Materi... | 192.59 | -1.47% | 9.91K | -1.79% | 1.86M | 165.11 | 0.18% |
| 108 | FJAN | FT Cboe Vest U.... | 46.33 | -0.79% | 40.1K | -6.71% | 1.84M | 34.84 | 0.18% |
| 109 | PLTR | Palantir Techno... | 137.34 | +1.59% | 24.11K | -31.21% | 1.82M | 23.53 | 0.18% |
| 110 | PAAA | PGIM AAA CLO ET... | 51.32 | +0.03% | 35.21K | +129.71% | 1.8M | 51.14 | 0.18% |
| 111 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 2.31K | -2.53% | 1.79M | 666.74 | 0.18% |
| 112 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 4.84K | -41.9% | 1.75M | 379.29 | 0.17% |
| 113 | FDN | First Trust Dow... | 254.05 | -1.56% | 7.06K | -3.25% | 1.72M | 182.33 | 0.17% |
| 114 | DVY | iShares Select ... | 131.22 | -1.06% | 12.87K | -6.62% | 1.69M | 96.84 | 0.17% |
| 115 | KO | The Coca-Cola C... | 70.99 | -1.73% | 25.27K | -48.87% | 1.57M | 58.26 | 0.15% |
| 116 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 9.37K | +76.81% | 1.56M | 121.01 | 0.15% |
| 117 | MA | Mastercard Inco... | 561.81 | -4.66% | 2.93K | -13.12% | 1.55M | 386.16 | 0.15% |
| 118 | BND | Vanguard Total ... | 72.69 | -0.36% | 21.28K | -11.78% | 1.53M | 79.36 | 0.15% |
| 119 | BALT | Innovator Defin... | 31.98 | -0.02% | 48.38K | 0.00% | 1.52M | 26.94 | 0.15% |
| 120 | IAU | iShares Gold Tr... | 64.73 | +1.32% | 30.25K | -8.81% | 1.5M | 40.63 | 0.15% |
| 121 | PEG | Public Service ... | 81.00 | -0.68% | 17.6K | +0.13% | 1.49M | 60.53 | 0.15% |
| 122 | VNQ | Vanguard Real E... | 89.84 | -0.95% | 16.53K | +18.47% | 1.47M | 86.54 | 0.15% |
| 123 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 2.81K | +81.98% | 1.47M | 391.76 | 0.14% |
| 124 | PMAR | Innovator S&P 5... | 41.35 | -0.65% | 36.4K | -1.76% | 1.46M | 29.53 | 0.14% |
| 125 | VEU | Vanguard FTSE A... | 66.19 | -1.33% | 24.96K | -16.32% | 1.43M | 57.21 | 0.14% |
| 126 | VZ | Verizon Communi... | 43.01 | -0.35% | 35.79K | -24.06% | 1.43M | 51.24 | 0.14% |
| 127 | VYM | Vanguard High D... | 130.54 | -0.99% | 11.05K | -21.11% | 1.41M | 104.31 | 0.14% |
| 128 | WMT | Walmart Inc. | 94.42 | -0.43% | 15.54K | -43.78% | 1.4M | 52.49 | 0.14% |
| 129 | IT | Gartner, Inc. | 404.97 | -2.08% | 2.88K | +0.56% | 1.4M | 255.06 | 0.14% |
| 130 | CIBR | First Trust NAS... | 72.41 | -0.96% | 21.28K | -35.53% | 1.35M | 47.96 | 0.13% |
| 131 | TECL | Direxion Daily ... | 79.07 | -4.38% | 14.85K | 0.00% | 1.34M | 73.78 | 0.13% |
| 132 | ORLY | O'Reilly Automo... | 89.91 | -1.25% | 1.11K | -4.21% | 1.32M | 654.91 | 0.13% |
| 133 | FCOM | Fidelity MSCI C... | 61.56 | -1.05% | 22.32K | -1.97% | 1.31M | 44.72 | 0.13% |
| 134 | SLV | iShares Silver ... | 32.97 | -0.29% | 49.42K | -2.33% | 1.3M | 24.17 | 0.13% |
| 135 | MKL | Markel Corporat... | 1929.40 | -0.79% | 753 | +0.67% | 1.3M | 1267.32 | 0.13% |
| 136 | CVX | Chevron Corpora... | 145.87 | +0.62% | 8.71K | -39.98% | 1.26M | 149.99 | 0.12% |
| 137 | IBM | International B... | 277.18 | -1.37% | 5.66K | -44.74% | 1.24M | 141.81 | 0.12% |
| 138 | DBC | Invesco DB Comm... | 22.65 | +3.10% | 57.96K | +64.81% | 1.24M | 17.63 | 0.12% |
| 139 | ROBO | Robo Global Rob... | 56.50 | -1.98% | 21.85K | -1% | 1.23M | 60.32 | 0.12% |
| 140 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 8.02K | -2.31% | 1.22M | 158.88 | 0.12% |
| 141 | VOE | Vanguard Mid-Ca... | 161.57 | -1.22% | 7.44K | -9.65% | 1.2M | 133.76 | 0.12% |
| 142 | FNDF | Schwab Fundamen... | 39.53 | -1.04% | 35.76K | -0.23% | 1.19M | 29.92 | 0.12% |
| 143 | ROST | Ross Stores, In... | 131.77 | -1.27% | 7.82K | -22.69% | 1.18M | 77.1 | 0.12% |
| 144 | GPN | Global Payments... | 74.59 | -4.71% | 10.54K | +0.13% | 1.18M | 106.98 | 0.12% |
| 145 | VONG | Vanguard Russel... | 104.35 | -1.32% | 11.38K | -38.31% | 1.18M | 85.63 | 0.12% |
| 146 | IJH | iShares Core S&... | 60.25 | -1.54% | 18.83K | +50.91% | 1.17M | 53.16 | 0.12% |
| 147 | NOBL | ProShares S&P 5... | 99.79 | -1.29% | 11.78K | +0.43% | 1.17M | 83.68 | 0.12% |
| 148 | CDW | CDW Corporation | 170.43 | -2.47% | 6.71K | -1.51% | 1.17M | 164.89 | 0.12% |
| 149 | QMAR | FT Cboe Vest Na... | 30.22 | -0.56% | 38.56K | 0.00% | 1.15M | 21.39 | 0.11% |
| 150 | MGC | Vanguard Mega C... | 216.82 | -1.12% | 5.24K | -39.84% | 1.11M | 133.31 | 0.11% |