Main Street Financial Solutions, LLC

Q4 2024 13F Holdings

  • Location
    newtown, PA
  • Num holdings

    484

  • Value ($000)

    $1,014,811

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001763350
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$59.40M
6 %

204,969

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$48.27M
5 %

1,731,835

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$44.62M
4 %

1,633,114

NVDA
NVDA

NVIDIA CORPORATION

COM
$32.11M
3 %

239,123

AAPL
AAPL

APPLE INC

COM
$31.96M
3 %

127,608

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$27.37M
3 %

1,180,899

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$20.35M
2 %

209,964

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$20.15M
2 %

449,162

AMZN
AMZN

AMAZON COM INC

COM
$17.74M
2 %

80,842

TOTL
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
$17.15M
2 %

435,458

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