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Colin Moors

@Main Street Financial Solutions, Llc

Latest period2024 - Q3ReportedManaged Assets$1.09BTotal holdings517
Assets growth rate2.67%Assets growth rate (2-Q avg)8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Main Street Financial Solutions, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 517 positions.

Assets under management

The assets under management (AUM) of Main Street Financial Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.09B in assets, with a quarterly growth rate of 2.67% and a 2-quarter average growth rate of 8%. The portfolio is managed by Colin Moors, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETHVVaneck Ethereum Tr
Recent Activity
New Position
0.03%
$262,908
6,915 shares@ $38.02 avg price
EGEverest Group Ltd
Recent Activity
New Position
0.03%
$261,351
667 shares@ $391.84 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$256,082
1,961 shares@ $130.59 avg price
CARRCarrier Global Corporation
Recent Activity
New Position
0.03%
$250,854
3,117 shares@ $80.48 avg price
UTFCohen & Steers Infrastructur
Recent Activity
New Position
0.03%
$247,171
9,496 shares@ $26.03 avg price
IDMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$238,173
5,660 shares@ $42.09 avg price
METMetlife Inc
Recent Activity
New Position
0.03%
$233,666
2,833 shares@ $82.49 avg price
CRSCarpenter Technology Corp
Recent Activity
New Position
0.03%
$224,619
1,408 shares@ $159.54 avg price
PFFAEtfis Ser Tr I
Recent Activity
New Position
0.03%
$221,164
9,687 shares@ $22.84 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
New Position
0.02%
$215,439
4,593 shares@ $46.91 avg price