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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
TLTIshares Tr
Recent Activity
Exited
0%
$475,262
5,178 shares@ $91.79 avg price
IBITIshares Bitcoin Tr
Recent Activity
Exited
0%
$465,977
13,649 shares@ $34.15 avg price
DDDupont De Nemours Inc
Recent Activity
Exited
0%
$362,051
4,498 shares@ $80.5 avg price
SPTLSpdr Ser Tr
Recent Activity
Exited
0%
$354,805
13,035 shares@ $27.22 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$334,209
7,051 shares@ $47.4 avg price
MBBIshares Tr
Recent Activity
Exited
0%
$316,901
3,452 shares@ $91.81 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$315,478
2,443 shares@ $129.14 avg price
ADIAnalog Devices Inc
Recent Activity
Exited
0%
$277,423
1,215 shares@ $228.34 avg price
UJANInnovator Etfs Trust
Recent Activity
Exited
0%
$270,900
7,300 shares@ $37.11 avg price
TDToronto Dominion Bk Ont
Recent Activity
Exited
0%
$260,976
4,748 shares@ $54.97 avg price