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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
TSLATesla Inc
Recent Activity
Decreased -12.3%
0.87%
$9.425M
36,025 shares@ $261.64 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.71%
0.87%
$9.413M
17,839 shares@ $527.68 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.39%
0.86%
$9.311M
52,763 shares@ $176.47 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 16.8%
0.86%
$9.269M
20,139 shares@ $460.27 avg price
HTABHartford Fds Exchange Traded
Recent Activity
Increased 6.68%
0.8%
$8.691M
438,735 shares@ $19.81 avg price
IUSVIshares Tr
Recent Activity
Increased 6.46%
0.8%
$8.686M
90,958 shares@ $95.49 avg price
SCHKSchwab Strategic Tr
Recent Activity
Increased 5.84%
0.74%
$8.058M
145,742 shares@ $55.3 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 18.85%
0.74%
$8.057M
129,529 shares@ $62.2 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -8.02%
0.73%
$7.913M
67,510 shares@ $117.22 avg price
IUSGIshares Tr
Recent Activity
Increased 4.3%
0.7%
$7.622M
57,781 shares@ $131.92 avg price