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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
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.63%
0.31%
$3.307M
55,847 shares@ $59.22 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.55%
0.3%
$3.163M
7,807 shares@ $405.2 avg price
MGKVanguard World Fd
Recent Activity
Decreased -0.57%
0.29%
$3.121M
9,695 shares@ $321.95 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.18%
0.28%
$3.031M
11,487 shares@ $263.84 avg price
CBChubb Limited
Recent Activity
Decreased -4.92%
0.28%
$3.02M
10,471 shares@ $288.39 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.19%
0.28%
$3.008M
64,680 shares@ $46.52 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -34.2%
0.27%
$2.933M
5,124 shares@ $572.45 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -0.26%
0.24%
$2.566M
75,317 shares@ $34.07 avg price
GDXJVaneck Etf Trust
Recent Activity
Decreased -0.12%
0.24%
$2.559M
52,435 shares@ $48.81 avg price
XDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.01%
0.23%
$2.473M
67,238 shares@ $36.78 avg price