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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
EPDEnterprise Prods Partners L
Recent Activity
Exited
0%
$253,009
8,730 shares@ $28.99 avg price
LINLinde Plc
Recent Activity
Exited
0%
$249,220
568 shares@ $438.77 avg price
BPBp Plc
Recent Activity
Exited
0%
$248,121
6,873 shares@ $36.11 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$241,033
4,563 shares@ $52.83 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$238,717
4,042 shares@ $59.06 avg price
XYLXylem Inc
Recent Activity
Exited
0%
$238,438
1,758 shares@ $135.64 avg price
CMECme Group Inc
Recent Activity
Exited
0%
$238,207
1,212 shares@ $196.55 avg price
WMWaste Mgmt Inc Del
Recent Activity
Exited
0%
$234,140
1,097 shares@ $213.44 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$232,148
317 shares@ $732.33 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$230,673
426 shares@ $541.49 avg price