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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
SOSouthern Co
Recent Activity
Increased 4.26%
0.45%
$4.851M
53,793 shares@ $90.18 avg price
PGProcter And Gamble Co
Recent Activity
Increased 9.28%
0.45%
$4.826M
27,863 shares@ $173.21 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.82%
0.44%
$4.763M
99,542 shares@ $47.86 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -0.02%
0.44%
$4.748M
119,231 shares@ $39.82 avg price
DGTSpdr Ser Tr
Recent Activity
Increased 14.06%
0.44%
$4.702M
34,105 shares@ $137.86 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 96.69%
0.42%
$4.517M
62,946 shares@ $71.77 avg price
SHVIshares Tr
Recent Activity
Increased 16.21%
0.42%
$4.491M
40,591 shares@ $110.63 avg price
IWFIshares Tr
Recent Activity
Increased 1.28%
0.41%
$4.414M
11,760 shares@ $375.37 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 7.57%
0.4%
$4.272M
134,431 shares@ $31.78 avg price
MMITNew York Life Invts Active E
Recent Activity
Increased 13.64%
0.4%
$4.269M
173,552 shares@ $24.61 avg price