Chelsea A. Delgado
@Main Street Group, Ltd
Latest period2024 - Q3ReportedManaged Assets$253.665MTotal holdings810
Assets growth rate5.46%Assets growth rate (2-Q avg)5.16%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Main Street Group, Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 810 positions.
Assets under management
The assets under management (AUM) of Main Street Group, Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.665M in assets, with a quarterly growth rate of 5.46% and a 2-quarter average growth rate of 5.16%. The portfolio is managed by Chelsea A. Delgado, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QLDProshares Ultra Qqq Etf
| 18.59% | $47.152M 468,247 shares@ $100.71 avg price | Increased 3.47% |
SSOProshares Ultra S&p 500 Etf
| 18.37% | $46.589M 516,680 shares@ $90.17 avg price | Increased 3.87% |
PULSPgim Ultra Short Bond Etf
| 11.72% | $29.723M 597,086 shares@ $49.79 avg price | Increased 14.07% |
SCHOSchwab Short Term Us Treasury Etf
| 4.36% | $11.048M 225,570 shares@ $48.99 avg price | Increased 12.93% |
MSFTMicrosoft Corp
| 4.13% | $10.452M 24,290 shares@ $430.29 avg price | Decreased -0.41% |
QQQInvesco Qqq Tr Unit Ser 1
| 2.74% | $6.944M 14,227 shares@ $488.09 avg price | Decreased -10.58% |
9128⤦Us Treasu Nt 0.375 07 27ust Note Due 07 31 27
| 2.16% | $5.463M 5.975M shares@ $0.92 avg price | Increased 145.59% |
AAPLApple Inc
| 1.51% | $3.808M 16,345 shares@ $233.0 avg price | Decreased -1.93% |
UPROProshares Ultrapro S&p 500 Etf
| 1.47% | $3.705M 42,990 shares@ $86.19 avg price | Decreased -1.21% |
TQQQProshares Ultrapro Qqq Etf
| 1.37% | $3.47M 47,865 shares@ $72.49 avg price | Decreased -2.1% |