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Roseann Higgins

Mainstreet Investment Advisors Llc

Assets Managed
$664.536M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-4.46%(2Q avg: -5.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mainstreet Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Mainstreet Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 664.536M in assets, with a quarterly growth rate of -4.46% and a 2-quarter average growth rate of -5.47%. The portfolio is managed by Roseann Higgins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -3.01%
6.46%
$42.887M
635,079 shares@ $67.54 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -2.12%
6.05%
$40.195M
413,831 shares@ $97.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.82%
5.1%
$33.84M
133,339 shares@ $253.8 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -0.87%
4.41%
$29.296M
500,440 shares@ $58.55 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.62%
3.79%
$25.16M
67,969 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.16%
2.98%
$19.793M
68,831 shares@ $287.56 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.93%
2.88%
$19.137M
153,949 shares@ $124.31 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.32%
2.8%
$18.596M
63,217 shares@ $294.17 avg price
BLK
Blackrock Inc
Recent Activity
Decreased -2.13%
2.47%
$16.382M
17,034 shares@ $961.71 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.08%
2.32%
$15.371M
62,882 shares@ $244.44 avg price

1-10 of 158