Main Street Financial Solutions, LLC

Q1 2025 13F Holdings

  • Location
    newtown, PA
  • Num holdings

    513

  • Value ($000)

    $1,151,773

  • Date Filed
    05/08/2025
  • Form type
    13F-HR
  • CIK
    0001763350
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$53.00M
5 %

192,827

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$47.91M
4 %

1,713,584

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$43.22M
4 %

1,726,023

---

NAVIOS MARITIME PARTNERS L P

COM UNIT LPI
$30.59M
3 %

779,846

AAPL
AAPL

APPLE INC

COM
$27.61M
2 %

124,283

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$27.19M
2 %

1,231,419

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$21.95M
2 %

480,742

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$21.22M
2 %

214,528

NVDA
NVDA

NVIDIA CORPORATION

COM
$21.03M
2 %

193,999

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$18.71M
2 %

945,912

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