Main Street Financial Solutions, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newtown, PA
CIK
0001763350
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 459 774,113 VTI, SCHG, SCHD, AAPL 13F-HR 2/8/2024 000108514624000899
Q3 2023 462 706,440 VTI, SCHD, SCHG, AAPL 13F-HR 11/2/2023 000108514623004066
Q2 2023 442 742,672 VTI, SCHD, SCHG, AAPL 13F-HR 8/4/2023 000108514623003098
Q1 2023 445 682,110 SCHD, VTI, SCHG, AAPL 13F-HR 4/20/2023 000108514623001810
Q4 2022 432 634,078 SCHD, VTI, SCHG, AAPL RESTATEMENT 2/7/2023 000108514623000731
Q3 2022 426 607,034 SCHD, VTI, SCHG, AAPL 13F-HR 10/24/2022 000122107322000073
Q2 2022 451 774,424 VTI, SCHD, AGG, AAPL 13F-HR 7/27/2022 000122107322000057
Q1 2022 442 682,698 VTI, SCHD, AAPL, SCHG 13F-HR 4/21/2022 000122107322000027
Q4 2021 467 706,991 VTI, SCHD, AAPL, SCHG 13F-HR 2/7/2022 000122107322000011
Q3 2021 444 650,631 VTI, SCHD, SCHG, AAPL 13F-HR 11/15/2021 000122107321000120
Q2 2021 435 618,867 VTI, SCHD, SCHG, AAPL 13F-HR 8/10/2021 000122107321000093
Q1 2021 417 561,511 VTI, SCHD, AGG, SCHG 13F-HR 5/17/2021 000122107321000065
Q4 2020 377 489,024 VTI, AAPL, AGG, TSLA 13F-HR 3/1/2021 000122107321000022
Additional filings from Main Street Financial Solutions, LLC that have since been restated