Main Street Financial Solutions, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Main Street Financial Solutions, LLC reported 497 stock positions worth $1.2 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.6% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 4.2%) and Schwab US Large-Cap Growth (SCHG, 3.8%). Compared with Q4 2024, it opened 74 new positions, sold out of 49, added to 212 and reduced 166. The biggest buy was a new position in Navios Maritime Partners (NMM) and the biggest sale Nvidia (NVDA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001763350
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001085146-25-002764 ↗ filed May 8, 2025
Holdings Value
Holdings 497 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 4.60% | 192,827 | $53.0M | Reduce -5.9% |
| SCHD Schwab US DVD Equity ETF | 4.16% | 1,713,584 | $47.9M | Add +4.9% |
| SCHG Schwab US Large-Cap Growth | 3.75% | 1,726,023 | $43.2M | Reduce -0.3% |
| NMM Navios Maritime Partners LP | 2.66% | 779,846 | $30.6M | New |
| AAPL Apple Inc. | 2.40% | 124,283 | $27.6M | Reduce -2.6% |
| SCHX Schwab US Large-Cap ETF | 2.36% | 1,231,419 | $27.2M | Add +4.3% |
| FBND Fidelity Total Bond ETF | 1.91% | 480,742 | $21.9M | Add +7.0% |
| AGG iShares Core U.S. Aggregate | 1.84% | 214,528 | $21.2M | Add +2.2% |
| NVDA Nvidia Corp. | 1.83% | 193,999 | $21.0M | Reduce -18.9% |
| SCHF Schwab Intl Equity ETF | 1.63% | 945,912 | $18.7M | Add +6.5% |
| TOTL SS Doubleline TR Tact ETF | 1.56% | 444,401 | $17.9M | Add +2.0% |
| DGRW Wisdomtree U.S. Quality Divi | 1.41% | 203,473 | $16.2M | Add +10.1% |
| VIG Vanguard Dividend Apprec ETF | 1.31% | 77,970 | $15.1M | Add +27.1% |
| DLN Wisdomtree US Largecap Divid | 1.25% | 181,177 | $14.4M | Add +5.8% |
| CPNG Coupang Inc. | 1.15% | 604,245 | $13.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 28,233 | $13.2M | Add +35.3% |
| SCHA Schwab US Small-Cap ETF | 1.13% | 555,687 | $13.0M | Add +6.0% |
| WAY Waystar Holding Corp. | 1.07% | 328,205 | $12.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 22,447 | $12.0M | Add +106.6% |
| IAGG iShares Intl Aggregate Bond | 1.03% | 237,465 | $11.9M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 1.02% | 22,893 | $11.8M | Add +28.3% |
| HTAB Hartford Schroders Tax Aware | 0.96% | 573,942 | $11.0M | Add +27.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 19,297 | $10.8M | Add +20.8% |
| AMZN Amazon.com Inc. | 0.91% | 54,880 | $10.4M | Reduce -32.1% |
| IVV iShares Core S&P 500 ETF | 0.91% | 18,551 | $10.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.82% | 25,208 | $9.5M | Reduce -33.1% |
| SCHK Schwab 1000 Index ETF | 0.80% | 340,144 | $9.2M | Add +12.1% |
| IUSG iShares Core S&P U.S. Growth | 0.77% | 70,056 | $8.9M | Add +19.8% |
| IUSV iShares Core S&P U.S. Value | 0.76% | 94,720 | $8.7M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.76% | 33,648 | $8.7M | Add +17.9% |
| DFUS Dimensional US Eq MKT ETF | 0.75% | 141,914 | $8.6M | Add +2.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.72% | 75,445 | $8.3M | Add +20.9% |
| XOM Exxon Mobil Corp. | 0.70% | 67,823 | $8.1M | Reduce -2.1% |
| TEN Tsakos Energy Navigation Ltd. | 0.68% | 459,550 | $7.8M | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.67% | 279,035 | $7.7M | Add +9.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.66% | 267,039 | $7.6M | Add +8.6% |
| SCHM Schwab US Mid Cap ETF | 0.65% | 286,818 | $7.5M | Add +6.9% |
| SCHB Schwab US Broad Market ETF | 0.65% | 345,938 | $7.4M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 144,501 | $7.3M | Add +5.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.61% | 194,446 | $7.0M | Add +9.2% |
| GLDM SPDR Gold Minishares Trust | 0.59% | 109,004 | $6.7M | New |
| DGT SS SPDR Global Dow ETF | 0.58% | 47,944 | $6.7M | Add +31.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.57% | 271,964 | $6.5M | Add +59.0% |
| JNJ Johnson & Johnson | 0.47% | 32,600 | $5.4M | Add +5.5% |
| DFAI Dimensional International Co. | 0.45% | 166,364 | $5.2M | Add +23.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.44% | 207,870 | $5.1M | New |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 112,324 | $5.1M | Add +5.5% |
| GDX Vaneck Gold Miners ETF | 0.42% | 105,145 | $4.8M | Reduce -8.7% |
| SO The Southern Co. | 0.42% | 52,295 | $4.8M | Add +13.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.42% | 11,428 | $4.8M | Add +33.5% |
| PG The Procter & Gamble Co. | 0.41% | 28,026 | $4.8M | Add +35.4% |
| DFAS Dimensional US Small Cap ETF | 0.38% | 73,012 | $4.4M | Add +15.6% |
| GOOG Alphabet Inc. Class C | 0.38% | 27,862 | $4.4M | Add +13.6% |
| SCHV Schwab US Large-Cap Value | 0.38% | 162,796 | $4.3M | Add +15.4% |
| IWF iShares Russell 1000 Growth | 0.37% | 11,835 | $4.3M | Add +11.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.37% | 180,533 | $4.3M | New |
| JPM JPMorgan Chase & Co. | 0.36% | 16,868 | $4.1M | Add +0.7% |
| SSGA ACTIVE TR | 0.36% | 95,837 | $4.1M | Add +3.8% |
| ABBV Abbvie Inc. | 0.35% | 19,195 | $4.0M | Reduce -0.8% |
| PULS Pgim Ultra Short Bond ETF | 0.35% | 80,685 | $4.0M | Add +16.0% |
| DON Wisdomtree US Midcap Dividen | 0.34% | 78,761 | $3.9M | Add +6.4% |
| EDV Vanguard Extended Dur Treas | 0.33% | 52,618 | $3.7M | Reduce -18.5% |
| META Meta Platforms Inc. Class A | 0.32% | 6,489 | $3.7M | Reduce -55.5% |
| VGT Vanguard Info Tech ETF | 0.32% | 6,845 | $3.7M | Add +42.3% |
| KO The Coca-Cola Co. | 0.31% | 50,536 | $3.6M | Add +100.0% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 41,692 | $3.5M | Add +72.9% |
| FJUL FT Vest US Equity Buffer ETF | 0.31% | 73,767 | $3.5M | Reduce -0.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 63,661 | $3.5M | Reduce -0.8% |
| XLP SS Consumer Staples Sel Sect | 0.30% | 42,289 | $3.5M | Add +8.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 147,969 | $3.4M | Add +5.9% |
| CAPE Doubleline Shiller Cape US | 0.30% | 112,439 | $3.4M | New |
| FFEB FT Vest US Equity Buffer ETF | 0.30% | 69,991 | $3.4M | Reduce -0.9% |
| CB Chubb Ltd. | 0.30% | 11,261 | $3.4M | Add +24.3% |
| RDVY First Trust Rising Dividend | 0.29% | 57,043 | $3.3M | Add +1.0% |
| JOET Virtus Terranova US Qual Mom | 0.29% | 90,011 | $3.3M | Add +39.6% |
| VTWO Vanguard Russell 2000 ETF | 0.28% | 40,584 | $3.3M | Add +12.4% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 63,942 | $3.2M | Add +234.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 26,199 | $3.1M | Add +10.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 73,389 | $3.1M | Reduce -1.3% |
| ITA iShares U.S. Aerospace & Def | 0.26% | 19,701 | $3.0M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.26% | 19,397 | $3.0M | Add +22.0% |
| FMAY FT Vest US Equity Buffer ETF | 0.26% | 63,843 | $2.9M | Reduce -0.0% |
| HD Home Depot Inc. | 0.25% | 7,863 | $2.9M | Add +20.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.25% | 9,327 | $2.9M | Add +1091.2% |
| MRK Merck & Co. Inc. | 0.25% | 32,089 | $2.9M | Add +25.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 16,666 | $2.9M | Reduce -20.9% |
| V Visa Inc. Class A | 0.25% | 8,157 | $2.9M | Reduce -1.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.24% | 38,248 | $2.8M | Reduce -7.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.24% | 45,866 | $2.8M | Add +12.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 22,761 | $2.8M | Add +24.3% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 35,366 | $2.8M | Reduce -5.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 10,668 | $2.8M | Add +17.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.24% | 100,715 | $2.8M | New |
| DFAC Dimensional US Core Equity 2 | 0.24% | 83,479 | $2.8M | Add +25.4% |
| GDXJ Vaneck Junior Gold Miners | 0.24% | 47,805 | $2.7M | Reduce -10.9% |
| MSGS Madison Square Garden Sports | 0.24% | 14,000 | $2.7M | New |
| PAAA Pgim Aaa Clo ETF | 0.24% | 52,924 | $2.7M | Add +50.3% |
| COST Costco Wholesale Corp. | 0.24% | 2,870 | $2.7M | Reduce -25.3% |
| DFAW Dimensional World Eqty ETF | 0.23% | 42,328 | $2.6M | Add +1.0% |
| CVX Chevron Corp. | 0.23% | 15,499 | $2.6M | Add +78.0% |
Options reported separately and not counted above: SPY puts ($543K), QQQ puts ($80K), CALM calls ($18K), TSLA calls ($15K), NVDA puts ($12K), PLTR calls ($9K), AMZN calls ($5K), AAPL puts ($5K), CPNG calls ($4K), NVDA calls ($4K), MSFT calls ($3K), AVGO calls ($1K), and 4 more.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -18.9% | 1.83% | −1.34 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 4.60% | −1.25 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.3% | 3.75% | −1.00 |
| AMZN Amazon.com Inc. | Reduce -32.1% | 0.91% | −0.84 |
| AAPL Apple Inc. | Reduce -2.6% | 2.40% | −0.75 |
| MSFT Microsoft Corp. | Reduce -33.1% | 0.82% | −0.74 |
| META Meta Platforms Inc. Class A | Reduce -55.5% | 0.32% | −0.52 |
| AVGO Broadcom Inc. | Reduce -32.7% | 0.16% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.91% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -24.5% | 0.21% | −0.13 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.5% | 0.76% | −0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -53.0% | 0.09% | −0.12 |
| NFLX Netflix Inc. | Reduce -41.3% | 0.14% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -25.3% | 0.24% | −0.11 |
| EDV Vanguard Extended Dur Treas | Reduce -18.5% | 0.33% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -20.9% | 0.25% | −0.10 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.10 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.10 |
| JQUA JPMorgan US Quality Factor | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -40.4% | 0.07% | −0.09 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.08 |
| FDN First Trust DJ Internet Ind | Reduce -35.4% | 0.09% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -45.8% | 0.07% | −0.08 |
| YEAR AB Ultra Short Income ETF | Sold out | 0.00% | −0.08 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.07 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -7.1% | 0.24% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -51.0% | 0.05% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -28.8% | 0.12% | −0.07 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.06 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | Reduce -7.1% | 0.07% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -32.3% | 0.09% | −0.06 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.06 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -33.2% | 0.07% | −0.06 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.27% | −0.06 |
| IT Gartner Inc. | Reduce -22.4% | 0.08% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.8% | 0.30% | −0.05 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -0.8% | 0.31% | −0.05 |
| TGT Target Corp. | Reduce -39.8% | 0.04% | −0.05 |
| GE General Electric | Reduce -71.0% | 0.02% | −0.05 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -0.9% | 0.30% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -28.2% | 0.06% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.2% | 0.24% | −0.04 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.04 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -0.0% | 0.26% | −0.04 |
| CAT Caterpillar Inc. | Reduce -4.8% | 0.13% | −0.04 |
| DUHP Dimensional US High Profi Et | Reduce -2.1% | 0.22% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -50.2% | 0.02% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| NMM Navios Maritime Partners LP | New | 2.66% | +2.66 |
| CPNG Coupang Inc. | New | 1.15% | +1.15 |
| WAY Waystar Holding Corp. | New | 1.07% | +1.07 |
| TEN Tsakos Energy Navigation Ltd. | New | 0.68% | +0.68 |
| GLDM SPDR Gold Minishares Trust | New | 0.59% | +0.59 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +106.6% | 1.04% | +0.55 |
| CGXU Cap Group Intl Focus | New | 0.44% | +0.44 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.37% | +0.37 |
| CAPE Doubleline Shiller Cape US | New | 0.30% | +0.30 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.24% | +0.24 |
| MSGS Madison Square Garden Sports | New | 0.24% | +0.24 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1091.2% | 0.25% | +0.22 |
| RPRX Royalty Pharma PLC Class A | New | 0.22% | +0.22 |
| SDRL Seadrill Limited | New | 0.21% | +0.21 |
| JPST JPMorgan Ultra-Short Income | Add +234.8% | 0.28% | +0.19 |
| FVD First Trust Value Line DVD | Add +785.4% | 0.21% | +0.19 |
| VAL Valaris Ltd. | New | 0.17% | +0.17 |
| MMIT Nylim Mackay Muni Intermedia | Add +59.0% | 0.57% | +0.16 |
| AIRR First Trust Rba American Ind | New | 0.16% | +0.16 |
| KO The Coca-Cola Co. | Add +100.0% | 0.31% | +0.16 |
| PAVE Global X US Infrastructure | New | 0.16% | +0.16 |
| VDC Vanguard Consumer Staple ETF | New | 0.14% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | Add +27.1% | 1.31% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +72.9% | 0.31% | +0.13 |
| GLD SPDR Gold Shares | Add +136.5% | 0.21% | +0.13 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.12% | +0.12 |
| DFEV Dimensional Emrg MRKT Val | Add +205.2% | 0.18% | +0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +196.5% | 0.19% | +0.11 |
| DGT SS SPDR Global Dow ETF | Add +31.7% | 0.58% | +0.11 |
| VCR Vanguard Consumer Discre ETF | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | Add +83.3% | 0.22% | +0.10 |
| CVX Chevron Corp. | Add +78.0% | 0.23% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +35.3% | 1.15% | +0.10 |
| HTAB Hartford Schroders Tax Aware | Add +27.4% | 0.96% | +0.10 |
| CMCSA Comcast Corp. Class A | Add +180.5% | 0.16% | +0.10 |
| ONON On Holding AG Class A | New | 0.09% | +0.09 |
| GTE Gran Tierra Energy Inc. | New | 0.09% | +0.09 |
| SHEL Shell PLC-ADR | New | 0.09% | +0.09 |
| ECC Eagle Point Credit Co. | New | 0.08% | +0.08 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +84.3% | 0.22% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +28.3% | 1.02% | +0.07 |
| PG The Procter & Gamble Co. | Add +35.4% | 0.41% | +0.07 |
| JMST JPM Ultra-Short Muni Income | New | 0.07% | +0.07 |
| DFAI Dimensional International Co. | Add +23.5% | 0.45% | +0.06 |
| DJP Ipath Bloomberg Commodity Inc. | New | 0.06% | +0.06 |
| FCX Freeport-McMoran Inc. | New | 0.06% | +0.06 |
| EFX Equifax Inc. | New | 0.06% | +0.06 |
| PAAA Pgim Aaa Clo ETF | Add +50.3% | 0.24% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Add +33.5% | 0.42% | +0.06 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -9.9% | 49,300 | $543K |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -33.2% | 12,500 | $80K |
| CALM Cal-Maine Foods Inc. | call | New | 11,400 | $18K |
| TSLA Tesla Inc. | call | Reduce -62.5% | 600 | $15K |
| NVDA Nvidia Corp. | put | Reduce -65.7% | 1,200 | $12K |
| TSLA Tesla Inc. | put | Sold out | 1,000 | $10Kbefore exit |
| PLTR Palantir Technologies Inc. Class A | call | Add +50.0% | 1,500 | $9K |
| AAPL Apple Inc. | call | Sold out | 600 | $7Kbefore exit |
| AMZN Amazon.com Inc. | call | Reduce -42.9% | 1,200 | $5K |
| AAPL Apple Inc. | put | Add +42.9% | 1,000 | $5K |
| CPNG Coupang Inc. | call | New | 50,000 | $4K |
| NVDA Nvidia Corp. | call | Add +170.0% | 2,700 | $4K |
| MSFT Microsoft Corp. | call | New | 1,300 | $3K |
| AVGO Broadcom Inc. | call | New | 100 | $1K |
| ARKK ARK Innovation ETF | call | Reduce -50.0% | 500 | $153 |
| GS Goldman Sachs Group Inc. | call | New | 100 | $139 |
| GOOGL Alphabet Inc. Class A | call | New | 400 | $132 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 595 | $1.6B | VTI, NMM, SCHG, SCHD, SCHX |
| Q1 2026 | 554 | $1.4B | VTI, NMM, SCHD, SCHG, SCHX |
| Q4 2025 | 541 | $1.3B | VTI, SCHG, SCHD, NMM, SCHX |
| Q3 2025 | 590 | $1.6B | VTI, SCHG, SCHD, NVDA, AAPL |
| Q2 2025 | 543 | $1.4B | VTI, SCHG, SCHD, NVDA, NMM |
| Q1 2025 | 497 | $1.2B | VTI, SCHD, SCHG, NMM, AAPL |
| Q4 2024 | 472 | $1.0B | VTI, SCHG, SCHD, NVDA, AAPL |
| Q3 2024 | 517 | $1.1B | VTI, NMM, SCHD, SCHG, AAPL |
| Q2 2024 | 529 | $1.1B | VTI, SCHG, NMM, SCHD, AAPL |
| Q1 2024 | 507 | $936.3M | VTI, SCHD, SCHG, SPY, SCHX |