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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Main Street Financial LLC
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| CRD # | 118130 |
| SEC # | 801-76458 |
| CIK # | 0001578025, 0001656334, 0001965796 |
| AUM | $61.3 M (2025-02-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 914-698-8303 |
| Address | 550 Mamaroneck Avenue Harrison, NY 10528 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.6 | ||
| Apple Inc | 3.5 | ||
| Amazon Com Inc | 2.4 | ||
| Capital One Financial Corp | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Norfolk Southern Corp | 1.4 | ||
| Netflix Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 29.4 |
| (b) Individuals (high net worth individuals) | 17 | 31.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 61.3 |
| By Discretionary | ||
| Discretionary | 264 | 61.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 61.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.3 | |
| Total | 264 | 61.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001578025] | |
| D | [0001656334] | |
| 13F-HR | [0001965796] |
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