MAIN STREET GROUP, LTD

PrivateCIK: 1965796
Location

GLEN ALLEN, VA

864
Positions
$429.19M
Total AUM (reported)
37.04M
Total Shares

Allocation by class

TOTAL AUM$429.19M864 positions
STOK$399.25M93.0%
FIX$29.94M7.0%

Portfolio Concentration

Top 350.8%4–1021.0%11–2511.4%Rest16.8%TOP 1071.8%0%100%
Top 3$218.01M50.8%
4–10$90.11M21.0%
11–25$48.85M11.4%
Rest$72.22M16.8%

Top 3 weight

50.8%

Top 10 weight

71.8%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole864
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings864
Rows:

PROSHARES ULTRA QQQ

SOLE
STOK
Shares1.04M
TypeSH
Market value$100.86M
23.50%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA S&P500

SOLE
STOK
Shares1.20M
TypeSH
Market value$80.54M
18.77%
Sole
0.00
Shared
0.00
None
0.00

PGIM ULTRA SHORT BOND ETF

SOLE
STOK
Shares738.79K
TypeSH
Market value$36.61M
8.53%
Sole
0.00
Shared
0.00
None
0.00

PGIM AAA CLO ETF

SOLE
STOK
Shares597.20K
TypeSH
Market value$30.62M
7.13%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

SOLE
STOK
Shares220.97K
TypeSH
Market value$18.51M
4.31%
Sole
0.00
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
STOK
Shares14.49K
TypeSH
Market value$10.67M
2.49%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRAPRO QQQ

SOLE
STOK
Shares108.52K
TypeSH
Market value$8.79M
2.05%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
STOK
Shares22.47K
TypeSH
Market value$8.38M
1.95%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRAPRO S& P500

SOLE
STOK
Shares46.35K
TypeSH
Market value$6.57M
1.53%
Sole
0.00
Shared
0.00
None
0.00

RANGE NUCLEAR RENAISSANCE ETF

SOLE
STOK
Shares96.36K
TypeSH
Market value$6.57M
1.53%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT 0.625 05/30UST NOTE DUE 05/15/30

SOLE
FIX
Shares7.43M
TypeSH
Market value$6.49M
1.51%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT 0.375 07/27UST NOTE DUE 07/31/27

SOLE
FIX
Shares6.35M
TypeSH
Market value$6.10M
1.42%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT 0.625 07/26UST NOTE DUE 07/31/26

SOLE
FIX
Shares4.07M
TypeSH
Market value$4.06M
0.94%
Sole
0.00
Shared
0.00
None
0.00

ALPHA ARCHITECT 1-3 MONTH BOX ETF

SOLE
STOK
Shares32.30K
TypeSH
Market value$3.78M
0.88%
Sole
0.00
Shared
0.00
None
0.00

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
STOK
Shares5K
TypeSH
Market value$3.73M
0.87%
Sole
0.00
Shared
0.00
None
0.00

APPLE INC

SOLE
STOK
Shares12.88K
TypeSH
Market value$3.73M
0.87%
Sole
0.00
Shared
0.00
None
0.00

SCHWAB SHORT-TERM U.S. TREASURY ETF

SOLE
STOK
Shares150.99K
TypeSH
Market value$3.64M
0.85%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

SOLE
STOK
Shares7.53K
TypeSH
Market value$2.78M
0.65%
Sole
0.00
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
STOK
Shares10.93K
TypeSH
Market value$2.61M
0.61%
Sole
0.00
Shared
0.00
None
0.00

INVESCO S&P SMALLCAP 600REV ETF

SOLE
STOK
Shares41.28K
TypeSH
Market value$2.46M
0.57%
Sole
0.00
Shared
0.00
None
0.00

SCHWAB U.S. LARGE-CAP ETF

SOLE
STOK
Shares76.19K
TypeSH
Market value$2.24M
0.52%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
STOK
Shares10.53K
TypeSH
Market value$2.11M
0.49%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

SOLE
STOK
Shares14.65K
TypeSH
Market value$1.75M
0.41%
Sole
0.00
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
STOK
Shares5.38K
TypeSH
Market value$1.69M
0.39%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT 0.625 08/30UST NOTE DUE 08/15/30

SOLE
FIX
Shares1.95M
TypeSH
Market value$1.69M
0.39%
Sole
0.00
Shared
0.00
None
0.00
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