MAIN STREET GROUP, LTD

PrivateCIK: 1965796
Location

GLEN ALLEN, VA

865
Positions
$340.44M
Total AUM (reported)
36.04M
Total Shares

Allocation by class

TOTAL AUM$340.44M865 positions
STOK$311.28M91.4%
FIX$29.16M8.6%

Portfolio Concentration

Top 345.8%4–1020.5%11–2513.6%Rest20.1%TOP 1066.3%0%100%
Top 3$155.84M45.8%
4–10$69.76M20.5%
11–25$46.29M13.6%
Rest$68.55M20.1%

Top 3 weight

45.8%

Top 10 weight

66.3%

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)

Sole865
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings865
Rows:

PROSHARES ULTRA QQQ

SOLE
STOK
Shares1.03M
TypeSH
Market value$62.86M
18.47%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRA S&P500

SOLE
STOK
Shares1.16M
TypeSH
Market value$60.34M
17.72%
Sole
0.00
Shared
0.00
None
0.00

PGIM ULTRA SHORT BOND ETF

SOLE
STOK
Shares659.32K
TypeSH
Market value$32.64M
9.59%
Sole
0.00
Shared
0.00
None
0.00

PGIM AAA CLO ETF

SOLE
STOK
Shares457.21K
TypeSH
Market value$23.40M
6.87%
Sole
0.00
Shared
0.00
None
0.00

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

SOLE
STOK
Shares153.92K
TypeSH
Market value$11.56M
3.40%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
STOK
Shares23.35K
TypeSH
Market value$8.64M
2.54%
Sole
0.00
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
STOK
Shares14.57K
TypeSH
Market value$8.41M
2.47%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT

SOLE
FIX
Shares7.16M
TypeSH
Market value$6.27M
1.84%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT

SOLE
FIX
Shares6.29M
TypeSH
Market value$6.01M
1.76%
Sole
0.00
Shared
0.00
None
0.00

RANGE NUCLEAR RENAISSANCE ETF

SOLE
STOK
Shares83.19K
TypeSH
Market value$5.47M
1.61%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRAPRO QQQ

SOLE
STOK
Shares111.04K
TypeSH
Market value$4.63M
1.36%
Sole
0.00
Shared
0.00
None
0.00

PROSHARES ULTRAPRO S& P500

SOLE
STOK
Shares46.90K
TypeSH
Market value$4.55M
1.34%
Sole
0.00
Shared
0.00
None
0.00

SCHWAB SHORT-TERM U.S. TREASURY ETF

SOLE
STOK
Shares181.33K
TypeSH
Market value$4.40M
1.29%
Sole
0.00
Shared
0.00
None
0.00

STATE STREET ENERGY SELECT SECTOR SPDR ETF

SOLE
STOK
Shares68.12K
TypeSH
Market value$4.17M
1.23%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT

SOLE
FIX
Shares4.10M
TypeSH
Market value$4.06M
1.19%
Sole
0.00
Shared
0.00
None
0.00

ALPHA ARCHITECT 1-3 MONTH BOX ETF

SOLE
STOK
Shares32.87K
TypeSH
Market value$3.82M
1.12%
Sole
0.00
Shared
0.00
None
0.00

APPLE INC

SOLE
STOK
Shares14.22K
TypeSH
Market value$3.61M
1.06%
Sole
0.00
Shared
0.00
None
0.00

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
STOK
Shares5.04K
TypeSH
Market value$3.28M
0.96%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

SOLE
STOK
Shares7.42K
TypeSH
Market value$2.38M
0.70%
Sole
0.00
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
STOK
Shares11.06K
TypeSH
Market value$2.30M
0.68%
Sole
0.00
Shared
0.00
None
0.00

SCHWAB U.S. LARGE-CAP ETF

SOLE
STOK
Shares76.61K
TypeSH
Market value$1.96M
0.58%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
STOK
Shares11.26K
TypeSH
Market value$1.96M
0.58%
Sole
0.00
Shared
0.00
None
0.00

INVESCO S&P SMALLCAP 600REV ETF

SOLE
STOK
Shares38.89K
TypeSH
Market value$1.96M
0.58%
Sole
0.00
Shared
0.00
None
0.00

US TREASU NT

SOLE
FIX
Shares1.90M
TypeSH
Market value$1.65M
0.48%
Sole
0.00
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
STOK
Shares5.38K
TypeSH
Market value$1.54M
0.45%
Sole
0.00
Shared
0.00
None
0.00
Page 1 of 35