Mainsail Financial Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$170M
Signature - Title
Adam Laibson - CCO & COO
Location
11245 Se 6 Th St, Suite 140, Bellevue, WA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 53 $170M +$27.1M -$2.58M +$24.5M SPY, FTSM, JVAL, SCHG, FTGC 13F-HR 7/16/2024, 01:34 PM
Q1 2024 53 $145M +$8.02M -$1.3M +$6.72M SPY, JVAL, FTSM, SCHG, FTGC 13F-HR 4/19/2024, 12:33 PM
Q4 2023 51 $129M +$19.1M -$9.46M +$9.64M SPY, FTSM, JVAL, FTGC, SCHG 13F-HR 1/19/2024, 04:39 PM
Q3 2023 49 $110M +$10M -$3.83M +$6.19M FTSM, SPY, FVD, FTGC, SCHG 13F-HR 10/27/2023, 05:48 PM
Q2 2023 45 $107M +$1.19M -$2.21M -$1.02M FTSM, SPY, FVD, FTGC, SCHG 13F-HR 7/21/2023, 10:48 AM
Q1 2023 45 $103M +$8.12M -$5.2M +$2.93M FTSM, SPY, FVD, FTGC, SCHG 13F-HR 4/27/2023, 02:02 PM
Q4 2022 43 $98.1M $0 $0 FTSM, SPY, FVD, FTGC, SCHG 13F-HR 1/31/2023, 08:54 PM