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Solar Cap shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Solar Cap (SLRC) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Solar Cap

Tip: Access up to 7 years of quarterly data

All positions including Solar Cap held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Solar Cap by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 1.2k 15.29
2025-06-30 $19k 1.2k 16.14
2025-03-31 $20k 1.2k 16.86
2024-12-31 $19k 1.2k 16.16

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Solar Cap

Thornburg Investment Management
Jpmorgan Chase & Co
Van Eck Associates Corp.
Aristotle Capital Boston
Two Sigma Advisers
UBS Group
Franklin Resources
Epiq Partners
BlackRock
Muzinich & Co
Two Sigma Investments
Condor Capital Management
Raymond James Financial
Sumitomo Mitsui Trust Holdings
Legal & General Group

View all funds holding Solar Cap