Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MSH Capital Advisors

Latest statistics and disclosures from MSH Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, SDY, SCHG, AAPL, IVV, and represent 14.05% of MSH Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA, IEFA, FTLS, NVO, Blackrock Etf Trust, XLV, Blackrock Etf Trust, PSA, AMH, SCHG.
Started 13 new stock positions in PSA, CGBL, Blackrock Etf Trust, Blackrock Etf Trust, QCOM, IAGG, DOC, BAI, SPMD, AMH. EQS, NVO, SGOV.
Reduced shares in these 10 stocks: GDX, CTSH, , IQDF, PYPL, UPS, CGSD, ICSH, SPLG, GOOGL.
Sold out of its positions in CGSD, CTSH, BROS, IQDF, EMXC, IEUR, ONDS, PEG, SPEM, TGT. TXN, UPS.
MSH Capital Advisors was a net buyer of stock by $5.4M.
MSH Capital Advisors has $373M in assets under management (AUM), dropping by 7.50%.
Central Index Key (CIK): 0002056306

Tip: Access up to 7 years of quarterly data

Positions held by MSH Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for MSH Capital Advisors

MSH Capital Advisors holds 243 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$13M	+26%	216k	59.92	View chart
Spdr Series Trust S&p Divid Etf (SDY)	3.0	$11M	+2%	81k	140.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$9.8M	+5%	307k	31.91	View chart
Apple (AAPL)	2.6	$9.7M	+2%	38k	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$8.7M		13k	669.32	View chart
JPMorgan Chase & Co. (JPM)	2.2	$8.2M	-3%	26k	315.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$8.2M	+6%	299k	27.30	View chart
Microsoft Corporation (MSFT)	2.2	$8.2M		16k	517.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$7.2M	+23%	83k	87.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$6.7M		13k	502.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$6.3M	-3%	53k	120.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$6.3M	+5%	45k	140.95	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$5.8M		12k	479.60	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.4	$5.1M	+3%	50k	103.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$5.0M		77k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$5.0M		42k	118.83	View chart
Sherwin-Williams Company (SHW)	1.3	$4.9M		14k	346.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$4.9M		64k	76.72	View chart
Blackrock (BLK)	1.3	$4.8M		4.1k	1165.97	View chart
Coca-Cola Company (KO)	1.1	$4.0M		60k	66.32	View chart
Exxon Mobil Corporation (XOM)	1.1	$4.0M		35k	112.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.0	$3.8M		13k	293.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$3.8M		18k	206.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$3.6M		20k	174.58	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.9	$3.4M	-11%	43k	78.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$3.3M		24k	139.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$3.3M		23k	142.41	View chart
Realty Income (O)	0.9	$3.3M		54k	60.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$3.1M		10k	297.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$3.1M		17k	186.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$3.0M		14k	208.71	View chart
Johnson & Johnson (JNJ)	0.8	$2.9M	+2%	16k	185.42	View chart
Cme (CME)	0.8	$2.9M		11k	270.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.7M	+5%	13k	215.79	View chart
Gabelli Dividend & Income Trust (GDV)	0.7	$2.7M	+11%	99k	27.13	View chart
Cisco Systems (CSCO)	0.7	$2.7M		39k	68.42	View chart
Amazon (AMZN)	0.7	$2.7M	-5%	12k	219.58	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$2.6M	-5%	24k	110.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.6M	-2%	4.3k	600.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.7	$2.6M	-6%	18k	141.50	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.7	$2.6M	+66%	37k	69.95	View chart
American Water Works (AWK)	0.7	$2.6M		18k	139.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$2.6M	+43%	18k	139.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.5M	-12%	10k	243.11	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.7	$2.5M	-15%	49k	50.75	View chart
Verizon Communications (VZ)	0.6	$2.4M	+3%	55k	43.95	View chart
American Tower Reit (AMT)	0.6	$2.4M		12k	192.31	View chart
Paychex (PAYX)	0.6	$2.3M		18k	126.76	View chart
NVIDIA Corporation (NVDA)	0.6	$2.3M	-3%	12k	186.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.2M	+6%	3.6k	612.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.1M	+16%	3.2k	666.24	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.6	$2.1M	+15%	254k	8.20	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$2.1M	+8%	8.7k	236.06	View chart
Visa Com Cl A (V)	0.5	$2.0M		6.0k	341.36	View chart
Southern Company (SO)	0.5	$2.0M		21k	94.77	View chart
Emerson Electric (EMR)	0.5	$2.0M	+5%	15k	131.18	View chart
Abbvie (ABBV)	0.5	$2.0M		8.6k	231.54	View chart
T. Rowe Price (TROW)	0.5	$2.0M		19k	102.64	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.9M	+4%	29k	65.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$1.9M		38k	50.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.9M	+3%	13k	142.10	View chart
UGI Corporation (UGI)	0.5	$1.9M		56k	33.26	View chart
Lowe's Companies (LOW)	0.5	$1.8M		7.3k	251.31	View chart
Duke Energy Corp Com New (DUK)	0.5	$1.7M		14k	123.75	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.7M	+2%	19k	89.34	View chart
Procter & Gamble Company (PG)	0.5	$1.7M	+7%	11k	153.65	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$1.6M	+2%	39k	42.20	View chart
Wal-Mart Stores (WMT)	0.4	$1.6M	+8%	16k	103.06	View chart
Home Depot (HD)	0.4	$1.6M	-4%	3.9k	405.22	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$1.6M	+4%	89k	17.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.5M	-16%	7.7k	194.50	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M		1.6k	925.77	View chart
Old Second Ban (OSBC)	0.4	$1.5M		85k	17.29	View chart
Medtronic SHS (MDT)	0.4	$1.4M		15k	95.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.4M	+11%	61k	23.47	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.4M	+16%	32k	43.92	View chart
Pfizer (PFE)	0.4	$1.4M	+23%	54k	25.48	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.4M	-2%	23k	59.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$1.3M	-74%	17k	76.40	View chart
3M Company (MMM)	0.3	$1.3M	-2%	8.4k	155.19	View chart
Pepsi (PEP)	0.3	$1.2M		8.7k	140.44	View chart
Chevron Corporation (CVX)	0.3	$1.2M		7.8k	155.29	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$1.2M	-6%	26k	46.71	View chart
Caterpillar (CAT)	0.3	$1.2M		2.5k	477.15	View chart
UnitedHealth (UNH)	0.3	$1.2M	+4%	3.4k	345.26	View chart
Tesla Motors (TSLA)	0.3	$1.2M	+11%	2.6k	444.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.2M	-2%	17k	67.83	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.1M	+22%	12k	95.15	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M		6.8k	167.33	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.3	$1.1M	+2%	33k	34.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.1M	+3%	3.1k	355.47	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.3	$1.1M		23k	47.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M	+34%	11k	93.37	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M		1.4k	762.78	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$1.1M		12k	85.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.0M	-3%	13k	82.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.0M	+6%	61k	17.16	View chart
Meta Platforms Cl A (META)	0.3	$1.0M	+16%	1.4k	734.38	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$988k	+31%	21k	46.63	View chart
Nike CL B (NKE)	0.3	$980k		14k	69.73	View chart
Strategic Education (STRA)	0.3	$973k		11k	86.01	View chart
Commerce Bancshares (CBSH)	0.3	$966k		16k	59.76	View chart
Kinder Morgan (KMI)	0.3	$941k	-3%	33k	28.31	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$924k	+23%	25k	37.70	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$908k	+5%	22k	42.03	View chart
Eaton Corp SHS (ETN)	0.2	$900k	+41%	2.4k	374.25	View chart
H&R Block (HRB)	0.2	$897k		18k	50.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$895k	+6%	12k	76.45	View chart
Wec Energy Group (WEC)	0.2	$892k		7.8k	114.59	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$889k	-8%	34k	25.85	View chart
Simon Property (SPG)	0.2	$888k	-22%	4.7k	187.67	View chart
Enbridge (ENB)	0.2	$882k	+6%	18k	50.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$868k	+85%	15k	57.52	View chart
Bank of America Corporation (BAC)	0.2	$866k	+15%	17k	51.59	View chart
Novo-nordisk A S Adr (NVO)	0.2	$856k	NEW	15k	55.49	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.2	$824k	NEW	33k	25.31	View chart
Guardant Health (GH)	0.2	$803k		13k	62.48	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$794k		19k	42.76	View chart
McDonald's Corporation (MCD)	0.2	$780k		2.6k	303.91	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$775k		12k	65.21	View chart
Micron Technology (MU)	0.2	$767k		4.6k	167.30	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$759k	-25%	16k	47.51	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$752k	+42%	22k	34.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$752k		4.4k	170.83	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$737k	+6%	28k	26.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$736k	+25%	14k	53.24	View chart
Enterprise Products Partners (EPD)	0.2	$735k		24k	31.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$725k	+3%	11k	68.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$722k		1.9k	379.00	View chart
Blackrock Etf Trust Disciplined Vola	0.2	$716k	NEW	29k	25.00	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$711k		61k	11.69	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$700k	+46%	26k	26.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$699k	+21%	2.8k	247.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$695k	+6%	6.9k	100.25	View chart
Broadcom (AVGO)	0.2	$693k	-3%	2.1k	329.93	View chart
Prologis (PLD)	0.2	$689k		6.0k	114.52	View chart
Nextera Energy (NEE)	0.2	$688k		9.1k	75.49	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.2	$674k		6.7k	101.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$672k		4.6k	145.64	View chart
Altria (MO)	0.2	$636k		9.6k	66.06	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$633k	+28%	23k	27.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$629k	+21%	5.9k	106.49	View chart
At&t (T)	0.2	$620k	-5%	22k	28.24	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$613k		4.7k	129.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$612k		11k	54.18	View chart
Shell Spon Ads (SHEL)	0.2	$610k		8.5k	71.53	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$608k		6.3k	95.89	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$603k		19k	31.62	View chart
International Business Machines (IBM)	0.2	$602k		2.1k	282.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$602k		14k	44.19	View chart
Wells Fargo & Company (WFC)	0.2	$596k		7.1k	83.82	View chart
Deere & Company (DE)	0.2	$584k		1.3k	457.26	View chart
Merck & Co (MRK)	0.2	$584k	+10%	7.0k	83.93	View chart
Boeing Company (BA)	0.2	$572k	+2%	2.7k	215.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$571k		1.2k	468.57	View chart
Booking Holdings (BKNG)	0.2	$562k		104.00	5399.27	View chart
Cambria Etf Tr Tactical Yield E (TYLD)	0.1	$554k	+6%	22k	25.29	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$553k		22k	25.25	View chart
Coinbase Global Com Cl A (COIN)	0.1	$550k		1.6k	337.49	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$540k	+7%	28k	19.43	View chart
Walt Disney Company (DIS)	0.1	$539k		4.7k	114.51	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$528k		16k	33.84	View chart
ConocoPhillips (COP)	0.1	$522k		5.5k	94.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$518k		1.6k	328.14	View chart
Public Storage (PSA)	0.1	$515k	NEW	1.8k	288.85	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$511k	+77%	14k	37.86	View chart
American Homes 4 Rent Cl A (AMH)	0.1	$501k	NEW	15k	33.25	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$498k	+12%	4.9k	100.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$490k	+11%	2.0k	243.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$485k	+12%	7.5k	65.00	View chart
Citigroup Com New (C)	0.1	$478k	-18%	4.7k	101.50	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$473k	-14%	8.8k	53.87	View chart
Yum! Brands (YUM)	0.1	$469k		3.1k	152.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$468k	+16%	12k	39.54	View chart
Peak (DOC)	0.1	$463k	NEW	24k	19.15	View chart
Phillips 66 (PSX)	0.1	$458k		3.4k	136.03	View chart
Tri-Continental Corporation (TY)	0.1	$438k	+18%	13k	34.00	View chart
Ge Aerospace Com New (GE)	0.1	$431k		1.4k	300.78	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$422k		5.4k	78.37	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$421k	NEW	12k	34.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$418k		3.5k	118.44	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$417k	+75%	12k	35.17	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$408k	+47%	13k	30.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$398k		2.0k	203.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$389k	-19%	9.1k	42.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$377k	-6%	3.1k	121.06	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$373k	NEW	3.7k	100.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$364k	+10%	16k	23.12	View chart
Bristol Myers Squibb (BMY)	0.1	$362k	+2%	8.0k	45.10	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$361k	NEW	7.0k	51.23	View chart
Iqvia Holdings (IQV)	0.1	$348k		1.8k	189.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$345k	-33%	1.8k	189.70	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$338k	+32%	12k	27.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$333k	+19%	3.0k	111.47	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$331k	+12%	9.6k	34.65	View chart
Western Union Company (WU)	0.1	$317k		40k	7.99	View chart
Paypal Holdings (PYPL)	0.1	$306k	-72%	4.6k	67.06	View chart
Mastercard Incorporated Cl A (MA)	0.1	$303k		533.00	568.81	View chart
Church & Dwight (CHD)	0.1	$300k		3.4k	87.63	View chart
Lockheed Martin Corporation (LMT)	0.1	$297k		594.00	499.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$289k	-11%	1.0k	281.76	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$287k		5.6k	51.50	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$284k	NEW	8.2k	34.72	View chart
Schlumberger Com Stk (SLB)	0.1	$284k		8.3k	34.37	View chart
Netflix (NFLX)	0.1	$283k		236.00	1198.92	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$281k	+9%	11k	26.05	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$281k		44k	6.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$275k	-52%	2.4k	113.88	View chart
Everus Constr Group (ECG)	0.1	$275k		3.2k	85.75	View chart
Kroger (KR)	0.1	$273k		4.0k	67.41	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$270k		7.6k	35.69	View chart
Quanta Services (PWR)	0.1	$266k		641.00	414.42	View chart
Knife River Corp Common Stock (KNF)	0.1	$263k	-3%	3.4k	76.87	View chart
MDU Resources (MDU)	0.1	$262k		15k	17.81	View chart
Pgim Short Duration High Yie (ISD)	0.1	$260k		18k	14.38	View chart
Ge Vernova (GEV)	0.1	$257k	+2%	417.00	615.39	View chart
Ford Motor Company (F)	0.1	$255k	+13%	21k	11.96	View chart
Adams Express Company (ADX)	0.1	$255k		11k	22.30	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$251k		1.9k	130.25	View chart
Automatic Data Processing (ADP)	0.1	$250k		852.00	293.50	View chart
Qualcomm (QCOM)	0.1	$247k	NEW	1.5k	166.36	View chart
Joby Aviation Common Stock (JOBY)	0.1	$244k		15k	16.14	View chart
Microchip Technology (MCHP)	0.1	$242k		3.8k	64.22	View chart
Carrier Global Corporation (CARR)	0.1	$239k		4.0k	59.70	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.1	$237k		5.0k	47.38	View chart
Dominion Resources (D)	0.1	$236k	-8%	3.9k	61.17	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$233k		3.4k	68.66	View chart
Viatris (VTRS)	0.1	$232k		24k	9.90	View chart
Teck Resources CL B (TECK)	0.1	$231k		5.3k	43.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$228k	+4%	2.4k	95.13	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$227k	NEW	4.0k	57.20	View chart
Constellation Energy (CEG)	0.1	$224k	-11%	680.00	329.07	View chart
Brown & Brown (BRO)	0.1	$223k		2.4k	93.80	View chart
Otis Worldwide Corp (OTIS)	0.1	$216k		2.4k	91.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$216k		2.2k	99.09	View chart
Honeywell International (HON)	0.1	$210k		999.00	210.54	View chart
John Hancock Pref. Income Fund II (HPF)	0.1	$208k		12k	16.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$207k	-60%	1.1k	195.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$207k		3.6k	57.47	View chart
Bgc Group Cl A (BGC)	0.1	$190k		20k	9.46	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$155k		11k	14.62	View chart
Innovate Corp Com New (VATE)	0.0	$83k		17k	4.89	View chart
Equus Total Return (EQS)	0.0	$38k	NEW	17k	2.25	View chart

Past Filings by MSH Capital Advisors

SEC 13F filings are viewable for MSH Capital Advisors going back to 2022

MSH Capital Advisors 2025 Q3 filed Nov. 6, 2025
MSH Capital Advisors 2025 Q2 filed July 24, 2025
MSH Capital Advisors 2025 Q1 filed May 13, 2025
MSH Capital Advisors 2022 Q3 filed Feb. 14, 2025
MSH Capital Advisors 2022 Q4 filed Feb. 14, 2025
MSH Capital Advisors 2023 Q1 filed Feb. 14, 2025
MSH Capital Advisors 2023 Q2 filed Feb. 14, 2025
MSH Capital Advisors 2023 Q3 filed Feb. 14, 2025
MSH Capital Advisors 2023 Q4 filed Feb. 14, 2025
MSH Capital Advisors 2024 Q1 filed Feb. 14, 2025
MSH Capital Advisors 2024 Q2 filed Feb. 14, 2025
MSH Capital Advisors 2024 Q3 filed Feb. 14, 2025
MSH Capital Advisors 2024 Q4 filed Feb. 13, 2025
MSH Capital Advisors 2021 Q4 filed Feb. 13, 2025
MSH Capital Advisors 2022 Q1 filed Feb. 13, 2025
MSH Capital Advisors 2022 Q2 filed Feb. 13, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z