MSH Capital Advisors
Latest statistics and disclosures from MSH Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VEA, SDY, SCHG, JPM, and represent 19.67% of MSH Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$36M), TSLA, QGRO, ABBV, NVDA, AVGO, MSFT, BRK.A, AMZN, VOOG.
- Started 36 new stock positions in AMD, HAL, AREC, UAL, FDL, PLTR, FLIN, SCHX, AMGN, QGRO.
- Reduced shares in these 10 stocks: GH, RTO, C, QUAL, STX, PYPL, IYW, FTLS, CGUS, IBIT.
- Sold out of its positions in C, VATE, IYW, PYPL, RTO.
- MSH Capital Advisors was a net buyer of stock by $91M.
- MSH Capital Advisors has $468M in assets under management (AUM), dropping by 25.44%.
- Central Index Key (CIK): 0002056306
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Portfolio Holdings for MSH Capital Advisors
MSH Capital Advisors holds 274 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $46M | +348% | 170k | 271.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $15M | +7% | 232k | 62.47 |
|
| Spdr Series Trust State Street Spd (SDY) | 2.5 | $12M | +3% | 84k | 139.16 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $10M | +2% | 316k | 32.62 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $9.3M | +11% | 29k | 322.22 |
|
| Microsoft Corporation (MSFT) | 2.0 | $9.3M | +22% | 19k | 483.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $8.9M | 13k | 684.93 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $8.6M | +4% | 313k | 27.43 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $7.4M | 83k | 89.46 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $7.3M | +10% | 15k | 502.65 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $6.9M | +6% | 48k | 143.52 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $6.6M | 53k | 123.26 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $5.8M | 12k | 487.85 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $5.4M | +4% | 52k | 104.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $5.3M | +3% | 80k | 66.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $5.1M | 43k | 120.18 |
|
|
| Coca-Cola Company (KO) | 1.1 | $5.1M | +20% | 73k | 69.91 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.1 | $4.9M | 64k | 77.53 |
|
|
| Exxon Mobil Corporation (XOM) | 1.0 | $4.7M | +11% | 40k | 120.34 |
|
| Tesla Motors (TSLA) | 1.0 | $4.7M | +300% | 10k | 449.72 |
|
| Sherwin-Williams Company (SHW) | 1.0 | $4.6M | 14k | 324.03 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.4M | +35% | 14k | 313.01 |
|
| Blackrock (BLK) | 0.9 | $4.4M | 4.1k | 1070.29 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $4.3M | +32% | 21k | 206.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $4.2M | +8% | 20k | 212.07 |
|
| Amazon (AMZN) | 0.9 | $4.2M | +48% | 18k | 230.83 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $4.1M | +82% | 22k | 186.50 |
|
| Abbvie (ABBV) | 0.9 | $4.0M | +104% | 18k | 228.49 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.8 | $3.8M | +10% | 48k | 80.22 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $3.6M | 20k | 177.37 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $3.6M | 13k | 279.14 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $3.4M | +48% | 5.4k | 627.19 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $3.4M | 24k | 141.05 |
|
|
| Realty Income (O) | 0.7 | $3.3M | +8% | 58k | 56.37 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $3.2M | 23k | 136.94 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $3.1M | 10k | 302.11 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $3.1M | 16k | 190.99 |
|
|
| Cisco Systems (CSCO) | 0.7 | $3.1M | 40k | 77.03 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $3.0M | 14k | 211.78 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.9M | +5% | 13k | 219.78 |
|
| Cme (CME) | 0.6 | $2.9M | 11k | 273.08 |
|
|
| Paychex (PAYX) | 0.6 | $2.9M | +39% | 26k | 112.18 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $2.8M | 18k | 154.80 |
|
|
| Visa Com Cl A (V) | 0.6 | $2.8M | +32% | 7.9k | 350.70 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.6 | $2.8M | 100k | 27.77 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $2.7M | 24k | 113.72 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.7M | 4.4k | 614.35 |
|
|
| American Water Works (AWK) | 0.6 | $2.6M | +8% | 20k | 130.50 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $2.6M | 18k | 141.16 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.5 | $2.5M | -3% | 36k | 70.99 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.5 | $2.5M | NEW | 22k | 114.52 |
|
| American Tower Reit (AMT) | 0.5 | $2.5M | +14% | 14k | 175.57 |
|
| Broadcom (AVGO) | 0.5 | $2.4M | +236% | 7.1k | 346.12 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.4M | +38% | 22k | 111.41 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.5 | $2.4M | -2% | 48k | 50.58 |
|
| Pgim Etf Tr Total Return Bon (PTRB) | 0.5 | $2.4M | +48% | 57k | 42.04 |
|
| Verizon Communications (VZ) | 0.5 | $2.4M | +7% | 59k | 40.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.2M | +2% | 3.3k | 681.87 |
|
| Emerson Electric (EMR) | 0.5 | $2.2M | +8% | 17k | 132.72 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.2M | +76% | 12k | 183.40 |
|
| UGI Corporation (UGI) | 0.5 | $2.1M | 56k | 37.43 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.4 | $2.1M | 259k | 8.11 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $2.1M | +4% | 31k | 67.22 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $2.0M | +4% | 40k | 50.59 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $2.0M | -17% | 7.2k | 275.39 |
|
| T. Rowe Price (TROW) | 0.4 | $2.0M | 19k | 102.38 |
|
|
| Caterpillar (CAT) | 0.4 | $1.9M | +35% | 3.4k | 572.93 |
|
| Lowe's Companies (LOW) | 0.4 | $1.9M | +6% | 7.9k | 241.16 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $1.9M | 13k | 141.14 |
|
|
| Southern Company (SO) | 0.4 | $1.9M | 22k | 87.20 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.4 | $1.8M | +13% | 101k | 17.66 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.7M | +8% | 12k | 143.31 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.4 | $1.7M | +20% | 39k | 44.47 |
|
| Enterprise Products Partners (EPD) | 0.4 | $1.7M | +126% | 53k | 32.06 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $1.7M | +95% | 38k | 44.71 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.7M | 14k | 117.21 |
|
|
| Old Second Ban (OSBC) | 0.4 | $1.7M | 85k | 19.50 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.6M | +18% | 1.9k | 862.38 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $1.6M | +66% | 36k | 43.64 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.5M | +2% | 18k | 85.77 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $1.5M | +9% | 25k | 60.81 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | +65% | 2.3k | 660.09 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.5M | +50% | 92k | 16.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | NEW | 2.00 | 754800.00 |
|
| Home Depot (HD) | 0.3 | $1.5M | +12% | 4.4k | 344.12 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.5M | +88% | 4.9k | 305.62 |
|
| Pfizer (PFE) | 0.3 | $1.5M | +9% | 59k | 24.90 |
|
| Medtronic SHS (MDT) | 0.3 | $1.5M | 15k | 96.06 |
|
|
| 3M Company (MMM) | 0.3 | $1.4M | +7% | 9.0k | 160.11 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | -3% | 1.3k | 1074.36 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.4M | 61k | 23.37 |
|
|
| Chevron Corporation (CVX) | 0.3 | $1.4M | +19% | 9.3k | 152.41 |
|
| Pepsi (PEP) | 0.3 | $1.3M | +8% | 9.4k | 143.52 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $1.3M | +9% | 19k | 71.41 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $1.3M | +15% | 14k | 95.22 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $1.3M | NEW | 2.9k | 444.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | +4% | 3.2k | 396.31 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $1.3M | +5% | 27k | 46.54 |
|
| Micron Technology (MU) | 0.3 | $1.3M | -4% | 4.4k | 285.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.2M | +76% | 7.7k | 154.16 |
|
| UnitedHealth (UNH) | 0.2 | $1.2M | +4% | 3.5k | 330.09 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.2 | $1.2M | +2% | 34k | 34.15 |
|
| Wec Energy Group (WEC) | 0.2 | $1.1M | +37% | 11k | 105.46 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $1.1M | +17% | 29k | 38.22 |
|
| Ssga Active Tr State Street Dou (STOT) | 0.2 | $1.1M | 23k | 47.28 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.1M | -28% | 5.5k | 198.63 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.1M | 11k | 96.03 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.1M | +189% | 11k | 100.38 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.1M | NEW | 8.8k | 121.75 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $1.1M | 13k | 84.22 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.0M | 13k | 82.82 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.0M | +4% | 12k | 85.37 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $1.0M | +11% | 17k | 59.28 |
|
| Merck & Co (MRK) | 0.2 | $980k | +33% | 9.3k | 105.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $970k | +68% | 2.1k | 473.22 |
|
| Nextera Energy (NEE) | 0.2 | $965k | +31% | 12k | 80.28 |
|
| Bank of America Corporation (BAC) | 0.2 | $955k | +3% | 17k | 55.00 |
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| Enbridge (ENB) | 0.2 | $942k | +12% | 20k | 47.83 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $937k | +22% | 27k | 34.65 |
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| Kinder Morgan (KMI) | 0.2 | $933k | +2% | 34k | 27.49 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.2 | $915k | -6% | 20k | 46.22 |
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| Strategic Education (STRA) | 0.2 | $905k | 11k | 80.20 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $891k | +22% | 17k | 52.77 |
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| Commerce Bancshares (CBSH) | 0.2 | $888k | +4% | 17k | 52.34 |
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| Nike CL B (NKE) | 0.2 | $882k | 14k | 63.71 |
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| Simon Property (SPG) | 0.2 | $880k | 4.8k | 185.11 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $875k | 34k | 25.75 |
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| Prologis (PLD) | 0.2 | $851k | +10% | 6.7k | 127.66 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $826k | +12% | 2.1k | 386.85 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $822k | +4% | 16k | 50.88 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $805k | +10% | 67k | 12.02 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $803k | +12% | 3.2k | 252.92 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.2 | $794k | +13% | 30k | 26.52 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.2 | $791k | 12k | 66.52 |
|
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| Blackrock Etf Trust Dynamic Eqty Act (BDYN) | 0.2 | $789k | -5% | 31k | 25.61 |
|
| Eaton Corp SHS (ETN) | 0.2 | $787k | +2% | 2.5k | 318.51 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $783k | NEW | 4.4k | 177.75 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.2 | $782k | NEW | 20k | 38.59 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $779k | 18k | 42.56 |
|
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| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $779k | +2% | 16k | 47.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $778k | +23% | 2.5k | 313.76 |
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| H&R Block (HRB) | 0.2 | $771k | 18k | 43.58 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $761k | +21% | 10k | 73.48 |
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| Blackrock Etf Trust Disciplined Vola (BDVL) | 0.2 | $754k | +6% | 30k | 24.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $744k | +40% | 2.2k | 335.33 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $728k | 27k | 26.68 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $722k | -2% | 10k | 69.42 |
|
| Guardant Health (GH) | 0.2 | $709k | -46% | 6.9k | 102.14 |
|
| Wells Fargo & Company (WFC) | 0.1 | $697k | +5% | 7.5k | 93.20 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $693k | 6.9k | 99.89 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $673k | +6% | 24k | 27.62 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $669k | 6.6k | 100.80 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $656k | +5% | 14k | 45.45 |
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| International Business Machines (IBM) | 0.1 | $643k | 2.2k | 296.21 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $636k | -7% | 4.3k | 148.69 |
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| At&t (T) | 0.1 | $632k | +15% | 26k | 24.84 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $632k | 5.9k | 107.11 |
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| Deere & Company (DE) | 0.1 | $623k | +4% | 1.3k | 465.57 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $622k | 4.7k | 131.59 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $614k | 6.3k | 96.88 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $609k | +3% | 20k | 30.96 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $607k | +47% | 2.9k | 210.36 |
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| Boeing Company (BA) | 0.1 | $601k | +4% | 2.8k | 217.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $599k | 11k | 53.76 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $584k | NEW | 10k | 58.12 |
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| Altria (MO) | 0.1 | $572k | +2% | 9.9k | 57.66 |
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| Booking Holdings (BKNG) | 0.1 | $568k | 106.00 | 5355.33 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $562k | NEW | 5.5k | 101.68 |
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| Ge Aerospace Com New (GE) | 0.1 | $555k | +25% | 1.8k | 308.01 |
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| Capital Group Global Equity SHS (CGGE) | 0.1 | $555k | +32% | 18k | 31.63 |
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| Cambria Etf Tr Tactical Yield E (TYLD) | 0.1 | $554k | 22k | 25.16 |
|
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $547k | +4% | 29k | 18.91 |
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| Walt Disney Company (DIS) | 0.1 | $531k | 4.7k | 113.78 |
|
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $531k | +2% | 14k | 38.56 |
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| ConocoPhillips (COP) | 0.1 | $530k | +2% | 5.7k | 93.62 |
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| Tanger Factory Outlet Centers (SKT) | 0.1 | $519k | 16k | 33.37 |
|
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $515k | +7% | 9.4k | 54.77 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $504k | 4.9k | 101.82 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $503k | +35% | 4.2k | 119.31 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $484k | +37% | 9.7k | 50.01 |
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| American Homes 4 Rent Cl A (AMH) | 0.1 | $482k | 15k | 32.10 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $479k | NEW | 8.4k | 57.24 |
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| Bristol Myers Squibb (BMY) | 0.1 | $475k | +9% | 8.8k | 53.94 |
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| Yum! Brands (YUM) | 0.1 | $458k | 3.0k | 151.28 |
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| Hldgs (UAL) | 0.1 | $457k | NEW | 4.1k | 111.82 |
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| Public Storage (PSA) | 0.1 | $456k | 1.8k | 259.50 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $453k | +10% | 14k | 33.30 |
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| salesforce (CRM) | 0.1 | $449k | NEW | 1.7k | 264.95 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.1 | $440k | +3% | 12k | 35.90 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $431k | NEW | 8.1k | 53.37 |
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| Phillips 66 (PSX) | 0.1 | $429k | 3.3k | 129.03 |
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|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $427k | 3.5k | 120.96 |
|
|
| SLB Com Stk (SLB) | 0.1 | $425k | +34% | 11k | 38.38 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $420k | +45% | 12k | 35.33 |
|
| Iqvia Holdings (IQV) | 0.1 | $415k | 1.8k | 225.41 |
|
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| Tri-Continental Corporation (TY) | 0.1 | $415k | 13k | 32.66 |
|
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $404k | 9.1k | 44.41 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $402k | +22% | 3.6k | 110.19 |
|
| Ge Vernova (GEV) | 0.1 | $400k | +46% | 611.00 | 654.06 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $396k | +9% | 17k | 23.02 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $395k | -5% | 5.1k | 77.68 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $392k | NEW | 2.3k | 173.49 |
|
| Peak (DOC) | 0.1 | $390k | 24k | 16.08 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.1 | $389k | NEW | 8.1k | 47.72 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $387k | -18% | 9.6k | 40.23 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $380k | +3% | 1.7k | 226.14 |
|
| Western Union Company (WU) | 0.1 | $368k | 40k | 9.31 |
|
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $367k | +7% | 10k | 35.64 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $357k | NEW | 14k | 25.76 |
|
| Philip Morris International (PM) | 0.1 | $355k | NEW | 2.2k | 160.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $353k | +16% | 619.00 | 570.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $351k | 1.8k | 191.56 |
|
|
| Honeywell International (HON) | 0.1 | $341k | +75% | 1.8k | 195.06 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $339k | NEW | 5.5k | 61.22 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $339k | +56% | 5.6k | 60.17 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $338k | NEW | 1.9k | 175.50 |
|
| Advanced Micro Devices (AMD) | 0.1 | $335k | NEW | 1.6k | 214.16 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $334k | 12k | 27.38 |
|
|
| Vistra Energy (VST) | 0.1 | $328k | NEW | 2.0k | 161.33 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $319k | +10% | 659.00 | 483.40 |
|
| Automatic Data Processing (ADP) | 0.1 | $315k | +43% | 1.2k | 257.25 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $306k | +107% | 2.1k | 144.00 |
|
| Constellation Energy (CEG) | 0.1 | $299k | +24% | 847.00 | 353.27 |
|
| Viatris (VTRS) | 0.1 | $293k | 24k | 12.45 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $289k | NEW | 3.8k | 77.02 |
|
| MDU Resources (MDU) | 0.1 | $288k | 15k | 19.52 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $287k | -22% | 5.8k | 49.65 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $282k | 45k | 6.28 |
|
|
| Ssga Active Tr State Street Fix (FISR) | 0.1 | $279k | 11k | 25.91 |
|
|
| Quanta Services (PWR) | 0.1 | $276k | 653.00 | 422.06 |
|
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $269k | 7.6k | 35.58 |
|
|
| L3harris Technologies (LHX) | 0.1 | $266k | NEW | 905.00 | 293.57 |
|
| Pgim Short Duration High Yie (ISD) | 0.1 | $262k | 18k | 14.47 |
|
|
| Church & Dwight (CHD) | 0.1 | $260k | -9% | 3.1k | 83.85 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $256k | -10% | 5.0k | 51.26 |
|
| Everus Constr Group (ECG) | 0.1 | $255k | -7% | 3.0k | 85.56 |
|
| Kroger (KR) | 0.1 | $254k | 4.1k | 62.48 |
|
|
| Teck Resources CL B (TECK) | 0.1 | $252k | 5.3k | 47.89 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $251k | NEW | 22k | 11.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $251k | NEW | 2.6k | 96.28 |
|
| Microchip Technology (MCHP) | 0.1 | $251k | +4% | 3.9k | 63.72 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $250k | 1.9k | 129.79 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $248k | NEW | 5.6k | 44.34 |
|
| Netflix (NFLX) | 0.1 | $245k | +1006% | 2.6k | 93.77 |
|
| Dominion Resources (D) | 0.1 | $240k | +6% | 4.1k | 58.59 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $239k | NEW | 419.00 | 570.21 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $236k | 3.4k | 69.53 |
|
|
| Knife River Corp Common Stock (KNF) | 0.0 | $232k | -3% | 3.3k | 70.35 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $231k | NEW | 859.00 | 268.30 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $228k | 2.2k | 103.58 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $227k | 3.9k | 57.92 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $227k | 2.4k | 94.17 |
|
|
| Amgen (AMGN) | 0.0 | $224k | NEW | 683.00 | 327.31 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $224k | NEW | 4.8k | 46.81 |
|
| W.W. Grainger (GWW) | 0.0 | $223k | NEW | 221.00 | 1009.05 |
|
| Qualcomm (QCOM) | 0.0 | $223k | -12% | 1.3k | 171.05 |
|
| Halliburton Company (HAL) | 0.0 | $222k | NEW | 7.9k | 28.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $219k | NEW | 8.1k | 26.91 |
|
| Carrier Global Corporation (CARR) | 0.0 | $217k | +2% | 4.1k | 52.84 |
|
| Ford Motor Company (F) | 0.0 | $216k | -22% | 17k | 13.12 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $215k | NEW | 3.3k | 64.42 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $215k | 5.0k | 42.95 |
|
|
| Brown & Brown (BRO) | 0.0 | $213k | +12% | 2.7k | 79.70 |
|
| Abbott Laboratories (ABT) | 0.0 | $210k | NEW | 1.7k | 125.29 |
|
| American Express Company (AXP) | 0.0 | $209k | NEW | 564.00 | 369.95 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $208k | 2.4k | 87.35 |
|
|
| Adams Express Company (ADX) | 0.0 | $206k | -22% | 8.8k | 23.32 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $203k | -26% | 1.8k | 113.95 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $199k | 15k | 13.20 |
|
|
| John Hancock Pref. Income Fund II (HPF) | 0.0 | $199k | 12k | 16.07 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $179k | 20k | 8.93 |
|
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $150k | 11k | 14.14 |
|
|
| Equus Total Return (EQS) | 0.0 | $31k | +30% | 22k | 1.41 |
|
| American Res Corp Cl A (AREC) | 0.0 | $25k | NEW | 10k | 2.48 |
|
Past Filings by MSH Capital Advisors
SEC 13F filings are viewable for MSH Capital Advisors going back to 2022
- MSH Capital Advisors 2025 Q4 filed Feb. 9, 2026
- 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