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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 18.81% of MSH Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$7.4M), NOBL, AAPL, NVDA, VOO, VOOG, QGRO, JPM, VEA, BRK.A.
Started 61 new stock positions in SPCX, SBIO, FTCE, MGOV, MLPI, Bitwise Hyperliquid Etf, SOFI, NI, OTIS, Q.
Reduced shares in these 10 stocks: STX, MU, CSCO, SPG, MDT, ICSH, QQQM, QUAL, HTRB, EFV.
Sold out of its positions in PALL, BP, CHD, EQS, GFL, Honeywell International, QQQM, NEM, NOC, SPMD. CRM, SPG, TMSL, TECK.
MSH Capital Advisors was a net buyer of stock by $66M.
MSH Capital Advisors has $575M in assets under management (AUM), dropping by 21.69%.
Central Index Key (CIK): 0002056306

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Portfolio Holdings for MSH Capital Advisors

MSH Capital Advisors holds 320 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.2	$53M	+6%	183k	289.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$19M	+8%	263k	71.25	View chart
Spdr Series Trust St Str Sp Div (SDY)	2.5	$14M		93k	152.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$12M	+7%	341k	33.84	View chart
JPMorgan Chase & Co. (JPM)	1.9	$11M	+17%	33k	327.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$11M	+5%	344k	31.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$9.7M	+2%	101k	96.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$9.7M		13k	748.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$8.9M	+12%	56k	158.03	View chart
Microsoft Corporation (MSFT)	1.5	$8.8M	+13%	24k	373.02	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$8.6M	+588%	100k	86.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$7.8M	+8%	57k	137.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$7.2M	+15%	20k	357.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$7.1M	+5%	14k	500.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$6.8M	+6%	88k	77.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.1	$6.5M	+114%	115k	56.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$6.4M		43k	148.31	View chart
NVIDIA Corporation (NVDA)	1.1	$6.3M	+55%	31k	200.09	View chart
Coca-Cola Company (KO)	1.0	$6.0M		74k	81.27	View chart
Amazon (AMZN)	1.0	$5.8M	+17%	24k	238.35	View chart
Johnson & Johnson (JNJ)	1.0	$5.7M	+7%	23k	253.97	View chart
Exxon Mobil Corporation (XOM)	0.9	$5.5M		40k	136.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$5.4M	+9%	63k	85.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$5.3M		64k	82.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$5.2M	+55%	7.5k	686.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$5.2M	+10%	23k	227.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$4.9M		23k	217.93	View chart
Tesla Motors (TSLA)	0.8	$4.9M	+2%	12k	420.60	View chart
Sherwin-Williams Company (SHW)	0.8	$4.8M		14k	344.32	View chart
Abbvie (ABBV)	0.8	$4.5M	+40%	18k	251.64	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$4.4M		50k	87.88	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$4.3M	-32%	4.5k	965.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.7	$4.3M		22k	197.60	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.7	$4.1M	+40%	26k	158.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$4.1M	+2%	25k	164.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$4.1M	+25%	17k	236.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$4.1M		13k	306.30	View chart
Blackrock (BLK)	0.7	$4.0M		4.1k	961.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$3.9M	+23%	5.3k	736.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$3.9M		16k	242.99	View chart
Micron Technology (MU)	0.7	$3.8M	-28%	3.3k	1154.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$3.7M	-2%	10k	365.71	View chart
Realty Income (O)	0.6	$3.7M		60k	61.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$3.6M	+3%	25k	146.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$3.5M	+53%	4.7k	746.77	View chart
Caterpillar (CAT)	0.6	$3.4M	-4%	3.2k	1064.96	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.6	$3.4M	+17%	46k	73.80	View chart
Cisco Systems (CSCO)	0.6	$3.3M	-29%	29k	117.46	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.6	$3.3M		19k	178.60	View chart
Visa Com Cl A (V)	0.6	$3.3M	+11%	9.6k	343.07	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$3.3M		24k	136.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.1M	+9%	8.3k	370.06	View chart
Paychex (PAYX)	0.5	$3.1M	+9%	31k	98.33	View chart
Gabelli Dividend & Income Trust (GDV)	0.5	$3.0M		101k	29.40	View chart
Broadcom (AVGO)	0.5	$2.8M	+40%	7.5k	377.73	View chart
Verizon Communications (VZ)	0.5	$2.8M		67k	42.34	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.5	$2.8M	+18%	15k	185.23	View chart
Wal-Mart Stores (WMT)	0.5	$2.8M	+9%	24k	113.26	View chart
Raytheon Technologies Corp (RTX)	0.5	$2.7M	+16%	14k	189.73	View chart
American Water Works (AWK)	0.5	$2.7M		20k	131.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.6M	+7%	51k	50.57	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$2.5M	+246%	21k	118.06	View chart
Cme (CME)	0.4	$2.4M		11k	220.83	View chart
Costco Wholesale Corporation (COST)	0.4	$2.4M	+24%	2.6k	935.42	View chart
American Tower Reit (AMT)	0.4	$2.3M		14k	163.57	View chart
T. Rowe Price (TROW)	0.4	$2.2M		19k	113.69	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$2.2M	+6%	45k	49.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.1M		14k	156.30	View chart
Southern Company (SO)	0.4	$2.1M		22k	95.71	View chart
Eli Lilly & Co. (LLY)	0.4	$2.0M	+25%	1.7k	1199.29	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$2.0M		38k	53.11	View chart
Enterprise Products Partners (EPD)	0.3	$2.0M	+83%	54k	36.76	View chart
Old Second Ban (OSBC)	0.3	$2.0M		85k	23.32	View chart
UGI Corporation (UGI)	0.3	$2.0M		57k	34.54	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.0M	-5%	24k	82.84	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.3	$1.9M	-9%	47k	41.46	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$1.9M	+8%	41k	47.20	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.3	$1.9M	-4%	241k	7.88	View chart
Chevron Corporation (CVX)	0.3	$1.9M	+18%	11k	165.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$1.9M	+2131%	23k	82.62	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.8M		14k	126.58	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$1.8M		100k	17.84	View chart
Procter & Gamble Company (PG)	0.3	$1.8M	+3%	12k	146.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.8M	+22%	92k	19.12	View chart
Lowe's Companies (LOW)	0.3	$1.7M		7.7k	220.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.7M	+32%	37k	46.15	View chart
Meta Platforms Cl A (META)	0.3	$1.7M	+33%	3.0k	563.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.7M		25k	68.01	View chart
UnitedHealth (UNH)	0.3	$1.7M	+6%	4.0k	415.68	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.7M	+15%	72k	23.13	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$1.6M	-33%	32k	50.58	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$1.6M	+14%	16k	100.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.6M		4.5k	353.31	View chart
Wec Energy Group (WEC)	0.3	$1.6M	+23%	13k	116.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.5M	+359%	12k	127.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M	NEW	2.00	748850.00	View chart
3M Company (MMM)	0.3	$1.5M		9.0k	161.90	View chart
Pepsi (PEP)	0.2	$1.4M	-4%	10k	135.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.4M	NEW	15k	90.10	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+20%	5.0k	270.31	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$1.3M	NEW	25k	53.09	View chart
Pfizer (PFE)	0.2	$1.3M	-7%	53k	24.08	View chart
Merck & Co (MRK)	0.2	$1.3M		10k	128.51	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.3M		14k	94.52	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.3M		17k	75.45	View chart
Home Depot (HD)	0.2	$1.3M	-13%	3.6k	352.68	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$1.3M	+19%	14k	91.57	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M	+14%	2.2k	580.91	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$1.2M	+13%	30k	41.10	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.2M	+7%	25k	47.94	View chart
Emerson Electric (EMR)	0.2	$1.2M	-14%	8.3k	143.15	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$1.2M	+16%	28k	42.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.2M		11k	103.88	View chart
Nextera Energy (NEE)	0.2	$1.2M	+6%	13k	87.77	View chart
Shell Spon Ads (SHEL)	0.2	$1.1M	+30%	15k	77.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M	-2%	3.0k	368.38	View chart
Bank of America Corporation (BAC)	0.2	$1.1M	+5%	19k	56.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M		18k	59.69	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.1M	+85%	11k	100.36	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.1M	-3%	13k	82.11	View chart
Eaton Corp SHS (ETN)	0.2	$1.0M		2.5k	426.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.0M	+9%	6.2k	164.26	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.0M	+167%	2.0k	513.60	View chart
Enbridge (ENB)	0.2	$1.0M	-2%	19k	54.21	View chart
First Tr Exchange Traded New Co Co Ea Etf (FTCE)	0.2	$983k	NEW	36k	27.08	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$982k	NEW	27k	36.53	View chart
Commerce Bancshares (CBSH)	0.2	$980k		17k	57.75	View chart
Prologis (PLD)	0.2	$947k		7.0k	135.47	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$939k	+309%	19k	48.66	View chart
Guardant Health (GH)	0.2	$937k		6.2k	150.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$913k		2.1k	426.40	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$895k	-3%	20k	45.58	View chart
Neos Etf Trust Mlp En In Hi Etf (MLPI)	0.2	$884k	NEW	16k	55.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$877k	+234%	4.0k	219.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$872k	+58%	7.4k	117.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$870k	+18%	38k	22.78	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$870k		34k	25.52	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$852k	+3%	6.9k	123.44	View chart
Strategic Education (STRA)	0.1	$851k		11k	76.62	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$848k	+4%	70k	12.12	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$828k	+5%	32k	26.18	View chart
Deere & Company (DE)	0.1	$818k	-5%	1.3k	634.33	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$809k	-2%	10k	79.42	View chart
Lockheed Martin Corporation (LMT)	0.1	$797k	+133%	1.6k	509.75	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$790k		29k	27.74	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$787k		10k	75.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$778k	NEW	4.1k	190.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$777k	+9%	10k	75.79	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$773k	NEW	14k	56.79	View chart
Ge Vernova (GEV)	0.1	$772k	+3%	657.00	1174.56	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$766k	-18%	15k	52.34	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$745k		6.3k	117.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$742k	+2%	12k	61.46	View chart
International Business Machines (IBM)	0.1	$740k	+7%	2.6k	281.21	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$733k		21k	35.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$721k		15k	49.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$718k		2.4k	298.07	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$716k	-6%	14k	52.72	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$712k	+31%	20k	36.60	View chart
Altria (MO)	0.1	$698k	-3%	9.7k	71.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$698k		4.7k	147.73	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$684k		26k	25.98	View chart
Netflix (NFLX)	0.1	$680k	+60%	9.5k	71.40	View chart
H&R Block (HRB)	0.1	$669k		18k	38.08	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$665k	NEW	3.9k	170.88	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$654k	+58%	7.9k	83.07	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$653k	+39%	8.6k	76.11	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$650k	+11%	19k	35.24	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$646k	-2%	24k	26.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$629k	NEW	13k	49.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$627k	-10%	3.9k	161.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$616k	-2%	6.2k	98.98	View chart
Boeing Company (BA)	0.1	$610k	+4%	2.8k	216.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$607k	+245%	4.9k	124.17	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$603k	+5%	5.3k	113.69	View chart
ConocoPhillips (COP)	0.1	$598k		5.8k	103.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$597k	+51%	3.1k	190.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$594k		20k	30.49	View chart
Iqvia Holdings (IQV)	0.1	$589k	+66%	3.1k	193.22	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$589k	+40%	13k	44.48	View chart
Palantir Technologies Cl A (PLTR)	0.1	$583k	+2%	5.0k	116.67	View chart
Hldgs (UAL)	0.1	$579k		4.3k	135.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$578k	+60%	9.3k	62.20	View chart
Ge Aerospace Com New (GE)	0.1	$577k	-16%	1.5k	373.69	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$572k	NEW	14k	42.06	View chart
Wells Fargo & Company (WFC)	0.1	$571k	-15%	6.9k	82.64	View chart
Sofi Technologies (SOFI)	0.1	$570k	NEW	32k	17.93	View chart
Intel Corporation (INTC)	0.1	$567k	NEW	4.1k	139.63	View chart
Public Storage (PSA)	0.1	$565k		1.8k	318.31	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$564k	-8%	14k	39.47	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$558k	-47%	17k	33.73	View chart
Otis Worldwide Corp (OTIS)	0.1	$555k	NEW	7.8k	71.60	View chart
Phillips 66 (PSX)	0.1	$549k		3.3k	169.04	View chart
American Homes 4 Rent Cl A (AMH)	0.1	$548k		16k	33.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$540k	-13%	9.6k	56.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$539k	-48%	7.0k	76.55	View chart
Peak (DOC)	0.1	$537k		25k	21.40	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$536k		29k	18.69	View chart
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI)	0.1	$533k	NEW	10k	51.96	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$525k	-22%	19k	27.33	View chart
SLB Com Stk (SLB)	0.1	$520k		11k	46.49	View chart
Nike CL B (NKE)	0.1	$509k	-5%	12k	41.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$507k	NEW	791.00	641.04	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$490k	+6%	13k	37.96	View chart
Yum! Brands (YUM)	0.1	$490k		3.1k	159.86	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$482k	-30%	11k	42.21	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$480k	NEW	10k	46.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$479k	-4%	2.0k	242.43	View chart
Cambria Etf Tr Tacti Yield Etf (TYLD)	0.1	$479k	-9%	19k	25.27	View chart
Quanta Services (PWR)	0.1	$477k		663.00	720.04	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$473k	NEW	8.4k	56.33	View chart
At&t (T)	0.1	$472k	-10%	23k	20.70	View chart
Booking Holdings (BKNG)	0.1	$471k	+2281%	2.6k	178.24	View chart
Marathon Petroleum Corp (MPC)	0.1	$469k	NEW	1.8k	255.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$467k		3.5k	132.24	View chart
Philip Morris International (PM)	0.1	$463k	+4%	2.6k	180.91	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.1	$462k	NEW	7.1k	64.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$457k	NEW	5.6k	81.06	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$455k	NEW	16k	29.40	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$452k	+39%	17k	27.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$452k	-54%	2.1k	219.47	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$452k	+16%	12k	37.51	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$450k	-4%	8.9k	50.39	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$448k	-24%	10k	43.11	View chart
Walt Disney Company (DIS)	0.1	$442k	+6%	4.6k	96.25	View chart
Tri-Continental Corporation (TY)	0.1	$438k		13k	34.42	View chart
Dutch Bros Cl A (BROS)	0.1	$438k	+4%	6.1k	71.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$433k		2.0k	212.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$424k	NEW	8.4k	50.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$418k	-6%	3.8k	109.07	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$417k	+12%	7.8k	53.61	View chart
Sandisk Corp (SNDK)	0.1	$400k	NEW	176.00	2273.73	View chart
Equinix (EQIX)	0.1	$387k	+8%	371.00	1042.39	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$380k	-29%	8.1k	46.87	View chart
Viatris (VTRS)	0.1	$376k		24k	15.88	View chart
United Parcel Svcs CL B (UPS)	0.1	$372k	+11%	3.5k	107.51	View chart
Medtronic SHS (MDT)	0.1	$370k	-68%	4.7k	78.23	View chart
Amgen (AMGN)	0.1	$370k	+6%	1.0k	362.12	View chart
Bristol Myers Squibb (BMY)	0.1	$359k	-32%	6.2k	57.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$352k	NEW	4.8k	73.40	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$352k	+24%	7.0k	50.37	View chart
Marvell Technology (MRVL)	0.1	$350k	NEW	1.2k	297.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$346k	-20%	3.6k	96.49	View chart
First Tr Exchange-traded Vest Autocallabl	0.1	$344k	NEW	17k	20.29	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$341k	+70%	6.4k	53.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$338k	NEW	443.00	763.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$336k	NEW	1.0k	334.83	View chart
Linde SHS (LIN)	0.1	$335k	+10%	645.00	518.94	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$332k	-3%	1.9k	176.70	View chart
Adams Express Company (ADX)	0.1	$331k	NEW	13k	25.55	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$330k	+18%	28k	11.74	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$329k	+42%	5.5k	59.71	View chart
Microchip Technology (MCHP)	0.1	$328k	-10%	3.6k	91.20	View chart
Vistra Energy (VST)	0.1	$327k	NEW	2.1k	158.61	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$320k		7.6k	42.44	View chart
Western Union Company (WU)	0.1	$312k		41k	7.70	View chart
Carrier Global Corporation (CARR)	0.1	$307k		4.2k	73.35	View chart
W.W. Grainger (GWW)	0.1	$306k		225.00	1360.40	View chart
Applied Materials (AMAT)	0.1	$297k	NEW	411.00	723.49	View chart
EOG Resources (EOG)	0.1	$295k	-3%	2.3k	129.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$295k	-16%	1.2k	252.26	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$295k	-42%	5.8k	50.60	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$294k	NEW	13k	23.09	View chart
Bitwise Hyperliquid Etf Com Shs Ben Int	0.1	$294k	NEW	8.0k	36.78	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$292k		50k	5.81	View chart
Dominion Resources (D)	0.0	$286k		4.2k	68.29	View chart
Everus Constr Group (ECG)	0.0	$286k		1.7k	165.95	View chart
Duolingo Cl A Com (DUOL)	0.0	$281k		2.4k	115.02	View chart
Coinbase Global Com Cl A (COIN)	0.0	$280k	+8%	1.9k	146.19	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.0	$277k		11k	25.65	View chart
Halliburton Company (HAL)	0.0	$276k	+2%	8.1k	33.95	View chart
Te Connectivity Ord Shs (TEL)	0.0	$274k	+17%	1.4k	201.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$269k	NEW	563.00	477.57	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$267k	NEW	9.5k	28.05	View chart
L3harris Technologies (LHX)	0.0	$260k	-27%	896.00	290.59	View chart
Vanguard World Utilities Etf (VPU)	0.0	$259k	NEW	1.3k	195.79	View chart
Fifth Third Ban (FITB)	0.0	$256k	NEW	4.5k	56.37	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$254k	-37%	2.4k	107.62	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.0	$251k	NEW	5.0k	50.32	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$242k	-36%	3.9k	61.23	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$241k	+7%	2.5k	96.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$240k		8.2k	29.43	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$237k	-4%	4.6k	51.78	View chart
American Express Company (AXP)	0.0	$236k	-2%	699.00	338.25	View chart
DaVita (DVA)	0.0	$236k	NEW	1.1k	222.48	View chart
TJX Companies (TJX)	0.0	$232k	+10%	1.5k	151.50	View chart
Oracle Corporation (ORCL)	0.0	$231k	NEW	1.6k	146.54	View chart
Global Payments (GPN)	0.0	$231k	NEW	3.2k	72.56	View chart
First Tr Exchange-traded Inter Govt Etf (MGOV)	0.0	$231k	NEW	11k	20.19	View chart
Archer Daniels Midland Company (ADM)	0.0	$231k	-3%	3.0k	76.41	View chart
Palo Alto Networks (PANW)	0.0	$230k	NEW	674.00	341.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$229k		2.2k	103.98	View chart
Qualcomm (QCOM)	0.0	$228k	NEW	1.2k	184.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$228k	NEW	5.3k	43.14	View chart
Kroger (KR)	0.0	$224k	-3%	4.0k	55.53	View chart
Pgim Short Duration High Yie (ISD)	0.0	$223k	-5%	17k	13.06	View chart
Zoetis Cl A (ZTS)	0.0	$222k	NEW	3.1k	71.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$222k	+14%	6.7k	33.29	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$219k	NEW	4.5k	48.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$219k	NEW	110.00	1989.44	View chart
FedEx Corporation (FDX)	0.0	$219k		698.00	313.13	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$218k	NEW	9.8k	22.29	View chart
Starbucks Corporation (SBUX)	0.0	$217k	NEW	2.1k	102.18	View chart
Bgc Group Cl A (BGC)	0.0	$212k		20k	10.69	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.0	$212k	NEW	4.2k	50.29	View chart
Constellation Energy (CEG)	0.0	$210k	+9%	845.00	248.37	View chart
NiSource (NI)	0.0	$210k	NEW	4.4k	47.55	View chart
AFLAC Incorporated (AFL)	0.0	$209k	NEW	1.8k	117.25	View chart
MDU Resources (MDU)	0.0	$209k		9.8k	21.21	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$208k	-8%	2.6k	79.09	View chart
Qnity Electronics Common Stock (Q)	0.0	$207k	NEW	1.3k	163.31	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$207k	-7%	8.4k	24.66	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$206k	NEW	1.9k	106.32	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$206k	NEW	2.0k	104.10	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$203k	NEW	3.0k	68.23	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$202k	NEW	4.9k	41.62	View chart
Ford Motor Company (F)	0.0	$186k	-19%	13k	13.90	View chart
John Hancock Pref. Income Fund II (HPF)	0.0	$165k		10k	15.87	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$30k	NEW	13k	2.25	View chart
American Res Corp Cl A (AREC)	0.0	$22k	NEW	10k	2.15	View chart

Past Filings by MSH Capital Advisors

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

MSH Capital Advisors 2026 Q2 filed Aug. 11, 2026
MSH Capital Advisors 2026 Q1 filed May 11, 2026
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

View all past filings

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