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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, SCHD, SCHG, and represent 19.35% of MSH Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VXUS, XLI, VTI, IEFA, VTV, VUG, SDY, GOOGL, VEA, GOOG.
Started 20 new stock positions in UPS, LIN, ACWX, CORO, IYW, TEL, VOOV, SHLD, PALL, VXUS. FDX, NEM, EOG, ADM, TJX, BP, SCHR, XLI, BLCR, EQIX.
Reduced shares in these 10 stocks: QGRO, BRK.A, STOT, ABBV, , EMR, EPD, VOOG, VONG, XLG.
Sold out of its positions in ABT, ADX, AREC, ADP, BRK.A, BRO, DFEB, PGF, EMB, EFG. KMI, KNF, MPLX, OTIS, PAAA, QCOM, STOT, SCMB, VST, ACN, JOBY.
MSH Capital Advisors was a net buyer of stock by $8.8M.
MSH Capital Advisors has $473M in assets under management (AUM), dropping by 0.95%.
Central Index Key (CIK): 0002056306

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Portfolio Holdings for MSH Capital Advisors

MSH Capital Advisors holds 273 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.2	$43M		171k	253.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$16M	+4%	242k	64.08	View chart
Spdr Series Trust State Street Spd (SDY)	2.8	$13M	+9%	92k	145.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$10M	+4%	325k	30.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$9.3M		318k	29.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$8.9M	+17%	98k	90.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$8.5M		13k	653.23	View chart
JPMorgan Chase & Co. (JPM)	1.8	$8.4M		29k	294.16	View chart
Microsoft Corporation (MSFT)	1.6	$7.7M	+7%	21k	370.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$7.4M	+4%	50k	148.10	View chart
Exxon Mobil Corporation (XOM)	1.4	$6.8M		40k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$6.5M	-7%	14k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$6.4M	+22%	15k	436.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$5.9M	-2%	52k	113.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.2	$5.7M	+3%	54k	106.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$5.6M	+4%	83k	67.53	View chart
Coca-Cola Company (KO)	1.2	$5.6M		74k	76.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$5.4M	+2%	44k	124.31	View chart
Johnson & Johnson (JNJ)	1.1	$5.2M		21k	244.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.1	$5.0M		64k	78.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.0M	+23%	18k	287.56	View chart
Sherwin-Williams Company (SHW)	1.0	$4.6M		14k	320.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$4.4M	NEW	57k	77.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$4.4M	+36%	22k	196.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$4.3M	+3%	21k	211.15	View chart
Amazon (AMZN)	0.9	$4.3M	+14%	21k	208.27	View chart
Tesla Motors (TSLA)	0.9	$4.2M	+8%	11k	371.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.9	$4.1M	+7%	22k	184.28	View chart
Blackrock (BLK)	0.8	$4.0M		4.1k	961.67	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$3.8M	+4%	49k	76.54	View chart
Realty Income (O)	0.8	$3.6M		59k	61.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$3.5M	+2%	24k	145.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$3.5M	+13%	16k	217.25	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M	-9%	20k	174.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$3.4M	+3%	13k	257.35	View chart
Verizon Communications (VZ)	0.7	$3.4M	+13%	67k	50.20	View chart
Cme (CME)	0.7	$3.2M		11k	295.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$3.2M		11k	302.26	View chart
Cisco Systems (CSCO)	0.7	$3.1M		40k	77.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$3.1M	+2%	24k	128.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.9M	+2%	14k	215.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.9M	-10%	4.8k	597.50	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.6	$2.8M	+11%	40k	70.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$2.8M		23k	118.45	View chart
Wal-Mart Stores (WMT)	0.6	$2.8M		22k	124.28	View chart
Abbvie (ABBV)	0.6	$2.8M	-27%	13k	217.50	View chart
American Water Works (AWK)	0.6	$2.7M		20k	136.09	View chart
Gabelli Dividend & Income Trust (GDV)	0.6	$2.7M		101k	26.93	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$2.7M		18k	146.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.6	$2.7M		18k	144.71	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$2.6M	-7%	6.7k	391.76	View chart
Paychex (PAYX)	0.6	$2.6M	+10%	28k	92.12	View chart
Visa Com Cl A (V)	0.6	$2.6M	+8%	8.6k	302.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.5M		4.3k	577.22	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.5	$2.5M		48k	50.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.4M	+243%	7.6k	320.81	View chart
American Tower Reit (AMT)	0.5	$2.4M		14k	172.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.4M	+20%	48k	50.61	View chart
Caterpillar (CAT)	0.5	$2.4M		3.4k	708.42	View chart
Raytheon Technologies Corp (RTX)	0.5	$2.4M	+2%	12k	192.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$2.3M		38k	61.26	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.5	$2.1M	-9%	52k	41.51	View chart
Southern Company (SO)	0.4	$2.1M		22k	96.52	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$2.1M	NEW	13k	161.73	View chart
UGI Corporation (UGI)	0.4	$2.1M		57k	36.42	View chart
Costco Wholesale Corporation (COST)	0.4	$2.0M	+7%	2.1k	996.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.0M		13k	151.40	View chart
Chevron Corporation (CVX)	0.4	$2.0M	+3%	9.6k	206.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.0M	-7%	3.0k	650.30	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.4	$1.9M	-2%	252k	7.54	View chart
Lowe's Companies (LOW)	0.4	$1.9M		7.9k	236.28	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.9M		14k	130.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$1.8M	+17%	42k	42.54	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$1.8M		101k	17.54	View chart
T. Rowe Price (TROW)	0.4	$1.7M		19k	90.14	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M	-18%	25k	69.75	View chart
Old Second Ban (OSBC)	0.4	$1.7M		85k	20.16	View chart
Procter & Gamble Company (PG)	0.4	$1.7M	-2%	12k	144.44	View chart
Broadcom (AVGO)	0.3	$1.6M	-24%	5.3k	309.48	View chart
Pepsi (PEP)	0.3	$1.6M	+12%	11k	155.28	View chart
Pfizer (PFE)	0.3	$1.6M	-2%	58k	28.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.6M	-5%	17k	91.77	View chart
Micron Technology (MU)	0.3	$1.5M	+3%	4.6k	337.81	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.5M	-3%	37k	40.19	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$1.4M	-18%	75k	19.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.4M	+2%	62k	23.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.4M	-3%	24k	58.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.4M	+30%	14k	100.66	View chart
Home Depot (HD)	0.3	$1.4M	-4%	4.1k	328.92	View chart
Medtronic SHS (MDT)	0.3	$1.3M		15k	86.65	View chart
3M Company (MMM)	0.3	$1.3M		9.0k	145.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	+84%	4.6k	286.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.3M	-5%	3.0k	430.29	View chart
Meta Platforms Cl A (META)	0.3	$1.3M		2.3k	572.13	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.3M	+2%	28k	46.19	View chart
McDonald's Corporation (MCD)	0.3	$1.3M	-14%	4.1k	310.79	View chart
Emerson Electric (EMR)	0.3	$1.3M	-41%	9.7k	131.02	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.3M	-3%	13k	94.95	View chart
Wec Energy Group (WEC)	0.3	$1.2M		11k	115.77	View chart
Eli Lilly & Co. (LLY)	0.3	$1.2M		1.3k	919.55	View chart
Merck & Co (MRK)	0.3	$1.2M	+7%	10k	120.29	View chart
Nextera Energy (NEE)	0.2	$1.2M	+3%	13k	92.88	View chart
Enterprise Products Partners (EPD)	0.2	$1.1M	-44%	30k	37.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M		11k	97.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.1M	+5%	13k	82.57	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$1.1M	-5%	32k	33.74	View chart
Shell Spon Ads (SHEL)	0.2	$1.1M	+9%	11k	93.00	View chart
Enbridge (ENB)	0.2	$1.0M	-3%	19k	54.14	View chart
UnitedHealth (UNH)	0.2	$1.0M	+6%	3.8k	270.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.0M	-27%	14k	74.35	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$994k	-8%	12k	86.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$969k	+61%	18k	54.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$966k	-15%	10k	92.69	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$950k	-7%	27k	35.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$933k	+6%	18k	51.93	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$931k	+2%	20k	45.86	View chart
Strategic Education (STRA)	0.2	$921k		11k	82.96	View chart
Prologis (PLD)	0.2	$912k	+3%	6.9k	132.18	View chart
Simon Property (SPG)	0.2	$893k		4.8k	186.53	View chart
Eaton Corp SHS (ETN)	0.2	$883k		2.5k	357.67	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$877k		34k	25.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$873k	-17%	4.5k	191.79	View chart
Bank of America Corporation (BAC)	0.2	$866k	+2%	18k	48.75	View chart
Novo-nordisk A S Adr (NVO)	0.2	$861k	+45%	23k	36.75	View chart
Commerce Bancshares (CBSH)	0.2	$835k		17k	49.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$803k	+31%	5.6k	142.43	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$803k	-11%	24k	33.37	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$798k		2.2k	370.76	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$787k		30k	26.26	View chart
Deere & Company (DE)	0.2	$772k	+2%	1.4k	563.30	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$770k		67k	11.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$768k		3.2k	237.62	View chart
ConocoPhillips (COP)	0.2	$756k		5.7k	132.00	View chart
At&t (T)	0.2	$740k		26k	28.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$738k	+87%	32k	22.91	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$724k	-12%	10k	69.71	View chart
Palantir Technologies Cl A (PLTR)	0.2	$712k	+10%	4.9k	146.28	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$705k		6.6k	106.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$698k	-9%	17k	42.22	View chart
Nike CL B (NKE)	0.1	$696k	-4%	13k	52.82	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$683k	-8%	28k	24.31	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$673k		20k	33.22	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$671k		25k	27.23	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$667k		14k	46.23	View chart
Altria (MO)	0.1	$663k		10k	65.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$657k	-9%	9.4k	70.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$654k	+17%	12k	55.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$653k	-8%	25k	26.20	View chart
Wells Fargo & Company (WFC)	0.1	$652k	+9%	8.2k	79.61	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$644k	-14%	26k	24.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$638k		6.3k	100.62	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$633k	-72%	6.0k	105.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$631k	-8%	6.4k	99.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$629k	+32%	11k	56.68	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$626k		4.7k	132.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$603k	-30%	1.4k	426.32	View chart
Phillips 66 (PSX)	0.1	$594k	-2%	3.3k	182.16	View chart
International Business Machines (IBM)	0.1	$592k	+12%	2.4k	242.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$590k		20k	30.32	View chart
Guardant Health (GH)	0.1	$580k	-9%	6.3k	92.37	View chart
SLB Com Stk (SLB)	0.1	$574k		11k	51.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$574k	+3%	5.7k	100.73	View chart
Netflix (NFLX)	0.1	$572k	+127%	5.9k	96.16	View chart
H&R Block (HRB)	0.1	$558k		18k	31.74	View chart
Bristol Myers Squibb (BMY)	0.1	$556k	+4%	9.2k	60.65	View chart
Ge Vernova (GEV)	0.1	$556k	+4%	637.00	872.53	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$550k		5.0k	109.22	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$543k	-29%	12k	46.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$537k	-39%	4.7k	114.98	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$537k		29k	18.40	View chart
Boeing Company (BA)	0.1	$536k	-2%	2.7k	199.03	View chart
Tanger Factory Outlet Centers (SKT)	0.1	$528k		16k	33.98	View chart
Ge Aerospace Com New (GE)	0.1	$524k	+2%	1.8k	283.82	View chart
Cambria Etf Tr Tactical Yield E (TYLD)	0.1	$524k	-5%	21k	25.14	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$504k	+4%	10k	50.04	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$504k	-5%	17k	30.50	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$499k		14k	36.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$485k	+2%	4.3k	112.11	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$481k	+7%	15k	32.95	View chart
Public Storage (PSA)	0.1	$480k		1.8k	270.88	View chart
Yum! Brands (YUM)	0.1	$479k		3.1k	155.48	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$475k	NEW	15k	32.15	View chart
Booking Holdings (BKNG)	0.1	$467k	+4%	111.00	4210.32	View chart
Texas Instruments Incorporated (TXN)	0.1	$460k	+4%	2.4k	194.14	View chart
American Homes 4 Rent Cl A (AMH)	0.1	$454k	+8%	16k	27.92	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$448k	+12%	4.1k	108.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$440k	-28%	2.1k	213.65	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$426k	+2%	9.3k	45.65	View chart
L3harris Technologies (LHX)	0.1	$425k	+35%	1.2k	345.15	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$420k	NEW	6.1k	68.47	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$417k	+2%	12k	34.41	View chart
Walt Disney Company (DIS)	0.1	$415k	-7%	4.3k	96.38	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$413k	-65%	1.0k	407.73	View chart
Peak (DOC)	0.1	$412k	+3%	25k	16.43	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$408k	-2%	5.0k	81.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$405k		670.00	604.45	View chart
Philip Morris International (PM)	0.1	$403k	+10%	2.4k	165.33	View chart
Tri-Continental Corporation (TY)	0.1	$402k		13k	31.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$398k	-36%	3.8k	106.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$398k	+13%	2.1k	191.92	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$396k		3.5k	112.27	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$392k	-12%	11k	36.67	View chart
Hldgs (UAL)	0.1	$387k	+2%	4.2k	92.07	View chart
Advanced Micro Devices (AMD)	0.1	$384k	+20%	1.9k	203.43	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$370k		10k	35.90	View chart
Mastercard Incorporated Cl A (MA)	0.1	$366k	+18%	733.00	499.66	View chart
Honeywell International (HON)	0.1	$365k	-7%	1.6k	226.05	View chart
Quanta Services (PWR)	0.1	$364k		662.00	549.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$363k	+3%	5.8k	62.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$362k	+19%	4.5k	80.58	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$361k	-2%	9.4k	38.42	View chart
Western Union Company (WU)	0.1	$353k	+2%	41k	8.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$343k	-26%	6.9k	49.37	View chart
EOG Resources (EOG)	0.1	$341k	NEW	2.4k	144.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$339k	-63%	6.2k	54.55	View chart
Amgen (AMGN)	0.1	$338k	+40%	960.00	351.85	View chart
Equinix (EQIX)	0.1	$334k	NEW	341.00	980.24	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$321k	-2%	12k	27.15	View chart
Viatris (VTRS)	0.1	$320k		24k	13.51	View chart
Iqvia Holdings (IQV)	0.1	$312k		1.8k	170.54	View chart
Northrop Grumman Corporation (NOC)	0.1	$312k	+9%	457.00	682.24	View chart
Halliburton Company (HAL)	0.1	$308k		7.9k	38.99	View chart
Coinbase Global Com Cl A (COIN)	0.1	$307k	+4%	1.8k	174.61	View chart
United Parcel Svcs CL B (UPS)	0.1	$306k	NEW	3.1k	98.39	View chart
Kroger (KR)	0.1	$301k	+2%	4.2k	72.36	View chart
Dutch Bros Cl A (BROS)	0.1	$296k	+5%	5.8k	50.66	View chart
Linde SHS (LIN)	0.1	$290k	NEW	585.00	495.76	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$288k	-70%	2.6k	109.69	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$283k	+13%	51k	5.55	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$277k		7.6k	36.74	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$277k		11k	25.72	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$275k	NEW	3.9k	70.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$274k	-3%	2.1k	132.91	View chart
Teck Resources CL B (TECK)	0.1	$273k		5.3k	51.75	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$267k	+9%	24k	11.23	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$264k		2.0k	135.34	View chart
Dominion Resources (D)	0.1	$261k	+3%	4.2k	61.82	View chart
Microchip Technology (MCHP)	0.1	$258k		4.0k	64.61	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$256k	+12%	3.8k	68.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$254k	NEW	1.4k	181.43	View chart
FedEx Corporation (FDX)	0.1	$249k	NEW	698.00	356.18	View chart
W.W. Grainger (GWW)	0.1	$244k		224.00	1090.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$244k	NEW	1.2k	203.71	View chart
Te Connectivity Ord Shs (TEL)	0.1	$242k	NEW	1.2k	209.02	View chart
Duolingo Cl A Com (DUOL)	0.1	$241k	+26%	2.4k	98.57	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$239k	-15%	4.7k	50.80	View chart
Pgim Short Duration High Yie (ISD)	0.1	$238k		18k	13.16	View chart
salesforce (CRM)	0.0	$236k	-25%	1.3k	186.70	View chart
Carrier Global Corporation (CARR)	0.0	$234k		4.2k	56.31	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$231k	NEW	5.6k	41.06	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$230k		3.9k	59.23	View chart
Archer Daniels Midland Company (ADM)	0.0	$229k	NEW	3.1k	72.70	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$227k	NEW	9.1k	24.91	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$224k		4.8k	46.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$223k		5.8k	38.42	View chart
TJX Companies (TJX)	0.0	$221k	NEW	1.4k	159.70	View chart
BP Sponsored Adr (BP)	0.0	$217k	NEW	4.6k	47.00	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$217k	-15%	2.9k	75.41	View chart
American Express Company (AXP)	0.0	$217k	+26%	716.00	302.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$215k	-3%	2.3k	92.73	View chart
Constellation Energy (CEG)	0.0	$215k	-9%	770.00	279.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$213k		2.2k	96.72	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.0	$211k	NEW	1.6k	134.71	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.0	$210k		5.0k	41.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$209k		8.2k	25.64	View chart
Newmont Mining Corporation (NEM)	0.0	$205k	NEW	1.9k	108.25	View chart
Everus Constr Group (ECG)	0.0	$205k	-41%	1.7k	118.06	View chart
Church & Dwight (CHD)	0.0	$204k	-29%	2.2k	93.31	View chart
MDU Resources (MDU)	0.0	$204k	-33%	9.8k	20.72	View chart
Bgc Group Cl A (BGC)	0.0	$196k		20k	9.78	View chart
Ford Motor Company (F)	0.0	$193k		17k	11.54	View chart
John Hancock Pref. Income Fund II (HPF)	0.0	$162k	-15%	10k	15.61	View chart
Equus Total Return (EQS)	0.0	$40k		22k	1.84	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 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
MSH Capital Advisors 2021 Q4 filed Feb. 13, 2025

View all past filings

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