MSH Capital Advisors

MSH Capital Advisors as of March 31, 2026

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