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CIK: 0002056306
Total reported value
$575.0M
$575.0M
214 檔
6.5%
In Q1 2024, MSH Capital Advisors LLC's U.S. equity holdings reached a combined market value of $575.0M, distributed across 214 disclosed stock positions.
During Q1 2024, MSH Capital Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.85% | -0.11% | -1.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.82% | -0.12% | -1.38% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.60% | -0.02% | -6.14% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.46% | -0.37% | +22.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.02% | -2.53% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.09% | -2.55% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | +0.13% | -1.14% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.14% | +3.30% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.94% | +0.15% | -8.99% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.87% | -0.16% | -0.18% | |
| 11 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.82% | -0.12% | -11.72% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.68% | -0.21% | +15.70% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.67% | -0.01% | +343.45% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | -0.03% | -8.24% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.48% | +0.97% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.18% | +5.16% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | +0.05% | +23.60% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.36% | +0.10% | -3.65% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.14% | -0.22% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | -0.02% | +21.71% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.23% | -0.08% | +16.50% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.17% | — | -2.44% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.09% | -0.03% | -1.40% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.06% | -0.12% | -1.71% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.97% | -0.02% | +1.18% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.97% | -0.04% | +4.47% | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.94% | -0.24% | +41.89% | |
| 28 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.91% | -0.11% | +145.00% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.90% | -0.08% | -0.21% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.90% | -0.02% | -1.80% | |
| 31 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.89% | -0.13% | +899.30% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.02% | -10.60% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.09% | +0.39% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.83% | -0.06% | -0.79% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.81% | — | -2.59% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | -0.08% | -12.45% | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.77% | +0.02% | +5.95% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.77% | — | -2.04% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.76% | -0.22% | -7.57% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.10% | +0.14% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.75% | +0.01% | -2.85% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.75% | -0.02% | +7.91% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.72% | -0.02% | -2.56% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | -0.08% | -3.32% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.15% | -6.65% | |
| 46 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.69% | -0.07% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.19% | +0.09% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.10% | +98.42% | |
| 49 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.66% | -0.04% | — | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.05% | -39.59% |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 214 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GDX, IVV, VEA) accounted for 6.5% of total reported equity market value during Q1 2024.
During Q1 2024, MSH Capital Advisors LLC's top holdings by market value included GDX (2.9%)、IVV (2.8%)、VEA (2.6%). The largest single position, GDX, represented 2.9% of total portfolio value.
In Q1 2024, MSH Capital Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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