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CIK: 0002056306
Total reported value
$575.0M
$575.0M
227 檔
7.2%
At the close of Q3 2024, MSH Capital Advisors LLC disclosed equity holdings valued at approximately $575.0M, spread across 227 reported holdings.
During Q3 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 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.02% | -0.42% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.72% | -0.37% | +8.81% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.40% | -0.02% | +0.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.12% | -3.91% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.09% | +0.96% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.13% | +0.38% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.95% | -0.11% | -37.49% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.95% | -0.14% | +1.31% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.89% | -0.21% | +8.66% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.76% | -0.16% | -0.22% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.73% | +0.05% | +8.86% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.72% | +0.15% | -9.45% | |
| 13 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.70% | -0.12% | -0.93% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +0.10% | -0.73% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.52% | -0.01% | -1.59% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.50% | -0.03% | -0.75% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.02% | +6.40% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.18% | +2.26% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.35% | -0.08% | +6.56% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.31% | -0.14% | +0.56% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.48% | -1.15% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.18% | — | +0.02% | |
| 23 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.08% | -0.11% | +14.02% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.04% | +32.11% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.01% | -0.12% | +1.91% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.00% | -0.03% | +1.44% | |
| 27 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.99% | -0.13% | +4.31% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.96% | -0.04% | +5.95% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.94% | -0.02% | +5.79% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +6.68% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.88% | -0.24% | +7.00% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | -0.08% | +1.73% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.84% | -0.08% | +2.39% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.82% | -0.02% | +2.40% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.10% | -1.96% | |
| 36 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.76% | -0.04% | +7.72% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.22% | +6.55% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.74% | +0.02% | +2.02% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.09% | +0.56% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.72% | -0.02% | +2.89% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | -0.06% | +0.03% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.69% | -0.07% | +5.81% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.10% | -0.67% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.15% | +0.33% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.68% | -0.02% | -0.67% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | -0.08% | -0.48% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.35% | +2.75% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.19% | -0.39% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.29% | +7.33% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.62% | — | -0.10% |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 227 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SDY, VEA) accounted for 7.2% of total reported equity market value during Q3 2024.
During Q3 2024, MSH Capital Advisors LLC's top holdings by market value included AAPL (3.1%)、SDY (2.7%)、VEA (2.4%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q3 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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