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CIK: 0002056306
Total reported value
$575.0M
$575.0M
226 檔
7.3%
As reported in its official Q4 2024 Form 13F filing, MSH Capital Advisors LLC's tracked investment portfolio stood at $575.0M with 226 total positions.
During Q4 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 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.02% | -2.13% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.84% | -0.37% | +9.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | -0.12% | -1.54% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.29% | +0.13% | -0.39% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.19% | -0.02% | -2.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.09% | +0.60% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.06% | -0.21% | +227.15% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.02% | +0.05% | +325.43% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.14% | -2.79% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.77% | +0.10% | +4.21% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.71% | -0.11% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | -0.03% | +6.43% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.62% | +0.15% | -14.52% | |
| 14 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.58% | -0.12% | +1.36% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.56% | -0.01% | -0.43% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.51% | -0.02% | +5.16% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.36% | -0.08% | +4.64% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.31% | -0.15% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.18% | +1.68% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.23% | -0.16% | -24.56% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.04% | +10.40% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.48% | -3.38% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | -0.14% | -0.00% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | -0.03% | -0.82% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.02% | -2.04% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.02% | -0.12% | +1.57% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.02% | +6.71% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.97% | -0.04% | +0.63% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.90% | -0.02% | +2.34% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.90% | -0.24% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.08% | +3.91% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.08% | +2.18% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.85% | -0.02% | +13.77% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.10% | +1.15% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.84% | +0.02% | +13.23% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.84% | -0.06% | +1.82% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.15% | +7.03% | |
| 38 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.79% | — | +0.21% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.77% | -0.25% | +24.92% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.29% | +9.69% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.73% | -0.02% | -0.36% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | -0.08% | -3.53% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.19% | -5.77% | |
| 44 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.71% | +0.01% | +11.14% | |
| 45 | AWK | American Water Works Co Inc | Stock-Utilities | 0.70% | -0.12% | +57.12% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.09% | -0.50% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.35% | -11.76% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.22% | -4.49% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.02% | -2.08% | |
| 50 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.61% | -0.11% | -42.57% |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 226 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SDY, IVV) accounted for 7.3% of total reported equity market value during Q4 2024.
During Q4 2024, MSH Capital Advisors LLC's top holdings by market value included AAPL (3.4%)、SDY (2.8%)、IVV (2.5%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 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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