13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056306
Total reported value
$575.0M
$575.0M
231 檔
7.2%
The Q1 2025 SEC filing reveals that MSH Capital Advisors LLC held a total portfolio value of $575.0M, covering 231 public equity positions.
During Q1 2025, 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 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.12% | -0.37% | +8.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.02% | -12.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.48% | -0.02% | +8.55% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | -0.12% | -0.79% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.26% | -0.21% | +9.07% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.25% | -0.11% | -1.40% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | -0.14% | -0.24% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | +0.05% | +15.15% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | +0.13% | -12.14% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.09% | -1.54% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.64% | +0.10% | +2.74% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.61% | -0.02% | +7.79% | |
| 13 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.58% | -0.12% | -0.94% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | -0.01% | +2.11% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.46% | -0.08% | +6.61% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.43% | +0.15% | -0.33% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | -0.18% | +4.27% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | -0.03% | -2.95% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.32% | -0.14% | +0.24% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.04% | +14.47% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.28% | -0.16% | +1.74% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.48% | -0.18% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.19% | -0.15% | -0.37% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -0.02% | +6.77% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.00% | -0.03% | -0.49% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.00% | -0.12% | -0.17% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.91% | -0.02% | -2.55% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.91% | -0.04% | -2.71% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | -0.08% | +0.08% | |
| 30 | PAYX | Paychex Inc | Stock-Tech | 0.88% | -0.02% | +11.97% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.88% | -0.24% | -0.88% | |
| 32 | CME | Cme Group Inc | Stock-Financials | 0.87% | -0.25% | +0.14% | |
| 33 | AWK | American Water Works Co Inc | Stock-Utilities | 0.83% | -0.12% | +2.64% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.83% | -0.08% | +2.39% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.82% | -0.02% | +3.03% | |
| 36 | O | Realty Income CORP | Stock-Real Estate | 0.82% | -0.12% | +121.09% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.09% | +0.71% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.76% | +0.02% | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.75% | -0.02% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | -0.08% | -0.24% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.73% | -0.06% | +0.82% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.22% | +0.21% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.11% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.10% | -4.65% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.02% | -4.66% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.15% | -11.49% | |
| 47 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.62% | -0.05% | +8.03% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.08% | +3.88% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | +0.14% | +124.72% | |
| 50 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.57% | +0.01% | +1.12% |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 231 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SDY, AAPL, VEA) accounted for 7.2% of total reported equity market value during Q1 2025.
During Q1 2025, MSH Capital Advisors LLC's top holdings by market value included SDY (3.1%)、AAPL (2.6%)、VEA (2.5%). The largest single position, SDY, represented 3.1% of total portfolio value.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.