Filer Name: MSH CAPITAL ADVISORS LLC
CIK: 2056306
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 226
Portfolio Value: $0.32B

Msh Capital Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 43,050 $11M 3.39% - -
SDY US SPDR S&P DIVIDEND ETF 68,330 $9M 2.84% - -
IVV US ISHARES CORE S&P 500 ETF 13,267 $8M 2.46% - -
JPM US JPMORGAN CHASE & CO 30,305 $7M 2.29% - -
VEA US VANGUARD FTSE DEVELOPED ETF 145,399 $7M 2.19% - -
MSFT US MICROSOFT CORP 16,146 $7M 2.14% - -
SCHD US SCHWAB US DVD EQUITY ETF 239,597 $7M 2.06% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 230,368 $6M 2.02% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 13,470 $6M 1.92% - -
IVW US ISHARES S&P 500 GROWTH ETF 55,503 $6M 1.77% - -
GDX US VANECK GOLD MINERS ETF 160,323 $5M 1.71% - -
VUG US VANGUARD GROWTH ETF 12,512 $5M 1.62% - -
IJR US ISHARES CORE S&P SMALL-CAP E 44,629 $5M 1.62% - -
SHW US SHERWIN-WILLIAMS CO/THE 14,744 $5M 1.58% - -
IJH US ISHARES CORE S&P MIDCAP ETF 79,452 $5M 1.56% - -
VYM US VANGUARD HIGH DVD YIELD ETF 37,570 $5M 1.51% - -
NOBL US PROSHARES S&P 500 DIVIDEND A 43,278 $4M 1.36% - -
BLK US BLACKROCK INC 4,074 $4M 1.31% - -
IEFA US ISHARES CORE MSCI EAFE ETF 58,537 $4M 1.30% - -
SCZ US ISHARES MSCI EAFE SMALL-CAP 64,063 $4M 1.23% - -
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