MSH Capital Advisors LLC
- SEC CIK
- 0002056306
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 13, 2025. Long positions only.
- Positions
- 179
- No filing for Q3 2021
- Portfolio value
- $223.3M
- No filing for Q3 2021
MSH Capital Advisors LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 45,351 | $8.05M | 3.6% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 16,290 | $7.77M | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 147,260 | $7.52M | 3.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,382 | $5.90M | 2.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 76,957 | $5.62M | 2.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,571 | $5.26M | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,706 | $4.95M | 2.2% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 62,899 | $4.69M | 2.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 144,976 | $4.64M | 2.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 53,929 | $4.61M | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,912 | $4.34M | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 14,421 | $3.67M | 1.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,148 | $3.33M | 1.5% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 38,467 | $3.22M | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,681 | $3.11M | 1.4% | – | – | – |
| PFEPfizer Inc | Stock | 50,032 | $2.95M | 1.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 49,002 | $2.93M | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,025 | $2.69M | 1.2% | – | – | – |
| TGTTarget Corp | Stock | 11,574 | $2.68M | 1.2% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 9,229 | $2.60M | 1.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 9,947 | $2.57M | 1.2% | – | – | History |
| DISWalt Disney Co | Stock | 16,207 | $2.51M | 1.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,517 | $2.43M | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,271 | $2.42M | 1.1% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,492 | $2.39M | 1.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,012 | $2.33M | 1.0% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 19,983 | $2.30M | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 44,096 | $2.29M | 1.0% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 34,405 | $2.18M | 1.0% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 13,771 | $2.16M | 1.0% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 10,510 | $2.07M | 0.9% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,255 | $2.03M | 0.9% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 32,545 | $2.03M | 0.9% | – | – | History |
| CVSCVS Health Corp | Stock | 19,545 | $2.02M | 0.9% | – | – | History |
| WMTWalmart Inc. | Stock | 13,875 | $2.01M | 0.9% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,490 | $1.96M | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,773 | $1.90M | 0.9% | – | – | – |
| UGIUgi Corp | Stock | 40,877 | $1.88M | 0.8% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 13,130 | $1.82M | 0.8% | – | – | – |
| BLKBlackRock, Inc. | COM | 1,969 | $1.80M | 0.8% | – | – | History |
| EMREmerson Electric Co | Stock | 19,357 | $1.80M | 0.8% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 10,356 | $1.79M | 0.8% | – | – | History |
| PAYXPaychex Inc | Stock | 13,025 | $1.78M | 0.8% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,596 | $1.73M | 0.8% | – | – | – |
| FASTFastenal Co | Stock | 26,814 | $1.72M | 0.8% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,036 | $1.71M | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 511 | $1.70M | 0.8% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 18,664 | $1.51M | 0.7% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 6,844 | $1.47M | 0.7% | – | – | History |
| ABBVAbbVie Inc. | Stock | 10,623 | $1.44M | 0.6% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,987 | $1.43M | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,498 | $1.39M | 0.6% | – | – | History |
| DDominion Energy, Inc | Stock | 17,218 | $1.35M | 0.6% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 15,114 | $1.34M | 0.6% | – | – | History |
| RHIRobert Half Inc. | COM | 11,812 | $1.32M | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 454 | $1.32M | 0.6% | – | – | History |
| TXNTexas Instruments Inc | Stock | 6,971 | $1.31M | 0.6% | – | – | History |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 50,437 | $1.29M | 0.6% | – | – | – |
| SOSouthern Co | Stock | 18,550 | $1.27M | 0.6% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,560 | $1.27M | 0.6% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 77,444 | $1.23M | 0.6% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,767 | $1.21M | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,911 | $1.18M | 0.5% | – | – | History |
| AMGNAmgen Inc | Stock | 5,196 | $1.17M | 0.5% | – | – | History |
| GPCGenuine Parts Co | Stock | 7,845 | $1.10M | 0.5% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 21,045 | $1.10M | 0.5% | – | – | History |
| OSBCOld Second Bancorp Inc | COM | 84,826 | $1.07M | 0.5% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,570 | $1.04M | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 41,945 | $1.03M | 0.5% | – | – | History |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 105,156 | $1.03M | 0.5% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,250 | $1.02M | 0.5% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 45,937 | $1.01M | 0.5% | – | – | – |
| VTRSViatris Inc | Stock | 74,276 | $1.00M | 0.5% | – | – | History |
| DUKDuke Energy CORP | Stock | 9,521 | $998.7K | 0.4% | – | – | History |
| GDVGabelli Dividend & Income Trust | COM | 36,221 | $978.0K | 0.4% | – | – | History |
| CBSHCommerce Bancshares Inc | Stock | 13,965 | $960.0K | 0.4% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 8,392 | $948.1K | 0.4% | – | – | History |
| MDTMedtronic plc | Stock | 8,817 | $912.1K | 0.4% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 11,293 | $888.5K | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 18,057 | $880.3K | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,448 | $821.9K | 0.4% | – | – | History |
| BACBank of America Corp | Stock | 17,350 | $771.9K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,988 | $757.5K | 0.3% | – | – | – |
| GFLGFL Environmental Inc. | SUB VTG SHS | 20,000 | $757.0K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 4,289 | $745.0K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,094 | $704.3K | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,474 | $700.1K | 0.3% | – | – | History |
| KKellanova | Stock | 10,722 | $690.7K | 0.3% | – | – | History |
| FFord Motor Co | Stock | 32,222 | $669.3K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 10,619 | $649.8K | 0.3% | – | – | History |
| Paramount Global92556H206 | CL B | 21,286 | $642.4K | 0.3% | – | – | – |
| MUMicron Technology Inc | Stock | 6,837 | $636.9K | 0.3% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 5,659 | $617.7K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 563 | $595.0K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 9,471 | $560.8K | 0.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,833 | $551.4K | 0.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,771 | $551.3K | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,864 | $538.3K | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 832 | $535.3K | 0.2% | – | – | History |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 7,206 | $531.3K | 0.2% | – | – | – |