Fund HoldingsMSH Capital Advisors LLC

Total Portfolio Value
$323.36M
Total Bought
$25.89M
Total Sold
$22.75M
Net Transaction
+$3.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMERICAN TOWER CORP NEW(AMT)010,525+10,52502,2900.71%+2,290
VANECK ETF TRUST
GOLD MINERS ETF
0158,083+158,08307,2672.25%+7,267
REALTY INCOME CORP(O)20,72945,830+25,1011,1072,6590.82%+1,551
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,10517,817+11,7125231,6650.51%+1,142
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,72512,865+7,1407881,8780.58%+1,091
VANGUARD TAX-MANAGED FDS0157,825+157,82508,0222.48%+8,022
SPDR SER TR
ST STR SP DIV
68,33074,311+5,9819,02610,0823.12%+1,056
BERKSHIRE HATHAWAY INC DEL013,438+13,43807,1572.21%+7,157
SCHWAB STRATEGIC TR239,597261,329+21,7326,5467,3072.26%+761
ISHARES TR
MSCI USA QLT FCT
4,9778,722+3,7458861,4910.46%+604
COCA COLA CO(KO)059,697+59,69704,2761.32%+4,276
PAYCHEX INC(PAYX)16,51318,489+1,9762,3152,8520.88%+537
ISHARES TR
CORE MSCI EAFE
061,034+61,03404,6171.43%+4,617
AMERICAN WTR WKS CO INC NEW17,80318,273+4702,2162,6960.83%+479
VANGUARD WHITEHALL FDS37,57040,495+2,9254,7945,2221.61%+429
PROSHARES TR
S&P 500 DV ARIST
046,137+46,13704,7141.46%+4,714
DUKE ENERGY CORP NEW(DUK)12,03713,846+1,8091,2971,6890.52%+392
EXXON MOBIL CORP034,544+34,54404,1081.27%+4,108
SCHWAB STRATEGIC TR23,16638,984+15,8185269030.28%+377
ISHARES TR
CORE UNIVRSL USD
025,603+25,60301,1800.36%+1,180
ISHARES TR07,162+7,16206720.21%+672
SPDR SER TR
ST STR P500ETF
55,80563,878+8,0733,8474,2011.30%+353
CME GROUP INC(CME)10,53310,548+152,4462,7980.87%+352
JOHNSON & JOHNSON(JNJ)014,989+14,98902,4860.77%+2,486
BLACKROCK ETF TRUST II06,254+6,25403280.10%+328
WESTERN UN CO(WU)028,478+28,47803010.09%+301
INVESCO EXCH TRADED FD TR II03,199+3,19902960.09%+296
VERIZON COMMUNICATIONS INC(VZ)052,200+52,20002,3680.73%+2,368
UGI CORP NEW(UGI)55,78355,853+701,5751,8470.57%+272
SOUTHERN CO(SO)021,036+21,03601,9340.60%+1,934
ABBVIE INC(ABBV)08,741+8,74101,8310.57%+1,831
ISHARES INC
CORE MSCI EMKT
022,667+22,66701,2230.38%+1,223
ISHARES TR065,177+65,17704,1411.28%+4,141
ISHARES TR13,32116,032+2,7116999450.29%+246
DOMINION ENERGY INC(D)04,225+4,22502370.07%+237
BLACKROCK ETF TRUST
ISHARES US EQUIT
16,71122,341+5,6308561,0890.34%+233
ISHARES TR
US TREAS BD ETF
09,941+9,94102280.07%+228
SCHWAB STRATEGIC TR230,368265,271+34,9036,4206,6422.05%+222
ISHARES TR
MSCI USA MIN ETF
02,282+2,28202140.07%+214
WEYERHAEUSER CO MTN BE(WY)07,262+7,26202130.07%+213
ISHARES TR16,64317,770+1,1273,1773,3871.05%+210
SPDR GOLD TR(GLD)2,9293,180+2517099160.28%+207
ISHARES TR02,255+2,25502050.06%+205
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
07,837+7,83702020.06%+202
NEXTERA ENERGY INC(NEE)6,3039,113+2,8104526460.20%+194
WEC ENERGY GROUP INC(WEC)6,9927,786+7946588490.26%+191
BGC GROUP INC020,109+20,10901840.06%+184
CHEVRON CORP NEW(CVX)06,848+6,84801,1460.35%+1,146
GUARDANT HEALTH INC(GH)15,72715,123-6044806440.20%+164
MEDTRONIC PLC(MDT)014,509+14,50901,3040.40%+1,304
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,778+9,77804870.15%+487
3M CO(MMM)08,345+8,34501,2260.38%+1,226
GABELLI DIVID & INCOME TR
COM
083,032+83,03202,0040.62%+2,004
MCDONALDS CORP(MCD)02,577+2,57708050.25%+805
ISHARES TR03,505+3,50503700.11%+370
ENTERPRISE PRODS PARTNERS L(EPD)20,16822,617+2,4496327720.24%+140
VANGUARD SPECIALIZED FUNDS8,8159,552+7371,7261,8530.57%+127
ISHARES TR12,25012,839+5891,6081,7240.53%+116
VISA INC(V)6,3526,056-2962,0082,1220.66%+115
AT&T INC(T)023,485+23,48506640.21%+664
RTX CORPORATION(RTX)06,536+6,53608660.27%+866
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
027,937+27,93701,4140.44%+1,414
ISHARES INC
MSCI EMRG CHN
6,0237,823+1,8003344310.13%+97
CISCO SYS INC(CSCO)39,02938,936-932,3112,4030.74%+92
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
9,88213,134+3,2522703590.11%+89
SHERWIN WILLIAMS CO(SHW)014,606+14,60605,1001.58%+5,100
CONOCOPHILLIPS(COP)4,9455,446+5014905720.18%+81
ENERGY TRANSFER L P(ET)41,94848,537+6,5898229020.28%+81
ISHARES TR
CORE DIV GRWTH
010,700+10,70006610.20%+661
ALTRIA GROUP INC(MO)09,612+9,61205770.18%+577
PEPSICO INC(PEP)08,454+8,45401,2680.39%+1,268
YUM BRANDS INC(YUM)03,084+3,08404850.15%+485
INTERNATIONAL BUSINESS MACHS(IBM)02,140+2,14005320.16%+532
VANGUARD INDEX FDS16,60116,614+132,8102,8700.89%+59
INNOVATE CORP14,85516,943+2,088731330.04%+59
ISHARES TR6,8137,177+3646607180.22%+58
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
12,49014,417+1,9273223790.12%+57
COSTCO WHSL CORP NEW(COST)01,608+1,60801,5210.47%+1,521
FLEXSHARES TR
INTL QLTDV IDX
030,772+30,77207670.24%+767
ENBRIDGE INC(ENB)16,03816,488+4506807310.23%+50
ISHARES TR
MSCI INTL QUALTY
013,619+13,61905410.17%+541
ISHARES TR08,385+8,38506850.21%+685
BLOCK H & R INC017,767+17,76709760.30%+976
GE AEROSPACE(GE)01,447+1,44702900.09%+290
ELI LILLY & CO(LLY)01,361+1,36101,1240.35%+1,124
PHILLIPS 66(PSX)03,456+3,45604270.13%+427
ISHARES TR2,1962,805+6093503940.12%+44
WELLS FARGO CO NEW(WFC)5,7886,198+4104074450.14%+38
PACER FDS TR
US CASH COWS 100
04,792+4,79202620.08%+262
PROLOGIS INC.(PLD)06,013+6,01306720.21%+672
BROWN & BROWN INC(BRO)02,374+2,37402950.09%+295
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
15,45717,147+1,6904524860.15%+34
SHELL PLC(SHEL)08,391+8,39106150.19%+615
PROCTER AND GAMBLE CO(PG)010,252+10,25201,7470.54%+1,747
KROGER CO(KR)4,0444,04402472740.08%+26
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
27,76928,152+3839791,0030.31%+24
OTIS WORLDWIDE CORP(OTIS)02,240+2,24002310.07%+231
NUVEEN PFD & INCOME OPPORTUN(JPC)0201,095+201,09501,6010.50%+1,601
WISDOMTREE TR(WT)3,3283,32803113300.10%+19
GFL ENVIRONMENTAL INC(GFL)5,0005,00002232420.07%+19
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