Fund HoldingsMSH Capital Advisors LLC

Total Portfolio Value
$347.09M
Total Bought
$32.61M
Total Sold
$24.00M
Net Transaction
+$8.61M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
ULTRA SHORT DUR
058,158+58,15802,9490.85%+2,949
SCHWAB STRATEGIC TR265,271291,723+26,4526,6428,5212.46%+1,879
MICROSOFT CORP(MSFT)015,732+15,73207,8252.25%+7,825
VANGUARD TAX-MANAGED FDS157,825170,610+12,7858,0229,7262.80%+1,704
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
022,160+22,16001,4690.42%+1,469
JPMORGAN CHASE & CO.(JPM)026,725+26,72507,7482.23%+7,748
NIKE INC(NKE)014,014+14,01409960.29%+996
ISHARES TR
CORE MSCI EAFE
61,03466,546+5,5124,6175,5551.60%+938
HOME DEPOT INC(HD)04,083+4,08301,4970.43%+1,497
ISHARES TR013,127+13,12708,1512.35%+8,151
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
016,080+16,08007420.21%+742
ISHARES TR054,554+54,55406,0061.73%+6,006
SPDR SERIES TRUST
ST STR SP DIV
74,31179,205+4,89410,08210,7513.10%+668
VANGUARD INDEX FDS012,053+12,05305,2841.52%+5,284
FEDERAL RLTY INVT TR NEW(FRT)06,650+6,65006320.18%+632
AMAZON COM INC(AMZN)012,903+12,90302,8310.82%+2,831
VANGUARD SPECIALIZED FUNDS9,55211,915+2,3631,8532,4390.70%+586
ISHARES TR65,17764,391-7864,1414,6801.35%+539
UNITEDHEALTH GROUP INC(UNH)03,232+3,23201,0080.29%+1,008
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
27,93737,980+10,0431,4141,9250.55%+510
NVIDIA CORPORATION(NVDA)012,621+12,62101,9940.57%+1,994
VANGUARD WHITEHALL FDS40,49542,805+2,3105,2225,7061.64%+484
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,014+8,01401,1570.33%+1,157
ISHARES INC
CORE MSCI EMKT
22,66728,116+5,4491,2231,6880.49%+464
BLACKROCK INC(BLK)04,090+4,09004,2911.24%+4,291
AMERICAN TOWER CORP NEW(AMT)10,52512,393+1,8682,2902,7390.79%+449
VANGUARD INDEX FDS012,902+12,90203,6691.06%+3,669
REALTY INCOME CORP(O)45,83053,741+7,9112,6593,0960.89%+437
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
08,117+8,11704230.12%+423
ISHARES BITCOIN TRUST ETF(IBIT)06,626+6,62604060.12%+406
INVESCO QQQ TR04,415+4,41502,4350.70%+2,435
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
010,185+10,18503760.11%+376
SCHWAB STRATEGIC TR38,98454,312+15,3289031,2620.36%+359
CISCO SYS INC(CSCO)38,93639,512+5762,4032,7410.79%+339
GABELLI DIVID & INCOME TR
COM
83,03289,283+6,2512,0042,3220.67%+319
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
7,83719,134+11,2972024960.14%+294
ISHARES TR023,314+23,31403,2330.93%+3,233
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
08,511+8,51102860.08%+286
CATERPILLAR INC(CAT)02,479+2,47909620.28%+962
ALPHABET INC(GOOG)011,875+11,87502,0930.60%+2,093
ISHARES TR02,501+2,50102740.08%+274
BLACKROCK ETF TRUST
ISHA US THEM ETF
07,602+7,60202700.08%+270
CAPITAL GROUP GLOBAL EQUITY
SHS
08,953+8,95302610.08%+261
BLACKROCK ETF TRUST II6,25410,980+4,7263285800.17%+253
CONSTELLATION ENERGY CORP(CEG)0772+77202490.07%+249
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
09,327+9,32702490.07%+249
ISHARES TR7,1629,784+2,6226729190.26%+247
TESLA INC(TSLA)02,338+2,33807430.21%+743
ISHARES TR17,77018,465+6953,3873,6081.04%+222
GE VERNOVA INC(GEV)0408+40802160.06%+216
BANK MONTREAL QUE01,925+1,92502130.06%+213
TECK RESOURCES LTD(TECK)05,270+5,27002130.06%+213
VANGUARD INDEX FDS010,379+10,37902,8740.83%+2,874
BLACKSTONE INC(BX)04,389+4,38906570.19%+657
ISHARES TR023,777+23,77703,1420.91%+3,142
DUTCH BROS INC(BROS)03,000+3,00002050.06%+205
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,179+2,17902040.06%+204
EVERUS CONSTR GROUP(ECG)03,208+3,20802040.06%+204
BROADCOM INC(AVGO)02,185+2,18506020.17%+602
COINBASE GLOBAL INC(COIN)01,629+1,62905710.16%+571
ISHARES TR
MSCI USA QLT FCT
8,7229,261+5391,4911,6930.49%+202
ISHARES TR
CORE MSCI EURO
03,049+3,04902020.06%+202
VANGUARD INDEX FDS03,405+3,40501,9340.56%+1,934
BLACKROCK ETF TRUST
ISHARES US EQUIT
22,34123,647+1,3061,0891,2880.37%+198
UGI CORP NEW(UGI)55,85356,153+3001,8472,0450.59%+198
META PLATFORMS INC(META)01,187+1,18708760.25%+876
SPDR S&P 500 ETF TR(SPY)02,757+2,75701,7040.49%+1,704
PFIZER INC(PFE)043,632+43,63201,0580.30%+1,058
ISHARES TR16,03217,526+1,4949451,1130.32%+168
NUVEEN PFD & INCOME OPPORTUN(JPC)201,095220,453+19,3581,6011,7680.51%+167
SCHWAB STRATEGIC TR261,329281,793+20,4647,3077,4682.15%+161
MICRON TECHNOLOGY INC(MU)04,646+4,64605730.16%+573
ISHARES TR3,5054,873+1,3683705090.15%+140
CME GROUP INC(CME)10,54810,645+972,7982,9340.85%+136
ISHARES TR019,476+19,47602,5910.75%+2,591
ENERGY TRANSFER L P(ET)48,53757,133+8,5969021,0360.30%+134
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
13,13417,791+4,6573594910.14%+133
VANGUARD INDEX FDS020,381+20,38103,3520.97%+3,352
ISHARES TR06,483+6,48306430.19%+643
RTX CORPORATION(RTX)6,5366,781+2458669900.29%+124
WELLS FARGO CO NEW(WFC)6,1987,103+9054455690.16%+124
PROSHARES TR
S&P 500 DV ARIST
46,13748,028+1,8914,7144,8361.39%+122
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
027,586+27,58601,1210.32%+1,121
WALMART INC(WMT)014,562+14,56201,4240.41%+1,424
VANGUARD INDEX FDS014,287+14,28702,7860.80%+2,786
DISNEY WALT CO(DIS)04,636+4,63605750.17%+575
BANK AMERICA CORP014,549+14,54906880.20%+688
VANECK ETF TRUST
PREFERRED SECURT
084,519+84,51901,4470.42%+1,447
BOOKING HOLDINGS INC(BKNG)0104+10406020.17%+602
ISHARES TR
US TREAS BD ETF
9,94114,226+4,2852283270.09%+98
ISHARES TR
CORE UNIVRSL USD
25,60327,608+2,0051,1801,2760.37%+97
OLD SECOND BANCORP INC ILL(OSBC)084,826+84,82601,5050.43%+1,505
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
14,41717,947+3,5303794720.14%+93
WISDOMTREE TR(WT)3,3284,383+1,0553304210.12%+91
WORLD GOLD TR(GLDM)011,040+11,04007230.21%+723
INTERNATIONAL BUSINESS MACHS(IBM)2,1402,105-355326210.18%+88
EATON CORP PLC(ETN)01,706+1,70606090.18%+609
3M CO(MMM)8,3458,597+2521,2261,3090.38%+83
CITIGROUP INC(C)05,795+5,79504930.14%+493
GE AEROSPACE(GE)1,4471,431-162903680.11%+79
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