Fund HoldingsMSH Capital Advisors LLC

Total Portfolio Value
$254.94M
Total Bought
$12.10M
Total Sold
$23.53M
Net Transaction
-$11.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
019,313+19,31308630.34%+863
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
018,057+18,05708450.33%+845
EXXON MOBIL CORP36,68437,219+5353,9344,3761.72%+442
SSGA ACTIVE ETF TR
ST STR BL LN ETF
024,969+24,96901,0470.41%+1,047
BERKSHIRE HATHAWAY INC DEL14,11714,694+5774,8145,1472.02%+333
LOCKHEED MARTIN CORP(LMT)01,335+1,33505460.21%+546
BOEING CO(BA)01,424+1,42402730.11%+273
SPDR S&P 500 ETF TR(SPY)3,5504,318+7681,5731,8460.72%+272
PHILIP MORRIS INTL INC(PM)02,894+2,89402680.11%+268
ALPHABET INC(GOOG)14,38815,150+7621,7221,9830.78%+260
FEDEX CORP(FDX)0900+90002390.09%+239
SCHWAB STRATEGIC TR41,71445,997+4,2833,0293,2551.28%+225
INTEL CORP(INTC)06,113+6,11302170.09%+217
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,361+6,36102110.08%+211
DUPONT DE NEMOURS INC(DD)02,709+2,70902020.08%+202
SCHWAB STRATEGIC TR26,03929,392+3,3531,9522,1370.84%+186
BLOCK H & R INC018,354+18,35407900.31%+790
EMERSON ELEC CO(EMR)20,64221,040+3981,8662,0320.80%+166
VANGUARD WHITEHALL FDS23,79325,826+2,0332,5242,6681.05%+145
ISHARES TR04,954+4,95405330.21%+533
CISCO SYS INC(CSCO)42,57443,613+1,0392,2032,3450.92%+142
CHEVRON CORP NEW(CVX)6,3426,753+4119981,1390.45%+141
VANGUARD SPECIALIZED FUNDS4,6945,804+1,1107629020.35%+139
BLACKROCK INC(BLK)3,6504,114+4642,5232,6601.04%+137
NUVEEN QUALITY MUNCP INCOME(NAD)011,690+11,69001190.05%+119
HALLIBURTON CO(HAL)011,693+11,69304740.19%+474
IRON MTN INC DEL(IRM)36,22736,298+712,0582,1580.85%+100
CVS HEALTH CORP(CVS)28,54429,676+1,1321,9732,0720.81%+99
SPDR SER TR
ST STR SP DIV
29,07031,811+2,7413,5633,6591.44%+95
ELI LILLY & CO(LLY)1,6921,645-477948840.35%+90
PROSHARES TR
S&P 500 DV ARIST
23,61626,143+2,5272,2272,3150.91%+88
SCHLUMBERGER LTD(SLB)09,243+9,24305390.21%+539
ABBVIE INC(ABBV)10,88110,402-4791,4661,5500.61%+84
ISHARES TR07,593+7,59303720.15%+372
ISHARES TR79,80584,691+4,8864,7074,7821.88%+76
CODEXIS INC039,164+39,1640740.03%+74
VANECK ETF TRUST
PREFERRED SECURT
53,63560,740+7,1059481,0210.40%+73
ISHARES TR012,952+12,95203910.15%+391
CONOCOPHILLIPS(COP)03,471+3,47104160.16%+416
SHELL PLC(SHEL)09,455+9,45506090.24%+609
JPMORGAN CHASE & CO(JPM)32,98633,513+5274,7974,8601.91%+63
PHILLIPS 66(PSX)02,979+2,97903580.14%+358
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)22,35822,448+901,4601,5210.60%+61
PAYCHEX INC(PAYX)16,94616,949+31,8961,9550.77%+59
CATERPILLAR INC(CAT)02,137+2,13705830.23%+583
STRATEGIC ED INC(STRA)09,210+9,21006930.27%+693
ISHARES TR
MSCI INTL QUALTY
012,878+12,87804330.17%+433
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,692+1,69202770.11%+277
OLD SECOND BANCORP INC ILL(OSBC)84,82684,82601,1081,1540.45%+47
INTUIT(INTU)0844+84404310.17%+431
AFLAC INC(AFL)06,082+6,08204670.18%+467
HOME DEPOT INC(HD)01,925+1,92505820.23%+582
ACCENTURE PLC IRELAND
SHS CLASS A
01,382+1,38204240.17%+424
ENERGY TRANSFER L P(ET)026,987+26,98703790.15%+379
ENTERPRISE PRODS PARTNERS L(EPD)012,668+12,66803470.14%+347
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,937+8,93705890.23%+589
CARRIER GLOBAL CORPORATION(CARR)05,230+5,23002890.11%+289
ISHARES TR01,008+1,00802370.09%+237
EATON CORP PLC(ETN)02,217+2,21704730.19%+473
GLOBAL X FDS
US PFD ETF
022,779+22,77904280.17%+428
BP PLC(BP)06,611+6,61102560.10%+256
AUTOMATIC DATA PROCESSING IN01,338+1,33803220.13%+322
CME GROUP INC(CME)02,778+2,77805560.22%+556
MICRON TECHNOLOGY INC(MU)06,333+6,33304310.17%+431
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,883+4,88306290.25%+629
PROSHARES TR
S&P MDCP 400 DIV
09,539+9,53906370.25%+637
TMC THE METALS COMPANY INC(TMC)010,000+10,0000100.00%+10
TECK RESOURCES LTD(TECK)05,320+5,32002290.09%+229
VANGUARD INDEX FDS16,72817,287+5592,3772,3840.94%+7
GSK PLC(GSK)08,284+8,28403000.12%+300
DEERE & CO(DE)2,0922,259+1678488520.33%+5
ZOETIS INC(ZTS)01,212+1,21202110.08%+211
BROWN & BROWN INC(BRO)03,055+3,05502130.08%+213
VISA INC(V)5,9086,111+2031,4031,4060.55%+2
SIMON PPTY GROUP INC NEW(SPG)06,406+6,40606920.27%+692
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
04,232+4,23202120.08%+212
UNITEDHEALTH GROUP INC(UNH)01,335+1,33506730.26%+673
ISHARES TR03,175+3,17503270.13%+327
NOVO-NORDISK A S(NVO)02,392+2,39202180.09%+218
WISDOMTREE TR(WT)03,150+3,15002460.10%+246
VIATRIS INC(VTRS)89,94290,466+5248988920.35%-6
ADAMS DIVERSIFIED EQUITY FD016,059+16,05902670.10%+267
SCHWAB STRATEGIC TR03,958+3,95802000.08%+200
HANCOCK JOHN PFD INCOME FD I012,889+12,88901870.07%+187
SPDR SER TR
ST STR P500VAL
04,866+4,86602010.08%+201
ISHARES TR43,22345,569+2,3464,3074,2991.69%-9
BLACKROCK ETF TRUST II012,908+12,90802910.11%+291
BLACKSTONE INC(BX)03,740+3,74004010.16%+401
TRI CONTL CORP(TY)011,470+11,47003050.12%+305
NEWELL BRANDS INC(NWL)018,293+18,29301650.06%+165
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
07,477+7,47702400.09%+240
NUVEEN PFD & INCOME SECS FD048,079+48,07902970.12%+297
COMMERCE BANCSHARES INC(CBSH)014,715+14,71507060.28%+706
WELLS FARGO CO NEW(WFC)05,448+5,44802230.09%+223
PGIM HIGH YIELD BOND FUND IN018,105+18,10502130.08%+213
QUANTA SVCS INC01,297+1,29702430.10%+243
CHURCH & DWIGHT CO INC(CHD)02,725+2,72502500.10%+250
GABELLI DIVID & INCOME TR
COM
57,92762,293+4,3661,2241,2110.47%-13
ENBRIDGE INC(ENB)016,013+16,01305370.21%+537
INNOVATE CORP0112,002+112,00201810.07%+181
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