Fund HoldingsMSH Capital Advisors LLC

Total Portfolio Value
$468.04M
Total Bought
$124.27M
Total Sold
$29.24M
Net Transaction
+$95.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)37,982170,265+132,2839,67146,2889.89%+36,617
SPDR SERIES TRUST
ST STR SP DIV
083,962+83,962011,6842.50%+11,684
SPDR SERIES TRUST
ST STR P500ETF
047,481+47,48103,8090.81%+3,809
TESLA INC(TSLA)2,60110,413+7,8121,1574,6831.00%+3,526
SELECT SECTOR SPDR TR
ST STR CARE ETF
018,309+18,30902,8340.61%+2,834
AMERICAN CENTY ETF TR022,014+22,01402,5210.54%+2,521
ABBVIE INC(ABBV)8,56917,503+8,9341,9843,9990.85%+2,015
ALPHABET INC(GOOG)10,44914,157+3,7082,5404,4310.95%+1,891
NVIDIA CORPORATION(NVDA)12,19122,224+10,0332,2754,1450.89%+1,870
BROADCOM INC(AVGO)2,1007,061+4,9616932,4440.52%+1,751
SELECT SECTOR SPDR TR
ST STR ENERG ETF
037,617+37,61701,6820.36%+1,682
VANGUARD TAX-MANAGED FDS215,562231,513+15,95112,91614,4633.09%+1,546
BERKSHIRE HATHAWAY INC DEL02+201,5100.32%+1,510
AMAZON COM INC(AMZN)018,077+18,07704,1730.89%+4,173
JOHNSON & JOHNSON(JNJ)15,65820,757+5,0992,9034,2960.92%+1,392
VANGUARD ADMIRAL FDS INC02,910+2,91001,2940.28%+1,294
ISHARES TR
CORE UNIVRSL USD
027,242+27,24201,2680.27%+1,268
JPMORGAN CHASE & CO.(JPM)25,92229,000+3,0788,1779,3442.00%+1,168
VANGUARD INDEX FDS3,6365,406+1,7702,2263,3910.72%+1,164
MICROSOFT CORP(MSFT)15,76119,246+3,4858,1639,3081.99%+1,144
SSGA ACTIVE TR
ST STR TOTAL ETF
023,201+23,20101,0970.23%+1,097
COCA COLA CO(KO)072,629+72,62905,0771.08%+5,077
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
08,757+8,75701,0660.23%+1,066
RTX CORPORATION(RTX)6,78111,956+5,1751,1352,1930.47%+1,058
ENTERPRISE PRODS PARTNERS L(EPD)053,154+53,15401,7040.36%+1,704
SPDR SERIES TRUST
ST STR AGGRE ETF
033,972+33,97208750.19%+875
WALMART INC(WMT)15,78321,782+5,9991,6272,4270.52%+800
PALANTIR TECHNOLOGIES INC(PLTR)04,404+4,40407830.17%+783
PGIM ETF TR
TOTA RETU BD ETF
057,315+57,31502,4100.51%+2,410
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
020,255+20,25507820.17%+782
EXXON MOBIL CORP35,40739,455+4,0483,9924,7481.01%+756
CATERPILLAR INC(CAT)2,4843,357+8731,1851,9230.41%+738
VISA INC(V)07,916+7,91602,7760.59%+2,776
ISHARES TR3,70010,717+7,0173731,0760.23%+703
MCDONALDS CORP(MCD)04,850+4,85001,4820.32%+1,482
BERKSHIRE HATHAWAY INC DEL13,24914,612+1,3636,6617,3451.57%+684
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
21,60735,900+14,2939081,5670.33%+659
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
010,055+10,05505840.12%+584
VANGUARD WHITEHALL FDS45,00248,133+3,1316,3436,9081.48%+565
ISHARES TR05,529+5,52905620.12%+562
PAYCHEX INC(PAYX)025,606+25,60602,8720.61%+2,872
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,409+9,40905150.11%+515
SCHWAB STRATEGIC TR307,080315,675+8,5959,79910,2972.20%+498
META PLATFORMS INC(META)1,3812,291+9101,0141,5120.32%+498
MICRON TECHNOLOGY INC(MU)4,5864,385-2017671,2510.27%+484
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,370+8,37004790.10%+479
ENERGY TRANSFER L P(ET)091,634+91,63401,5110.32%+1,511
UNITED AIRLS HLDGS INC(UAL)04,085+4,08504570.10%+457
SALESFORCE INC(CRM)01,695+1,69504490.10%+449
ISHARES TR18,28119,899+1,6183,7754,2200.90%+445
BLACKSTONE INC(BX)4,4007,748+3,3487521,1940.26%+443
MPLX LP(MPLX)08,080+8,08004310.09%+431
SCHWAB STRATEGIC TR299,105312,579+13,4748,1668,5741.83%+408
ISHARES TR02,050+2,05009700.21%+970
MERCK & CO INC(MRK)09,306+9,30609800.21%+980
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,083+5,08303950.08%+395
TEXAS INSTRS INC(TXN)02,262+2,26203920.08%+392
FIRST TR EXCHNG TRADED FD VI
FT VEST US
08,146+8,14603890.08%+389
ELI LILLY & CO(LLY)01,335+1,33501,4340.31%+1,434
CISCO SYS INC(CSCO)039,834+39,83403,0680.66%+3,068
SCHWAB STRATEGIC TR013,876+13,87603570.08%+357
PHILIP MORRIS INTL INC(PM)02,211+2,21103550.08%+355
DUTCH BROS INC(BROS)05,542+5,54203390.07%+339
DUOLINGO INC(DUOL)01,927+1,92703380.07%+338
ADVANCED MICRO DEVICES INC(AMD)01,563+1,56303350.07%+335
VISTRA CORP(VST)02,031+2,03103280.07%+328
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
32,02338,662+6,6391,4061,7190.37%+313
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,127+2,12703060.07%+306
AMERICAN CENTY ETF TR03,750+3,75002890.06%+289
ALPHABET INC(GOOG)2,0122,481+4694907780.17%+289
SSGA ACTIVE TR
ST STR SECTO ETF
010,778+10,77802790.06%+279
NEXTERA ENERGY INC(NEE)012,024+12,02409650.21%+965
ISHARES TR12,96613,059+938,6788,9451.91%+266
L3HARRIS TECHNOLOGIES INC(LHX)0905+90502660.06%+266
PROSHARES TR
S&P 500 DV ARIST
49,69751,710+2,0135,1225,3811.15%+259
NUVEEN AMT FREE QLTY MUN INC021,620+21,62002510.05%+251
ISHARES TR02,610+2,61002510.05%+251
FIRST TR EXCHANGE-TRADED FD05,586+5,58602480.05%+248
ISHARES TR
CORE MSCI EAFE
82,46683,177+7117,2007,4411.59%+241
ISHARES TR77,10279,882+2,7805,0325,2721.13%+241
UGI CORP NEW(UGI)056,300+56,30002,1070.45%+2,107
NORTHROP GRUMMAN CORP(NOC)0419+41902390.05%+239
WEC ENERGY GROUP INC(WEC)010,697+10,69701,1280.24%+1,128
ACCENTURE PLC IRELAND
SHS CLASS A
0859+85902300.05%+230
SPDR SERIES TRUST
ST STR P400MID
03,921+3,92102270.05%+227
VANGUARD INDEX FDS02,219+2,21907440.16%+744
AMGEN INC(AMGN)0683+68302240.05%+224
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,775+4,77502240.05%+224
WW GRAINGER INC(GWW)0221+22102230.05%+223
HALLIBURTON CO(HAL)07,854+7,85402220.05%+222
SCHWAB STRATEGIC TR08,137+8,13702190.05%+219
ISHARES TR52,57253,263+6916,3466,5651.40%+219
ISHARES SILVER TR(SLV)03,341+3,34102150.05%+215
VANGUARD SPECIALIZED FUNDS12,60013,334+7342,7192,9310.63%+212
ABBOTT LABS01,677+1,67702100.04%+210
CHEVRON CORP NEW(CVX)7,7879,311+1,5241,2091,4190.30%+210
ISHARES TR02,886+2,88606070.13%+607
AMERICAN EXPRESS CO(AXP)0564+56402090.04%+209
VANECK ETF TRUST
PREFERRED SECURT
88,453100,676+12,2231,5721,7780.38%+206
VANECK ETF TRUST
GOLD MINERS ETF
017,921+17,92101,5370.33%+1,537
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