MSH Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, MSH Capital Advisors LLC held in its portfolio 271 assets valued at $468,039,118 (i.e. $468.04M).
The most valuable assets in the portfolio included: APPLE INC ($46.29M), SPDR SERIES TRUST ($16.60M), and VANGUARD TAX-MANAGED FDS ($14.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 271 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MSH Capital Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 170265 | 46288174 | COM |
| SPDR SERIES TRUST | 169336 | 16594982 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 231513 | 14462628 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 315675 | 10297319 | US LCAP GR ETF |
| JPMORGAN CHASE & CO. | 29000 | 9344435 | COM |
| MICROSOFT CORP | 19246 | 9307843 | COM |
| ISHARES TR | 13059 | 8944527 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 312579 | 8574046 | US DIVIDEND EQ |
| ISHARES TR | 83177 | 7441042 | CORE MSCI EAFE |
| BERKSHIRE HATHAWAY INC DEL | 14612 | 7344722 | CL B NEW |
| VANGUARD WHITEHALL FDS | 48133 | 6907991 | HIGH DIV YLD |
| ISHARES TR | 53263 | 6565251 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 11912 | 5811274 | GROWTH ETF |
| PROSHARES TR | 51710 | 5381408 | S&P 500 DV ARIST |
| ISHARES TR | 79882 | 5272214 | CORE S&P MCP ETF |
| ISHARES TR | 42723 | 5134487 | CORE S&P SCP ETF |
| COCA COLA CO | 72629 | 5077462 | COM |
| ISHARES TR | 63735 | 4941364 | EAFE SML CP ETF |
| EXXON MOBIL CORP | 39455 | 4747982 | COM |
| TESLA INC | 10413 | 4682939 | COM |
| SHERWIN WILLIAMS CO | 14126 | 4577248 | COM |
| ALPHABET INC | 14157 | 4431146 | CAP STK CL A |
| BLACKROCK INC | 4097 | 4384997 | COM |
| JOHNSON & JOHNSON | 20757 | 4295565 | COM |
| ISHARES TR | 19899 | 4219928 | S&P 500 VAL ETF |
| AMAZON COM INC | 18077 | 4172638 | COM |
| NVIDIA CORPORATION | 22224 | 4144848 | COM |
| ABBVIE INC | 17503 | 3999267 | COM |
| VANGUARD INDEX FDS | 20381 | 3614978 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 12891 | 3598394 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 5406 | 3390611 | S&P 500 ETF SHS |
| ISHARES TR | 23777 | 3353746 | RUS MDCP VAL ETF |
| REALTY INCOME CORP | 58069 | 3273350 | COM |
| ISHARES TR | 23284 | 3188511 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 10373 | 3133821 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 16370 | 3126553 | VALUE ETF |
| CISCO SYS INC | 39834 | 3068445 | COM |
| VANGUARD INDEX FDS | 14283 | 3024897 | SM CP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 13334 | 2930526 | DIV APP ETF |
| CME GROUP INC | 10676 | 2915402 | COM |
| PAYCHEX INC | 25606 | 2872481 | COM |
| SELECT SECTOR SPDR TR | 18309 | 2834291 | STATE STREET HEA |
| VISA INC | 7916 | 2776119 | COM CL A |
| GABELLI DIVID & INCOME TR | 99479 | 2762528 | COM |
| ISHARES TR | 23569 | 2680226 | SP SMCP600VL ETF |
| INVESCO QQQ TR | 4351 | 2673031 | UNIT SER 1 |
| AMERICAN WTR WKS CO INC NEW | 20078 | 2620179 | COM |
| ISHARES TR | 18283 | 2580828 | S&P SML 600 GWT |
| FIRST TR EXCH TRADED FD III | 35579 | 2525753 | LNG/SHT EQUITY |
| AMERICAN CENTY ETF TR | 22014 | 2521005 | US QUALITY GROW |
| AMERICAN TOWER CORP NEW | 14206 | 2494102 | COM |
| BROADCOM INC | 7061 | 2443895 | COM |
| WALMART INC | 21782 | 2426698 | COM |
| ISHARES TR | 47846 | 2420051 | ULTRA SHORT DUR |
| PGIM ETF TR | 57315 | 2409536 | TOTAL RETURN BON |
| VERIZON COMMUNICATIONS INC | 58702 | 2390953 | COM |
| SPDR S&P 500 ETF TR | 3298 | 2248804 | TR UNIT |
| EMERSON ELEC CO | 16712 | 2218003 | COM |
| RTX CORPORATION | 11956 | 2192730 | COM |
| UGI CORP NEW | 56300 | 2107309 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 258815 | 2098993 | COM |
| ISHARES INC | 30806 | 2070752 | CORE MSCI EMKT |
| J P MORGAN EXCHANGE TRADED F | 39833 | 2015151 | ULTRA SHRT ETF |
| SEAGATE TECHNOLOGY HLDNGS PL | 7245 | 1995201 | ORD SHS |
| PRICE T ROWE GROUP INC | 19214 | 1967129 | COM |
| CATERPILLAR INC | 3357 | 1923331 | COM |
| LOWES COS INC | 7854 | 1894071 | COM |
| ISHARES TR | 13298 | 1876936 | SELECT DIVID ETF |
| SOUTHERN CO | 21482 | 1873230 | COM |
| VANECK ETF TRUST | 100676 | 1777943 | PREFERRED SECURT |
| PROCTER AND GAMBLE CO | 12093 | 1732989 | COM |
| CAPITAL GROUP GROWTH ETF | 38662 | 1719318 | SHS CREATION UNI |
| ENTERPRISE PRODS PARTNERS L | 53154 | 1704113 | COM |
| SELECT SECTOR SPDR TR | 37617 | 1681864 | STATE STREET ENE |
| DUKE ENERGY CORP NEW | 14121 | 1655162 | COM NEW |
| OLD SECOND BANCORP INC ILL | 84826 | 1654107 | COM |
| COSTCO WHSL CORP NEW | 1901 | 1639393 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 35900 | 1566679 | SHS CREATION UNI |
| VANECK ETF TRUST | 17921 | 1537084 | GOLD MINERS ETF |
| BLACKROCK ETF TRUST | 25238 | 1534751 | ISHARES US EQUIT |
| META PLATFORMS INC | 2291 | 1512397 | CL A |
| ENERGY TRANSFER L P | 91634 | 1511047 | COM UT LTD PTN |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| HOME DEPOT INC | 4360 | 1500369 | COM |
| MCDONALDS CORP | 4850 | 1482397 | COM |
| PFIZER INC | 59036 | 1470002 | COM |
| MEDTRONIC PLC | 15157 | 1455981 | SHS |
| 3M CO | 8976 | 1437137 | COM |
| ELI LILLY & CO | 1335 | 1434271 | COM |
| SCHWAB STRATEGIC TR | 60750 | 1419719 | US AGGREGATE B |
| CHEVRON CORP NEW | 9311 | 1419068 | COM |
| PEPSICO INC | 9361 | 1343530 | COM |
| ISHARES TR | 18635 | 1330725 | EAFE VALUE ETF |
| ISHARES TR | 13828 | 1316734 | MBS ETF |
| VANGUARD ADMIRAL FDS INC | 2910 | 1293706 | 500 GRTH IDX F |
| SPDR GOLD TR | 3200 | 1268192 | GOLD SHS |
| ISHARES TR | 27242 | 1267821 | CORE UNIVRSL USD |
| MICRON TECHNOLOGY INC | 4385 | 1251407 | COM |
| BLACKSTONE INC | 7748 | 1194348 | COM |
| UNITEDHEALTH GROUP INC | 3526 | 1163896 | COM |
| HARTFORD FDS EXCHANGE TRADED | 33694 | 1150656 | TOTAL RTRN ETF |
| WEC ENERGY GROUP INC | 10697 | 1128106 | COM |
| T ROWE PRICE ETF INC | 28873 | 1103526 | CAP APPRECIATION |
| SSGA ACTIVE TR | 23201 | 1096954 | STATE STREET DOU |
| ISHARES TR | 5496 | 1091658 | MSCI USA QLT FCT |
| ISHARES TR | 11236 | 1078993 | MSCI EAFE ETF |
| ISHARES TR | 10717 | 1075772 | 0-3 MNTH TREASRY |
| VANGUARD SCOTTSDALE FDS | 8757 | 1066147 | VNG RUS1000GRW |
| PROSHARES TR | 12529 | 1055210 | S&P MDCP 400 DIV |
| ISHARES TR | 12646 | 1047342 | 1 3 YR TREAS BD |
| WORLD GOLD TR | 12258 | 1046465 | SPDR GLD MINIS |
| INVESCO EXCHANGE TRADED FD T | 16899 | 1001772 | S&P 500 TOP 50 |
| MERCK & CO INC | 9306 | 979549 | COM |
| ISHARES TR | 2050 | 970091 | RUS 1000 GRW ETF |
| NEXTERA ENERGY INC | 12024 | 965317 | COM |
| BANK AMERICA CORP | 17354 | 954496 | COM |
| ENBRIDGE INC | 19686 | 941581 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 27039 | 936901 | SHS CREATION UNI |
| KINDER MORGAN INC DEL | 33955 | 933423 | COM |
| BONDBLOXX ETF TRUST | 19806 | 915433 | BLOOMBERG TEN YR |
| STRATEGIC ED INC | 11287 | 905217 | COM |
| BLACKROCK ETF TRUST II | 16877 | 890608 | ISHARES FLEXIBLE |
| COMMERCE BANCSHARES INC | 16972 | 888314 | COM |
| NIKE INC | 13840 | 881749 | CL B |
| SIMON PPTY GROUP INC NEW | 4755 | 880198 | COM |
| PROLOGIS INC. | 6669 | 851365 | COM |
| ISHARES TR | 2136 | 826302 | RUSSELL 3000 ETF |
| NOVO-NORDISK A S | 16150 | 821712 | ADR |
| NUVEEN QUALITY MUNCP INCOME | 66947 | 804703 | COM |
| INVESCO EXCH TRADED FD TR II | 3173 | 802520 | NASDAQ 100 ETF |
| CAPITAL GRP FIXED INCM ETF T | 29944 | 794115 | CORE BOND ETF |
| INVESCO EXCHANGE TRADED FD T | 11887 | 790723 | LARGE CAP VALUE |
| BLACKROCK ETF TRUST | 30805 | 788904 | DYNAMIC EQTY ACT |
| EATON CORP PLC | 2472 | 787357 | SHS |
| PALANTIR TECHNOLOGIES INC | 4404 | 782811 | CL A |
| FRANKLIN TEMPLETON ETF TR | 20255 | 781640 | FRANKLIN INDIA |
| DIMENSIONAL ETF TRUST | 18311 | 779337 | CORE FIXED INCOM |
| INVESCO ACTIVELY MANAGED EXC | 16434 | 779288 | TOTAL RETURN |
| ALPHABET INC | 2481 | 778432 | CAP STK CL C |
| BLOCK H & R INC | 17680 | 770494 | COM |
| SHELL PLC | 10350 | 760518 | SPON ADS |
| BLACKROCK ETF TRUST | 30399 | 754059 | DISCIPLINED VOLA |
| VANGUARD INDEX FDS | 2219 | 743983 | TOTAL STK MKT |
| PIMCO ETF TR | 27283 | 727910 | MULTISECTOR BD |
| ISHARES TR | 10396 | 721711 | CORE DIV GRWTH |
| GUARDANT HEALTH INC | 6937 | 708545 | COM |
| WELLS FARGO CO NEW | 7481 | 697208 | COM |
| ISHARES TR | 6933 | 692506 | CORE US AGGBD ET |
| CAPITAL GRP FIXED INCM ETF T | 24369 | 673072 | US MULTI-SECTOR |
| FEDERAL RLTY INVT TR NEW | 6636 | 668909 | SH BEN INT NEW |
| ISHARES TR | 14426 | 655662 | MSCI INTL QUALTY |
| INTERNATIONAL BUSINESS MACHS | 2172 | 643368 | COM |
| ISHARES TR | 4278 | 636110 | CORE S&P TTL STK |
| AT&T INC | 25450 | 632176 | COM |
| ISHARES TR | 5902 | 632163 | NATIONAL MUN ETF |
| DEERE & CO | 1339 | 623398 | COM |
| ISHARES TR | 4725 | 621763 | S&P MC 400VL ETF |
| ISHARES TR | 6340 | 614219 | S&P MC 400GR ETF |
| ISHARES TR | 19677 | 609186 | PFD AND INCM SEC |
| ISHARES TR | 2886 | 607090 | RUS 1000 VAL ETF |
| BOEING CO | 2769 | 601205 | COM |
| VANGUARD INTL EQUITY INDEX F | 11135 | 598618 | FTSE EMR MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 10055 | 584383 | NASDAQ EQT PREM |
| ALTRIA GROUP INC | 9912 | 571520 | COM |
| BOOKING HOLDINGS INC | 106 | 567665 | COM |
| ISHARES TR | 5529 | 562123 | 10-20 YR TRS ETF |
| GE AEROSPACE | 1802 | 555035 | COM NEW |
| CAPITAL GROUP GLOBAL EQUITY | 17537 | 554695 | SHS |
| CAMBRIA ETF TR | 22001 | 553545 | TACTICAL YIELD E |
| GLOBAL X FDS | 28927 | 547018 | US PFD ETF |
| DISNEY WALT CO | 4669 | 531242 | COM |
| BLACKROCK ETF TRUST | 13770 | 530971 | ISHARES US THEMA |
| CONOCOPHILLIPS | 5661 | 529959 | COM |
| TANGER INC | 15548 | 518837 | COM |
| SELECT SECTOR SPDR TR | 9409 | 515331 | STATE STREET FIN |
| WISDOMTREE TR | 4949 | 503926 | US HIGH DIVIDEND |
| INVESCO EXCH TRADED FD TR II | 4219 | 503354 | S&P 500 MOMNTM |
| ISHARES TR | 9683 | 484247 | CORE INTL AGGR |
| AMERICAN HOMES 4 RENT | 15016 | 482014 | CL A |
| J P MORGAN EXCHANGE TRADED F | 8370 | 479120 | EQUITY PREMIUM |
| BRISTOL-MYERS SQUIBB CO | 8798 | 474574 | COM |
| YUM BRANDS INC | 3027 | 457925 | COM |
| UNITED AIRLS HLDGS INC | 4085 | 456785 | COM |
| PUBLIC STORAGE OPER CO | 1757 | 455942 | COM |
| BLACKROCK ETF TRUST | 13612 | 453280 | ISHARES A I INNO |
| SALESFORCE INC | 1695 | 449062 | COM |
| T ROWE PRICE ETF INC | 12243 | 439524 | SMALL MID CAP |
| MPLX LP | 8080 | 431230 | COM UNIT REP LTD |
| PHILLIPS 66 | 3328 | 429422 | COM |
| VANGUARD WORLD FD | 3530 | 426989 | ESG US STK ETF |
| SLB LIMITED | 11073 | 424982 | COM STK |
| CAPITAL GROUP CORE BALANCED | 11879 | 419685 | SHS |
| IQVIA HLDGS INC | 1843 | 415431 | COM |
| TRI CONTL CORP | 12719 | 415403 | COM |
| SPDR INDEX SHS FDS | 9091 | 403731 | PORTFOLIO DEVLPD |
| ISHARES TR | 3644 | 401532 | IBOXX INV CP ETF |
| GE VERNOVA INC | 611 | 399630 | COM |
| ISHARES TR | 17212 | 396296 | US TREAS BD ETF |
| SELECT SECTOR SPDR TR | 5083 | 394847 | STATE STREET CON |
| TEXAS INSTRS INC | 2262 | 392434 | COM |
| HEALTHPEAK PROPERTIES INC | 24239 | 389763 | COM |
| FIRST TR EXCHNG TRADED FD VI | 8146 | 388740 | FT VEST US |
| CAPITAL GROUP CORE EQUITY ET | 9623 | 387133 | SHS CREATION UNI |
| COINBASE GLOBAL INC | 1682 | 380367 | COM CL A |
| WESTERN UN CO | 39481 | 367568 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 10308 | 367377 | SHS ETF |
| SCHWAB STRATEGIC TR | 13876 | 357446 | MUN BD ETF |
| PHILIP MORRIS INTL INC | 2211 | 354662 | COM |
| MASTERCARD INCORPORATED | 619 | 353375 | CL A |
| INVESCO EXCHANGE TRADED FD T | 1830 | 350555 | S&P500 EQL WGT |
| HONEYWELL INTL INC | 1750 | 341350 | COM |
| DUTCH BROS INC | 5542 | 339281 | CL A |
| PACER FDS TR | 5629 | 338688 | US CASH COWS 100 |
| DUOLINGO INC | 1927 | 338189 | CL A COM |
| ADVANCED MICRO DEVICES INC | 1563 | 334732 | COM |
| CAPITAL GRP FIXED INCM ETF T | 12180 | 333488 | MUNICIPAL INCOME |
| VISTRA CORP | 2031 | 327661 | COM |
| LOCKHEED MARTIN CORP | 659 | 318558 | COM |
| AUTOMATIC DATA PROCESSING IN | 1224 | 314870 | COM |
| SELECT SECTOR SPDR TR | 2127 | 306290 | STATE STREET TEC |
| CONSTELLATION ENERGY CORP | 847 | 299220 | COM |
| VIATRIS INC | 23506 | 292650 | COM |
| AMERICAN CENTY ETF TR | 3750 | 288825 | AVANTIS EMGMKT |
| MDU RES GROUP INC | 14764 | 288187 | COM |
| ISHARES BITCOIN TRUST ETF | 5787 | 287325 | SHS BEN INT |
| LIBERTY ALL STAR EQUITY FD | 44960 | 282349 | SH BEN INT |
| SSGA ACTIVE TR | 10778 | 279258 | STATE STREET FIX |
| QUANTA SVCS INC | 653 | 275605 | COM |
| NUSHARES ETF TR | 7550 | 268629 | NUVEEN ESG EMRGN |
| L3HARRIS TECHNOLOGIES INC | 905 | 265681 | COM |
| PGIM HIGH YIELD BOND FUND IN | 18105 | 261979 | COM |
| CHURCH & DWIGHT CO INC | 3099 | 259844 | COM |
| PGIM ETF TR | 4986 | 255582 | AAA CLO ETF |
| EVERUS CONSTR GROUP | 2980 | 254969 | COM |
| KROGER CO | 4059 | 253606 | COM |
| TECK RESOURCES LTD | 5270 | 252380 | CL B |
| NUVEEN AMT FREE QLTY MUN INC | 21620 | 251441 | COM |
| ISHARES TR | 2610 | 251279 | JPMORGAN USD EMG |
| MICROCHIP TECHNOLOGY INC. | 3940 | 251057 | COM |
| BANK MONTREAL QUE | 1925 | 249846 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5586 | 247683 | SHS |
| NETFLIX INC | 2612 | 244931 | COM |
| DOMINION ENERGY INC | 4093 | 239809 | COM |
| NORTHROP GRUMMAN CORP | 419 | 238918 | COM |
| CAMBRIA ETF TR | 3388 | 235565 | SHSHLD YIELD ETF |
| KNIFE RIVER CORP | 3291 | 231522 | COMMON STOCK |
| ACCENTURE PLC IRELAND | 859 | 230470 | SHS CLASS A |
| VANECK ETF TRUST | 2204 | 228285 | MRNGSTR WDE MOAT |
| ISHARES TR | 2411 | 227053 | MSCI USA MIN VOL |
| AMGEN INC | 683 | 223553 | COM |
| SPDR INDEX SHS FDS | 4775 | 223518 | PORTFOLIO EMG MK |
| WW GRAINGER INC | 221 | 223000 | COM |
| QUALCOMM INC | 1301 | 222536 | COM |
| HALLIBURTON CO | 7854 | 221959 | COM |
| SCHWAB STRATEGIC TR | 8137 | 218978 | US LRG CAP ETF |
| CARRIER GLOBAL CORPORATION | 4107 | 217014 | COM |
| FORD MTR CO | 16493 | 216382 | COM |
| ISHARES SILVER TR | 3341 | 215227 | ISHARES |
| GFL ENVIRONMENTAL INC | 5000 | 214750 | SUB VTG SHS |
| BROWN & BROWN INC | 2670 | 212804 | COM |
| ABBOTT LABS | 1677 | 210111 | COM |
| AMERICAN EXPRESS CO | 564 | 208652 | COM |
| OTIS WORLDWIDE CORP | 2376 | 207544 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 8824 | 205777 | COM |
| ISHARES TR | 1780 | 202827 | EAFE GRWTH ETF |
| JOBY AVIATION INC | 15100 | 199320 | COMMON STOCK |
| HANCOCK JOHN PFD INCOME FD I | 12358 | 198593 | COM |
| BGC GROUP INC | 20063 | 179163 | CL A |
| INVESCO EXCHANGE TRADED FD T | 10583 | 149640 | FINL PFD ETF |
| EQUUS TOTAL RETURN INC | 21666 | 30653 | COM |
| AMERICAN RES CORP | 10000 | 24800 | CL A |
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