MSH Capital Advisors LLC

13F filer, CIK 2056306, SCOTTSDALE, AZ

MSH Capital Advisors LLC reported $317,617,114 across 226 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 23.09% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001420506-25-000392

Period: 2024-12-31
Reported value: $318M
Holdings: 226
Top 10 weight: 23.09%
New: 10
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+176,219	$4.91M
SCHDadded	+166,360	$4.54M
BLKnew	+4,074	$4.18M
Onew	+20,729	$1.11M
AWKadded	+6,472	$806K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BLACKROCK INCexited	-4,073	-$3.87M
HTRBreduced	-44,423	-$1.48M
WMTreduced	-16,132	-$1.46M
PTRBreduced	-35,010	-$1.43M
SCZreduced	-20,853	-$1.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001420506-25-000392, largest first. % of portfolio is the value over $317,617,114, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	43,050	$10.8M	3.39%	-935	Timeline
SDYSPDR SERIES TRUST	68,330	$9.03M	2.84%	+5,667	Timeline
IVVISHARES TR	13,267	$7.81M	2.46%	-208	Timeline
JPMJPMORGAN CHASE & CO	30,305	$7.26M	2.29%	-119	Timeline
VEAVANGUARD TAX-MANAGED FDS	145,399	$6.95M	2.19%	-2,986	Timeline
MSFTMICROSOFT CORP	16,146	$6.81M	2.14%	+97	Timeline
SCHDSCHWAB STRATEGIC TR	239,597	$6.55M	2.06%	+166,360	Timeline
SCHGSCHWAB STRATEGIC TR	230,368	$6.42M	2.02%	+176,219	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	13,470	$6.11M	1.92%	-387	Timeline
IVWISHARES TR	55,503	$5.64M	1.77%	+2,244	Timeline
GDXVANECK ETF TRUST	160,323	$5.44M	1.71%	0	Timeline
IJRISHARES TR	44,629	$5.14M	1.62%	+2,698	Timeline
VUGVANGUARD INDEX FDS	12,512	$5.14M	1.62%	-2,125	Timeline
SHWSHERWIN WILLIAMS CO	14,744	$5.01M	1.58%	+198	Timeline
IJHISHARES TR	79,452	$4.95M	1.56%	-342	Timeline
VYMVANGUARD WHITEHALL FDS	37,570	$4.79M	1.51%	+1,842	Timeline
NOBLPROSHARES TR	43,278	$4.31M	1.36%	+1,918	Timeline
BLKBLACKROCK INC	4,074	$4.18M	1.31%	new	Timeline
IEFAISHARES TR	58,537	$4.11M	1.3%	+965	Timeline
SCZISHARES TR	64,063	$3.89M	1.23%	-20,853	Timeline
SPYMSPDR SERIES TRUST	55,805	$3.85M	1.21%	+5,256	Timeline
XOMEXXON MOBIL CORP	34,608	$3.72M	1.17%	-1,210	Timeline
KOCOCA COLA CO	59,552	$3.71M	1.17%	-2	Timeline
VOTVANGUARD INDEX FDS	13,268	$3.37M	1.06%	-110	Timeline
IWPISHARES TR	25,686	$3.26M	1.03%	-535	Timeline
VOEVANGUARD INDEX FDS	20,096	$3.25M	1.02%	+310	Timeline
IVEISHARES TR	16,643	$3.18M	1%	+1,046	Timeline
IWSISHARES TR	23,930	$3.1M	0.97%	+150	Timeline
VBKVANGUARD INDEX FDS	10,263	$2.87M	0.9%	+235	Timeline
ICSHISHARES TR	56,674	$2.86M	0.9%	0	Timeline
VTVVANGUARD INDEX FDS	16,601	$2.81M	0.88%	+624	Timeline
VBRVANGUARD INDEX FDS	14,045	$2.78M	0.88%	+300	Timeline
IJSISHARES TR	24,746	$2.69M	0.85%	+2,995	Timeline
AMZNAMAZON COM INC	12,219	$2.68M	0.84%	+139	Timeline
IJTISHARES TR	19,731	$2.67M	0.84%	+2,305	Timeline
EMREMERSON ELEC CO	21,489	$2.66M	0.84%	+384	Timeline
QQQINVESCO QQQ TR	4,933	$2.52M	0.79%	+324	Timeline
KMIKINDER MORGAN INC DEL	91,369	$2.5M	0.79%	+190	Timeline
CMECME GROUP INC	10,533	$2.45M	0.77%	+2,101	Timeline
VOOVANGUARD INDEX FDS	4,368	$2.35M	0.74%	+386	Timeline
PAYXPAYCHEX INC	16,513	$2.32M	0.73%	-60	Timeline
CSCOCISCO SYS INC	39,029	$2.31M	0.73%	-1,428	Timeline
GOOGLALPHABET INC	12,153	$2.3M	0.72%	-744	Timeline
TROWPRICE T ROWE GROUP INC	19,997	$2.26M	0.71%	+2,005	Timeline
AWKAMERICAN WTR WKS CO INC NEW	17,803	$2.22M	0.7%	+6,472	Timeline
JNJJOHNSON & JOHNSON	14,883	$2.15M	0.68%	-75	Timeline
NVDANVIDIA CORPORATION	15,544	$2.09M	0.66%	-2,071	Timeline
VZVERIZON COMMUNICATIONS INC	52,090	$2.08M	0.66%	-2,448	Timeline
VVISA INC	6,352	$2.01M	0.63%	-135	Timeline
PTRBPGIM ETF TR	47,231	$1.93M	0.61%	-35,010	Timeline
XGDVXGABELLI DIVID & INCOME TR	76,858	$1.86M	0.58%	+267	Timeline
LOWLOWES COS INC	7,148	$1.76M	0.56%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	8,815	$1.73M	0.54%	+478	Timeline
PGPROCTER & GAMBLE CO	10,237	$1.72M	0.54%	-416	Timeline
SOSOUTHERN CO	20,251	$1.67M	0.52%	+750	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,820	$1.65M	0.52%	+39	Timeline
PYPLPAYPAL HLDGS INC	18,960	$1.62M	0.51%	+80	Timeline
TGTTARGET CORP	11,919	$1.61M	0.51%	-560	Timeline
DVYISHARES TR	12,250	$1.61M	0.51%	+833	Timeline
HTRBHARTFORD FDS EXCHANGE TRADED	47,978	$1.6M	0.5%	-44,423	Timeline
ABBVABBVIE INC	8,882	$1.58M	0.5%	-314	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	200,704	$1.58M	0.5%	-3,800	Timeline
UGIUGI CORP NEW	55,783	$1.57M	0.5%	+14,161	Timeline
OSBCOLD SECOND BANCORP INC DEL	84,826	$1.51M	0.47%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,604	$1.47M	0.46%	-47	Timeline
GTOINVESCO ACTIVELY MANAGED EXC	31,272	$1.45M	0.46%	-20,370	Timeline
PFXFVANECK ETF TRUST	78,781	$1.36M	0.43%	-1,344	Timeline
WMTWALMART INC	14,945	$1.35M	0.43%	-16,132	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	26,027	$1.31M	0.41%	-2,870	Timeline
DUKDUKE ENERGY CORP NEW	12,037	$1.3M	0.41%	+1,694	Timeline
PEPPEPSICO INC	7,856	$1.19M	0.38%	-378	Timeline
DGXQUEST DIAGNOSTICS INC	7,856	$1.19M	0.37%	-3,752	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	14,891	$1.15M	0.36%	-4,252	Timeline
MDTMEDTRONIC PLC	14,327	$1.14M	0.36%	-472	Timeline
SHYISHARES TR	13,601	$1.12M	0.35%	-90	Timeline
OREALTY INCOME CORP	20,729	$1.11M	0.35%	new	Timeline
CGGRCAPITAL GROUP GROWTH ETF	29,378	$1.09M	0.34%	+1,768	Timeline
DFCFDIMENSIONAL ETF TRUST	26,120	$1.08M	0.34%	-26,277	Timeline
LLYELI LILLY & CO	1,396	$1.08M	0.34%	-49	Timeline
MMM3M CO	8,344	$1.08M	0.34%	+2	Timeline
SPABSPDR SERIES TRUST	42,343	$1.06M	0.33%	+193	Timeline
SPGSIMON PPTY GROUP INC NEW	6,114	$1.05M	0.33%	0	Timeline
STOTSSGA ACTIVE TR	22,176	$1.04M	0.33%	+379	Timeline
STRASTRATEGIC ED INC	11,096	$1.04M	0.33%	+2,044	Timeline
PWVINVESCO EXCHANGE TRADED FD T	18,057	$1.03M	0.32%	0	Timeline
UPSUNITED PARCEL SVCS INC	8,125	$1.02M	0.32%	-42	Timeline
CBSHCOMMERCE BANCSHARES INC	16,165	$1.01M	0.32%	+769	Timeline
REGLPROSHARES TR	12,268	$990K	0.31%	+495	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	27,769	$979K	0.31%	+2,562	Timeline
IEMGISHARES INC	18,661	$975K	0.31%	-1,100	Timeline
CVXCHEVRON CORPORATION	6,683	$968K	0.3%	0	Timeline
HRBBLOCK H & R INC	17,537	$927K	0.29%	+8	Timeline
TSLATESLA INC	2,248	$908K	0.29%	+181	Timeline
PFEPFIZER INC	34,100	$905K	0.28%	-32,398	Timeline
TYLDCAMBRIA ETF TR	35,422	$895K	0.28%	+2,432	Timeline
RHIROBERT HALF INC.	12,664	$892K	0.28%	-773	Timeline
QUALISHARES TR	4,977	$886K	0.28%	+244	Timeline
DYNFBLACKROCK ETF TRUST	16,711	$856K	0.27%	+1,532	Timeline
ETENERGY TRANSFER L P	41,948	$822K	0.26%	+4,432	Timeline
IUSBISHARES TR	18,005	$814K	0.26%	-1,396	Timeline
XLVSELECT SECTOR SPDR TR	5,725	$788K	0.25%	+3,482	Timeline
METAMETA PLATFORMS INC	1,340	$785K	0.25%	+10	Timeline
RTXRTX CORPORATION	6,536	$756K	0.24%	-10	Timeline
CATCATERPILLAR INC	2,074	$752K	0.24%	-5	Timeline
IQDFFLEXSHARES TR	30,772	$716K	0.23%	0	Timeline
GLDSPDR GOLD TR	2,929	$709K	0.22%	+115	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	8,118	$701K	0.22%	-292	Timeline
EFVISHARES TR	13,321	$699K	0.22%	+1,671	Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	20,741	$690K	0.22%	+4,079	Timeline
ENBENBRIDGE INC	16,038	$680K	0.21%	-349	Timeline
PYLDPIMCO ETF TR	25,846	$670K	0.21%	+1,513	Timeline
EFGISHARES TR	6,813	$660K	0.21%	+929	Timeline
MCDMCDONALDS CORP	2,273	$659K	0.21%	+151	Timeline
WECWEC ENERGY GROUP INC	6,992	$658K	0.21%	+795	Timeline
MRKMERCK & CO INC	6,478	$644K	0.2%	+59	Timeline
HDHOME DEPOT INC	1,655	$644K	0.2%	-35	Timeline
ETNEATON CORP PLC	1,931	$641K	0.2%	-145	Timeline
EFAISHARES TR	8,414	$636K	0.2%	-37	Timeline
IWVISHARES TR	1,902	$636K	0.2%	+20	Timeline
PLDPROLOGIS INC.	6,013	$636K	0.2%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	20,168	$632K	0.2%	+3,313	Timeline
BACBANK OF AMER CORP	14,368	$631K	0.2%	-333	Timeline
GLDMWORLD GOLD TR	12,020	$625K	0.2%	new	Timeline
ITOTISHARES TR	4,814	$619K	0.19%	-222	Timeline
AGGISHARES TR	6,378	$618K	0.19%	-558	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,914	$613K	0.19%	+576	Timeline
NADNUVEEN QUALITY MUNCP INCOME	52,133	$608K	0.19%	0	Timeline
DEDEERE & CO	1,434	$608K	0.19%	-459	Timeline
IJJISHARES TR	4,725	$590K	0.19%	0	Timeline
COINCOINBASE GLOBAL INC	2,369	$588K	0.19%	0	Timeline
SHELSHELL PLC	9,290	$582K	0.18%	+5	Timeline
DGROISHARES TR	9,468	$581K	0.18%	+68	Timeline
PFFISHARES TR	18,389	$578K	0.18%	-1,520	Timeline
IJKISHARES TR	6,340	$576K	0.18%	0	Timeline
SKTTANGER INC	16,543	$565K	0.18%	0	Timeline
BABOEING CO	3,136	$555K	0.17%	new	Timeline
RTORENTOKIL INITIAL PLC	21,912	$555K	0.17%	new	Timeline
DISDISNEY WALT CO	4,975	$554K	0.17%	-38	Timeline
TAT&T INC	24,269	$553K	0.17%	-1,795	Timeline
AVGOBROADCOM INC	2,383	$553K	0.17%	-330	Timeline
VTIVANGUARD INDEX FDS	1,881	$545K	0.17%	+281	Timeline
BKNGBOOKING HOLDINGS INC	109	$542K	0.17%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,444	$534K	0.17%	-2,190	Timeline
IWFISHARES TR	1,324	$532K	0.17%	+31	Timeline
CGBLCAPITAL GROUP CORE BALANCED	16,926	$529K	0.17%	+6,580	Timeline
SCHZSCHWAB STRATEGIC TR	23,166	$526K	0.17%	+12,615	Timeline
BXBLACKSTONE INC	3,036	$523K	0.16%	-18	Timeline
XLESELECT SECTOR SPDR TR	6,105	$523K	0.16%	+2,794	Timeline
PAAAPGIM ETF TR	10,008	$512K	0.16%	+98	Timeline
MOALTRIA GROUP INC	9,600	$502K	0.16%	-389	Timeline
VWOVANGUARD INTL EQUITY INDEX F	11,385	$501K	0.16%	0	Timeline
PFFDGLOBAL X FDS	25,413	$496K	0.16%	-1,436	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,827	$495K	0.16%	-511	Timeline
IQLTISHARES TR	13,223	$491K	0.15%	0	Timeline
COPCONOCOPHILLIPS	4,945	$490K	0.15%	+1,280	Timeline
GHGUARDANT HEALTH INC	15,727	$480K	0.15%	new	Timeline
UNHUNITEDHEALTH GROUP INC	942	$476K	0.15%	-67	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,140	$470K	0.15%	-95	Timeline
SPSMSPDR SERIES TRUST	10,242	$460K	0.14%	-160	Timeline
NEENEXTERA ENERGY INC	6,303	$452K	0.14%	+1,317	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	15,457	$452K	0.14%	+2,595	Timeline
XLPSELECT SECTOR SPDR TR	5,526	$434K	0.14%	-250	Timeline
KNFKNIFE RIVER CORP	4,149	$422K	0.13%	-61	Timeline
CHDCHURCH & DWIGHT CO INC	4,023	$421K	0.13%	-128	Timeline
IQVIQVIA HLDGS INC	2,125	$418K	0.13%	0	Timeline
YUMYUM BRANDS INC	3,080	$413K	0.13%	0	Timeline
CCITIGROUP INC	5,857	$412K	0.13%	-103	Timeline
WFCWELLS FARGO & CO	5,788	$407K	0.13%	-5	Timeline
MUMICRON TECHNOLOGY INC	4,770	$401K	0.13%	-143	Timeline
SPDWSPDR INDEX SHS FDS	11,452	$391K	0.12%	-1,048	Timeline
IWDISHARES TR	2,068	$383K	0.12%	+10	Timeline
PSXPHILLIPS 66	3,355	$382K	0.12%	0	Timeline
GOOGALPHABET INC	1,897	$361K	0.11%	0	Timeline
IYWISHARES TR	2,196	$350K	0.11%	+174	Timeline
TMSLT ROWE PRICE EXCHANGE-TRADED	10,817	$349K	0.11%	+121	Timeline
TYTRI CONTL CORP	10,970	$348K	0.11%	-500	Timeline
SLBSLB LIMITED	8,880	$340K	0.11%	-150	Timeline
EMXCISHARES INC	6,023	$334K	0.11%	+897	Timeline
XLFSELECT SECTOR SPDR TR	6,800	$329K	0.1%	-466	Timeline
CGCBCAPITAL GRP FIXED INCM ETF T	12,490	$322K	0.1%	new	Timeline
ESGVVANGUARD WORLD FD	3,054	$320K	0.1%	0	Timeline
MBBISHARES TR	3,434	$315K	0.1%	+248	Timeline
DHSWISDOMTREE TR	3,328	$311K	0.1%	+178	Timeline
MDUMDU RES GROUP INC	17,089	$308K	0.1%	0	Timeline
ACNACCENTURE PLC IRELAND	863	$304K	0.1%	-52	Timeline
MAMASTERCARD INCORPORATED	574	$302K	0.1%	-9	Timeline
XLKSELECT SECTOR SPDR TR	1,273	$296K	0.09%	-52	Timeline
USALIBERTY ALL STAR EQUITY FD	42,270	$294K	0.09%	+770	Timeline
VTRSVIATRIS INC	23,505	$293K	0.09%	-3,434	Timeline
HALHALLIBURTON CO	10,621	$289K	0.09%	+46	Timeline
CARRCARRIER GLOBAL CORPORATION	4,050	$276K	0.09%	-400	Timeline
SYLDCAMBRIA ETF TR	4,033	$276K	0.09%	+503	Timeline
TXNTEXAS INSTRS INC	1,471	$276K	0.09%	-66	Timeline
ADPAUTOMATIC DATA PROCESSING IN	935	$274K	0.09%	-35	Timeline
PWRQUANTA SVCS INC	861	$272K	0.09%	+50	Timeline
ADXADAMS DIVERSIFIED EQUITY FD	13,394	$271K	0.09%	-1,395	Timeline
ECGEVERUS CONSTR GROUP	4,109	$270K	0.09%	new	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	9,882	$270K	0.08%	new	Timeline
FFORD MTR CO	26,910	$266K	0.08%	-4,983	Timeline
HONHONEYWELL INTL INC	1,167	$264K	0.08%	-402	Timeline
SPMDSPDR SERIES TRUST	4,810	$263K	0.08%	+1,070	Timeline
BNDVANGUARD BD INDEX FDS	3,655	$263K	0.08%	-531	Timeline
LMTLOCKHEED MARTIN CORP	537	$261K	0.08%	-763	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	4,540	$260K	0.08%	0	Timeline
BROBROWN & BROWN INC	2,541	$259K	0.08%	+3	Timeline
NFLXNETFLIX INC.	285	$254K	0.08%	+3	Timeline
ISDPGIM HIGH YIELD BOND FUND IN	18,105	$248K	0.08%	0	Timeline
KRKROGER CO	4,044	$247K	0.08%	0	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,883	$244K	0.08%	-2,892	Timeline
GEGE AEROSPACE	1,445	$241K	0.08%	-51	Timeline
FDXFEDEX CORP	847	$238K	0.08%	+1	Timeline
TVALT ROWE PRICE EXCHANGE-TRADED	7,531	$232K	0.07%	-26	Timeline
MGKVANGUARD WORLD FD	670	$230K	0.07%	-84	Timeline
MUBISHARES TR	2,127	$227K	0.07%	0	Timeline
COWZPACER FDS TR	3,976	$225K	0.07%	-1,063	Timeline
GFLGFL ENVIRONMENTAL INC	5,000	$223K	0.07%	new	Timeline
NUEMNUSHARES ETF TR	7,550	$219K	0.07%	0	Timeline
CVSCVS HEALTH CORP	4,853	$218K	0.07%	-22,217	Timeline
TECKTECK RESOURCES LTD	5,270	$214K	0.07%	0	Timeline
FISRSSGA ACTIVE TR	8,391	$213K	0.07%	0	Timeline
SPEMSPDR INDEX SHS FDS	5,418	$208K	0.07%	-464	Timeline
OTISOTIS WORLDWIDE CORP	2,240	$207K	0.07%	-200	Timeline
HPFHANCOCK JOHN PFD INCOME FD I	12,358	$205K	0.06%	0	Timeline
PGFINVESCO EXCHANGE TRADED FD T	10,856	$158K	0.05%	-820	Timeline
JOBYJOBY AVIATION INC	15,000	$122K	0.04%	0	Timeline
VATEINNOVATE CORP	14,855	$73.4K	0.02%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	4,073	$3.87M	shares
LGOVFIRST TR EXCHANGE-TRADED FD	47,000	$1.05M	shares
FASTFASTENAL CO	14,612	$1.04M	shares
MNBDALPS ETF TR	35,463	$925K	shares
PECOPHILLIPS EDISON & CO INC	7,670	$289K	shares
GSKGSK PLC	6,224	$254K	shares
DDDUPONT DE NEMOURS INC	2,680	$239K	shares
ULTAULTA BEAUTY INC	601	$234K	shares
ZTSZOETIS INC	1,182	$231K	shares
MOATVANECK ETF TRUST	2,113	$205K	shares
PARAMOUNT GLOBALPARAMOUNT GLOBAL	13,983	$148K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001420506-25-000392	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC