MSH Capital Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), MSH Capital Advisors LLC reported 231 stock positions worth $323.4 million. Its top holding was SS SPDR S&P Dividend ETF (SDY) at 3.1% of the portfolio, followed by Apple (AAPL, 2.6%) and Vanguard Ftse Developed ETF (VEA, 2.5%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 100 and reduced 87. The biggest buy was a new position in American Tower (AMT) and the biggest sale Apple (AAPL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002056306
- Portfolio Value
- $323.4M (Q1 2025)
- SEC Filing
- 0001420506-25-000992 ↗ filed May 13, 2025
Holdings Value
Holdings 231 stocks · $323.4M
| SDY SS SPDR S&P Dividend ETF | 3.12% | 74,311 | $10.1M | Add +8.8% |
| AAPL Apple Inc. | 2.60% | 37,815 | $8.4M | Reduce -12.2% |
| VEA Vanguard Ftse Developed ETF | 2.48% | 157,825 | $8.0M | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 2.29% | 13,162 | $7.4M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 2.26% | 261,329 | $7.3M | Add +9.1% |
| GDX Vaneck Gold Miners ETF | 2.25% | 158,083 | $7.3M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.21% | 13,438 | $7.2M | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 2.05% | 265,271 | $6.6M | Add +15.2% |
| JPM JPMorgan Chase & Co. | 2.02% | 26,627 | $6.5M | Reduce -12.1% |
| MSFT Microsoft Corp. | 1.85% | 15,897 | $6.0M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 1.64% | 57,026 | $5.3M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 1.61% | 40,495 | $5.2M | Add +7.8% |
| SHW The Sherwin-Williams Co. | 1.58% | 14,606 | $5.1M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 1.46% | 81,126 | $4.7M | Add +2.1% |
| NOBL Proshares S&P 500 Dividend A | 1.46% | 46,137 | $4.7M | Add +6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.43% | 12,471 | $4.6M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.43% | 61,034 | $4.6M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 1.40% | 43,311 | $4.5M | Reduce -3.0% |
| KO The Coca-Cola Co. | 1.32% | 59,697 | $4.3M | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.30% | 63,878 | $4.2M | Add +14.5% |
| SCZ iShares MSCI Eafe Small-Cap | 1.28% | 65,177 | $4.1M | Add +1.7% |
| XOM Exxon Mobil Corp. | 1.27% | 34,544 | $4.1M | Reduce -0.2% |
| BLK BlackRock Inc. | 1.19% | 4,059 | $3.8M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 1.05% | 17,770 | $3.4M | Add +6.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.00% | 13,203 | $3.2M | Reduce -0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.00% | 20,061 | $3.2M | Reduce -0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.91% | 25,031 | $2.9M | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.91% | 23,282 | $2.9M | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.89% | 16,614 | $2.9M | Add +0.1% |
| PAYX Paychex Inc. | 0.88% | 18,489 | $2.9M | Add +12.0% |
| ICSH iShares Ultra Short Duration | 0.88% | 56,178 | $2.8M | Reduce -0.9% |
| CME Cme Group Inc. | 0.87% | 10,548 | $2.8M | Add +0.1% |
| AWK American Water Works Co. Inc. | 0.83% | 18,273 | $2.7M | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.83% | 14,380 | $2.7M | Add +2.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.82% | 10,574 | $2.7M | Add +3.0% |
| O Realty Income Corp. | 0.82% | 45,830 | $2.7M | Add +121.1% |
| JNJ Johnson & Johnson | 0.77% | 14,989 | $2.5M | Add +0.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.76% | 19,731 | $2.5M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.75% | 24,746 | $2.4M | No change |
| CSCO Cisco Systems Inc. | 0.74% | 38,936 | $2.4M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.73% | 21,665 | $2.4M | Add +0.8% |
| VZ Verizon Communications Inc. | 0.73% | 52,200 | $2.4M | Add +0.2% |
| AMT American Tower Corp. | 0.71% | 10,525 | $2.3M | New |
| AMZN Amazon.com Inc. | 0.69% | 11,651 | $2.2M | Reduce -4.7% |
| V Visa Inc. Class A | 0.66% | 6,056 | $2.1M | Reduce -4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 4,366 | $2.0M | Reduce -11.5% |
| XGDVX Gabelli Dividend & Income TR | 0.62% | 83,032 | $2.0M | Add +8.0% |
| SO The Southern Co. | 0.60% | 21,036 | $1.9M | Add +3.9% |
| XLV SS Health Care Select Sector | 0.58% | 12,865 | $1.9M | Add +124.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.57% | 20,221 | $1.9M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.57% | 9,552 | $1.9M | Add +8.4% |
| UGI Ugi Corp. | 0.57% | 55,853 | $1.8M | Add +0.1% |
| ABBV Abbvie Inc. | 0.57% | 8,741 | $1.8M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.56% | 11,759 | $1.8M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.54% | 10,252 | $1.7M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.54% | 3,373 | $1.7M | Reduce -22.8% |
| DVY iShares Select Dividend ETF | 0.53% | 12,839 | $1.7M | Add +4.8% |
| DUK Duke Energy Corp. | 0.52% | 13,846 | $1.7M | Add +15.0% |
| LOW Lowe's Cos Inc. | 0.52% | 7,173 | $1.7M | Add +0.3% |
| XLE SS Energy Select Sector | 0.51% | 17,817 | $1.7M | Add +191.8% |
| JPC Nuveen Prefered & Income Opp | 0.49% | 201,095 | $1.6M | Add +0.2% |
| PTRB Pgim Total Return Bond ETF | 0.49% | 37,842 | $1.6M | Reduce -19.9% |
| COST Costco Wholesale Corp. | 0.47% | 1,608 | $1.5M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 2,704 | $1.5M | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.47% | 13,881 | $1.5M | Reduce -10.7% |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 8,722 | $1.5M | Add +75.3% |
| JPST JPMorgan Ultra-Short Income | 0.44% | 27,937 | $1.4M | Add +7.3% |
| OSBC Old Second Bancorp Inc. | 0.44% | 84,826 | $1.4M | No change |
| KMI Kinder Morgan Inc. | 0.42% | 47,150 | $1.3M | Reduce -48.4% |
| PFXF Vaneck Pref Sec X-Financials | 0.42% | 80,249 | $1.3M | Add +1.9% |
| MDT Medtronic PLC | 0.40% | 14,509 | $1.3M | Add +1.3% |
| WMT Walmart Inc. | 0.40% | 14,847 | $1.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.39% | 8,454 | $1.3M | Add +7.6% |
| TGT Target Corp. | 0.39% | 11,957 | $1.2M | Add +0.3% |
| MMM 3M Co. | 0.38% | 8,345 | $1.2M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 0.38% | 22,667 | $1.2M | Add +21.5% |
| PYPL PayPal Holdings Inc. | 0.37% | 18,320 | $1.2M | Reduce -3.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 25,603 | $1.2M | Add +42.2% |
| CVX Chevron Corp. | 0.35% | 6,848 | $1.1M | Add +2.5% |
| CTSH Cognizant Tech Solutions-A | 0.35% | 14,931 | $1.1M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.35% | 1,361 | $1.1M | Reduce -2.5% |
| HTRB Hartford TTL RTRN BND ETF | 0.34% | 32,221 | $1.1M | Reduce -32.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.34% | 22,341 | $1.1M | Add +33.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 12,965 | $1.1M | Reduce -4.7% |
| STOT SS DL St Dur TR Tact ETF | 0.33% | 22,348 | $1.1M | Add +0.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.31% | 39,809 | $1.0M | Reduce -6.0% |
| SPG Simon Property Group Inc. | 0.31% | 6,114 | $1.0M | No change |
| GTO Invesco Total Return Bond Et | 0.31% | 21,461 | $1.0M | Reduce -31.4% |
| CBSH Commerce Bancshares Inc. | 0.31% | 16,165 | $1.0M | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.31% | 28,152 | $1.0M | Add +1.4% |
| CGGR Cap Group Growth Equity | 0.31% | 29,178 | $999K | Reduce -0.7% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.31% | 12,331 | $995K | Add +0.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.30% | 17,767 | $976K | Add +1.3% |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 16,032 | $945K | Add +20.4% |
| STRA Strategic Education Inc. | 0.29% | 11,177 | $938K | Add +0.7% |
| GLD SPDR Gold Shares | 0.28% | 3,180 | $916K | Add +8.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 38,984 | $903K | Add +68.3% |
| ET Energy Transfer LP | 0.28% | 48,537 | $902K | Add +15.7% |
| UPS United Parcel Service Class B | 0.27% | 7,973 | $877K | Reduce -1.9% |
| PFE Pfizer Inc. | 0.27% | 34,585 | $876K | Add +1.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -12.2% | 2.60% | −0.80 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.37 |
| KMI Kinder Morgan Inc. | Reduce -48.4% | 0.42% | −0.37 |
| MSFT Microsoft Corp. | Reduce -1.5% | 1.85% | −0.30 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 2.02% | −0.27 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 1.40% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -22.8% | 0.54% | −0.20 |
| NVDA Nvidia Corp. | Reduce -10.7% | 0.47% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 1.43% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 2.29% | −0.17 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -32.8% | 0.34% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.56% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.5% | 0.63% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 0.69% | −0.16 |
| GTO Invesco Total Return Bond Et | Reduce -31.4% | 0.31% | −0.15 |
| PYPL PayPal Holdings Inc. | Reduce -3.4% | 0.37% | −0.14 |
| TSLA Tesla Inc. | Reduce -14.2% | 0.15% | −0.13 |
| BLK BlackRock Inc. | Reduce -0.4% | 1.19% | −0.13 |
| PTRB Pgim Total Return Bond ETF | Reduce -19.9% | 0.49% | −0.12 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.5% | 0.91% | −0.12 |
| TYLD Cambria Tactical Yield ETF | Reduce -36.9% | 0.17% | −0.11 |
| DFCF Dimensional Core Fixed Inc. | Reduce -25.9% | 0.25% | −0.09 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.09 |
| PWV Invesco Large Cap Value ETF | Reduce -24.9% | 0.25% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.07 |
| COIN Coinbase Global Inc. Class A | Reduce -9.8% | 0.11% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.07 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.7% | 0.91% | −0.07 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.5% | 1.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.1% | 0.47% | −0.05 |
| UPS United Parcel Service Class B | Reduce -1.9% | 0.27% | −0.05 |
| PAAA Pgim Aaa Clo ETF | Reduce -28.5% | 0.11% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -11.4% | 0.21% | −0.04 |
| CGGR Cap Group Growth Equity | Reduce -0.7% | 0.31% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -17.9% | 0.16% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.9% | 0.14% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -8.2% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.6% | 0.14% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 1.00% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.1% | 0.17% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.1% | 0.12% | −0.02 |
| WMT Walmart Inc. | Reduce -0.7% | 0.40% | −0.02 |
| PYLD PIMCO Multisector Bond Actv | Reduce -9.8% | 0.19% | −0.02 |
| SYLD Cambria Shareholder Yield Et | Reduce -16.1% | 0.07% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -24.6% | 0.06% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.7% | 0.33% | −0.02 |
| HD Home Depot Inc. | Reduce -2.1% | 0.18% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.6% | 0.14% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| AMT American Tower Corp. | New | 0.71% | +0.71 |
| O Realty Income Corp. | Add +121.1% | 0.82% | +0.47 |
| XLE SS Energy Select Sector | Add +191.8% | 0.51% | +0.35 |
| XLV SS Health Care Select Sector | Add +124.7% | 0.58% | +0.33 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 2.48% | +0.29 |
| SDY SS SPDR S&P Dividend ETF | Add +8.8% | 3.12% | +0.28 |
| SCHD Schwab US DVD Equity ETF | Add +9.1% | 2.26% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +75.3% | 0.46% | +0.18 |
| KO The Coca-Cola Co. | Add +0.2% | 1.32% | +0.15 |
| PAYX Paychex Inc. | Add +12.0% | 0.88% | +0.15 |
| AWK American Water Works Co. Inc. | Add +2.6% | 0.83% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.3% | 1.43% | +0.13 |
| DUK Duke Energy Corp. | Add +15.0% | 0.52% | +0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Add +68.3% | 0.28% | +0.11 |
| MBB iShares MBS ETF | Add +108.6% | 0.21% | +0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +42.2% | 0.36% | +0.11 |
| VYM Vanguard High DVD Yield ETF | Add +7.8% | 1.61% | +0.11 |
| NOBL Proshares S&P 500 Dividend A | Add +6.6% | 1.46% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.10% | +0.10 |
| CME Cme Group Inc. | Add +0.1% | 0.87% | +0.10 |
| WU Western Union Co. | New | 0.09% | +0.09 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | Add +0.7% | 0.77% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.5% | 1.30% | +0.09 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.73% | +0.08 |
| UGI Ugi Corp. | Add +0.1% | 0.57% | +0.08 |
| D Dominion Energy Inc. | New | 0.07% | +0.07 |
| SO The Southern Co. | Add +3.9% | 0.60% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +20.4% | 0.29% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +21.5% | 0.38% | +0.07 |
| GOVT iShares US Treasury Bond ETF | New | 0.07% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +33.7% | 0.34% | +0.07 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.07% | +0.07 |
| WY Weyerhaeuser Co. | New | 0.07% | +0.07 |
| TLT iShares 20+ Year Treasury BD | New | 0.06% | +0.06 |
| CGSD Cap Group Short Duration | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | Add +8.6% | 0.28% | +0.06 |
| NEE Nextera Energy Inc. | Add +44.6% | 0.20% | +0.06 |
| BGC BGC Group Inc. Class A | New | 0.06% | +0.06 |
| WEC WEC Energy Group Inc. | Add +11.4% | 0.26% | +0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Add +1.7% | 1.28% | +0.06 |
| CVX Chevron Corp. | Add +2.5% | 0.35% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +6.8% | 1.05% | +0.05 |
| XLF SS Financial Select Sector | Add +43.8% | 0.15% | +0.05 |
| MUB iShares National Muni Bond E | Add +64.8% | 0.11% | +0.04 |
| MDT Medtronic PLC | Add +1.3% | 0.40% | +0.04 |
| MCD McDonald's Corp. | Add +13.4% | 0.25% | +0.04 |
| MMM 3M Co. | Add +0.0% | 0.38% | +0.04 |
| EPD Enterprise Products Partners | Add +12.1% | 0.24% | +0.04 |
| XGDVX Gabelli Dividend & Income TR | Add +8.0% | 0.62% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 320 | $575.0M | AAPL, VEA, SDY, SCHG, JPM |
| Q1 2026 | 273 | $472.5M | AAPL, VEA, SDY, SCHD, SCHG |
| Q4 2025 | 274 | $468.0M | AAPL, VEA, SDY, SCHG, JPM |
| Q3 2025 | 243 | $373.1M | VEA, SDY, SCHG, AAPL, IVV |
| Q2 2025 | 242 | $347.1M | SDY, VEA, SCHG, IVV, MSFT |
| Q1 2025 | 231 | $323.4M | SDY, AAPL, VEA, IVV, SCHD |
| Q4 2024 | 226 | $317.6M | AAPL, SDY, IVV, JPM, VEA |
| Q3 2024 | 227 | $327.0M | AAPL, SDY, VEA, IVV, MSFT |
| Q2 2024 | 222 | $299.3M | AAPL, GDX, IVV, VEA, SDY |
| Q1 2024 | 214 | $284.6M | GDX, IVV, VEA, SDY, AAPL |