MSH Capital Advisors LLC Portfolio Holdings
Q3 2025•240 long positions•$371.2M portfolio value
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Holding252 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.9M 3.48% | +$2.7M Bought | — 215.6K shares | 170.6K → 215.6K +$2.7M | +26.35% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.4M 3.06% | +$266.0K Bought | — 81.1K shares | 79.2K → 81.1K +$266.0K | +2.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.8M 2.64% | +$490.0K Bought | — 307.1K shares | 291.7K → 307.1K +$490.0K | +5.26% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $9.7M 2.61% | +$221.5K Bought | 0.0% 38.0K shares | 37.1K → 38.0K +$221.5K | +2.34% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.7M 2.34% | -$107.8K Sold | — 13.0K shares | 13.1K → 13.0K −$107.8K | -1.23% | — — | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $8.2M 2.2% | -$253.3K Sold | 0.001% 25.9K shares | 26.7K → 25.9K −$253.3K | -3.0% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.2M 2.2% | +$472.6K Bought | — 299.1K shares | 281.8K → 299.1K +$472.6K | +6.14% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $8.2M 2.2% | +$15.0K Bought | 0.0% 15.8K shares | 15.7K → 15.8K +$15.0K | +0.18% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 1.94% | +$1.4M Bought | — 82.5K shares | 66.5K → 82.5K +$1.4M | +23.92% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $6.7M 1.79% | +$45.2K Bought | 0.001% 13.2K shares | 13.2K → 13.2K +$45.2K | +0.68% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.3M 1.71% | -$239.3K Sold | — 52.6K shares | 54.6K → 52.6K −$239.3K | -3.63% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.3M 1.71% | +$309.7K Bought | — 45.0K shares | 42.8K → 45.0K +$309.7K | +5.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.8M 1.55% | -$16.8K Sold | — 12.0K shares | 12.1K → 12.0K −$16.8K | -0.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 1.38% | +$172.0K Bought | — 49.7K shares | 48.0K → 49.7K +$172.0K | +3.48% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.0M 1.36% | -$19.4K Sold | — 77.1K shares | 77.4K → 77.1K −$19.4K | -0.38% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.0M 1.34% | -$10.9K Sold | — 41.9K shares | 42.0K → 41.9K −$10.9K | -0.22% | — — | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $4.9M 1.32% | — | 0.006% 14.1K shares | — | — | $86.3B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.9M 1.31% | -$69.7K Sold | — 63.5K shares | 64.4K → 63.5K −$69.7K | -1.41% | — — | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $4.8M 1.28% | — | 0.003% 4.1K shares | — | — | $180.54B Large Cap | Q4 2021 Held for 3y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.0M 1.08% | +$47.1K Bought | 0.001% 60.4K shares | 59.7K → 60.4K +$47.1K | +1.19% | $285.42B Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $4.0M 1.08% | +$48.3K Bought | 0.001% 35.4K shares | 35.0K → 35.4K +$48.3K | +1.22% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $3.8M 1.02% | — | — 12.9K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 1.02% | -$38.0K Sold | — 18.3K shares | 18.5K → 18.3K −$38.0K | -1.0% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.6M 0.959% | — | — 20.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 0.91% | -$450.8K Sold | — 43.1K shares | 48.9K → 43.1K −$450.8K | -11.78% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.3M 0.895% | — | — 23.8K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.895% | — | — 23.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
REIT - Retail Real Estate | $3.3M 0.88% | — | 0.006% 53.7K shares | — | — | $55.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.832% | — | — 10.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 0.829% | -$9.3K Sold | — 16.5K shares | 16.6K → 16.5K −$9.3K | -0.3% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 0.803% | — | — 14.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.9M 0.782% | +$58.4K Bought | 0.001% 15.7K shares | 15.3K → 15.7K +$58.4K | +2.05% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Data & Stock Exchanges Financial Services | $2.9M 0.775% | — | 0.003% 10.6K shares | — | — | $97.4B Large Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.7M 0.733% | +$147.8K Bought | — 12.6K shares | 11.9K → 12.6K +$147.8K | +5.75% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $2.7M 0.725% | +$269.5K Bought | — 99.2K shares | 89.3K → 99.2K +$269.5K | +11.13% | — — | Q4 2021 Held for 3y 11m | |
Communication Equipment Technology | $2.7M 0.725% | -$12.4K Sold | 0.001% 39.3K shares | 39.5K → 39.3K −$12.4K | -0.46% | $270.48B Mega Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $2.7M 0.718% | -$166.7K Sold | 0.0% 12.1K shares | 12.9K → 12.1K −$166.7K | -5.88% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.702% | -$162.2K Sold | — 23.6K shares | 25.0K → 23.6K −$162.2K | -5.86% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.697% | -$63.0K Sold | — 4.3K shares | 4.4K → 4.3K −$63.0K | -2.38% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.697% | -$168.8K Sold | — 18.3K shares | 19.5K → 18.3K −$168.8K | -6.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.697% | +$1.0M Bought | — 37.0K shares | 22.2K → 37.0K +$1.0M | +66.84% | — — | Q2 2025 Held for 5 months | |
Regulated Water Utilities | $2.6M 0.691% | — | 0.009% 18.4K shares | — | — | $27.2B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.6M 0.688% | +$768.5K Bought | — 18.4K shares | 12.8K → 18.4K +$768.5K | +43.01% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $2.5M 0.684% | -$346.7K Sold | 0.0% 10.4K shares | 11.9K → 10.4K −$346.7K | -12.01% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.671% | -$460.7K Sold | — 49.1K shares | 58.2K → 49.1K −$460.7K | -15.61% | — — | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $2.4M 0.649% | +$81.4K Bought | 0.001% 54.8K shares | 53.0K → 54.8K +$81.4K | +3.5% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
REIT - Specialty Real Estate | $2.4M 0.643% | +$1.7K Bought | 0.003% 12.4K shares | 12.4K → 12.4K +$1.7K | +0.07% | $90.1B Large Cap | Q1 2025 Held for 8 months | |
Staffing & Employment Services Industrials | $2.3M 0.625% | — | 0.005% 18.3K shares | — | — | $45.6B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $2.3M 0.613% | -$80.2K Sold | 0.0% 12.2K shares | 12.6K → 12.2K −$80.2K | -3.41% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.6% | +$141.4K Bought | — 3.6K shares | 3.4K → 3.6K +$141.4K | +6.78% | — — | Q4 2021 Held for 3y 11m |
