Portfolio (Quarterly)
Guide ↗
MSH Capital Advisors LLC
· CIK 0002056306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 2 | $1.5M | 0.32% | SOLD |
| 2 | STOT | SSGA ACTIVE TR | — | 23,201 | $1.1M | 0.23% | SOLD |
| 3 | KMI | KINDER MORGAN INC DEL | Energy | 33,955 | $933K | 0.20% | SOLD |
| 4 | MPLX | MPLX LP | Energy | 8,080 | $431K | 0.09% | SOLD |
| 5 | DFEB | FIRST TR EXCHNG TRADED FD VI | — | 8,146 | $389K | 0.08% | SOLD |
| 6 | SCMB | SCHWAB STRATEGIC TR | — | 13,876 | $357K | 0.08% | SOLD |
| 7 | VST | VISTRA CORP | Utilities | 2,031 | $328K | 0.07% | SOLD |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,224 | $315K | 0.07% | SOLD |
| 9 | PAAA | PGIM ETF TR | — | 4,986 | $256K | 0.06% | SOLD |
| 10 | EMB | ISHARES TR | — | 2,610 | $251K | 0.05% | SOLD |
| 11 | KNF | KNIFE RIVER CORP | Basic Materials | 3,291 | $232K | 0.05% | SOLD |
| 12 | ACN | ACCENTURE PLC IRELAND | Technology | 859 | $230K | 0.05% | SOLD |
| 13 | QCOM | QUALCOMM INC | Technology | 1,301 | $223K | 0.05% | SOLD |
| 14 | BRO | BROWN & BROWN INC | Financial Services | 2,670 | $213K | 0.04% | SOLD |
| 15 | ABT | ABBOTT LABS | Healthcare | 1,677 | $210K | 0.04% | SOLD |
| 16 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,376 | $208K | 0.04% | SOLD |
| 17 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 8,824 | $206K | 0.04% | SOLD |
| 18 | EFG | ISHARES TR | — | 1,780 | $203K | 0.04% | SOLD |
| 19 | JOBY | JOBY AVIATION INC | Industrials | 15,100 | $199K | 0.04% | SOLD |
| 20 | PGF | INVESCO EXCHANGE TRADED FD T | — | 10,583 | $150K | 0.03% | SOLD |
Sector Allocation
Technology
28.9%
Financial Services
17.6%
Healthcare
7.4%
Consumer Defensive
7.2%
Industrials
7.2%
Energy
7.0%
Consumer Cyclical
6.9%
Communication Services
5.5%
Utilities
5.3%
Real Estate
4.7%