Portfolio (Quarterly)
Guide ↗
MSH Capital Advisors LLC
· CIK 0002056306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 4,789 | $893K | 0.19% | SOLD |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | — | 3,231 | $768K | 0.16% | SOLD |
| 3 | TMSL | T ROWE PRICE ETF INC | — | 10,685 | $392K | 0.08% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,614 | $365K | 0.08% | SOLD |
| 5 | NOC | NORTHROP GRUMMAN CORP | Industrials | 457 | $312K | 0.07% | SOLD |
| 6 | TECK | TECK RESOURCES LTD | Basic Materials | 5,270 | $273K | 0.06% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 1,263 | $236K | 0.05% | SOLD |
| 8 | SPMD | SPDR SERIES TRUST | — | 3,880 | $230K | 0.05% | SOLD |
| 9 | BP | BP PLC | Energy | 4,623 | $217K | 0.05% | SOLD |
| 10 | PALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 1,565 | $211K | 0.04% | SOLD |
| 11 | GFL | GFL ENVIRONMENTAL INC | Industrials | 5,021 | $209K | 0.04% | SOLD |
| 12 | NEM | NEWMONT CORP | Basic Materials | 1,893 | $205K | 0.04% | SOLD |
| 13 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2,182 | $204K | 0.04% | SOLD |
| 14 | EQS | EQUUS TOTAL RETURN INC | Financial Services | 21,666 | $40K | 0.01% | SOLD |
Sector Allocation
Technology
33.1%
Financial Services
18.1%
Healthcare
7.6%
Industrials
7.3%
Consumer Cyclical
6.7%
Consumer Defensive
6.2%
Energy
5.3%
Communication Services
4.9%
Utilities
4.8%
Real Estate
3.9%