Portfolio (Quarterly)
Guide ↗
MSH Capital Advisors LLC
· CIK 0002056306| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 15,016.0 | $482K | 0.10% | NEW | — | $32.10 | +1.1% |
| 182 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 8,370.0 | $479K | 0.10% | NEW | — | $57.24 | -2.5% |
| 183 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 8,798.0 | $475K | 0.10% | NEW | — | $53.94 | +2.9% |
| 184 | YUM | YUM BRANDS INC | Consumer Cyclical | 3,027.0 | $458K | 0.10% | NEW | — | $151.28 | -0.4% |
| 185 | UAL | UNITED AIRLS HLDGS INC | Industrials | 4,085.0 | $457K | 0.10% | NEW | — | $111.82 | +8.7% |
| 186 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 1,757.0 | $456K | 0.10% | NEW | — | $259.50 | +23.8% |
| 187 | BAI | BLACKROCK ETF TRUST | — | 13,612.0 | $453K | 0.10% | NEW | — | $33.30 | +49.9% |
| 188 | CRM | SALESFORCE INC | Technology | 1,695.0 | $449K | 0.10% | NEW | — | $264.93 | -42.1% |
| 189 | TMSL | T ROWE PRICE ETF INC | — | 12,243.0 | $440K | 0.09% | NEW | — | $35.90 | +18.7% |
| 190 | MPLX | MPLX LP | Energy | 8,080.0 | $431K | 0.09% | NEW | — | $53.37 | +8.1% |
| 191 | PSX | PHILLIPS 66 | Energy | 3,328.0 | $429K | 0.09% | NEW | — | $129.03 | +32.0% |
| 192 | ESGV | VANGUARD WORLD FD | — | 3,530.0 | $427K | 0.09% | NEW | — | $120.96 | +7.2% |
| 193 | SLB | SLB LIMITED | Energy | 11,073.0 | $425K | 0.09% | NEW | — | $38.38 | +24.5% |
| 194 | CGBL | CAPITAL GROUP CORE BALANCED | — | 11,879.0 | $420K | 0.09% | NEW | — | $35.33 | +6.1% |
| 195 | — | IQVIA HLDGS INC | — | 1,843.0 | $415K | 0.09% | NEW | — | $225.41 | — |
| 196 | TY | TRI CONTL CORP | Financial Services | 12,719.0 | $415K | 0.09% | NEW | — | $32.66 | +5.9% |
| 197 | SPDW | SPDR INDEX SHS FDS | — | 9,091.0 | $404K | 0.09% | NEW | — | $44.41 | +11.7% |
| 198 | LQD | ISHARES TR | — | 3,644.0 | $402K | 0.09% | NEW | — | $110.19 | -1.2% |
| 199 | GEV | GE VERNOVA INC | Utilities | 611.0 | $400K | 0.09% | NEW | — | $654.06 | +58.2% |
| 200 | GOVT | ISHARES TR | — | 17,212.0 | $396K | 0.09% | NEW | — | $23.02 | -1.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.9%
Financial Services
18.8%
Healthcare
7.5%
Consumer Cyclical
7.3%
Industrials
7.3%
Consumer Defensive
6.2%
Energy
6.0%
Utilities
5.0%
Communication Services
4.5%
Real Estate
4.3%