MSH Capital Advisors LLC Portfolio
Invests via MSH Capital Advisors LLC | Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Invests via MSH Capital Advisors LLC
Managed by Mark Stephen Howells, Katrina Patricia Santamaria, Marcy Ann Crites, Tara Lynn Kreizenbeck, Shane Christopher (Shane) Jordan
Automatically Tracked
Company Profile
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Privately held boutique investment adviser focused on institutional and high-net-worth clients, offering customized portfolio management, strategic asset allocation and alternative investments. MSH Capital Advisors LLC positions itself as a multi-asset manager combining discretionary wealth management with advisory services, emphasizing risk-adjusted returns, tax-aware strategies and mid-market direct investments. Typical capital focus includes equities, fixed income and private assets.
Investment Philosophy & Strategy
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
Adopts a client-centric, multi-asset investment philosophy that prioritizes risk-adjusted returns through diversified, tax-aware portfolios and selective direct exposures to mid-market opportunities. Combines discretionary portfolio management with advisory mandates to tailor strategic asset allocation across equities, fixed income and private assets, blending liquid core positions with illiquid alpha-generating private investments. Emphasizes capital preservation, drawdown control, and tactical rebalancing driven by macro and valuations signals, while using active security selection, due diligence on direct deals, and fee-conscious implementation to align institutional and high-net-worth client objectives over multi-year horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
88.39%
Gain -0.2%
Monthly
0.84%
Yearly
10.53%
Drawdown
19.79%
$591.7M
Equity
Holdings
$591.7M
Investment
$471.55M
$130.14M
Profit -$589,100.29
Realized
$9.99M
Unrealized
$120.14M
Dividends
$32.4M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$589,100.29
Win %
72%
This Week
Compared To Last Week
Gain
0.12%
Profit
$709,777.32
Win %
72%
This Month
Compared to last month
Gain
1.69%
Profit
$9.85M
Win %
72%
This Year
Compared to last year
Gain
3.02%
Profit
$17.38M
Win %
72%
WIT Wipro Limited American Depositary Receipt
+3.21%
+$787.2 
NI NiSource Inc.
+2.92%
+$5,316.46 
SLB Schlumberger Limited
+2.54%
+$13,756.32 
COP ConocoPhillips
+2.5%
+$20,419.6 
EOG EOG Resources, Inc.
+2.42%
+$8,402.43 
LMT Lockheed Martin Corporation
+2.42%
+$20,107.98 
RTX RTX Corporation
+2.27%
+$61,055.83 
F Ford Motor Company
+2.23%
+$3,678.12 
SHEL Shell plc
+2.21%
+$33,758.59 
PEP PepsiCo, Inc.
+2.1%
+$27,378 
PM Philip Morris International Inc.
+2.07%
+$10,598.79 
HAL Halliburton Company
+1.93%
+$5,152.39 
CVX Chevron Corporation
+1.89%
+$47,252.89 
SO The Southern Company
+1.83%
+$35,428.82 
TJX The TJX Companies, Inc.
+1.83%
+$4,051.85 
WEC WEC Energy Group Inc.
+1.83%
+$25,786.47 
MDU MDU Resources Group, Inc.
+1.77%
+$3,247.2 
XLE Energy Select Sector SPDR Fund
+1.76%
+$44,113.68 
AMT American Tower Corporation
+1.68%
+$43,462.88 
DUK Duke Energy Corporation
+1.62%
+$27,529.52 
MCHP Microchip Technology Incorporated
+1.62%
+$4,314 
XOM Exxon Mobil Corporation
+1.5%
+$104,635.34 
GE General Electric Company
+1.46%
+$7,043.8 
EPD Enterprise Products Partners L.P.
+1.46%
+$28,109.64 
JPM JPMorgan Chase & Co.
+1.46%
+$163,174.41 
ET Energy Transfer L.P.
+1.43%
+$26,224.56 
KO The Coca-Cola Company
+1.39%
+$94,470.4 
VTRS Viatris Inc.
+1.37%
+$5,920.5 
WFC Wells Fargo & Company
+1.37%
+$7,836.04 
LHX L3Harris Technologies, Inc.
+1.37%
+$2,947.84 
UGI UGI Corporation
+1.36%
+$28,961.88 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+1.34%
+$11,083.47 
OTIS Otis Worldwide Corporation
+1.29%
+$7,057.05 
COST Costco Wholesale Corporation
+1.28%
+$32,040.33 
D Dominion Energy, Inc.
+1.27%
+$3,354.4 
MO Altria Group, Inc.
+1.27%
+$9,120.82 
HPF John Hancock Preferred Income Fund II
+1.27%
+$1,716.49 
PSX Phillips 66
+1.23%
+$11,602.47 
NEE NextEra Energy, Inc.
+1.22%
+$12,801.69 
LIN Linde plc
+1.2%
+$3,818.4 
VPU Vanguard Utilities ETF
+1.18%
+$2,800.52 
AWK American Water Works Company, Inc.
+1.14%
+$30,761.76 
MRK Merck & Co., Inc.
+1.13%
+$16,396.72 
ZTS Zoetis Inc.
+1.08%
+$2,629.9 
SHLD Global X Defense Tech ETF
+1.08%
+$3,607.09 
BROS Dutch Bros Inc.
+1.05%
+$2,620.86 
MPLX MPLX LP
+1.03%
+$4,951.28 
PWV Invesco Large Cap Value ETF
+1.02%
+$8,361.53 
HD The Home Depot, Inc.
+0.99%
+$10,970.89 
TY Tri-Continental Corporation
+0.99%
+$4,324.46 
VZ Verizon Communications Inc.
+0.98%
+$28,961.43 
O Realty Income Corporation
+0.97%
+$32,326.56 
TXN Texas Instruments Inc
+0.97%
+$6,501.6 
OSBC Old Second Bancorp, Inc.
+0.97%
+$20,358.24 
PG Procter & Gamble Co
+0.96%
+$18,449.65 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.96%
+$9,450.63 
LOW Lowe's Companies Inc.
+0.94%
+$14,248.96 
KR Kroger Co.
+0.93%
+$2,335.66 
NKE Nike, Inc. - Class B
+0.9%
+$4,151.65 
LLY Eli Lilly and Company
+0.9%
+$18,905.72 
PSA Public Storage Common Stock
+0.88%
+$4,630.16 
BLK BlackRock, Inc.
+0.87%
+$40,401.06 
DHS WisdomTree U.S. High Dividend Fund
+0.87%
+$5,332.53 
XLP Consumer Staples Select Sector SPDR Fund
+0.84%
+$5,743.64 
CARR Carrier Global Corporation
+0.84%
+$1,926.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$92,774.31 
NAD Nuveen Quality Municipal Income Fund
+0.78%
+$5,595.76 
AAPL Apple Inc.
+0.74%
+$463,997.04 
ABBV AbbVie Inc.
+0.72%
+$36,162.6 
SDOG ALPS Sector Dividend Dogs ETF
+0.7%
+$1,473.62 
DVY iShares Select Dividend ETF
+0.7%
+$14,796.1 
AFL Aflac Inc.
+0.69%
+$1,462.05 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,522.24 
WMT Walmart Inc.
+0.6%
+$17,283.53 
DIS The Walt Disney Company
+0.6%
+$3,028.08 
JNJ Johnson & Johnson
+0.59%
+$33,846 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$43,591.2 
V Visa Inc. Class A
+0.58%
+$22,426.25 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$9,208.02 
GEV GE Vernova Inc.
+0.58%
+$3,521.52 
T AT&T Inc.
+0.57%
+$3,074.76 
BAC Bank of America Corporation
+0.57%
+$5,543.35 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.55%
+$29,391.7 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$1,543.85 
SDY SPDR S&P Dividend ETF
+0.53%
+$75,198.66 
ASML ASML Holding N.V. New York Registry Shares
+0.52%
+$944.36 
FITB Fifth Third Bancorp
+0.5%
+$1,135.25 
PFE Pfizer Inc.
+0.48%
+$7,476.98 
AXP American Express Company
+0.47%
+$1,041.51 
EFV iShares MSCI EAFE Value ETF
+0.43%
+$2,394.96 
PECO Phillips Edison & Company, Inc.
+0.42%
+$776.48 
XLF Financial Select Sector SPDR Fund
+0.42%
+$1,790.55 
DGRO iShares Core Dividend Growth ETF
+0.41%
+$3,280.32 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.41%
+$4,959.36 
ADM Archer-Daniels-Midland Co
+0.37%
+$935.58 
JPC Nuveen Preferred & Income Opportunities Fund
+0.37%
+$6,024.07 
BMO Bank of Montreal
+0.37%
+$1,144.97 
CGDG Capital Group Dividend Growers ETF
+0.36%
+$1,625.81 
FRT Federal Realty Investment Trust
+0.34%
+$2,449.86 
CME CME Group Inc.
+0.34%
+$10,560.5 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$29,305.64 
MPC Marathon Petroleum Corporation
+0.31%
+$2,694.49 
VTV Vanguard Value ETF
+0.3%
+$15,270.08 
IQLT iShares MSCI International Quality Factor ETF
+0.29%
+$2,110.47 
AMGN Amgen Inc.
+0.28%
+$1,257.06 
VOE Vanguard Mid-Cap Value ETF
+0.28%
+$12,219.82 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$17,313.75 
SKT Tanger Factory Outlet Centers, Inc.
+0.26%
+$1,287 
MGOV First Trust Intermediate Government Opportunities ETF
+0.25%
+$548.35 
IEFA iShares Core MSCI EAFE ETF
+0.24%
+$23,133.17 
MCD McDonald's Corporation
+0.22%
+$2,626.15 
TEL TE Connectivity plc
+0.2%
+$584.79 
BA Boeing Company
+0.18%
+$986.65 
COWZ Pacer US Cash Cows 100 ETF
+0.18%
+$1,207.7 
EFA iShares MSCI EAFE ETF
+0.18%
+$2,161.63 
SBUX Starbucks Corporation
+0.15%
+$319.05 
SYLD Cambria Shareholder Yield ETF
+0.15%
+$341.25 
DOC Healthpeak Properties, Inc.
+0.13%
+$626.9 
VOOV Vanguard S&P 500 Value ETF
+0.12%
+$1,119.72 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$6,475.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$21,016.4 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$3,943.76 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$2,427.68 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.09%
+$590.62 
GDX VanEck Gold Miners ETF
+0.08%
+$1,181.3 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$80.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$605.21 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$191.18 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$769.77 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.03%
+$134 
VONV Vanguard Russell 1000 Value Index Fund
+0.02%
+$38.82 
BMY Bristol-Myers Squibb Company
+0.02%
+$62.36 
MA Mastercard Incorporated
+0.01%
+$117.76 
BINC iShares Flexible Income Active ETF
+0.01%
+$73.16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$64.28 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SDVD FT Vest Smid Rising Dividend Fund
0%
$0 
PANW Palo Alto Networks, Inc.
-7.76%
-$19,377.49 
CRWD CrowdStrike Holdings, Inc.
-7.44%
-$32,250.42 
PLTR Palantir Technologies Inc.
-6.48%
-$64,898.04 
STX Seagate Technology Holdings plc
-5.67%
-$176,315.81 
AREC American Resources Corporation
-5.42%
-$650 
SNDK SanDisk Corporation
-4.56%
-$11,187.97 
ARKG ARK Genomic Revolution ETF
-4.55%
-$30,472.96 
INTC Intel Corporation
-3.92%
-$15,173.18 
SBIO ALPS Medical Breakthroughs ETF
-3.73%
-$13,923 
ORCL Oracle Corporation
-3.71%
-$7,864.24 
MU Micron Technology, Inc.
-3.71%
-$112,676.97 
BHYP Bitwise Hyperliquid ETF
-3.61%
-$13,291.69 
AMD Advanced Micro Devices, Inc.
-3.52%
-$42,688.76 
BAI iShares A.I. Innovation and Tech Active ETF
-3.5%
-$20,610.92 
GH Guardant Health Inc.
-3.47%
-$35,891.5 
AVGO Broadcom Inc.
-3.12%
-$80,324.71 
COIN Coinbase Global, Inc.
-3.06%
-$10,787.08 
MRVL Marvell Technology, Inc.
-2.89%
-$8,189.76 
DUOL Duolingo, Inc.
-2.83%
-$10,289.22 
IGPT Invesco AI and Next Gen Software ETF
-2.76%
-$5,095.5 
NFLX Netflix, Inc.
-2.67%
-$18,478.5 
META Meta Platforms Inc Class A
-2.56%
-$56,798.61 
AMAT Applied Materials, Inc.
-2.51%
-$4,430.58 
IBB iShares Biotechnology ETF
-2.37%
-$20,072.08 
UAL United Airlines Holdings, Inc.
-2.25%
-$9,689.23 
SOXX iShares Semiconductor ETF
-2.15%
-$8,772.21 
VRT Vertiv Holdings Co
-2.09%
-$4,498.98 
SOFI SoFi Technologies, Inc.
-1.99%
-$9,538.2 
MSFT Microsoft Corp.
-1.97%
-$249,890.04 
XLK State Street Technology Select Sector SPDR ETF
-1.96%
-$11,616.01 
STRA Strategic Education Inc.
-1.95%
-$17,875.22 
VBK Vanguard Small-Cap Growth ETF
-1.94%
-$66,496.54 
IYW iShares U.S. Technology ETF
-1.93%
-$5,834.16 
Q Qnity Electronics Inc.
-1.93%
-$2,931.39 
IWP iShares Russell Mid-Cap Growth ETF
-1.89%
-$64,316.2 
GOOGL Alphabet Inc
-1.76%
-$123,528.23 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$10,036.2 
CSCO Cisco Systems, Inc.
-1.71%
-$53,559.32 
ETN Eaton Corporation plc
-1.68%
-$16,586.52 
GOOG Alphabet Inc
-1.64%
-$25,696.44 
QQQ Invesco QQQ Trust, Series 1
-1.61%
-$62,833.68 
BGC BGC Group, Inc.
-1.59%
-$3,673.73 
QGRO American Century U.S. Quality Growth ETF
-1.53%
-$37,743.93 
TSLA Tesla, Inc.
-1.53%
-$64,155.65 
CGGR Capital Group Growth ETF
-1.51%
-$29,385.36 
DE Deere & Company
-1.49%
-$12,493.62 
QQQI Neos NASDAQ-100 High Income ETF
-1.44%
-$10,754.27 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$55,941.75 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.42%
-$4,341.25 
SPMO Invesco S&P 500 Momentum ETF
-1.39%
-$7,787.42 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$20,868.99 
PFXF VanEck Preferred Securities ex Financials ETF
-1.33%
-$23,102.81 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$8,063.55 
PWR Quanta Services Inc.
-1.32%
-$5,608.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.3%
-$9,417.7 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$150,188.28 
VUG Vanguard Growth ETF
-1.21%
-$109,362.97 
UNH UnitedHealth Group Incorporated
-1.21%
-$19,645.29 
VOOG Vanguard S&P 500 Growth ETF
-1.17%
-$22,630 
AVEM Avantis Emerging Markets Equity ETF
-1.17%
-$3,801.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.15%
-$92,315.05 
IEMG iShares Core MSCI Emerging Markets ETF
-1.12%
-$20,614.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.11%
-$7,703.1 
IQV IQVIA Holdings Inc.
-1.1%
-$9,119.53 
QCOM QUALCOMM Incorporated
-1.09%
-$2,404.34 
WU Western Union Co.
-1.04%
-$2,631.26 
BX Blackstone Inc.
-1.04%
-$8,412.62 
SPEM SPDR Portfolio Emerging Markets ETF
-1.02%
-$2,406.07 
AMZN Amazon.com Inc
-1.02%
-$63,115.35 
VWO Vanguard FTSE Emerging Markets ETF
-1%
-$10,561 
USA Liberty All Star Equity Fund
-1%
-$3,011.4 
BLCR iShares Large Cap Core ACT ETF
-0.9%
-$3,110.55 
ESGV Vanguard ESG U.S. Stock ETF
-0.9%
-$4,324.25 
IBIT iShares Bitcoin Trust
-0.88%
-$2,731.83 
CGGO Capital Group Global Growth Equity ETF
-0.86%
-$9,247.92 
EQIX Equinix, Inc.
-0.85%
-$3,160.92 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.85%
-$25,657.36 
CEG Constellation Energy Corporation
-0.84%
-$1,947.72 
FTCE First Trust New Constructs Core Earnings Leaders ETF
-0.84%
-$8,348.77 
ADX Adams Diversified Equity Fund, Inc.
-0.83%
-$2,774.76 
PFF iShares Preferred and Income Securities ETF
-0.79%
-$4,479.48 
UPS United Parcel Service, Inc.
-0.78%
-$2,628.84 
ACYQ FT Vest Autocallable Barrier & High Income ETF
-0.77%
-$2,710.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.77%
-$10,131.41 
PFFD Global X U.S. Preferred ETF
-0.75%
-$3,729.96 
CPAI Counterpoint Quantitative Equity ETF
-0.74%
-$3,998.28 
XLG Invesco S&P 500 Top 50 ETF
-0.71%
-$1,794.52 
MDT Medtronic plc
-0.7%
-$3,172.45 
EMR Emerson Electric Co.
-0.7%
-$9,421.86 
FDX FedEx Corporation
-0.68%
-$1,409.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$7,042.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$21,133.54 
IBM International Business Machines Corporation
-0.67%
-$4,117.52 
HRB H&R Block Inc.
-0.65%
-$5,537.07 
TROW T. Rowe Price Group, Inc.
-0.65%
-$12,835.02 
SCHX Schwab U.S. Large-Cap ETF
-0.63%
-$1,551.16 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$10,539.3 
THRO iShares U.S. Thematic Rotation Active ETF
-0.6%
-$2,753.35 
IVV iShares Core S&P 500 ETF
-0.59%
-$59,478.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$26,845.02 
IWV ISHARES RUSSELL 3000 ETF
-0.58%
-$5,446.32 
YUM Yum! Brands, Inc.
-0.58%
-$2,667.42 
CGUS Capital Group Core Equity ETF
-0.58%
-$3,441.13 
SPHQ Invesco S&P 500 Quality ETF
-0.58%
-$7,426.44 
IJR iShares Core S&P Small-Cap ETF
-0.57%
-$33,825.48 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$20,441.37 
VOO Vanguard S&P 500 ETF
-0.56%
-$30,131.06 
IJH iShares Core S&P Mid-Cap ETF
-0.55%
-$35,274.31 
ECG Everus Construction Group, Inc.
-0.52%
-$998.76 
BKNG Booking Holdings Inc.
-0.49%
-$2,141.64 
BDYN iShares Dynamic Equity Active ETF
-0.47%
-$3,702.66 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$5,761.49 
ISD PGIM High Yield Bond Fund, Inc.
-0.43%
-$855.25 
CGDV Capital Group Dividend Value ETF
-0.42%
-$9,420.6 
MMM 3M Company
-0.42%
-$6,223.11 
QUAL iShares MSCI USA Quality Factor ETF
-0.41%
-$1,935.46 
SHW The Sherwin-Williams Company
-0.41%
-$19,167.81 
GPN Global Payments Inc.
-0.4%
-$1,081.54 
CGBL Capital Group Core Balanced ETF
-0.39%
-$1,872.24 
PLD Prologis Inc.
-0.37%
-$3,285.77 
PAYX Paychex Inc.
-0.36%
-$12,441.6 
GLDM SPDR Gold MiniShares Trust
-0.33%
-$2,750.76 
SLV iShares Silver Trust
-0.33%
-$1,084.94 
CGGE Capital Group Global Equity ETF
-0.32%
-$2,030.05 
DVA DaVita Inc.
-0.31%
-$624.81 
MOAT VanEck Morningstar Wide Moat Fund
-0.31%
-$747.32 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$775.31 
TLH iShares 10-20 Year Treasury Bond ETF
-0.29%
-$2,899.87 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.29%
-$1,843.84 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$1,440.75 
FLIN Franklin FTSE India ETF
-0.28%
-$1,957.76 
GLD SPDR Gold Shares
-0.28%
-$3,134.39 
BUFR FT Vestladder Buffer ETF-USD I
-0.27%
-$2,687.9 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$10,923.44 
RSP Invesco S&P 500 Equal Weight ETF
-0.26%
-$1,118.15 
IALT iShares Systematic Alternatives Active ETF
-0.25%
-$715.05 
MBB iShares MBS ETF
-0.25%
-$3,031.65 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.24%
-$2,062.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$958 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$7,269.68 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$1,459.7 
GWW W.W. Grainger, Inc.
-0.22%
-$654.86 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.22%
-$474.57 
PTRB PGIM Total Return Bond ETF
-0.21%
-$3,979.36 
CGCP Capital Group Core Plus Income ETF
-0.21%
-$440.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.18%
-$9,710.59 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.18%
-$485.01 
CGCB Capital Group Core Bond ETF
-0.18%
-$1,422.49 
GTO Invesco Total Return Bond ETF
-0.18%
-$649.28 
MUB iShares National Muni Bond ETF
-0.18%
-$424.26 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.17%
-$1,181.63 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$1,644.05 
VST Vistra Corp
-0.17%
-$525.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$871.78 
JCPB JPMorgan Core Plus Bond ETF
-0.14%
-$664.99 
CORO Ishares International Country Rotational Active ETF
-0.14%
-$992.46 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$1,192.73 
RDVI FT Vest Rising Dividend Achievers Fund
-0.14%
-$617.85 
HTRB Hartford Total Return Bond ETF
-0.14%
-$744.62 
BND Vanguard Total Bond Market Index Fund
-0.13%
-$455.71 
CGMU Capital Group Municipal Income ETF
-0.13%
-$575.75 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$378.43 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.12%
-$546.39 
RDVY First Trust Rising Dividend Achievers ETF
-0.12%
-$563.4 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$2,029.34 
GDV Gabelli Dividend & Income Trust
-0.12%
-$3,533.11 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$514.08 
IHI iShares U.S. Medical Devices ETF
-0.1%
-$700.02 
GOVT iShares U.S. Treasury Bond ETF
-0.1%
-$825.34 
NVDA NVIDIA Corporation
-0.09%
-$5,943.96 
FTLS First Trust Long/Short Equity ETF
-0.08%
-$3,009.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$167.58 
AMH American Homes 4 Rent
-0.08%
-$408.62 
CBSH Commerce Bancshares, Inc.
-0.08%
-$763.74 
BRTR iShares Total Return Act ETF
-0.08%
-$181.78 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$1,074.84 
TYLD Cambria Tactical Yield ETF
-0.06%
-$284.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$1,591.46 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$1,675.7 
CAT Caterpillar Inc.
-0.02%
-$515.07 
IWD iShares Russell 1000 Value ETF
-0.01%
-$29.66 Events
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Dividends
Dividend Analysis
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| Trades 3780 | Longs Won 2376/3780 62% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,271.88 |
| Average Win $69,024.01 | Best Trade (Oct 16) $9.61M | Sharpe Ratio -9.81 |
| Average Loss -$24,119.21 | Worst Trade (Sep 29) -$1.33M | Z-Score 6.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w | Expectancy $34,427.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 182,676 | $46.48M | $62.94M | - | $16.46M | 35.42% | +0.743% |
| ABBV AbbVie Inc. | 17,814 | $3.86M | $5.08M | - | $1.22M | 31.6% | +0.716% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,576 | $605,824.51 | $638,268.8 | - | $32,444.29 | 5.36% | -0.288% |
| ACYQ FT Vest Autocallable Barrier & High Income ETF | 16,940 | $343,713 | $347,270 | - | $3,557 | 1.03% | -0.774% |
| ADM Archer-Daniels-Midland Co | 3,018 | $219,406.58 | $251,218.32 | - | $31,811.74 | 14.5% | +0.374% |
| ADX Adams Diversified Equity Fund, Inc. | 12,942 | $330,670 | $330,999.42 | - | $329.42 | 0.1% | -0.831% |
| AFL Aflac Inc. | 1,783 | $209,057 | $211,945.21 | - | $2,888.21 | 1.38% | +0.695% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,227 | $620,675.15 | $593,246.29 | - | -$27,428.86 | -4.42% | -0.147% |
| AMAT Applied Materials, Inc. | 411 | $297,354 | $172,303.53 | - | -$125,050.47 | -42.05% | -2.507% |
| AMD Advanced Micro Devices, Inc. | 2,156 | $556,530.66 | $1.17M | - | $612,948.42 | 110.14% | -3.522% |
| AMGN Amgen Inc. | 1,022 | $343,466.91 | $444,835.72 | - | $101,368.81 | 29.51% | +0.283% |
| AMH American Homes 4 Rent | 16,345 | $536,948.15 | $505,796.02 | - | -$31,152.13 | -5.8% | -0.081% |
| AMT American Tower Corporation | 14,297 | $3.03M | $2.64M | - | -$395,915.61 | -13.06% | +1.676% |
| AMZN Amazon.com Inc | 24,322 | $4.62M | $6.13M | - | $1.52M | 32.83% | -1.019% |
| AREC American Resources Corporation | 10,000 | $21,500 | $11,350 | - | -$10,150 | -47.21% | -5.417% |
| ARKG ARK Genomic Revolution ETF | 13,604 | $572,184 | $639,388 | - | $67,204 | 11.75% | -4.549% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838 | $183,262.75 | - | -$35,575.25 | -16.26% | +0.518% |
| AVEM Avantis Emerging Markets Equity ETF | 3,586 | $278,835.18 | $320,373.24 | - | $41,538.06 | 14.9% | -1.173% |
| AVGO Broadcom Inc. | 7,486 | $2.57M | $2.5M | - | -$72,076.41 | -2.81% | -3.116% |
| AWK American Water Works Company, Inc. | 20,238 | $2.52M | $2.72M | - | $203,399.64 | 8.07% | +1.143% |
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FAQ
Which stocks have generated the highest profits for MSH Capital Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $5.64M, Seagate Technology Holdings plc - $2.35M, Kinder Morgan, Inc - $1.47M, Micron Technology, Inc - $1.42M, and Iron Mountain Inc - $1.36M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Target Corporation - $1.39M, CVS Health Corporation - $1.23M, Pfizer Inc - $964,499.47, Fidelity National Information Services, Inc - $960,543.46, and The Walt Disney Company - $792,459.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does MSH Capital Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.4M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.2M, SPDR S&P Dividend ETF - $926,073.88, iShares Core MSCI EAFE ETF - $751,154.86, Verizon Communications Inc - $728,910.32, and Schwab U.S. Dividend Equity ETF - $696,986.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are MSH Capital Advisors LLC's monthly returns?
MSH Capital Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can MSH Capital Advisors LLC's strategy be considered aggressive or moderate?
MSH Capital Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow MSH Capital Advisors LLC's strategy?
MSH Capital Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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