MSH Capital Advisors LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
243
Total value ($000)
$373,115
Net value change ($000)
+26,029 (7.5%)
New positions
13
Sold out positions
12
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 3,190 32.8%
AAPL 2,057 27.0%
IEFA 1,645 29.6%
SCHG 1,278 15.0%
FTLS 1,117 76.0%
STX 904 78.1%
NVO 856 NEW
XLV 824 47.6%
BDYN 824 NEW
BDVL 715 NEW
Top Reduces (Value $000, Stocks/ETFs)
GDX -2,238 -62.7%
CTSH -1,184 -100.0%
TGT -1,174 -100.0%
PYPL -939 -75.4%
IQDF -834 -100.0%
UPS -816 -100.0%
CGSD -496 -100.0%
ICSH -458 -15.5%
AMT -354 -12.9%
PAYX -342 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type