• 13F History

MSH Capital Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$318M
Signature - Title
Marcy Crites - Chief Financial Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by MSH Capital Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MSH Capital Advisors LLC reported 226 stock holdings with total value $318M as of Q4 2024. Top holdings included AAPL, SDY, IVV, JPM, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 226 $318M +$27.7M -$24.3M +$3.4M AAPL, SDY, IVV, JPM, VEA 13F-HR 2/13/2025, 04:58 PM
Q3 2024 227 $327M +$16.6M -$11M +$5.57M AAPL, SDY, VEA, IVV, MSFT 13F-HR 2/13/2025, 05:51 PM
Q2 2024 222 $299M +$24.6M -$8.61M +$16M AAPL, GDX, IVV, VEA, SDY 13F-HR 2/13/2025, 05:49 PM
Q1 2024 214 $285M +$25.3M -$20.8M +$4.58M GDX, IVV, VEA, SDY, AAPL 13F-HR 2/13/2025, 05:47 PM
Q4 2023 213 $268M +$14.5M -$25.6M -$11.1M GDX, AAPL, VEA, IVV, MSFT 13F-HR 2/13/2025, 05:45 PM
Q3 2023 215 $255M +$9.05M -$17M -$7.97M IVV, GDX, AAPL, VEA, MSFT 13F-HR 2/13/2025, 05:43 PM
Q2 2023 213 $273M +$36.6M -$5.08M +$31.5M IVV, AAPL, GDX, VEA, MSFT 13F-HR 2/13/2025, 05:40 PM
Q1 2023 199 $234M +$10.4M -$6.8M +$3.6M GDX, IVV, VEA, AAPL, MSFT 13F-HR 2/13/2025, 05:38 PM
Q4 2022 194 $221M +$15.7M -$13.1M +$2.56M IVV, GDX, VEA, AAPL, IJH 13F-HR 2/13/2025, 05:35 PM
Q3 2022 189 $203M +$8.38M -$5.21M +$3.18M AAPL, IVV, VEA, GDX, VUG 13F-HR 2/13/2025, 05:32 PM
Q2 2022 191 $215M +$18.3M -$8.77M +$9.53M AAPL, VEA, GDX, IVV, VUG 13F-HR 2/13/2025, 05:29 PM
Q1 2022 198 $242M +$33.2M -$4.89M +$28.3M AAPL, IVV, VEA, VUG, GDX 13F-HR 2/13/2025, 05:26 PM
Q4 2021 179 $223M $0 $0 AAPL, IVV, VEA, VUG, SCZ 13F-HR 2/13/2025, 05:22 PM