Msh-Capital-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
231
Total Value
323363082
Accession Number
0001420506-25-000992
Form Type
13F-HR
Manager Name
Msh-Capital-Advisors
Data Enrichment
75% identified
173 identified58 unidentified

Holdings

231 positions • $323.4M total value
Manager:
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EMERSON ELECTRIC CO
Shares:21.7K
Value:$2.4M
% of Portfolio:0.7% ($2.4M/$323.4M)
VERIZON COMMUNICATIONS INC
Shares:52.2K
Value:$2.4M
% of Portfolio:0.7% ($2.4M/$323.4M)
AMERICAN TOWER CORP /MA/
Shares:10.5K
Value:$2.3M
% of Portfolio:0.7% ($2.3M/$323.4M)
AMAZON COM INC
Shares:11.7K
Value:$2.2M
% of Portfolio:0.7% ($2.2M/$323.4M)
VISA INC.
Shares:6.1K
Value:$2.1M
% of Portfolio:0.7% ($2.1M/$323.4M)
INVESCO QQQ TRUST, SERIES 1
Shares:4.4K
Value:$2.0M
% of Portfolio:0.6% ($2.0M/$323.4M)
GABELLI DIVIDEND & INCOME TRUST
Shares:83.0K
Value:$2.0M
% of Portfolio:0.6% ($2.0M/$323.4M)
SOUTHERN CO
Shares:21.0K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$323.4M)
81369Y209
Shares:12.9K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$323.4M)
PRICE T ROWE GROUP INC
Shares:20.2K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$323.4M)
921908844
Shares:9.6K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$323.4M)
UGI CORP /PA/
Shares:55.9K
Value:$1.8M
% of Portfolio:0.6% ($1.8M/$323.4M)
AbbVie Inc.
Shares:8.7K
Value:$1.8M
% of Portfolio:0.6% ($1.8M/$323.4M)
Alphabet Inc.
Shares:11.8K
Value:$1.8M
% of Portfolio:0.6% ($1.8M/$323.4M)
PROCTER & GAMBLE Co
Shares:10.3K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)
922908363
Shares:3.4K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)
464287168
Shares:12.8K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)
Duke Energy CORP
Shares:13.8K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)
LOWES COMPANIES INC
Shares:7.2K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)
81369Y506
Shares:17.8K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$323.4M)