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Msa Advisors, LLC
MSA Advisors, LLC (also known as Main Street Advisors, LLC) is a state-registered investment adviser headquartered in Westminster, MD. Founded in 1999, the firm provides investment management services, including model portfolio management and personalized investment management, primarily to individuals and their families, trusts, estates, and charitable organizations. The firm employs approximately 28 staff members and manages a significant asset base for a diverse clientele.
Investment Strategy
MSA Advisors, LLC offers continuous advice and custom portfolio management guided by clients’ individual objectives, risk tolerance, time horizon, and liquidity needs. The firm constructs diversified portfolios using a wide array of securities, including equities, fixed income, mutual funds, ETFs, corporate and municipal bonds, and alternative investments. Portfolios are managed on a discretionary basis, and recommendations are not limited to any specific financial product provider. The firm emphasizes a tailored approach based on in-depth client discussion, with the possibility to impose reasonable investment restrictions.
Latest 13F Filing Activity
Msa Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $399M. The fund increased holdings in Vail Resorts Inc., Spotify Technology S A, Microsoft Corp. among other positions. Msa Advisors, LLC reduced exposure to Ishares TR, Starbucks Corp., Apple Inc. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APO | APOLLO GLOBAL MGMT INC | 32.60% | $130.0M | 916,202 | $101.27 | $141.87 | +$2.5M |
S SPY | SPDR S&P 500 ETF TR | 18.62% | $74.3M | 120,178 | $476.76 | $617.85 | -$1.0M |
S SBUX | STARBUCKS CORP | 7.91% | $31.5M | 344,057 | $92.64 | $91.63 | -$2.9M |
L LYV | LIVE NATION ENTERTAINMENT IN | 7.03% | $28.0M | 185,205 | $101.97 | $151.28 | +$3.1M |
A AAPL | APPLE INC | 5.40% | $21.5M | 104,990 | $199.52 | $205.17 | -$2.4M |
Industry Allocation
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