Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025

Msh Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $10.1B, Apple Inc. with a value of $8.4B, Vanguard Ftse Developed Market with a value of $8.02B, Ishares Core S&P 500 ETF with a value of $7.4B, and Schwab Strategic Tr Us Dividen with a value of $7.31B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $318B to 323B.

Msh Capital Advisors LLC is based out at Scottsdale, AZ

Below you can find more details about Msh Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Billion
ETFs: $173 Billion
Financial Services: $32.4 Billion
Technology: $22.6 Billion
Industrials: $13.6 Billion
Consumer Defensive: $13.6 Billion
Energy: $11.2 Billion
Healthcare: $10.5 Billion
Utilities: $10.1 Billion
Other: $27.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.1 Billion 3.12% of portfolio
74,311
Q1 2025 Added 8.75%
$3.23T
$8.4 Billion 2.6% of portfolio
37,815
Q1 2025 Reduced 12.16%
$0
$8.02 Billion 2.48% of portfolio
157,825
Q1 2025 Added 8.55%
$0
$7.4 Billion 2.29% of portfolio
13,162
Q1 2025 Reduced 0.79%
$0
$7.31 Billion 2.26% of portfolio
261,329
Q1 2025 Added 9.07%
$0
$7.27 Billion 2.25% of portfolio
158,083
Q1 2025 Reduced 1.4%
$631B
$7.16 Billion 2.21% of portfolio
13,438
Q1 2025 Reduced 0.24%
$0
$6.64 Billion 2.05% of portfolio
265,271
Q1 2025 Added 15.15%
$807B
$6.53 Billion 2.02% of portfolio
26,627
Q1 2025 Reduced 12.14%
$3.56T
$5.97 Billion 1.85% of portfolio
15,897
Q1 2025 Reduced 1.54%
$0
$5.29 Billion 1.64% of portfolio
57,026
Q1 2025 Added 2.74%
$0
$5.22 Billion 1.61% of portfolio
40,495
Q1 2025 Added 7.79%
$86.4B
$5.1 Billion 1.58% of portfolio
14,606
Q1 2025 Reduced 0.94%
$0
$4.71 Billion 1.46% of portfolio
46,137
Q1 2025 Added 6.61%
$0
$4.73 Billion 1.46% of portfolio
81,126
Q1 2025 Added 2.11%
$0
$4.62 Billion 1.43% of portfolio
61,034
Q1 2025 Added 4.27%
$0
$4.53 Billion 1.4% of portfolio
43,311
Q1 2025 Reduced 2.95%
$298B
$4.28 Billion 1.32% of portfolio
59,697
Q1 2025 Added 0.24%
$0
$4.2 Billion 1.3% of portfolio
63,878
Q1 2025 Added 14.47%
$0
$4.14 Billion 1.28% of portfolio
65,177
Q1 2025 Added 1.74%
$478B
$4.11 Billion 1.27% of portfolio
34,544
Q1 2025 Reduced 0.18%
Blackrock Inc
-
$3.84 Billion 1.19% of portfolio
-
Q1 2025 Reduced 0.37%
$0
$3.39 Billion 1.05% of portfolio
17,770
Q1 2025 Added 6.77%
$0
$3.23 Billion 1.0% of portfolio
13,203
Q1 2025 Reduced 0.49%
$0
$3.22 Billion 1.0% of portfolio
20,061
Q1 2025 Reduced 0.17%
$0
$2.93 Billion 0.91% of portfolio
23,282
Q1 2025 Reduced 2.71%
$0
$2.94 Billion 0.91% of portfolio
25,031
Q1 2025 Reduced 2.55%
$0
$2.87 Billion 0.89% of portfolio
16,614
Q1 2025 Added 0.08%
$53.7B
$2.85 Billion 0.88% of portfolio
18,489
Q1 2025 Added 11.97%
$0
$2.85 Billion 0.88% of portfolio
56,178
Q1 2025 Reduced 0.88%
$98.5B
$2.8 Billion 0.87% of portfolio
10,548
Q1 2025 Added 0.14%
$0
$2.68 Billion 0.83% of portfolio
14,380
Q1 2025 Added 2.39%
$25.7B
$2.7 Billion 0.83% of portfolio
18,273
Q1 2025 Added 2.64%
$0
$2.66 Billion 0.82% of portfolio
10,574
Q1 2025 Added 3.03%
$35.3B
$2.66 Billion 0.82% of portfolio
45,830
Q1 2025 Added 121.09%
$392B
$2.49 Billion 0.77% of portfolio
14,989
Q1 2025 Added 0.71%
$0
$2.46 Billion 0.76% of portfolio
19,731
Q3 2024 Added 2.02%
$0
$2.41 Billion 0.75% of portfolio
24,746
Q3 2024 Added 2.89%
$272B
$2.4 Billion 0.74% of portfolio
38,936
Q1 2025 Reduced 0.24%
$175B
$2.37 Billion 0.73% of portfolio
52,200
Q1 2025 Added 0.21%
$75.9B
$2.38 Billion 0.73% of portfolio
21,665
Q1 2025 Added 0.82%
$101B
$2.29 Billion 0.71% of portfolio
10,525
Q1 2025 New
$2.14T
$2.22 Billion 0.69% of portfolio
11,651
Q1 2025 Reduced 4.65%
$554B
$2.12 Billion 0.66% of portfolio
6,056
Q1 2025 Reduced 4.66%
$0
$2.05 Billion 0.63% of portfolio
4,366
Q1 2025 Reduced 11.49%
$0
$2 Billion 0.62% of portfolio
83,032
Q1 2025 Added 8.03%
$97.2B
$1.93 Billion 0.6% of portfolio
21,036
Q1 2025 Added 3.88%
$0
$1.88 Billion 0.58% of portfolio
12,865
Q1 2025 Added 124.72%
$21B
$1.86 Billion 0.57% of portfolio
20,221
Q1 2025 Added 1.12%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $323 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email