Msh Capital Advisors LLC Purchases and Sells in Q1 2025

Msh Capital Advisors LLC

$323 Billion
Q1 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
O	25.1K + 121.09%	$51.67 - $58.49 $1.3M - $1.47M	45.8K $2.66B
XLE	11.7K + 191.84%	$85.7 - $93.96 $1M - $1.1M	17.8K $1.66B
XLV	7.14K + 124.72%	$137.61 - $149.68 $983K - $1.07M	12.9K $1.88B
VEA	12.4K + 8.55%	$47.4 - $52.99 $589K - $658K	158K $8.02B
SDY	5.98K + 8.75%	$128.74 - $138.67 $770K - $829K	74.3K $10.1B
SCHD	21.7K + 9.07%	$27.01 - $28.54 $587K - $620K	261K $7.31B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	10.5K New	$173.46 - $217.6 $1.83M - $2.29M	10.5K $2.29B
BLACKROCK ETF TRUST II	6.25K New	N/A	6.25K $328M
WU	28.5K New	$10.24 - $11.62 $292K - $331K	28.5K $301M
SPMO	3.2K New	$91.76 - $103.26 $294K - $330K	3.2K $296M
D	4.23K New	$52.85 - $57.43 $223K - $243K	4.23K $237M
GOVT	9.94K New	$22.25 - $23.0 $221K - $229K	9.94K $228M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-5.24K - 12.16%	$209.68 - $247.1 $1.1M - $1.29M	37.8K $8.4B
KMI	-44.2K - 48.4%	$26.1 - $31.22 $1.15M - $1.38M	47.2K $1.35B
MSFT	-249 - 1.54%	$375.39 - $447.2 $93.5K - $111K	15.9K $5.97B
JPM	-3.68K - 12.14%	$225.19 - $279.95 $828K - $1.03M	26.6K $6.53B
VOO	-995 - 22.78%	$507.05 - $563.67 $505K - $561K	3.37K $1.73B
IJR	-1.32K - 2.95%	$102.49 - $119.96 $135K - $158K	43.3K $4.53B

Activity Summary All Purchases 111 New Holdings 11 Increased Positions 100 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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