Msh Capital Advisors LLC Purchases in Q2 2025

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYLD
Cambria Shareholder Yld ETF

ETFs
1
+ 0.03%
$55.35 - $65.57 $55.4 - $65.6
3.39K $220M
GTO
Invesco Actively Managed ETF T

ETFs
108
+ 0.5%
$45.73 - $47.2 $4.94K - $5.1K
21.6K $1.01B
OTIS
Otis Worldwide Corp

Industrials
122
+ 5.45%
$90.88 - $104.3 $11.1K - $12.7K
2.36K $234M
D
Dominion Energy, Inc

Utilities
5
+ 0.12%
$49.66 - $58.0 $248 - $290
4.23K $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.31%
$85.42 - $94.39 $598 - $661
2.29K $215M
NEE
Nextera Energy Inc

Utilities
158
+ 1.73%
$64.11 - $75.0 $10.1K - $11.9K
9.27K $644M
SHEL
Shell PLC

Energy
185
+ 2.2%
$59.75 - $73.05 $11.1K - $13.5K
8.58K $604M
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.1%
$55.56 - $60.91 $556 - $609
9.62K $564M
BRO
Brown & Brown, Inc.

Financial Services
4
+ 0.17%
$104.48 - $124.43 $418 - $498
2.38K $264M
EPD
Enterprise Products Partners L.P.

Energy
935
+ 4.13%
$28.95 - $34.22 $27.1K - $32K
23.6K $730M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.47%
$713.71 - $898.95 $14.3K - $18K
1.38K $1.08B
CVX
Chevron Corp

Energy
813
+ 11.87%
$133.73 - $168.51 $109K - $137K
7.66K $1.1B
KO
Coca Cola CO

Consumer Defensive
27
+ 0.05%
$68.37 - $73.9 $1.85K - $2K
59.7K $4.23B
DUK
Duke Energy Corp

Utilities
34
+ 0.25%
$112.46 - $124.05 $3.82K - $4.22K
13.9K $1.64B
UPS
United Parcel Service Inc

Industrials
115
+ 1.44%
$91.92 - $110.2 $10.6K - $12.7K
8.09K $816M
XLE
Energy Sector Spdr

ETFs
1.01K
+ 5.68%
$76.44 - $94.13 $77.4K - $95.3K
18.8K $1.6B
VZ
Verizon Communications Inc

Communication Services
784
+ 1.5%
$41.67 - $45.62 $32.7K - $35.8K
53K $2.29B
COP
Conocophillips

Energy
66
+ 1.21%
$82.66 - $106.1 $5.46K - $7K
5.51K $495M
PEP
Pepsico Inc

Consumer Defensive
383
+ 4.53%
$128.02 - $151.37 $49K - $58K
8.84K $1.17B
PG
Procter & Gamble CO

Consumer Defensive
39
+ 0.38%
$157.66 - $172.39 $6.15K - $6.72K
10.3K $1.64B
AWK
American Water Works Company, Inc.

Utilities
148
+ 0.81%
$133.82 - $151.96 $19.8K - $22.5K
18.4K $2.56B
JNJ
Johnson & Johnson

Healthcare
354
+ 2.36%
$146.36 - $159.82 $51.8K - $56.6K
15.3K $2.34B
XOM
Exxon Mobil Corp

Energy
435
+ 1.26%
$99.93 - $119.04 $43.5K - $51.8K
35K $3.77B
Activity Summary
Buys All Purchases 124 New Holdings 21 Increased Positions 103 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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