Msh Capital Advisors LLC Purchases in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
935
New
$280.08 - $307.97 $262K - $288K
935 $274M
PWR
Quanta Services, Inc.

Industrials
861
New
$296.05 - $346.6 $255K - $298K
861 $272M
Everus Constr Group
4.11K
New
N/A
4.11K $270M
CGMS
Capital Grp Core Plus Income E
9.88K
New
N/A
9.88K $270M
SPMD
Spdr Portfolio

ETFs
4.81K
New
$54.13 - $59.56 $260K - $286K
4.81K $263M
BRO
Brown & Brown, Inc.

Financial Services
2.54K
New
$100.93 - $113.42 $256K - $288K
2.54K $259M
NFLX
Netflix Inc

Communication Services
285
New
$687.65 - $936.56 $196K - $267K
285 $254M
KR
Kroger CO

Consumer Defensive
4.04K
New
$55.21 - $63.3 $223K - $256K
4.04K $247M
GE
General Electric CO

Industrials
1.45K
New
$159.95 - $194.23 $231K - $281K
1.45K $241M
FDX
Fedex Corp

Industrials
847
New
$260.5 - $305.15 $221K - $258K
847 $238M
T Rowe Price ETF Inc
7.53K
New
N/A
7.53K $232M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.86K
+ 74.7%
$31.23 - $33.51 $246K - $263K
18.4K $578M
COP
Conocophillips

Energy
2.05K
+ 70.81%
$95.12 - $114.72 $195K - $235K
4.95K $490M
MGK
Vanguard Mega Cap Growth ETF

ETFs
670
New
$316.94 - $357.88 $212K - $240K
670 $230M
MUB
Ishares National Muni Bond ETF

ETFs
2.13K
New
$105.78 - $108.7 $225K - $231K
2.13K $227M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.98K
New
$56.06 - $61.35 $223K - $244K
3.98K $225M
TECK
Teck Resources LTD

Basic Materials
5.27K
New
$39.99 - $52.38 $211K - $276K
5.27K $214M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
8.39K
New
$25.26 - $26.59 $212K - $223K
8.39K $213M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.42K
New
$38.37 - $42.82 $208K - $232K
5.42K $208M
OTIS
Otis Worldwide Corp

Industrials
2.24K
New
$92.57 - $106.01 $207K - $237K
2.24K $207M
WFC
Wells Fargo & Company

Financial Services
386
+ 7.15%
$54.98 - $77.35 $21.2K - $29.9K
5.79K $407M
PGF
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
$14.4 - $15.83 $156K - $172K
10.9K $158M
DUK
Duke Energy Corp

Utilities
1.27K
+ 11.76%
$105.76 - $120.76 $134K - $153K
12K $1.3B
ENB
Enbridge Inc

Energy
3.1K
+ 23.99%
$40.4 - $43.92 $125K - $136K
16K $680M
PSX
Phillips 66

Energy
155
+ 4.84%
$110.35 - $138.93 $17.1K - $21.5K
3.36K $382M
SHEL
Shell PLC

Energy
121
+ 1.32%
$60.63 - $70.23 $7.34K - $8.5K
9.29K $582M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.79K
+ 36.49%
$19.47 - $20.95 $132K - $142K
25.4K $496M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 22.51%
$96.64 - $101.23 $113K - $119K
6.38K $618M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
115
+ 2.49%
$121.89 - $135.52 $14K - $15.6K
4.73K $590M
XLP
Consumer Staples Sector Spdr

ETFs
580
+ 11.73%
N/A
5.53K $434M
MDU
Mdu Resources Group Inc

Industrials
8.29K
+ 94.3%
$15.1 - $30.28 $125K - $251K
17.1K $308M
Innovate Corp
14.9K
New
N/A
14.9K $73.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57.9K
+ 268.21%
$61.68 - $67.87 $3.57M - $3.93M
79.5K $4.95B
MRK
Merck & Co., Inc.

Healthcare
162
+ 2.56%
$96.31 - $114.76 $15.6K - $18.6K
6.48K $644M
IQV
Iqvia Holdings Inc.

Healthcare
493
+ 30.21%
$190.97 - $236.63 $94.1K - $117K
2.13K $418M
CBSH
Commerce Bancshares Inc

Financial Services
2.2K
+ 15.75%
$57.04 - $74.36 $125K - $164K
16.2K $1.01B
DHS
Wisdomtree Tr U.S

ETFs
78
+ 2.4%
$92.66 - $100.58 $7.23K - $7.85K
3.33K $311M
USA
Liberty All Star Equity Fund

Financial Services
2.26K
+ 5.64%
$6.82 - $7.46 $15.4K - $16.8K
42.3K $294M
MDT
Medtronic PLC

Healthcare
969
+ 7.25%
$79.61 - $92.24 $77.1K - $89.4K
14.3K $1.14B
GOOG
Alphabet Inc.

Communication Services
1.69K
+ 812.02%
$163.08 - $198.16 $275K - $335K
1.9K $361M
UGI
Ugi Corp

Utilities
12K
+ 27.54%
$23.24 - $30.37 $280K - $366K
55.8K $1.57B
UPS
United Parcel Service Inc

Industrials
787
+ 10.72%
$122.65 - $138.35 $96.5K - $109K
8.13K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 19.32%
$213.65 - $479.86 $77.8K - $175K
2.25K $908M
VZ
Verizon Communications Inc

Communication Services
3.07K
+ 6.26%
$39.6 - $45.21 $122K - $139K
52.1K $2.08B
WMT
Walmart Inc.

Consumer Defensive
112
+ 0.76%
$79.1 - $95.7 $8.86K - $10.7K
14.9K $1.35B
Activity Summary
Buys All Purchases 146 New Holdings 76 Increased Positions 70 Sells All Sells 117 Reductions 76 Sold out 41 Options Calls 0 Puts 0
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