Msh Capital Advisors LLC Reduced Holdings in Q2 2025

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-89.5K
- 56.62%
$41.45 - $54.46 $3.71M - $4.87M
68.6K $3.57B
AAPL
Apple Inc.

Technology
-703
- 1.86%
$172.42 - $223.89 $121K - $157K
37.1K $7.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-279
- 2.08%
$483.48 - $539.8 $135K - $151K
13.2K $6.39B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15K
- 23.52%
$58.41 - $72.69 $877K - $1.09M
48.9K $3.55B
EMR
Emerson Electric CO

Industrials
-7.12K
- 32.87%
$94.15 - $133.33 $671K - $950K
14.5K $1.94B
KMI
Kinder Morgan, Inc.

Energy
-12.7K
- 26.94%
$25.21 - $29.4 $320K - $373K
34.5K $1.01B
SHW
Sherwin Williams CO

Basic Materials
-475
- 3.25%
$313.51 - $363.51 $149K - $173K
14.1K $4.85B
ABBV
Abb Vie Inc.

Healthcare
-77
- 0.88%
$170.16 - $206.27 $13.1K - $15.9K
8.66K $1.61B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.43K
- 56.62%
$50.08 - $63.14 $222K - $280K
3.39K $214M
CGDV
Capital Group Divid Value ETF

ETFs
-7.62K
- 27.06%
$31.93 - $39.49 $243K - $301K
20.5K $811M
BMY
Bristol Myers Squibb CO

Healthcare
-1.14K
- 12.7%
$44.12 - $59.6 $50.1K - $67.7K
7.81K $362M
EFG
Msci Eafe Growth ETF

ETFs
-2.09K
- 29.12%
$89.8 - $112.0 $188K - $234K
5.09K $570M
XLV
Select Sector Spdr Fund Health

ETFs
-26
- 0.2%
$128.77 - $144.3 $3.35K - $3.75K
12.8K $1.73B
IQV
Iqvia Holdings Inc.

Healthcare
-539
- 22.73%
$137.0 - $174.37 $73.8K - $94K
1.83K $289M
CHD
Church & Dwight CO Inc

Consumer Defensive
-575
- 14.41%
$91.57 - $110.76 $52.7K - $63.7K
3.42K $328M
MRK
Merck & Co., Inc.

Healthcare
-319
- 4.83%
$73.47 - $87.12 $23.4K - $27.8K
6.28K $497M
T Rowe Price ETF Inc
-3.57K
- 34.51%
N/A
6.77K $222M
Knife River Corp
-605
- 14.58%
N/A
3.54K $289M
Pgim ETF Tr
-1.59K
- 22.26%
N/A
5.56K $286M
SLB
Schlumberger Limited

Energy
-300
- 3.51%
$31.95 - $42.2 $9.59K - $12.7K
8.26K $279M
TGT
Target Corp

Consumer Defensive
-55
- 0.46%
$88.76 - $105.77 $4.88K - $5.82K
11.9K $1.17B
PWV
Invesco Exchange Traded Fd Tr

ETFs
-1.67K
- 12.32%
$52.26 - $62.14 $87.3K - $104K
11.9K $739M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.13K
- 23.58%
$47.46 - $55.3 $53.6K - $62.5K
3.66K $202M
F
Ford Motor CO

Consumer Cyclical
-7.37K
- 28.17%
$8.69 - $10.85 $64K - $79.9K
18.8K $204M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.37K
- 5.95%
$24.98 - $25.66 $59.2K - $60.8K
37.4K $958M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.35%
$285.55 - $321.23 $2.57K - $2.89K
2.57K $750M
TXN
Texas Instruments Inc

Technology
-450
- 30.59%
N/A
1.02K $212M
Cambria ETF Tr
-1.79K
- 8.01%
N/A
20.6K $519M
MDU
Mdu Resources Group Inc

Industrials
-2.4K
- 14.04%
$15.6 - $17.76 $37.5K - $42.6K
14.7K $245M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-921
- 4.76%
$41.1 - $42.37 $37.9K - $39K
18.4K $779M
DVY
Ishares Tr

ETFs
-71
- 0.55%
$118.37 - $134.86 $8.4K - $9.58K
12.8K $1.7B
PSX
Phillips 66

Energy
-38
- 1.1%
$92.87 - $125.73 $3.53K - $4.78K
3.42K $408M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-504
- 17.85%
$171.4 - $227.1 $86.4K - $114K
2.32K $527M
XLP
Consumer Staples Sector Spdr

ETFs
-142
- 2.57%
N/A
5.38K $436M
ADP
Automatic Data Processing Inc

Industrials
-55
- 6.06%
$276.76 - $326.81 $15.2K - $18K
852 $263M
MA
Mastercard Inc

Financial Services
-39
- 6.9%
$479.92 - $590.74 $18.7K - $23K
526 $296M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-402
- 1.53%
$18.11 - $18.97 $7.28K - $7.63K
26K $489M
GLD
Spdr Gold Trust

ETFs
-216
- 6.79%
$273.71 - $316.29 $59.1K - $68.3K
2.96K $904M
HON
Honeywell International Inc

Industrials
-156
- 13.51%
$182.86 - $232.88 $28.5K - $36.3K
999 $233M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-291
- 0.77%
$40.66 - $41.98 $11.8K - $12.2K
37.6K $1.57B
PGF
Invesco Exchange Traded Fd Tr

ETFs
-295
- 2.72%
$13.7 - $14.31 $4.04K - $4.22K
10.6K $149M
HTRB
Hartford Fds Total Return Bd E

ETFs
-136
- 0.42%
$33.14 - $34.12 $4.51K - $4.64K
32.1K $1.09B
HRB
H&R Block Inc

Consumer Cyclical
-33
- 0.19%
$54.32 - $63.04 $1.79K - $2.08K
17.7K $973M
DGRO
Ishares Core Dividend Growth E

ETFs
-374
- 3.5%
$55.22 - $63.94 $20.7K - $23.9K
10.3K $660M
V
Visa Inc.

Financial Services
-80
- 1.32%
$308.27 - $373.31 $24.7K - $29.9K
5.98K $2.12B
VTRS
Viatris Inc

Healthcare
-31
- 0.13%
$7.26 - $9.12 $225 - $283
23.5K $210M
TROW
Price T Rowe Group Inc

Financial Services
-915
- 4.52%
$80.27 - $98.06 $73.4K - $89.7K
19.3K $1.86B
CGGO
Capital Group Global Growth Eq

ETFs
-1.76K
- 10.27%
$25.31 - $32.17 $44.6K - $56.7K
15.4K $492M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-269
- 5.11%
$34.72 - $42.74 $9.34K - $11.5K
5K $214M
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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