Msh Capital Advisors LLC Reduced Holdings in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-10K
- 44.51%
$378.79 - $428.11 $3.8M - $4.3M
12.5K $5.14B
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-10.8K
- 39.53%
$32.63 - $37.1 $353K - $401K
16.5K $565M
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.21%
$280.04 - $302.45 $1.12K - $1.21K
1.88K $545M
SO
Southern CO

Utilities
-303
- 1.47%
$81.5 - $94.15 $24.7K - $28.5K
20.3K $1.67B
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.44K
- 14.61%
$160.89 - $176.18 $553K - $606K
20.1K $3.25B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-81
- 42.63%
$4100.99 - $5300.34 $332K - $429K
109 $542M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-996
- 4.99%
$77.25 - $91.3 $76.9K - $90.9K
19K $1.62B
BX
Blackstone Inc.

Financial Services
-153
- 4.8%
$148.45 - $199.05 $22.7K - $30.5K
3.04K $523M
ETN
Eaton Corp PLC

Industrials
-621
- 24.33%
$326.96 - $377.52 $203K - $234K
1.93K $641M
META
Meta Platforms, Inc.

Communication Services
-934
- 41.07%
$554.08 - $632.68 $518K - $591K
1.34K $785M
IEFA
Ishares Tr

ETFs
-4.09K
- 6.53%
$70.06 - $77.43 $286K - $316K
58.5K $4.11B
IWS
Ishares Russell Midcap Value E

ETFs
-2.24K
- 8.56%
$128.08 - $140.32 $287K - $314K
23.9K $3.1B
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.37K
- 20.24%
$241.48 - $274.89 $813K - $925K
13.3K $3.37B
CSCO
Cisco Systems, Inc.

Technology
-3.65K
- 8.55%
$52.45 - $60.02 $191K - $219K
39K $2.31B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.12K
- 7.37%
$197.36 - $217.3 $221K - $243K
14K $2.78B
LLY
Eli Lilly & CO

Healthcare
-433
- 23.67%
$727.2 - $932.06 $315K - $404K
1.4K $1.08B
COST
Costco Wholesale Corp

Consumer Defensive
-145
- 8.29%
$873.59 - $994.69 $127K - $144K
1.6K $1.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-440
- 9.15%
$521.84 - $558.82 $230K - $246K
4.37K $2.35B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.11K
- 33.33%
$180.88 - $232.93 $1.1M - $1.42M
12.2K $2.68B
VBK
Vanguard Small Cap Growth ETF

ETFs
-470
- 4.38%
$264.18 - $304.19 $124K - $143K
10.3K $2.87B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.19K
- 4.68%
$113.92 - $127.38 $249K - $279K
44.6K $5.14B
IWP
Ishares Russell Mid Cap Growth

ETFs
-337
- 1.3%
$116.4 - $138.52 $39.2K - $46.7K
25.7K $3.26B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.8K
- 17.41%
$570.51 - $610.59 $1.6M - $1.71M
13.3K $7.81B
MSFT
Microsoft Corp

Technology
-1.87K
- 10.36%
$406.35 - $454.46 $758K - $848K
16.1K $6.81B
AAPL
Apple Inc.

Technology
-9.84K
- 18.6%
$221.69 - $259.02 $2.18M - $2.55M
43.1K $10.8B
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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