Msh Capital Advisors LLC Reduced Holdings in Q1 2025

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-35
- 0.17%
$156.61 - $168.02 $5.48K - $5.88K
20.1K $3.22B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-735
- 5.49%
$18.61 - $21.28 $13.7K - $15.6K
12.7K $240M
BA
Boeing CO

Industrials
-50
- 1.59%
$148.15 - $186.25 $7.41K - $9.31K
3.09K $526M
CARR
Carrier Global Corp

Industrials
-50
- 1.23%
$62.07 - $70.55 $3.1K - $3.53K
4K $254M
HON
Honeywell International Inc

Industrials
-12
- 1.03%
$202.75 - $226.52 $2.43K - $2.72K
1.16K $245M
IWD
Ishares Russell 1000 Val ETF

ETFs
-131
- 6.33%
$182.82 - $196.21 $23.9K - $25.7K
1.94K $364M
SPMD
Spdr Portfolio

ETFs
-1
- 0.02%
$50.21 - $57.73 $50.2 - $57.7
4.81K $246M
STX
Seagate Technology Holdings PLC

Technology
-69
- 0.85%
$84.92 - $108.42 $5.86K - $7.48K
8.05K $684M
TY
Tri Continental Corp

Financial Services
-76
- 0.69%
$30.4 - $32.91 $2.31K - $2.5K
10.9K $334M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-496
- 0.88%
$50.44 - $50.7 $25K - $25.1K
56.2K $2.85B
C
Citigroup Inc

Financial Services
-60
- 1.02%
$67.23 - $84.63 $4.03K - $5.08K
5.8K $412M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-151
- 2.79%
$37.07 - $40.63 $5.6K - $6.14K
5.27K $207M
DE
Deere & CO

Industrials
-135
- 9.41%
$408.57 - $509.27 $55.2K - $68.8K
1.3K $610M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-644
- 5.62%
$33.84 - $37.77 $21.8K - $24.3K
10.8K $394M
T Rowe Price ETF Inc
-99
- 1.31%
N/A
7.43K $235M
ADP
Automatic Data Processing Inc

Industrials
-28
- 2.99%
$286.85 - $318.64 $8.03K - $8.92K
907 $277M
MA
Mastercard Inc

Financial Services
-9
- 1.57%
$504.67 - $576.31 $4.54K - $5.19K
565 $310M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 1.8%
$461.52 - $548.18 $7.85K - $9.32K
925 $484M
NFLX
Netflix Inc

Communication Services
-3
- 1.05%
$828.4 - $1058.6 $2.49K - $3.18K
282 $263M
GLDM
World Gold Trust

ETFs
-1.77K
- 14.73%
$52.19 - $61.89 $92.4K - $110K
10.2K $634M
BMY
Bristol Myers Squibb CO

Healthcare
-497
- 5.26%
$53.9 - $63.11 $26.8K - $31.4K
8.95K $546M
SLB
Schlumberger Limited

Energy
-325
- 3.66%
$38.4 - $43.74 $12.5K - $14.2K
8.56K $358M
CHD
Church & Dwight CO Inc

Consumer Defensive
-33
- 0.82%
$101.42 - $113.2 $3.35K - $3.74K
3.99K $439M
SHEL
Shell PLC

Energy
-899
- 9.68%
$62.84 - $73.29 $56.5K - $65.9K
8.39K $615M
BRO
Brown & Brown, Inc.

Financial Services
-167
- 6.57%
$100.54 - $124.4 $16.8K - $20.8K
2.37K $295M
LLY
Eli Lilly & CO

Healthcare
-35
- 2.51%
$725.72 - $929.72 $25.4K - $32.5K
1.36K $1.12B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-29
- 0.34%
$74.85 - $84.89 $2.17K - $2.46K
8.39K $685M
SHW
Sherwin Williams CO

Basic Materials
-138
- 0.94%
$330.16 - $365.55 $45.6K - $50.4K
14.6K $5.1B
CSCO
Cisco Systems, Inc.

Technology
-93
- 0.24%
$58.74 - $64.87 $5.46K - $6.03K
38.9K $2.4B
T
At&T Inc.

Communication Services
-784
- 3.23%
$21.56 - $28.28 $16.9K - $22.2K
23.5K $664M
V
Visa Inc.

Financial Services
-296
- 4.66%
$306.92 - $362.71 $90.8K - $107K
6.06K $2.12B
GH
Guardant Health, Inc.

Healthcare
-604
- 3.84%
$31.77 - $49.94 $19.2K - $30.2K
15.1K $644M
ABBV
Abb Vie Inc.

Healthcare
-141
- 1.59%
$169.2 - $216.66 $23.9K - $30.5K
8.74K $1.83B
XOM
Exxon Mobil Corp

Energy
-64
- 0.18%
$105.44 - $118.93 $6.75K - $7.61K
34.5K $4.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 0.24%
$442.66 - $534.52 $14.2K - $17.1K
13.4K $7.16B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.24K
- 1.4%
$34.58 - $45.97 $77.5K - $103K
158K $7.27B
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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