Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025

Msh Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $10.1B, Apple Inc. with a value of $8.4B, Vanguard Ftse Developed Market with a value of $8.02B, Ishares Core S&P 500 ETF with a value of $7.4B, and Schwab Strategic Tr Us Dividen with a value of $7.31B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $318B to 323B.

Msh Capital Advisors LLC is based out at Scottsdale, AZ

Below you can find more details about Msh Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Billion
ETFs: $173 Billion
Financial Services: $32.4 Billion
Technology: $22.6 Billion
Industrials: $13.6 Billion
Consumer Defensive: $13.6 Billion
Energy: $11.2 Billion
Healthcare: $10.5 Billion
Utilities: $10.1 Billion
Other: $27.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$8.4 Billion 2.6% of portfolio
37,815
Q1 2025 Reduced 12.16%
$633B
$7.16 Billion 2.21% of portfolio
13,438
Q1 2025 Reduced 0.24%
$842B
$6.53 Billion 2.02% of portfolio
26,627
Q1 2025 Reduced 12.14%
$3.7T
$5.97 Billion 1.85% of portfolio
15,897
Q1 2025 Reduced 1.54%
$89.6B
$5.1 Billion 1.58% of portfolio
14,606
Q1 2025 Reduced 0.94%
$304B
$4.28 Billion 1.32% of portfolio
59,697
Q1 2025 Added 0.24%
$456B
$4.11 Billion 1.27% of portfolio
34,544
Q1 2025 Reduced 0.18%
$51.9B
$2.85 Billion 0.88% of portfolio
18,489
Q1 2025 Added 11.97%
$98.8B
$2.8 Billion 0.87% of portfolio
10,548
Q1 2025 Added 0.14%
$25.1B
$2.7 Billion 0.83% of portfolio
18,273
Q1 2025 Added 2.64%
$35.2B
$2.66 Billion 0.82% of portfolio
45,830
Q1 2025 Added 121.09%
$398B
$2.49 Billion 0.77% of portfolio
14,989
Q1 2025 Added 0.71%
$282B
$2.4 Billion 0.74% of portfolio
38,936
Q1 2025 Reduced 0.24%
$178B
$2.37 Billion 0.73% of portfolio
52,200
Q1 2025 Added 0.21%
$78.7B
$2.38 Billion 0.73% of portfolio
21,665
Q1 2025 Added 0.82%
$101B
$2.29 Billion 0.71% of portfolio
10,525
Q1 2025 New
$570B
$2.12 Billion 0.66% of portfolio
6,056
Q1 2025 Reduced 4.66%
$0
$2 Billion 0.62% of portfolio
83,032
Q1 2025 Added 8.03%
$99B
$1.93 Billion 0.6% of portfolio
21,036
Q1 2025 Added 3.88%
$21.7B
$1.86 Billion 0.57% of portfolio
20,221
Q1 2025 Added 1.12%
$7.56B
$1.85 Billion 0.57% of portfolio
55,853
Q1 2025 Added 0.13%
$322B
$1.83 Billion 0.57% of portfolio
8,741
Q1 2025 Reduced 1.59%
$1.07T
$1.82 Billion 0.56% of portfolio
11,759
Q1 2025 Reduced 3.24%
$379B
$1.75 Billion 0.54% of portfolio
10,252
Q1 2025 Added 0.15%
$90B
$1.69 Billion 0.52% of portfolio
13,846
Q1 2025 Added 15.03%
$139B
$1.67 Billion 0.52% of portfolio
7,173
Q1 2025 Added 0.35%
$0
$1.6 Billion 0.5% of portfolio
201,095
Q1 2025 Added 0.19%
$393B
$1.5 Billion 0.47% of portfolio
13,881
Q1 2025 Reduced 10.7%
$436B
$1.52 Billion 0.47% of portfolio
1,608
Q1 2025 Added 0.25%
$786M
$1.41 Billion 0.44% of portfolio
84,826
Q4 2021 New
$65.1B
$1.35 Billion 0.42% of portfolio
47,150
Q1 2025 Reduced 48.4%
$114B
$1.3 Billion 0.4% of portfolio
14,509
Q1 2025 Added 1.27%
$264B
$1.3 Billion 0.4% of portfolio
14,847
Q1 2025 Reduced 0.66%
$45.7B
$1.25 Billion 0.39% of portfolio
11,957
Q1 2025 Added 0.32%
$181B
$1.27 Billion 0.39% of portfolio
8,454
Q1 2025 Added 7.61%
$84B
$1.23 Billion 0.38% of portfolio
8,345
Q1 2025 Added 0.01%
$85.2B
$1.2 Billion 0.37% of portfolio
18,320
Q1 2025 Reduced 3.38%
$281B
$1.15 Billion 0.35% of portfolio
6,848
Q1 2025 Added 2.47%
$737B
$1.12 Billion 0.35% of portfolio
1,361
Q1 2025 Reduced 2.51%
$40.3B
$1.14 Billion 0.35% of portfolio
14,931
Q1 2025 Added 0.27%
$52.5B
$1.02 Billion 0.31% of portfolio
6,114
Q2 2024 Added 3.03%
$7.41B
$1.01 Billion 0.31% of portfolio
16,165
Q1 2024 Reduced 0.35%
$8.68B
$976 Million 0.3% of portfolio
17,767
Q1 2025 Added 1.31%
$2.12B
$938 Million 0.29% of portfolio
11,177
Q1 2025 Added 0.73%
$56.2B
$902 Million 0.28% of portfolio
48,537
Q1 2025 Added 15.71%
$136B
$876 Million 0.27% of portfolio
34,585
Q1 2025 Added 1.42%
$213B
$866 Million 0.27% of portfolio
6,536
Q2 2024 Reduced 0.38%
$73.8B
$877 Million 0.27% of portfolio
7,973
Q1 2025 Reduced 1.87%
$32.5B
$849 Million 0.26% of portfolio
7,786
Q1 2025 Added 11.36%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $323 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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