Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025

Msh Capital Advisors LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $347 Billion distributed in 242 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 $10.8B, Vanguard Ftse Developed Market with a value of $9.73B, Schwab Strategic Tr Us Large C with a value of $8.52B, Ishares Core S&P 500 ETF with a value of $8.15B, and Microsoft Corp with a value of $7.83B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $323B to 347B.

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 $347 Billion
ETFs: $185 Billion
Financial Services: $34.5 Billion
Technology: $25.4 Billion
Industrials: $13.6 Billion
Consumer Defensive: $13.3 Billion
Consumer Cyclical: $10.9 Billion
Healthcare: $10.4 Billion
Utilities: $10.4 Billion
Other: $30.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4B
$983 Million 0.28% of portfolio
6,114
Q2 2024 Added 3.03%
$252B
$962 Million 0.28% of portfolio
2,479
Q2 2025 Added 19.53%
$8.02B
$973 Million 0.28% of portfolio
17,734
Q2 2025 Reduced 0.19%
$1.65T
$876 Million 0.25% of portfolio
1,187
Q1 2025 Reduced 11.42%
$60.9B
$816 Million 0.24% of portfolio
8,088
Q2 2025 Added 1.44%
$36.1B
$811 Million 0.23% of portfolio
7,786
Q1 2025 Added 11.36%
$224B
$750 Million 0.22% of portfolio
2,568
Q2 2025 Reduced 0.35%
$102B
$742 Million 0.21% of portfolio
16,367
Q2 2025 Reduced 0.73%
$68B
$730 Million 0.21% of portfolio
23,552
Q2 2025 Added 4.13%
-
$742 Million 0.21% of portfolio
-
Q2 2025 New
$1.4T
$743 Million 0.21% of portfolio
2,338
Q2 2025 Added 21.2%
$414B
$688 Million 0.2% of portfolio
14,549
Q2 2025 Added 3.71%
$0
$687 Million 0.2% of portfolio
60,847
Q2 2025 Added 13.45%
$6.39B
$669 Million 0.19% of portfolio
12,853
Q2 2025 Reduced 15.01%
$148B
$644 Million 0.19% of portfolio
9,271
Q2 2025 Added 1.73%
$201B
$676 Million 0.19% of portfolio
23,344
Q2 2025 Reduced 0.6%
$121B
$657 Million 0.19% of portfolio
4,389
Q2 2025 Added 37.63%
$106B
$632 Million 0.18% of portfolio
6,013
Q4 2024 New
$8.2B
$632 Million 0.18% of portfolio
6,650
Q2 2025 New
$149B
$609 Million 0.18% of portfolio
1,706
Q2 2025 Reduced 11.65%
$253B
$621 Million 0.18% of portfolio
2,105
Q2 2025 Reduced 1.64%
$209B
$575 Million 0.17% of portfolio
4,636
Q2 2025 Reduced 2.32%
$255B
$604 Million 0.17% of portfolio
8,576
Q2 2025 Added 2.2%
$134B
$602 Million 0.17% of portfolio
2,185
Q2 2025 Reduced 8.39%
$214B
$602 Million 0.17% of portfolio
104
Q2 2025 Reduced 4.59%
$129B
$540 Million 0.16% of portfolio
2,577
Q2 2025 Reduced 16.49%
$182B
$573 Million 0.16% of portfolio
4,646
Q2 2025 Reduced 2.6%
$118B
$564 Million 0.16% of portfolio
9,622
Q2 2025 Added 0.1%
$318B
$569 Million 0.16% of portfolio
7,103
Q2 2025 Added 14.6%
$47.9B
$571 Million 0.16% of portfolio
1,629
Q2 2025 Reduced 23.77%
$12.7B
$526 Million 0.15% of portfolio
21,912
Q4 2024 New
$197B
$493 Million 0.14% of portfolio
5,795
Q2 2025 Reduced 0.03%
$3.53B
$477 Million 0.14% of portfolio
15,588
Q1 2025 Reduced 5.77%
-
$496 Million 0.14% of portfolio
-
Q2 2025 Added 144.15%
-
$491 Million 0.14% of portfolio
-
Q2 2025 Added 35.46%
$213B
$497 Million 0.14% of portfolio
6,279
Q2 2025 Reduced 4.83%
$120B
$495 Million 0.14% of portfolio
5,512
Q2 2025 Added 1.21%
$43.3B
$457 Million 0.13% of portfolio
3,084
Q1 2025 Added 0.13%
$65.4B
$408 Million 0.12% of portfolio
3,418
Q2 2025 Reduced 1.1%
$329B
$368 Million 0.11% of portfolio
1,431
Q2 2025 Reduced 1.11%
$3.08B
$333 Million 0.1% of portfolio
39,606
Q2 2025 Added 39.08%
$0
$345 Million 0.1% of portfolio
10,894
Q1 2025 Reduced 0.69%
$95.9B
$362 Million 0.1% of portfolio
7,811
Q2 2025 Reduced 12.7%
$21.3B
$328 Million 0.09% of portfolio
3,415
Q2 2025 Reduced 14.41%
$1.48T
$320 Million 0.09% of portfolio
1,805
Q2 2025 Reduced 5.25%
$0
$301 Million 0.09% of portfolio
44,270
Q2 2025 Added 3.51%
$543B
$296 Million 0.09% of portfolio
526
Q2 2025 Reduced 6.9%
$534B
$316 Million 0.09% of portfolio
236
Q2 2025 Reduced 16.31%
$122B
$263 Million 0.08% of portfolio
852
Q2 2025 Reduced 6.06%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $347 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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