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 Market Cap. of $200 Billions or more