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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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