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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.32 Billion 0.67% of portfolio
89,283
Q2 2025 Added 7.53%
$0
$1.77 Billion 0.51% of portfolio
220,453
Q2 2025 Added 9.63%
$0
$687 Million 0.2% of portfolio
60,847
Q2 2025 Added 13.45%
$0
$345 Million 0.1% of portfolio
10,894
Q1 2025 Reduced 0.69%
$0
$301 Million 0.09% of portfolio
44,270
Q2 2025 Added 3.51%
$0
$257 Million 0.07% of portfolio
18,105
Q4 2021 New
$0
$195 Million 0.06% of portfolio
12,358
Q4 2023 Reduced 4.12%

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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