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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Billion 3.1% of portfolio
79,205
Q2 2025 Added 6.59%
$0
$9.73 Billion 2.8% of portfolio
170,610
Q2 2025 Added 8.1%
$0
$8.52 Billion 2.46% of portfolio
291,723
Q2 2025 Added 9.97%
$0
$8.15 Billion 2.35% of portfolio
13,127
Q2 2025 Reduced 0.27%
$3.95T
$7.83 Billion 2.25% of portfolio
15,732
Q2 2025 Reduced 1.04%
$859B
$7.75 Billion 2.23% of portfolio
26,725
Q2 2025 Added 0.37%
$3.69T
$7.61 Billion 2.19% of portfolio
37,112
Q2 2025 Reduced 1.86%
$0
$7.47 Billion 2.15% of portfolio
281,793
Q2 2025 Added 7.83%
$621B
$6.39 Billion 1.84% of portfolio
13,159
Q2 2025 Reduced 2.08%
$0
$6.01 Billion 1.73% of portfolio
54,554
Q2 2025 Reduced 4.33%
$0
$5.71 Billion 1.64% of portfolio
42,805
Q2 2025 Added 5.7%
$0
$5.56 Billion 1.6% of portfolio
66,546
Q2 2025 Added 9.03%
$0
$5.28 Billion 1.52% of portfolio
12,053
Q2 2025 Reduced 3.35%
$92.8B
$4.85 Billion 1.4% of portfolio
14,131
Q2 2025 Reduced 3.25%
$0
$4.84 Billion 1.39% of portfolio
48,028
Q2 2025 Added 4.1%
$0
$4.8 Billion 1.38% of portfolio
77,399
Q2 2025 Reduced 4.59%
$0
$4.59 Billion 1.32% of portfolio
42,032
Q2 2025 Reduced 2.95%
Blackrock Inc
-
$4.29 Billion 1.24% of portfolio
-
Q2 2025 Added 0.76%
$306B
$4.23 Billion 1.22% of portfolio
59,724
Q2 2025 Added 0.05%
$442B
$3.77 Billion 1.09% of portfolio
34,979
Q2 2025 Added 1.26%
$0
$3.67 Billion 1.06% of portfolio
12,902
Q2 2025 Reduced 2.28%
$0
$3.61 Billion 1.04% of portfolio
18,465
Q2 2025 Added 3.91%
$0
$3.57 Billion 1.03% of portfolio
68,569
Q2 2025 Reduced 56.62%
$0
$3.55 Billion 1.02% of portfolio
48,856
Q2 2025 Reduced 23.52%
$0
$3.35 Billion 0.97% of portfolio
20,381
Q2 2025 Added 1.6%
$0
$3.23 Billion 0.93% of portfolio
23,314
Q2 2025 Reduced 6.86%
$0
$3.14 Billion 0.91% of portfolio
23,777
Q2 2025 Added 2.13%
$35.6B
$3.1 Billion 0.89% of portfolio
53,741
Q2 2025 Added 17.26%
$99.2B
$2.93 Billion 0.85% of portfolio
10,645
Q2 2025 Added 0.92%
$0
$2.95 Billion 0.85% of portfolio
58,158
Q2 2025 Added 3.52%
$0
$2.93 Billion 0.84% of portfolio
16,559
Q2 2025 Reduced 0.33%
$0
$2.87 Billion 0.83% of portfolio
10,379
Q2 2025 Reduced 1.84%
$2.26T
$2.83 Billion 0.82% of portfolio
12,903
Q2 2025 Added 10.75%
$0
$2.79 Billion 0.8% of portfolio
14,287
Q2 2025 Reduced 0.65%
$293B
$2.74 Billion 0.79% of portfolio
39,512
Q2 2025 Added 1.48%
$95.3B
$2.74 Billion 0.79% of portfolio
12,393
Q2 2025 Added 17.75%
$48.7B
$2.66 Billion 0.77% of portfolio
18,307
Q2 2025 Reduced 0.98%
$0
$2.59 Billion 0.75% of portfolio
19,476
Q2 2025 Reduced 1.29%
$25.8B
$2.56 Billion 0.74% of portfolio
18,421
Q2 2025 Added 0.81%
$0
$2.49 Billion 0.72% of portfolio
25,036
Q2 2025 Added 1.17%
$0
$2.44 Billion 0.7% of portfolio
4,415
Q2 2025 Added 1.12%
$0
$2.44 Billion 0.7% of portfolio
11,915
Q2 2025 Added 24.74%
$452B
$2.34 Billion 0.68% of portfolio
15,343
Q2 2025 Added 2.36%
$0
$2.32 Billion 0.67% of portfolio
89,283
Q2 2025 Added 7.53%
$182B
$2.29 Billion 0.66% of portfolio
52,984
Q2 2025 Added 1.5%
$551B
$2.12 Billion 0.61% of portfolio
5,976
Q2 2025 Reduced 1.32%
$1.21T
$2.09 Billion 0.6% of portfolio
11,875
Q2 2025 Added 0.99%
$7.38B
$2.05 Billion 0.59% of portfolio
56,153
Q2 2025 Added 0.54%
$456B
$1.99 Billion 0.57% of portfolio
12,621
Q2 2025 Reduced 9.08%

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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