Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025

Msh Capital Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $373 Billion distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.9B, Spdr Series Tr Spdr S&P Divide with a value of $11.4B, Schwab Strategic Tr Us Large C with a value of $9.8B, Apple Inc. with a value of $9.67B, and Ishares Core S&P 500 ETF with a value of $8.68B.

Examining the 13F form we can see an increase of $26B in the current position value, from $347B to 373B.

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 $373 Billion
ETFs: $200 Billion
Financial Services: $35.2 Billion
Technology: $28 Billion
Industrials: $13.2 Billion
Healthcare: $13.1 Billion
Consumer Defensive: $12.2 Billion
Consumer Cyclical: $11.2 Billion
Energy: $10.7 Billion
Other: $33.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Billion 3.46% of portfolio
215,562
Q3 2025 Added 26.35%
$0
$11.4 Billion 3.04% of portfolio
81,104
Q3 2025 Added 2.4%
$0
$9.8 Billion 2.63% of portfolio
307,080
Q3 2025 Added 5.26%
$4.3T
$9.67 Billion 2.59% of portfolio
37,982
Q3 2025 Added 2.34%
$0
$8.68 Billion 2.33% of portfolio
12,966
Q3 2025 Reduced 1.23%
$0
$8.17 Billion 2.19% of portfolio
299,105
Q3 2025 Added 6.14%
$3.78T
$8.16 Billion 2.19% of portfolio
15,761
Q3 2025 Added 0.18%
$881B
$8.18 Billion 2.19% of portfolio
25,922
Q3 2025 Reduced 3.0%
$0
$7.2 Billion 1.93% of portfolio
82,466
Q3 2025 Added 23.92%
$662B
$6.66 Billion 1.79% of portfolio
13,249
Q3 2025 Added 0.68%
$0
$6.35 Billion 1.7% of portfolio
52,572
Q3 2025 Reduced 3.63%
$0
$6.34 Billion 1.7% of portfolio
45,002
Q3 2025 Added 5.13%
$0
$5.76 Billion 1.54% of portfolio
12,018
Q3 2025 Reduced 0.29%
$0
$5.12 Billion 1.37% of portfolio
49,697
Q3 2025 Added 3.48%
$0
$5.03 Billion 1.35% of portfolio
77,102
Q3 2025 Reduced 0.38%
$0
$4.98 Billion 1.34% of portfolio
41,940
Q3 2025 Reduced 0.22%
$86.1B
$4.89 Billion 1.31% of portfolio
14,131
Q2 2025 Reduced 3.25%
Blackrock Inc
-
$4.77 Billion 1.28% of portfolio
-
Q2 2025 Added 0.76%
$490B
$3.99 Billion 1.07% of portfolio
35,407
Q3 2025 Added 1.22%
$306B
$4.01 Billion 1.07% of portfolio
60,434
Q3 2025 Added 1.19%
$0
$3.79 Billion 1.02% of portfolio
12,902
Q2 2025 Reduced 2.28%
$0
$3.78 Billion 1.01% of portfolio
18,281
Q3 2025 Reduced 1.0%
$0
$3.56 Billion 0.95% of portfolio
20,381
Q2 2025 Added 1.6%
$0
$3.38 Billion 0.9% of portfolio
43,102
Q3 2025 Reduced 11.78%
$0
$3.32 Billion 0.89% of portfolio
23,314
Q2 2025 Reduced 6.86%
$0
$3.32 Billion 0.89% of portfolio
23,777
Q2 2025 Added 2.13%
$35.1B
$3.27 Billion 0.88% of portfolio
53,741
Q2 2025 Added 17.26%
$0
$3.09 Billion 0.83% of portfolio
10,379
Q2 2025 Reduced 1.84%
$0
$3.08 Billion 0.83% of portfolio
16,509
Q3 2025 Reduced 0.3%
$0
$2.98 Billion 0.8% of portfolio
14,287
Q2 2025 Reduced 0.65%
$522B
$2.9 Billion 0.78% of portfolio
15,658
Q3 2025 Added 2.05%
$100B
$2.88 Billion 0.77% of portfolio
10,645
Q2 2025 Added 0.92%
$0
$2.72 Billion 0.73% of portfolio
12,600
Q3 2025 Added 5.75%
$319B
$2.69 Billion 0.72% of portfolio
39,331
Q3 2025 Reduced 0.46%
$0
$2.69 Billion 0.72% of portfolio
99,216
Q3 2025 Added 11.13%
$2.39T
$2.67 Billion 0.71% of portfolio
12,144
Q3 2025 Reduced 5.88%
$0
$2.61 Billion 0.7% of portfolio
23,569
Q3 2025 Reduced 5.86%
$0
$2.59 Billion 0.69% of portfolio
18,283
Q3 2025 Reduced 6.13%
$0
$2.59 Billion 0.69% of portfolio
36,971
Q3 2025 Added 66.84%
$0
$2.59 Billion 0.69% of portfolio
4,310
Q3 2025 Reduced 2.38%
$23.9B
$2.56 Billion 0.69% of portfolio
18,421
Q2 2025 Added 0.81%
$0
$2.56 Billion 0.68% of portfolio
18,361
Q3 2025 Added 43.01%
$1.65T
$2.54 Billion 0.68% of portfolio
10,449
Q3 2025 Reduced 12.01%
$0
$2.49 Billion 0.67% of portfolio
49,080
Q3 2025 Reduced 15.61%
$172B
$2.41 Billion 0.65% of portfolio
54,836
Q3 2025 Added 3.5%
$84B
$2.39 Billion 0.64% of portfolio
12,402
Q3 2025 Added 0.07%
$40.4B
$2.32 Billion 0.62% of portfolio
18,307
Q2 2025 Reduced 0.98%
$465B
$2.27 Billion 0.61% of portfolio
12,191
Q3 2025 Reduced 3.41%
$0
$2.23 Billion 0.6% of portfolio
3,636
Q3 2025 Added 6.78%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $373 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email