Msh Capital Advisors LLC Purchases in Q2 2025

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
26.5K
+ 9.97%
$22.27 - $29.21 $589K - $773K
292K $8.52B
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 8.1%
$45.65 - $57.01 $584K - $729K
171K $9.73B
FTLS
First Tr Long/Short Equity ETF

ETFs
22.2K
New
$60.06 - $66.28 $1.33M - $1.47M
22.2K $1.47B
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 0.37%
$210.28 - $289.91 $20.6K - $28.4K
26.7K $7.75B
NKE
Nike, Inc.

Consumer Cyclical
14K
New
$53.27 - $72.04 $747K - $1.01M
14K $996M
IEFA
Ishares Tr

ETFs
5.51K
+ 9.03%
$67.83 - $84.09 $374K - $464K
66.5K $5.56B
HD
Home Depot, Inc.

Consumer Cyclical
2.46K
+ 152.04%
$335.24 - $380.78 $826K - $938K
4.08K $1.5B
XTEN
Bondbloxx ETF Tr Bloomberg 10
16.1K
New
N/A
16.1K $742M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.89K
+ 6.59%
$121.58 - $136.74 $595K - $669K
79.2K $10.8B
FRT
Federal Realty Investment Trust

Real Estate
6.65K
New
$83.56 - $99.08 $556K - $659K
6.65K $632M
VIG
Vanguard Dividend Appreciation

ETFs
2.36K
+ 24.74%
N/A
11.9K $2.44B
UNH
Unitedhealth Group Inc

Healthcare
2.31K
+ 249.41%
$274.35 - $599.47 $633K - $1.38M
3.23K $1.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
+ 35.95%
$50.36 - $50.68 $506K - $509K
38K $1.92B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.31K
+ 5.7%
$114.78 - $133.31 $265K - $308K
42.8K $5.71B
IEMG
Ishares Inc

ETFs
5.45K
+ 24.04%
N/A
28.1K $1.69B
Blackrock Inc
31
+ 0.76%
N/A
4.09K $4.29B
AMT
American Tower Corp

Real Estate
1.87K
+ 17.75%
$203.96 - $228.19 $381K - $426K
12.4K $2.74B
O
Realty Income Corp

Real Estate
7.91K
+ 17.26%
$52.27 - $58.52 $414K - $463K
53.7K $3.1B
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.12K
New
$40.94 - $52.1 $332K - $423K
8.12K $423M
Ishares Bitcoin Trust ETF
6.63K
New
N/A
6.63K $406M
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 1.12%
$416.06 - $551.64 $20.4K - $27K
4.42K $2.44B
CGUS
Capital Group Core Equity ETF
10.2K
New
$29.93 - $36.93 $305K - $376K
10.2K $376M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.3K
+ 39.32%
$22.68 - $23.28 $348K - $357K
54.3K $1.26B
CSCO
Cisco Systems, Inc.

Technology
576
+ 1.48%
$53.19 - $69.38 $30.6K - $40K
39.5K $2.74B
GDV
Gabelli Dividend & Income Trust

Financial Services
6.25K
+ 7.53%
$21.11 - $26.01 $132K - $163K
89.3K $2.32B
CGSD
Capital Grp Core Plus Income E
11.3K
+ 144.15%
N/A
19.1K $496M
Capital Group Dividend Growe
8.51K
New
N/A
8.51K $286M
CAT
Caterpillar Inc

Industrials
405
+ 19.53%
$273.94 - $388.21 $111K - $157K
2.48K $962M
GOOGL
Alphabet Inc.

Communication Services
116
+ 0.99%
$144.7 - $178.6 $16.8K - $20.7K
11.9K $2.09B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.5K
New
$105.23 - $109.61 $263K - $274K
2.5K $274M
Blackrock ETF Trust
7.6K
New
N/A
7.6K $270M
Capital Group Global Equity
8.95K
New
N/A
8.95K $261M
Blackrock ETF Trust Ii
4.73K
+ 75.57%
N/A
11K $580M
CEG
Constellation Energy Corp

Utilities
772
New
$170.96 - $322.76 $132K - $249K
772 $249M
CGMU
Capital Group Core Plus Income
9.33K
New
N/A
9.33K $249M
MBB
Ishares Tr

ETFs
2.62K
+ 36.61%
$91.41 - $94.22 $240K - $247K
9.78K $919M
TSLA
Tesla, Inc.

Consumer Cyclical
409
+ 21.2%
$221.86 - $362.89 $90.7K - $148K
2.34K $743M
IVE
Ishares S&P 500 Value ETF

ETFs
695
+ 3.91%
$168.34 - $195.42 $117K - $136K
18.5K $3.61B
Ge Vernova Inc
408
New
N/A
408 $216M
BMO
Bank Of Montreal

Financial Services
1.93K
New
$87.54 - $110.63 $169K - $213K
1.93K $213M
TECK
Teck Resources LTD

Basic Materials
5.27K
New
$29.05 - $41.48 $153K - $219K
5.27K $213M
BX
Blackstone Inc.

Financial Services
1.2K
+ 37.63%
$120.07 - $151.11 $144K - $181K
4.39K $657M
IWS
Ishares Russell Midcap Value E

ETFs
495
+ 2.13%
$110.58 - $132.14 $54.7K - $65.4K
23.8K $3.14B
BROS
Dutch Bros Inc.

Consumer Cyclical
3K
New
$51.37 - $73.72 $154K - $221K
3K $205M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.18K
New
N/A
2.18K $204M
Everus Constr Group
3.21K
New
N/A
3.21K $204M
QUAL
Ishares Msci Usa Quality Facto

ETFs
539
+ 6.18%
$152.42 - $182.82 $82.2K - $98.5K
9.26K $1.69B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.05K
New
$53.75 - $67.21 $164K - $205K
3.05K $202M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.95%
$456.74 - $568.03 $14.6K - $18.2K
3.41K $1.93B
Activity Summary
Buys All Purchases 124 New Holdings 21 Increased Positions 103 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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