Msh Capital Advisors LLC Purchases in Q1 2025

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
10.5K
New
$173.46 - $217.6 $1.83M - $2.29M
10.5K $2.29B
O
Realty Income Corp

Real Estate
25.1K
+ 121.09%
$51.67 - $58.49 $1.3M - $1.47M
45.8K $2.66B
XLE
Energy Sector Spdr

ETFs
11.7K
+ 191.84%
$85.7 - $93.96 $1M - $1.1M
17.8K $1.66B
XLV
Select Sector Spdr Fund Health

ETFs
7.14K
+ 124.72%
$137.61 - $149.68 $983K - $1.07M
12.9K $1.88B
VEA
Vanguard Ftse Developed Market

ETFs
12.4K
+ 8.55%
$47.4 - $52.99 $589K - $658K
158K $8.02B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.98K
+ 8.75%
$128.74 - $138.67 $770K - $829K
74.3K $10.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.7K
+ 9.07%
$27.01 - $28.54 $587K - $620K
261K $7.31B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.75K
+ 75.25%
$168.16 - $186.21 $630K - $697K
8.72K $1.49B
KO
Coca Cola CO

Consumer Defensive
145
+ 0.24%
$60.81 - $72.32 $8.82K - $10.5K
59.7K $4.28B
PAYX
Paychex Inc

Industrials
1.98K
+ 11.97%
$136.06 - $154.52 $269K - $305K
18.5K $2.85B
AWK
American Water Works Company, Inc.

Utilities
470
+ 2.64%
$121.01 - $149.31 $56.9K - $70.2K
18.3K $2.7B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.93K
+ 7.79%
$126.11 - $135.06 $369K - $395K
40.5K $5.22B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.86K
+ 6.61%
$97.38 - $104.52 $278K - $299K
46.1K $4.71B
DUK
Duke Energy Corp

Utilities
1.81K
+ 15.03%
$105.87 - $121.97 $192K - $221K
13.8K $1.69B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.8K
+ 68.28%
$22.46 - $23.26 $355K - $368K
39K $903M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.6K
+ 42.2%
$44.72 - $46.25 $340K - $351K
25.6K $1.18B
MBB
Ishares Tr

ETFs
3.73K
+ 108.56%
$90.37 - $94.08 $337K - $351K
7.16K $672M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.07K
+ 14.47%
$64.88 - $72.1 $524K - $582K
63.9K $4.2B
CME
Cme Group Inc.

Financial Services
15
+ 0.14%
$225.82 - $266.54 $3.39K - $4K
10.5K $2.8B
JNJ
Johnson & Johnson

Healthcare
106
+ 0.71%
$142.06 - $167.7 $15.1K - $17.8K
15K $2.49B
Blackrock ETF Trust Ii
6.25K
New
N/A
6.25K $328M
WU
Western Union CO

Financial Services
28.5K
New
$10.24 - $11.62 $292K - $331K
28.5K $301M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.2K
New
$91.76 - $103.26 $294K - $330K
3.2K $296M
VZ
Verizon Communications Inc

Communication Services
110
+ 0.21%
$37.81 - $46.49 $4.16K - $5.11K
52.2K $2.37B
UGI
Ugi Corp

Utilities
70
+ 0.13%
$28.0 - $34.16 $1.96K - $2.39K
55.9K $1.85B
SO
Southern CO

Utilities
785
+ 3.88%
$80.96 - $92.96 $63.6K - $73K
21K $1.93B
IEMG
Ishares Inc

ETFs
4.01K
+ 21.47%
N/A
22.7K $1.22B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.11K
+ 1.74%
$59.28 - $66.1 $66K - $73.6K
65.2K $4.14B
EFV
Msci Eafe Value ETF

ETFs
2.71K
+ 20.35%
$51.88 - $60.73 $141K - $165K
16K $945M
D
Dominion Energy, Inc

Utilities
4.23K
New
$52.85 - $57.43 $223K - $243K
4.23K $237M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.63K
+ 33.69%
$48.06 - $53.73 $271K - $302K
22.3K $1.09B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.94K
New
$22.25 - $23.0 $221K - $229K
9.94K $228M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.9K
+ 15.15%
$24.91 - $29.02 $869K - $1.01M
265K $6.64B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.28K
New
$87.68 - $94.52 $200K - $216K
2.28K $214M
WY
Weyerhaeuser CO

Real Estate
7.26K
New
$27.29 - $31.39 $198K - $228K
7.26K $213M
IVE
Ishares S&P 500 Value ETF

ETFs
1.13K
+ 6.77%
$185.78 - $198.58 $209K - $224K
17.8K $3.39B
GLD
Spdr Gold Trust

ETFs
251
+ 8.57%
$243.19 - $288.14 $61K - $72.3K
3.18K $916M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.26K
New
$85.29 - $92.57 $192K - $209K
2.26K $205M
CGSD
Capital Grp Core Plus Income E
7.84K
New
N/A
7.84K $202M
NEE
Nextera Energy Inc

Utilities
2.81K
+ 44.58%
$66.96 - $76.16 $188K - $214K
9.11K $646M
WEC
Wec Energy Group, Inc.

Utilities
794
+ 11.36%
$92.12 - $108.98 $73.1K - $86.5K
7.79K $849M
Bgc Group Inc
20.1K
New
N/A
20.1K $184M
CVX
Chevron Corp

Energy
165
+ 2.47%
$146.71 - $167.97 $24.2K - $27.7K
6.85K $1.15B
MDT
Medtronic PLC

Healthcare
182
+ 1.27%
$79.84 - $94.5 $14.5K - $17.2K
14.5K $1.3B
XLF
Financial Sector Spdr

ETFs
2.98K
+ 43.79%
$47.32 - $52.19 $141K - $155K
9.78K $487M
MMM
3 M CO

Industrials
1
+ 0.01%
$129.7 - $155.12 $130 - $155
8.35K $1.23B
GDV
Gabelli Dividend & Income Trust

Financial Services
6.17K
+ 8.03%
$23.47 - $25.3 $145K - $156K
83K $2B
MCD
Mcdonalds Corp

Consumer Cyclical
304
+ 13.37%
$279.74 - $321.29 $85K - $97.7K
2.58K $805M
MUB
Ishares National Muni Bond ETF

ETFs
1.38K
+ 64.79%
$104.71 - $107.69 $144K - $148K
3.51K $370M
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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