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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.31K
+ 5.85%
$43.53 - $54.46 $56.9K - $71.1K
23.6K $1.29B
UGI
Ugi Corp

Utilities
300
+ 0.54%
$30.18 - $36.59 $9.05K - $11K
56.2K $2.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 1.96%
$496.48 - $617.85 $26.3K - $32.7K
2.76K $1.7B
PFE
Pfizer Inc

Healthcare
9.05K
+ 26.16%
$21.59 - $24.84 $195K - $225K
43.6K $1.06B
EFV
Msci Eafe Value ETF

ETFs
1.49K
+ 9.32%
$52.4 - $64.65 $78.3K - $96.6K
17.5K $1.11B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
19.4K
+ 9.63%
$7.05 - $8.02 $136K - $155K
220K $1.77B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.5K
+ 7.83%
$24.32 - $27.87 $498K - $570K
282K $7.47B
MUB
Ishares National Muni Bond ETF

ETFs
1.37K
+ 39.03%
$102.31 - $105.8 $140K - $145K
4.87K $509M
CME
Cme Group Inc.

Financial Services
97
+ 0.92%
$252.37 - $290.71 $24.5K - $28.2K
10.6K $2.93B
ET
Energy Transfer LP

Energy
8.6K
+ 17.71%
$15.65 - $18.93 $135K - $163K
57.1K $1.04B
VOE
Vanguard Mid Cap Value Index F

ETFs
320
+ 1.6%
$141.87 - $164.49 $45.4K - $52.6K
20.4K $3.35B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.25K
+ 23.77%
$96.84 - $99.46 $121K - $124K
6.48K $643M
RTX
Raytheon Technologies Corp

Industrials
245
+ 3.75%
$113.75 - $148.48 $27.9K - $36.4K
6.78K $990M
WFC
Wells Fargo & Company

Financial Services
905
+ 14.6%
$60.98 - $80.12 $55.2K - $72.5K
7.1K $569M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.89K
+ 4.1%
$90.85 - $102.31 $172K - $193K
48K $4.84B
BAC
Bank Of America Corp

Financial Services
521
+ 3.71%
$34.39 - $47.46 $17.9K - $24.7K
14.5K $688M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.27K
+ 5.32%
$15.52 - $17.13 $66.3K - $73.1K
84.5K $1.45B
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.98K
+ 3.52%
$50.48 - $50.71 $100K - $100K
58.2K $2.95B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.29K
+ 43.1%
$22.54 - $23.17 $96.6K - $99.3K
14.2K $327M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.01K
+ 7.83%
$45.12 - $46.23 $90.5K - $92.7K
27.6K $1.28B
Capital Grp Fixed Incm ETF T
3.53K
+ 24.48%
N/A
17.9K $472M
DHS
Wisdomtree Tr U.S

ETFs
1.06K
+ 31.7%
$87.71 - $98.37 $92.5K - $104K
4.38K $421M
GLDM
World Gold Trust

ETFs
791
+ 7.72%
$58.96 - $67.97 $46.6K - $53.8K
11K $723M
MMM
3 M CO

Industrials
252
+ 3.02%
$126.09 - $154.15 $31.8K - $38.8K
8.6K $1.31B
IJS
Ishares S&P Smallcap 600 Value

ETFs
290
+ 1.17%
$83.54 - $100.04 $24.2K - $29K
25K $2.49B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.08%
$320.42 - $424.58 $320 - $425
1.22K $517M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
121
+ 3.78%
$82.32 - $112.47 $9.96K - $13.6K
3.32K $373M
Pimco ETF Tr
2.45K
+ 10.49%
N/A
25.8K $684M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.21K
+ 13.45%
$10.78 - $11.57 $77.8K - $83.5K
60.8K $687M
JOBY
Joby Aviation, Inc.

Industrials
100
+ 0.67%
$5.33 - $10.55 $533 - $1.06K
15.1K $159M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
245
+ 7.46%
$86.93 - $109.64 $21.3K - $26.9K
3.53K $387M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10
+ 0.12%
$72.96 - $90.39 $730 - $904
8.4K $750M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
430
+ 3.98%
$32.66 - $40.75 $14K - $17.5K
11.2K $455M
RSP
Invesco S&P 500 Equal Weight E

ETFs
165
+ 6.46%
$152.93 - $181.74 $25.2K - $30K
2.72K $495M
XLF
Financial Sector Spdr

ETFs
446
+ 4.56%
$43.92 - $52.37 $19.6K - $23.4K
10.2K $535M
CTSH
Cognizant Technology Solutions Corp

Technology
240
+ 1.61%
$66.47 - $81.81 $16K - $19.6K
15.2K $1.18B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.44K
+ 17.13%
$25.13 - $26.07 $36.1K - $37.5K
9.83K $254M
LMT
Lockheed Martin Corp

Industrials
56
+ 10.41%
$430.82 - $486.45 $24.1K - $27.2K
594 $275M
WU
Western Union CO

Financial Services
11.1K
+ 39.08%
$8.37 - $10.63 $93.1K - $118K
39.6K $333M
SO
Southern CO

Utilities
300
+ 1.43%
$84.91 - $92.56 $25.5K - $27.8K
21.3K $1.96B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
173
+ 1.4%
$72.71 - $82.56 $12.6K - $14.3K
12.5K $1.02B
STRA
Strategic Education, Inc.

Consumer Defensive
137
+ 1.23%
$77.09 - $92.26 $10.6K - $12.6K
11.3K $963M
USA
Liberty All Star Equity Fund

Financial Services
1.5K
+ 3.51%
$5.9 - $6.81 $8.85K - $10.2K
44.3K $301M
ONDS
Ondas Holdings Inc.

Technology
11K
New
$0.75 - $1.92 $8.23K - $21.1K
11K $21.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
543
+ 2.94%
$29.0 - $30.68 $15.7K - $16.7K
19K $584M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
166
+ 1.28%
$82.21 - $83.12 $13.6K - $13.8K
13.1K $1.09B
STOT
Spdr Doubleline Short Duration

ETFs
248
+ 1.11%
$46.87 - $47.35 $11.6K - $11.7K
22.6K $1.07B
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.41%
$166.82 - $194.23 $1.33K - $1.55K
1.95K $378M
MDT
Medtronic PLC

Healthcare
518
+ 3.57%
$80.68 - $88.86 $41.8K - $46K
15K $1.31B
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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