Msh Capital Advisors LLC Incresed Positions 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
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 0.37%
$210.28 - $289.91 $20.6K - $28.4K
26.7K $7.75B
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.89K
+ 6.59%
$121.58 - $136.74 $595K - $669K
79.2K $10.8B
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 10.75%
$167.32 - $223.3 $209K - $280K
12.9K $2.83B
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 1.12%
$416.06 - $551.64 $20.4K - $27K
4.42K $2.44B
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
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
Blackrock ETF Trust Ii
4.73K
+ 75.57%
N/A
11K $580M
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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
539
+ 6.18%
$152.42 - $182.82 $82.2K - $98.5K
9.26K $1.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.95%
$456.74 - $568.03 $14.6K - $18.2K
3.41K $1.93B
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
CGMS
Capital Grp Core Plus Income E
4.66K
+ 35.46%
N/A
17.8K $491M
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
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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