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
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
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
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
SYLD
Cambria Shareholder Yld ETF

ETFs
1
+ 0.03%
$55.35 - $65.57 $55.4 - $65.6
3.39K $220M
GTO
Invesco Actively Managed ETF T

ETFs
108
+ 0.5%
$45.73 - $47.2 $4.94K - $5.1K
21.6K $1.01B
OTIS
Otis Worldwide Corp

Industrials
122
+ 5.45%
$90.88 - $104.3 $11.1K - $12.7K
2.36K $234M
D
Dominion Energy, Inc

Utilities
5
+ 0.12%
$49.66 - $58.0 $248 - $290
4.23K $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.31%
$85.42 - $94.39 $598 - $661
2.29K $215M
NEE
Nextera Energy Inc

Utilities
158
+ 1.73%
$64.11 - $75.0 $10.1K - $11.9K
9.27K $644M
SHEL
Shell PLC

Energy
185
+ 2.2%
$59.75 - $73.05 $11.1K - $13.5K
8.58K $604M
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.1%
$55.56 - $60.91 $556 - $609
9.62K $564M
BRO
Brown & Brown, Inc.

Financial Services
4
+ 0.17%
$104.48 - $124.43 $418 - $498
2.38K $264M
EPD
Enterprise Products Partners L.P.

Energy
935
+ 4.13%
$28.95 - $34.22 $27.1K - $32K
23.6K $730M
LOW
Lowes Companies Inc

Consumer Cyclical
170
+ 2.37%
$210.83 - $235.28 $35.8K - $40K
7.34K $1.63B
LLY
Eli Lilly & CO

Healthcare
20
+ 1.47%
$713.71 - $898.95 $14.3K - $18K
1.38K $1.08B
CVX
Chevron Corp

Energy
813
+ 11.87%
$133.73 - $168.51 $109K - $137K
7.66K $1.1B
KO
Coca Cola CO

Consumer Defensive
27
+ 0.05%
$68.37 - $73.9 $1.85K - $2K
59.7K $4.23B
DUK
Duke Energy Corp

Utilities
34
+ 0.25%
$112.46 - $124.05 $3.82K - $4.22K
13.9K $1.64B
UPS
United Parcel Service Inc

Industrials
115
+ 1.44%
$91.92 - $110.2 $10.6K - $12.7K
8.09K $816M
XLE
Energy Sector Spdr

ETFs
1.01K
+ 5.68%
$76.44 - $94.13 $77.4K - $95.3K
18.8K $1.6B
VZ
Verizon Communications Inc

Communication Services
784
+ 1.5%
$41.67 - $45.62 $32.7K - $35.8K
53K $2.29B
COP
Conocophillips

Energy
66
+ 1.21%
$82.66 - $106.1 $5.46K - $7K
5.51K $495M
PEP
Pepsico Inc

Consumer Defensive
383
+ 4.53%
$128.02 - $151.37 $49K - $58K
8.84K $1.17B
PG
Procter & Gamble CO

Consumer Defensive
39
+ 0.38%
$157.66 - $172.39 $6.15K - $6.72K
10.3K $1.64B
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
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