Msh Capital Advisors LLC New Holdings in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
14.7K
New
$338.75 - $399.71 $4.99M - $5.89M
14.7K $5.01B
Blackrock Inc
4.07K
New
N/A
4.07K $4.18B
ICSH
Blackrock Ultra Short Term Bon

ETFs
56.7K
New
$50.35 - $50.69 $2.85M - $2.87M
56.7K $2.86B
CME
Cme Group Inc.

Financial Services
10.5K
New
$221.17 - $246.02 $2.33M - $2.59M
10.5K $2.45B
AWK
American Water Works Company, Inc.

Utilities
17.8K
New
$123.83 - $146.07 $2.2M - $2.6M
17.8K $2.22B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
47.2K
New
$40.84 - $42.74 $1.93M - $2.02M
47.2K $1.93B
HTRB
Hartford Fds Total Return Bd E

ETFs
48K
New
$33.33 - $35.01 $1.6M - $1.68M
48K $1.6B
GTO
Invesco Actively Managed ETF T

ETFs
31.3K
New
$46.33 - $48.41 $1.45M - $1.51M
31.3K $1.45B
O
Realty Income Corp

Real Estate
20.7K
New
$51.76 - $64.71 $1.07M - $1.34M
20.7K $1.11B
CGGR
Capital Group Growth ETF Shs C

ETFs
29.4K
New
$34.49 - $39.24 $1.01M - $1.15M
29.4K $1.09B
MMM
3 M CO

Industrials
8.34K
New
$124.74 - $137.12 $1.04M - $1.14M
8.34K $1.08B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42.3K
New
$24.94 - $26.14 $1.06M - $1.11M
42.3K $1.06B
STOT
Spdr Doubleline Short Duration

ETFs
22.2K
New
$46.75 - $47.33 $1.04M - $1.05M
22.2K $1.04B
CGDV
Capital Group Divid Value ETF

ETFs
27.8K
New
$35.16 - $37.12 $976K - $1.03M
27.8K $979M
Cambria ETF Tr
35.4K
New
N/A
35.4K $895M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.98K
New
$176.42 - $186.91 $878K - $930K
4.98K $886M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.7K
New
$49.03 - $53.35 $819K - $892K
16.7K $856M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18K
New
$45.07 - $47.1 $811K - $848K
18K $814M
RTX
Raytheon Technologies Corp

Industrials
6.54K
New
$114.45 - $127.21 $748K - $831K
6.54K $756M
EFV
Msci Eafe Value ETF

ETFs
13.3K
New
$51.78 - $57.15 $690K - $761K
13.3K $699M
T Rowe Price ETF Inc
20.7K
New
N/A
20.7K $690M
Pimco ETF Tr
25.8K
New
N/A
25.8K $670M
EFG
Msci Eafe Growth ETF

ETFs
6.81K
New
$96.83 - $106.88 $660K - $728K
6.81K $660M
WEC
Wec Energy Group, Inc.

Utilities
6.99K
New
$92.94 - $101.82 $650K - $712K
6.99K $658M
PLD
Prologis, Inc.

Real Estate
6.01K
New
$101.4 - $126.96 $610K - $763K
6.01K $636M
EPD
Enterprise Products Partners L.P.

Energy
20.2K
New
$28.66 - $34.43 $578K - $694K
20.2K $632M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.91K
New
$198.04 - $221.51 $577K - $645K
2.91K $613M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
52.1K
New
$11.39 - $12.41 $594K - $647K
52.1K $608M
DE
Deere & CO

Industrials
1.43K
New
$389.45 - $466.0 $558K - $668K
1.43K $608M
COIN
Coinbase Global, Inc.

Technology
2.37K
New
$163.17 - $343.62 $387K - $814K
2.37K $588M
RTO
Rentokil Initial PLC

Industrials
21.9K
New
$22.92 - $26.98 $502K - $591K
21.9K $555M
AVGO
Broadcom Inc.

Technology
2.38K
New
$159.67 - $250.0 $380K - $596K
2.38K $553M
Capital Group Core Balanced
16.9K
New
N/A
16.9K $529M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.2K
New
$22.63 - $47.53 $524K - $1.1M
23.2K $526M
Pgim ETF Tr
10K
New
N/A
10K $512M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.83K
New
$174.22 - $187.62 $493K - $530K
2.83K $495M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.2K
New
$37.12 - $41.23 $491K - $545K
13.2K $491M
GH
Guardant Health, Inc.

Healthcare
15.7K
New
$20.2 - $38.11 $318K - $599K
15.7K $480M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.2K
New
$44.33 - $49.55 $454K - $507K
10.2K $460M
NEE
Nextera Energy Inc

Utilities
6.3K
New
$69.77 - $85.43 $440K - $538K
6.3K $452M
CGGO
Capital Group Global Growth Eq

ETFs
15.5K
New
$29.21 - $30.67 $451K - $474K
15.5K $452M
Knife River Corp
4.15K
New
N/A
4.15K $422M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.02K
New
$99.11 - $112.25 $399K - $452K
4.02K $421M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
New
$34.13 - $37.35 $391K - $428K
11.5K $391M
IYW
Ishares Dj Us Tech ETF

ETFs
2.2K
New
$148.14 - $166.23 $325K - $365K
2.2K $350M
T Rowe Price ETF Inc
10.8K
New
N/A
10.8K $349M
SLB
Schlumberger Limited

Energy
8.88K
New
$36.83 - $45.59 $327K - $405K
8.88K $340M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.02K
New
$55.45 - $61.08 $334K - $368K
6.02K $334M
Capital Grp Fixed Incm ETF T
12.5K
New
N/A
12.5K $322M
Activity Summary
Buys All Purchases 146 New Holdings 76 Increased Positions 70 Sells All Sells 117 Reductions 76 Sold out 41 Options Calls 0 Puts 0
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