Msh Capital Advisors LLC Reduced Holdings in Q1 2025

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.24K
- 12.16%
$209.68 - $247.1 $1.1M - $1.29M
37.8K $8.4B
KMI
Kinder Morgan, Inc.

Energy
-44.2K
- 48.4%
$26.1 - $31.22 $1.15M - $1.38M
47.2K $1.35B
MSFT
Microsoft Corp

Technology
-249
- 1.54%
$375.39 - $447.2 $93.5K - $111K
15.9K $5.97B
JPM
Jpmorgan Chase & CO

Financial Services
-3.68K
- 12.14%
$225.19 - $279.95 $828K - $1.03M
26.6K $6.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-995
- 22.78%
$507.05 - $563.67 $505K - $561K
3.37K $1.73B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.32K
- 2.95%
$102.49 - $119.96 $135K - $158K
43.3K $4.53B
NVDA
Nvidia Corp

Technology
-1.66K
- 10.7%
$106.98 - $149.43 $178K - $249K
13.9K $1.5B
VUG
Vanguard Growth ETF

ETFs
-41
- 0.33%
$369.1 - $427.61 $15.1K - $17.5K
12.5K $4.62B
HTRB
Hartford Fds Total Return Bd E

ETFs
-15.8K
- 32.84%
$33.03 - $34.09 $520K - $537K
32.2K $1.09B
GOOGL
Alphabet Inc.

Communication Services
-394
- 3.24%
$154.33 - $206.19 $60.8K - $81.2K
11.8K $1.82B
AMZN
Amazon Com Inc

Consumer Cyclical
-568
- 4.65%
$190.26 - $242.06 $108K - $137K
11.7K $2.22B
GTO
Invesco Actively Managed ETF T

ETFs
-9.81K
- 31.37%
$45.9 - $47.37 $450K - $465K
21.5K $1.01B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-640
- 3.38%
$65.15 - $91.81 $41.7K - $58.8K
18.3K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-105
- 0.79%
$554.06 - $615.85 $58.2K - $64.7K
13.2K $7.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-319
- 14.19%
$222.15 - $428.22 $70.9K - $137K
1.93K $500M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-9.39K
- 19.88%
$40.5 - $42.02 $380K - $395K
37.8K $1.58B
Blackrock Inc
-15
- 0.37%
N/A
4.06K $3.84B
Cambria ETF Tr
-13.1K
- 36.9%
N/A
22.4K $566M
IWP
Ishares Russell Mid Cap Growth

ETFs
-655
- 2.55%
$114.9 - $139.6 $75.3K - $91.4K
25K $2.94B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-6.76K
- 25.87%
$40.79 - $42.32 $276K - $286K
19.4K $814M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-4.5K
- 24.92%
$56.58 - $60.89 $255K - $274K
13.6K $807M
COIN
Coinbase Global, Inc.

Technology
-232
- 9.79%
$172.23 - $301.3 $40K - $69.9K
2.14K $368M
IWS
Ishares Russell Midcap Value E

ETFs
-648
- 2.71%
$122.59 - $135.24 $79.4K - $87.6K
23.3K $2.93B
UPS
United Parcel Service Inc

Industrials
-152
- 1.87%
$109.66 - $136.26 $16.7K - $20.7K
7.97K $877M
Pgim ETF Tr
-2.85K
- 28.5%
N/A
7.16K $367M
SPY
Spdr S&P 500 ETF Trust

ETFs
-116
- 4.11%
$551.42 - $612.93 $64K - $71.1K
2.7K $1.51B
VOT
Vanguard Mid Cap Growth Index

ETFs
-65
- 0.49%
$237.72 - $276.98 $15.5K - $18K
13.2K $3.23B
META
Meta Platforms, Inc.

Communication Services
-153
- 11.42%
$576.36 - $736.67 $88.2K - $113K
1.19K $684M
VTI
Vanguard Total Stock Market Et

ETFs
-262
- 13.93%
$271.18 - $303.12 $71K - $79.4K
1.62K $445M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.14K
- 17.87%
$95.85 - $99.25 $109K - $113K
5.24K $518M
CGGR
Capital Group Growth ETF Shs C

ETFs
-200
- 0.68%
$33.98 - $39.84 $6.8K - $7.97K
29.2K $999M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-108
- 8.16%
$360.07 - $417.26 $38.9K - $45.1K
1.22K $439M
DIS
Walt Disney CO

Communication Services
-229
- 4.6%
$96.87 - $114.0 $22.2K - $26.1K
4.75K $468M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-91
- 3.12%
$192.82 - $222.1 $17.5K - $20.2K
2.82K $545M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-520
- 5.08%
$40.03 - $46.81 $20.8K - $24.3K
9.72K $396M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-898
- 24.57%
$71.17 - $73.66 $63.9K - $66.1K
2.76K $202M
SYLD
Cambria Shareholder Yld ETF

ETFs
-648
- 16.07%
$62.77 - $71.4 $40.7K - $46.3K
3.39K $216M
Pimco ETF Tr
-2.53K
- 9.78%
N/A
23.3K $614M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-271
- 9.59%
$169.43 - $182.84 $45.9K - $49.5K
2.56K $443M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 2.11%
$347.25 - $424.87 $12.2K - $14.9K
1.62K $594M
HAL
Halliburton CO

Energy
-1.15K
- 10.85%
$24.15 - $29.9 $27.8K - $34.4K
9.47K $240M
WMT
Walmart Inc.

Consumer Defensive
-98
- 0.66%
$84.5 - $105.05 $8.28K - $10.3K
14.8K $1.3B
BAC
Bank Of America Corp

Financial Services
-340
- 2.37%
$39.61 - $47.74 $13.5K - $16.2K
14K $585M
ACN
Accenture PLC

Technology
-27
- 3.13%
$300.91 - $398.25 $8.12K - $10.8K
836 $261M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-636
- 4.68%
$81.83 - $82.73 $52K - $52.6K
13K $1.07B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.53K
- 5.98%
$24.73 - $25.62 $62.7K - $64.9K
39.8K $1.02B
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-955
- 5.77%
$31.75 - $36.0 $30.3K - $34.4K
15.6K $527M
T Rowe Price ETF Inc
-487
- 4.5%
N/A
10.3K $315M
FDX
Fedex Corp

Industrials
-3
- 0.35%
$230.33 - $281.53 $691 - $845
844 $206M
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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