Msh Capital Advisors LLC Reduced Holdings in Q3 2025

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-51.1K
- 74.58%
$50.79 - $76.4 $2.6M - $3.91M
17.4K $1.33B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-12.2K
- 72.8%
$65.64 - $78.22 $800K - $954K
4.56K $306M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-9.08K
- 15.61%
$50.52 - $50.75 $459K - $461K
49.1K $2.49B
EFG
Msci Eafe Growth ETF

ETFs
-2.67K
- 52.51%
$106.99 - $114.46 $286K - $306K
2.42K $275M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.64K
- 60.76%
$171.38 - $197.01 $281K - $323K
1.06K $207M
GTO
Invesco Actively Managed ETF T

ETFs
-5.59K
- 25.9%
$46.43 - $47.91 $259K - $268K
16K $759M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.53K
- 16.49%
$182.33 - $194.5 $278K - $297K
7.73K $1.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.75K
- 11.78%
$72.65 - $78.68 $418K - $453K
43.1K $3.38B
AMZN
Amazon Com Inc

Consumer Cyclical
-759
- 5.88%
$211.65 - $238.24 $161K - $181K
12.1K $2.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-905
- 33.26%
$181.56 - $190.33 $164K - $172K
1.82K $344M
KMI
Kinder Morgan, Inc.

Energy
-1.23K
- 3.56%
$26.23 - $28.5 $32.2K - $35K
33.2K $941M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.04K
- 8.11%
$25.21 - $25.99 $76.6K - $78.9K
34.4K $889M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.73K
- 6.28%
$45.6 - $46.92 $79K - $81.3K
25.9K $1.21B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.14K
- 19.02%
$39.8 - $42.86 $85.1K - $91.6K
9.1K $389M
XLF
Financial Sector Spdr

ETFs
-1.45K
- 14.21%
$51.37 - $54.25 $74.6K - $78.8K
8.77K $472M
T
At&T Inc.

Communication Services
-1.4K
- 5.98%
$26.94 - $29.62 $37.6K - $41.4K
21.9K $620M
CSCO
Cisco Systems, Inc.

Technology
-181
- 0.46%
$66.2 - $71.79 $12K - $13K
39.3K $2.69B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-522
- 3.98%
$82.38 - $83.0 $43K - $43.3K
12.6K $1.05B
Knife River Corp
-121
- 3.41%
N/A
3.42K $263M
CEG
Constellation Energy Corp

Utilities
-92
- 11.92%
$298.82 - $354.89 $27.5K - $32.6K
680 $224M
C
Citigroup Inc

Financial Services
-1.09K
- 18.83%
$85.57 - $103.49 $93.4K - $113K
4.7K $477M
MMM
3 M CO

Industrials
-247
- 2.87%
$144.41 - $160.2 $35.7K - $39.6K
8.35K $1.3B
XLK
Technology Sector Spdr

ETFs
-139
- 11.93%
$250.97 - $282.66 $34.9K - $39.3K
1.03K $289M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.19K
- 6.13%
$131.47 - $143.64 $157K - $171K
18.3K $2.59B
D
Dominion Energy, Inc

Utilities
-375
- 8.87%
$56.32 - $62.1 $21.1K - $23.3K
3.86K $236M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-208
- 6.27%
$110.74 - $122.12 $23K - $25.4K
3.11K $377M
EPD
Enterprise Products Partners L.P.

Energy
-49
- 0.21%
$30.74 - $32.14 $1.51K - $1.57K
23.5K $735M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-61
- 1.67%
$55.15 - $58.11 $3.36K - $3.54K
3.6K $207M
SHEL
Shell PLC

Energy
-50
- 0.58%
$69.82 - $73.93 $3.49K - $3.7K
8.53K $610M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-192
- 1.54%
$81.61 - $86.58 $15.7K - $16.6K
12.3K $1.05B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-89
- 1.89%
$135.0 - $146.02 $12K - $13K
4.61K $672M
EFV
Msci Eafe Value ETF

ETFs
-505
- 2.88%
$62.79 - $68.42 $31.7K - $34.6K
17K $1.15B
NEE
Nextera Energy Inc

Utilities
-152
- 1.64%
$69.77 - $77.54 $10.6K - $11.8K
9.12K $688M
PEP
Pepsico Inc

Consumer Defensive
-173
- 1.96%
$133.81 - $152.16 $23.1K - $26.3K
8.66K $1.22B
PSX
Phillips 66

Energy
-50
- 1.46%
$118.37 - $139.46 $5.92K - $6.97K
3.37K $458M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-27
- 0.24%
$49.43 - $54.52 $1.33K - $1.47K
11.3K $612M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-688
- 2.91%
$54.35 - $59.32 $37.4K - $40.8K
23K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
-199
- 4.87%
$357.4 - $423.42 $71.1K - $84.3K
3.88K $1.57B
AVGO
Broadcom Inc.

Technology
-85
- 3.89%
$264.74 - $369.57 $22.5K - $31.4K
2.1K $693M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.47K
- 5.86%
$98.99 - $112.2 $145K - $165K
23.6K $2.61B
VTV
Vanguard Value ETF

ETFs
-50
- 0.3%
$175.51 - $186.57 $8.78K - $9.33K
16.5K $3.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-105
- 2.38%
$546.99 - $602.2 $57.4K - $63.2K
4.31K $2.59B
IVE
Ishares S&P 500 Value ETF

ETFs
-184
- 1.0%
$194.44 - $206.51 $35.8K - $38K
18.3K $3.78B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-908
- 1.41%
$72.04 - $77.35 $65.4K - $70.2K
63.5K $4.87B
MU
Micron Technology Inc

Technology
-60
- 1.29%
$104.88 - $168.89 $6.29K - $10.1K
4.59K $767M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-297
- 0.38%
$62.09 - $66.51 $18.4K - $19.8K
77.1K $5.03B
NVDA
Nvidia Corp

Technology
-430
- 3.41%
$153.3 - $186.58 $65.9K - $80.2K
12.2K $2.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.98K
- 3.63%
$108.97 - $121.65 $216K - $241K
52.6K $6.35B
ABBV
Abb Vie Inc.

Healthcare
-95
- 1.1%
$184.85 - $231.54 $17.6K - $22K
8.57K $1.98B
Activity Summary
Buys All Purchases 120 New Holdings 13 Increased Positions 107 Sells All Sells 55 Reductions 55 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