Msh Capital Advisors LLC Reduced Holdings in Q2 2025

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-1.23K
- 9.68%
$17.11 - $21.71 $21K - $26.6K
11.4K $248M
ENB
Enbridge Inc

Energy
-121
- 0.73%
$41.09 - $47.16 $4.97K - $5.71K
16.4K $742M
T
At&T Inc.

Communication Services
-141
- 0.6%
$26.33 - $28.94 $3.71K - $4.08K
23.3K $676M
XLK
Technology Sector Spdr

ETFs
-209
- 15.21%
$179.73 - $253.23 $37.6K - $52.9K
1.17K $295M
T Rowe Price ETF Inc
-1.44K
- 6.75%
N/A
19.9K $701M
BA
Boeing CO

Industrials
-509
- 16.49%
$136.59 - $217.51 $69.5K - $111K
2.58K $540M
IWV
Ishares Russell 3000 ETF

ETFs
-131
- 6.49%
$281.67 - $351.0 $36.9K - $46K
1.89K $662M
GOOG
Alphabet Inc.

Communication Services
-100
- 5.25%
$146.58 - $180.01 $14.7K - $18K
1.81K $320M
PWR
Quanta Services, Inc.

Industrials
-220
- 25.55%
$239.47 - $381.26 $52.7K - $83.9K
641 $242M
GH
Guardant Health, Inc.

Healthcare
-2.27K
- 15.01%
$37.05 - $52.04 $84.1K - $118K
12.9K $669M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 2.3%
$908.13 - $1056.85 $33.6K - $39.1K
1.57K $1.56B
DE
Deere & CO

Industrials
-22
- 1.69%
$412.99 - $531.48 $9.09K - $11.7K
1.28K $649M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-68
- 0.6%
$39.89 - $49.46 $2.71K - $3.36K
11.3K $560M
MCHP
Microchip Technology Inc

Technology
-770
- 16.96%
$35.34 - $71.6 $27.2K - $55.1K
3.77K $265M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-112
- 2.33%
$108.12 - $135.04 $12.1K - $15.1K
4.7K $635M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.57K
- 8.58%
$57.41 - $74.81 $90.2K - $118K
16.7K $1.24B
NFLX
Netflix Inc

Communication Services
-46
- 16.31%
$855.86 - $1339.13 $39.4K - $61.6K
236 $316M
VTV
Vanguard Value ETF

ETFs
-55
- 0.33%
$153.67 - $176.74 $8.45K - $9.72K
16.6K $2.93B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.28K
- 2.95%
$90.56 - $109.49 $116K - $140K
42K $4.59B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.73K
- 4.59%
$51.16 - $62.02 $191K - $231K
77.4K $4.8B
IYW
Ishares Dj Us Tech ETF

ETFs
-109
- 3.89%
$122.57 - $173.27 $13.4K - $18.9K
2.7K $467M
GE
General Electric CO

Industrials
-16
- 1.11%
$166.81 - $257.39 $2.67K - $4.12K
1.43K $368M
C
Citigroup Inc

Financial Services
-2
- 0.03%
$58.13 - $85.12 $116 - $170
5.8K $493M
ETN
Eaton Corp PLC

Industrials
-225
- 11.65%
$246.52 - $356.99 $55.5K - $80.3K
1.71K $609M
IBM
International Business Machines Corp

Technology
-35
- 1.64%
$221.03 - $294.78 $7.74K - $10.3K
2.11K $621M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 4.59%
$4164.15 - $5789.24 $20.8K - $28.9K
104 $602M
DIS
Walt Disney CO

Communication Services
-110
- 2.32%
$81.72 - $124.01 $8.99K - $13.6K
4.64K $575M
VBR
Vanguard Small Cap Value ETF

ETFs
-93
- 0.65%
$162.76 - $195.77 $15.1K - $18.2K
14.3K $2.79B
WMT
Walmart Inc.

Consumer Defensive
-285
- 1.92%
$81.79 - $99.98 $23.3K - $28.5K
14.6K $1.42B
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.59K
- 5.46%
$30.53 - $40.65 $48.6K - $64.7K
27.6K $1.12B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-255
- 1.29%
$108.87 - $133.04 $27.8K - $33.9K
19.5K $2.59B
MU
Micron Technology Inc

Technology
-124
- 2.6%
$64.72 - $127.91 $8.03K - $15.9K
4.65K $573M
COIN
Coinbase Global, Inc.

Technology
-508
- 23.77%
$151.47 - $375.07 $76.9K - $191K
1.63K $571M
AVGO
Broadcom Inc.

Technology
-200
- 8.39%
$146.29 - $275.65 $29.3K - $55.1K
2.19K $602M
VBK
Vanguard Small Cap Growth ETF

ETFs
-195
- 1.84%
$219.76 - $276.94 $42.9K - $54K
10.4K $2.87B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.72K
- 6.86%
$104.34 - $138.68 $179K - $238K
23.3K $3.23B
VOT
Vanguard Mid Cap Growth Index

ETFs
-301
- 2.28%
$216.28 - $284.39 $65.1K - $85.6K
12.9K $3.67B
STX
Seagate Technology Holdings PLC

Technology
-35
- 0.43%
$66.54 - $144.33 $2.33K - $5.05K
8.01K $1.16B
NVDA
Nvidia Corp

Technology
-1.26K
- 9.08%
$94.31 - $157.99 $119K - $199K
12.6K $1.99B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-786
- 1.21%
$57.14 - $72.68 $44.9K - $57.1K
64.4K $4.68B
VUG
Vanguard Growth ETF

ETFs
-418
- 3.35%
$329.49 - $438.4 $138K - $183K
12.1K $5.28B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.47K
- 4.33%
$82.96 - $110.1 $205K - $272K
54.6K $6.01B
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 0.27%
$498.8 - $620.9 $17.5K - $21.7K
13.1K $8.15B
MSFT
Microsoft Corp

Technology
-165
- 1.04%
$354.56 - $497.45 $58.5K - $82.1K
15.7K $7.83B
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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