Msh Capital Advisors LLC Sells in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YELP
Yelp Inc

Communication Services
-8.19K
Closed
$33.38 - $40.61 $273K - $333K
0 $0
INTC
Intel Corp

Technology
-5.91K
Closed
$19.07 - $26.23 $113K - $155K
0 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.2K
Closed
$22.39 - $23.45 $206K - $216K
0 $0
ZTS
Zoetis Inc.

Healthcare
-1.28K
Closed
$162.24 - $194.42 $207K - $248K
0 $0
LMT
Lockheed Martin Corp

Industrials
-569
- 51.45%
$479.66 - $614.62 $273K - $350K
537 $261M
CTSH
Cognizant Technology Solutions Corp

Technology
-5.18K
- 25.82%
$74.37 - $82.32 $385K - $427K
14.9K $1.15B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.78K
Closed
$106.33 - $110.69 $189K - $197K
0 $0
ABBV
Abb Vie Inc.

Healthcare
-2.7K
- 23.29%
$164.99 - $203.87 $445K - $550K
8.88K $1.58B
WU
Western Union CO

Financial Services
-10.7K
Closed
$10.52 - $11.94 $113K - $128K
0 $0
TGT
Target Corp

Consumer Defensive
-676
- 5.37%
$121.59 - $160.69 $82.2K - $109K
11.9K $1.61B
KGC
Kinross Gold Corp

Basic Materials
-38.3K
Closed
$9.03 - $10.75 $346K - $411K
0 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.2K
Closed
$7.33 - $12.37 $74.7K - $126K
0 $0
VATE
Innovate Corp.

Industrials
-75.5K
Closed
$3.28 - $6.36 $248K - $480K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.57K
- 29.78%
$75.1 - $82.99 $268K - $296K
8.41K $636M
HAL
Halliburton CO

Energy
-2.04K
- 16.13%
$25.77 - $31.99 $52.6K - $65.4K
10.6K $289M
UNH
Unitedhealth Group Inc

Healthcare
-160
- 14.52%
$485.52 - $625.25 $77.7K - $100K
942 $476M
MCHP
Microchip Technology Inc

Technology
-34
- 0.74%
$55.51 - $79.05 $1.89K - $2.69K
4.54K $260M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.4K
- 32.21%
$244.52 - $284.07 $830K - $965K
7.15K $1.76B
RHI
Robert Half International Inc.

Industrials
-96
- 0.75%
$65.55 - $76.8 $6.29K - $7.37K
12.7K $892M
PEG
Public Service Enterprise Group Inc

Utilities
-1.93K
- 40.11%
$81.87 - $94.51 $158K - $182K
2.88K $244M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-1.38K
- 10.05%
$16.2 - $18.98 $22.4K - $26.2K
12.4K $205M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-11.2K
Closed
$5.23 - $5.8 $58.4K - $64.8K
0 $0
TY
Tri Continental Corp

Financial Services
-500
- 4.36%
$31.01 - $34.67 $15.5K - $17.3K
11K $348M
YUM
Yum Brands Inc

Consumer Cyclical
-114
- 3.57%
$130.36 - $139.54 $14.9K - $15.9K
3.08K $413M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.2K
- 47.63%
$370.24 - $418.94 $446K - $504K
1.32K $532M
MA
Mastercard Inc

Financial Services
-353
- 38.08%
$491.3 - $536.15 $173K - $189K
574 $302M
JOBY
Joby Aviation, Inc.

Industrials
-1.1K
- 6.83%
$4.8 - $9.16 $5.28K - $10.1K
15K $122M
MU
Micron Technology Inc

Technology
-2.15K
- 31.04%
$84.16 - $113.41 $181K - $243K
4.77K $401M
MO
Altria Group, Inc.

Consumer Defensive
-1.78K
- 15.62%
$49.06 - $57.74 $87.2K - $103K
9.6K $502M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-1.76K
- 11.63%
$20.04 - $22.53 $35.3K - $39.7K
13.4K $271M
HON
Honeywell International Inc

Industrials
-98
- 7.75%
$202.84 - $236.0 $19.9K - $23.1K
1.17K $264M
STX
Seagate Technology Holdings PLC

Technology
-1.04K
- 11.36%
$86.31 - $112.64 $89.8K - $117K
8.12K $701M
IBM
International Business Machines Corp

Technology
-853
- 28.5%
$204.9 - $238.04 $175K - $203K
2.14K $470M
XLE
Energy Sector Spdr

ETFs
-436
- 6.67%
$83.32 - $97.27 $36.3K - $42.4K
6.11K $523M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-224
- 3.41%
$90.66 - $99.46 $20.3K - $22.3K
6.34K $576M
GLD
Spdr Gold Trust

ETFs
-710
- 19.51%
$236.59 - $257.5 $168K - $183K
2.93K $709M
XLF
Financial Sector Spdr

ETFs
-523
- 7.14%
$44.89 - $51.34 $23.5K - $26.9K
6.8K $329M
VTV
Vanguard Value ETF

ETFs
-3.95K
- 19.2%
$168.32 - $181.87 $664K - $718K
16.6K $2.81B
BAC
Bank Of America Corp

Financial Services
-2.57K
- 15.17%
$39.22 - $47.77 $101K - $123K
14.4K $631M
C
Citigroup Inc

Financial Services
-752
- 11.38%
$61.31 - $72.5 $46.1K - $54.5K
5.86K $412M
VUG
Vanguard Growth ETF

ETFs
-10K
- 44.51%
$378.79 - $428.11 $3.8M - $4.3M
12.5K $5.14B
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-10.8K
- 39.53%
$32.63 - $37.1 $353K - $401K
16.5K $565M
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.21%
$280.04 - $302.45 $1.12K - $1.21K
1.88K $545M
SO
Southern CO

Utilities
-303
- 1.47%
$81.5 - $94.15 $24.7K - $28.5K
20.3K $1.67B
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.44K
- 14.61%
$160.89 - $176.18 $553K - $606K
20.1K $3.25B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-81
- 42.63%
$4100.99 - $5300.34 $332K - $429K
109 $542M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-996
- 4.99%
$77.25 - $91.3 $76.9K - $90.9K
19K $1.62B
BX
Blackstone Inc.

Financial Services
-153
- 4.8%
$148.45 - $199.05 $22.7K - $30.5K
3.04K $523M
ETN
Eaton Corp PLC

Industrials
-621
- 24.33%
$326.96 - $377.52 $203K - $234K
1.93K $641M
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
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