Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $347 Billion
  • Q2 2025

Msh Capital Advisors LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $347 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $10.8B, Vanguard Ftse Developed Market with a value of $9.73B, Schwab Strategic Tr Us Large C with a value of $8.52B, Ishares Core S&P 500 ETF with a value of $8.15B, and Microsoft Corp with a value of $7.83B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $323B to 347B.

Msh Capital Advisors LLC is based out at Scottsdale, AZ

Below you can find more details about Msh Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $347 Billion
ETFs: $185 Billion
Financial Services: $34.5 Billion
Technology: $25.4 Billion
Industrials: $13.6 Billion
Consumer Defensive: $13.3 Billion
Consumer Cyclical: $10.9 Billion
Healthcare: $10.4 Billion
Utilities: $10.4 Billion
Other: $30.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$7.83 Billion 2.25% of portfolio
15,732
Q2 2025 Reduced 1.04%
$859B
$7.75 Billion 2.23% of portfolio
26,725
Q2 2025 Added 0.37%
$3.69T
$7.61 Billion 2.19% of portfolio
37,112
Q2 2025 Reduced 1.86%
$621B
$6.39 Billion 1.84% of portfolio
13,159
Q2 2025 Reduced 2.08%
$92.8B
$4.85 Billion 1.4% of portfolio
14,131
Q2 2025 Reduced 3.25%
$306B
$4.23 Billion 1.22% of portfolio
59,724
Q2 2025 Added 0.05%
$442B
$3.77 Billion 1.09% of portfolio
34,979
Q2 2025 Added 1.26%
$35.6B
$3.1 Billion 0.89% of portfolio
53,741
Q2 2025 Added 17.26%
$99.2B
$2.93 Billion 0.85% of portfolio
10,645
Q2 2025 Added 0.92%
$2.26T
$2.83 Billion 0.82% of portfolio
12,903
Q2 2025 Added 10.75%
$293B
$2.74 Billion 0.79% of portfolio
39,512
Q2 2025 Added 1.48%
$95.3B
$2.74 Billion 0.79% of portfolio
12,393
Q2 2025 Added 17.75%
$48.7B
$2.66 Billion 0.77% of portfolio
18,307
Q2 2025 Reduced 0.98%
$25.8B
$2.56 Billion 0.74% of portfolio
18,421
Q2 2025 Added 0.81%
$452B
$2.34 Billion 0.68% of portfolio
15,343
Q2 2025 Added 2.36%
$0
$2.32 Billion 0.67% of portfolio
89,283
Q2 2025 Added 7.53%
$551B
$2.12 Billion 0.61% of portfolio
5,976
Q2 2025 Reduced 1.32%
$1.21T
$2.09 Billion 0.6% of portfolio
11,875
Q2 2025 Added 0.99%
$7.38B
$2.05 Billion 0.59% of portfolio
56,153
Q2 2025 Added 0.54%
$456B
$1.99 Billion 0.57% of portfolio
12,621
Q2 2025 Reduced 9.08%
$78.6B
$1.94 Billion 0.56% of portfolio
14,543
Q2 2025 Reduced 32.87%
$102B
$1.96 Billion 0.56% of portfolio
21,336
Q2 2025 Added 1.43%
$24.3B
$1.86 Billion 0.54% of portfolio
19,306
Q2 2025 Reduced 4.52%
$0
$1.77 Billion 0.51% of portfolio
220,453
Q2 2025 Added 9.63%
$95.8B
$1.64 Billion 0.47% of portfolio
13,880
Q2 2025 Added 0.25%
$152B
$1.63 Billion 0.47% of portfolio
7,343
Q2 2025 Added 2.37%
$368B
$1.64 Billion 0.47% of portfolio
10,291
Q2 2025 Added 0.38%
$351B
$1.61 Billion 0.46% of portfolio
8,664
Q2 2025 Reduced 0.88%
$439B
$1.56 Billion 0.45% of portfolio
1,571
Q2 2025 Reduced 2.3%
$405B
$1.5 Billion 0.43% of portfolio
4,083
Q2 2025 Added 152.04%
$783M
$1.5 Billion 0.43% of portfolio
84,826
Q4 2021 New
$281B
$1.42 Billion 0.41% of portfolio
14,562
Q2 2025 Reduced 1.92%
$87.3B
$1.31 Billion 0.38% of portfolio
8,597
Q2 2025 Added 3.02%
$122B
$1.31 Billion 0.38% of portfolio
15,027
Q2 2025 Added 3.57%
$78.6B
$1.24 Billion 0.36% of portfolio
16,748
Q2 2025 Reduced 8.58%
$202B
$1.17 Billion 0.34% of portfolio
8,837
Q2 2025 Added 4.53%
$48.9B
$1.17 Billion 0.34% of portfolio
11,902
Q2 2025 Reduced 0.46%
$35.6B
$1.18 Billion 0.34% of portfolio
15,171
Q2 2025 Added 1.61%
$32.1B
$1.16 Billion 0.33% of portfolio
8,014
Q2 2025 Reduced 0.43%
$302B
$1.1 Billion 0.32% of portfolio
7,661
Q2 2025 Added 11.87%
$608B
$1.08 Billion 0.31% of portfolio
1,381
Q2 2025 Added 1.47%
$138B
$1.06 Billion 0.3% of portfolio
43,632
Q2 2025 Added 26.16%
$53.7B
$1.04 Billion 0.3% of portfolio
57,133
Q2 2025 Added 17.71%
$59.7B
$1.01 Billion 0.29% of portfolio
34,450
Q2 2025 Reduced 26.94%
$94.4B
$996 Million 0.29% of portfolio
14,014
Q2 2025 New
$245B
$1.01 Billion 0.29% of portfolio
3,232
Q2 2025 Added 249.41%
$229B
$990 Million 0.29% of portfolio
6,781
Q2 2025 Added 3.75%
$7.33B
$1 Billion 0.29% of portfolio
16,165
Q1 2024 Reduced 0.35%
$1.92B
$963 Million 0.28% of portfolio
11,314
Q2 2025 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $347 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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