Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025

Msh Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 231 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 $10.1B, Apple Inc. with a value of $8.4B, Vanguard Ftse Developed Market with a value of $8.02B, Ishares Core S&P 500 ETF with a value of $7.4B, and Schwab Strategic Tr Us Dividen with a value of $7.31B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $318B to 323B.

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 $323 Billion
ETFs: $173 Billion
Financial Services: $32.4 Billion
Technology: $22.6 Billion
Industrials: $13.6 Billion
Consumer Defensive: $13.6 Billion
Energy: $11.2 Billion
Healthcare: $10.5 Billion
Utilities: $10.1 Billion
Other: $27.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$214B
$805 Million 0.25% of portfolio
2,577
Q1 2025 Added 13.37%
$67.7B
$772 Million 0.24% of portfolio
22,617
Q1 2025 Added 12.14%
$91.2B
$731 Million 0.23% of portfolio
16,488
Q1 2025 Added 2.81%
$1.53T
$684 Million 0.21% of portfolio
1,187
Q1 2025 Reduced 11.42%
$27.5B
$684 Million 0.21% of portfolio
8,049
Q1 2025 Reduced 0.85%
$197B
$684 Million 0.21% of portfolio
2,074
Q3 2024 Reduced 2.81%
$99.8B
$672 Million 0.21% of portfolio
6,013
Q4 2024 New
$202B
$664 Million 0.21% of portfolio
23,485
Q1 2025 Reduced 3.23%
$140B
$646 Million 0.2% of portfolio
9,113
Q1 2025 Added 44.58%
$4.96B
$644 Million 0.2% of portfolio
15,123
Q1 2025 Reduced 3.84%
$0
$618 Million 0.19% of portfolio
53,633
Q1 2025 Added 2.88%
$258B
$615 Million 0.19% of portfolio
8,391
Q1 2025 Reduced 9.68%
$155B
$610 Million 0.19% of portfolio
1,299
Q1 2025 Reduced 9.41%
$203B
$592 Million 0.18% of portfolio
6,598
Q1 2025 Added 1.85%
$369B
$594 Million 0.18% of portfolio
1,620
Q1 2025 Reduced 2.11%
$107B
$577 Million 0.18% of portfolio
9,612
Q1 2025 Added 0.13%
$114B
$572 Million 0.18% of portfolio
5,446
Q1 2025 Added 10.13%
$100B
$546 Million 0.17% of portfolio
8,947
Q1 2025 Reduced 5.26%
$120B
$526 Million 0.16% of portfolio
3,086
Q1 2025 Reduced 1.59%
$3.19B
$527 Million 0.16% of portfolio
15,588
Q1 2025 Reduced 5.77%
$11.7B
$502 Million 0.16% of portfolio
21,912
Q4 2024 New
$137B
$525 Million 0.16% of portfolio
1,931
Q2 2024 Reduced 10.09%
$218B
$502 Million 0.16% of portfolio
109
Q2 2024 Added 1.87%
$263B
$532 Million 0.16% of portfolio
2,140
Q2 2024 Reduced 0.75%
$286B
$484 Million 0.15% of portfolio
925
Q1 2025 Reduced 1.8%
$1.08T
$500 Million 0.15% of portfolio
1,929
Q1 2025 Reduced 14.19%
$40.6B
$485 Million 0.15% of portfolio
3,084
Q1 2025 Added 0.13%
$23.6B
$439 Million 0.14% of portfolio
3,990
Q1 2025 Reduced 0.82%
$216B
$468 Million 0.14% of portfolio
4,746
Q1 2025 Reduced 4.6%
$296B
$445 Million 0.14% of portfolio
6,198
Q1 2025 Added 7.08%
$102B
$446 Million 0.14% of portfolio
3,189
Q1 2025 Added 5.04%
$29.5B
$418 Million 0.13% of portfolio
2,371
Q1 2025 Added 11.58%
$157B
$412 Million 0.13% of portfolio
5,797
Q1 2025 Reduced 1.02%
$57.5B
$427 Million 0.13% of portfolio
3,456
Q1 2025 Added 3.01%
$139B
$415 Million 0.13% of portfolio
4,770
Q3 2024 Reduced 3.82%
$107B
$399 Million 0.12% of portfolio
2,385
Q1 2025 Added 0.08%
$47.5B
$358 Million 0.11% of portfolio
8,555
Q1 2025 Reduced 3.66%
$43.6B
$368 Million 0.11% of portfolio
2,137
Q1 2025 Reduced 9.79%
-
$359 Million 0.11% of portfolio
-
Q1 2025 Added 32.91%
$0
$334 Million 0.1% of portfolio
10,894
Q1 2025 Reduced 0.69%
$532B
$310 Million 0.1% of portfolio
565
Q1 2025 Reduced 1.57%
$3.26B
$301 Million 0.09% of portfolio
28,478
Q1 2025 New
$272B
$290 Million 0.09% of portfolio
1,447
Q1 2025 Added 0.14%
$31.3B
$295 Million 0.09% of portfolio
2,374
Q1 2025 Reduced 6.57%
$0
$280 Million 0.09% of portfolio
42,770
Q1 2025 Added 1.18%
$129B
$277 Million 0.09% of portfolio
907
Q1 2025 Reduced 2.99%
$1.02T
$298 Million 0.09% of portfolio
1,905
Q1 2025 Added 0.42%
$3.36B
$289 Million 0.09% of portfolio
17,107
Q1 2025 Added 0.11%
$189B
$261 Million 0.08% of portfolio
836
Q1 2025 Reduced 3.13%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $323 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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