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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.1 Billion 3.12% of portfolio
74,311
Q1 2025 Added 8.75%
$0
$8.02 Billion 2.48% of portfolio
157,825
Q1 2025 Added 8.55%
$0
$7.4 Billion 2.29% of portfolio
13,162
Q1 2025 Reduced 0.79%
$0
$7.31 Billion 2.26% of portfolio
261,329
Q1 2025 Added 9.07%
$0
$7.27 Billion 2.25% of portfolio
158,083
Q1 2025 Reduced 1.4%
$0
$6.64 Billion 2.05% of portfolio
265,271
Q1 2025 Added 15.15%
$0
$5.29 Billion 1.64% of portfolio
57,026
Q1 2025 Added 2.74%
$0
$5.22 Billion 1.61% of portfolio
40,495
Q1 2025 Added 7.79%
$0
$4.71 Billion 1.46% of portfolio
46,137
Q1 2025 Added 6.61%
$0
$4.73 Billion 1.46% of portfolio
81,126
Q1 2025 Added 2.11%
$0
$4.62 Billion 1.43% of portfolio
61,034
Q1 2025 Added 4.27%
$0
$4.62 Billion 1.43% of portfolio
12,471
Q1 2025 Reduced 0.33%
$0
$4.53 Billion 1.4% of portfolio
43,311
Q1 2025 Reduced 2.95%
$0
$4.2 Billion 1.3% of portfolio
63,878
Q1 2025 Added 14.47%
$0
$4.14 Billion 1.28% of portfolio
65,177
Q1 2025 Added 1.74%
$0
$3.39 Billion 1.05% of portfolio
17,770
Q1 2025 Added 6.77%
$0
$3.22 Billion 1.0% of portfolio
20,061
Q1 2025 Reduced 0.17%
$0
$2.93 Billion 0.91% of portfolio
23,282
Q1 2025 Reduced 2.71%
$0
$2.94 Billion 0.91% of portfolio
25,031
Q1 2025 Reduced 2.55%
$0
$2.87 Billion 0.89% of portfolio
16,614
Q1 2025 Added 0.08%
$0
$2.85 Billion 0.88% of portfolio
56,178
Q1 2025 Reduced 0.88%
$0
$2.68 Billion 0.83% of portfolio
14,380
Q1 2025 Added 2.39%
$0
$2.66 Billion 0.82% of portfolio
10,574
Q1 2025 Added 3.03%
$0
$2.46 Billion 0.76% of portfolio
19,731
Q3 2024 Added 2.02%
$0
$2.41 Billion 0.75% of portfolio
24,746
Q3 2024 Added 2.89%
$0
$2.05 Billion 0.63% of portfolio
4,366
Q1 2025 Reduced 11.49%
$0
$1.88 Billion 0.58% of portfolio
12,865
Q1 2025 Added 124.72%
$0
$1.85 Billion 0.57% of portfolio
9,552
Q1 2025 Added 8.36%
$0
$1.73 Billion 0.54% of portfolio
3,373
Q1 2025 Reduced 22.78%
$0
$1.72 Billion 0.53% of portfolio
12,839
Q1 2025 Added 4.81%
$0
$1.66 Billion 0.51% of portfolio
17,817
Q1 2025 Added 191.84%
$0
$1.58 Billion 0.49% of portfolio
37,842
Q1 2025 Reduced 19.88%
$0
$1.51 Billion 0.47% of portfolio
2,704
Q1 2025 Reduced 4.11%
$0
$1.49 Billion 0.46% of portfolio
8,722
Q1 2025 Added 75.25%
$0
$1.41 Billion 0.44% of portfolio
27,937
Q1 2025 Added 7.34%
$0
$1.34 Billion 0.42% of portfolio
80,249
Q1 2025 Added 1.86%
$0
$1.22 Billion 0.38% of portfolio
22,667
Q1 2025 Added 21.47%
$0
$1.18 Billion 0.36% of portfolio
25,603
Q1 2025 Added 42.2%
$0
$1.09 Billion 0.34% of portfolio
22,341
Q1 2025 Added 33.69%
$0
$1.09 Billion 0.34% of portfolio
32,221
Q1 2025 Reduced 32.84%
$0
$1.07 Billion 0.33% of portfolio
12,965
Q1 2025 Reduced 4.68%
$0
$1.06 Billion 0.33% of portfolio
22,348
Q1 2025 Added 0.78%
$0
$1.01 Billion 0.31% of portfolio
21,461
Q1 2025 Reduced 31.37%
$0
$995 Million 0.31% of portfolio
12,331
Q1 2025 Added 0.51%
$0
$1 Billion 0.31% of portfolio
28,152
Q1 2025 Added 1.38%
$0
$999 Million 0.31% of portfolio
29,178
Q1 2025 Reduced 0.68%
$0
$1.02 Billion 0.31% of portfolio
39,809
Q1 2025 Reduced 5.98%
$0
$945 Million 0.29% of portfolio
16,032
Q1 2025 Added 20.35%
$0
$903 Million 0.28% of portfolio
38,984
Q1 2025 Added 68.28%

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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