Msh Capital Advisors LLC Portfolio Holdings
Msh Capital Advisors LLC
- $373 Billion
- Q3 2025
Msh Capital Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $373 Billion distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.9B, Spdr Series Tr Spdr S&P Divide with a value of $11.4B, Schwab Strategic Tr Us Large C with a value of $9.8B, Apple Inc. with a value of $9.67B, and Ishares Core S&P 500 ETF with a value of $8.68B.
Examining the 13F form we can see an increase of $26B in the current position value, from $347B to 373B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 243
- Current Value $373 Billion
- Prior Value $347 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 13 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks