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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.6B
$1.85 Billion 0.57% of portfolio
55,853
Q1 2025 Added 0.13%
$0
$1.85 Billion 0.57% of portfolio
9,552
Q1 2025 Added 8.36%
$328B
$1.83 Billion 0.57% of portfolio
8,741
Q1 2025 Reduced 1.59%
$995B
$1.82 Billion 0.56% of portfolio
11,759
Q1 2025 Reduced 3.24%
$377B
$1.75 Billion 0.54% of portfolio
10,252
Q1 2025 Added 0.15%
$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%
$88.9B
$1.69 Billion 0.52% of portfolio
13,846
Q1 2025 Added 15.03%
$132B
$1.67 Billion 0.52% of portfolio
7,173
Q1 2025 Added 0.35%
$0
$1.66 Billion 0.51% of portfolio
17,817
Q1 2025 Added 191.84%
$0
$1.6 Billion 0.5% of portfolio
201,095
Q1 2025 Added 0.19%
$0
$1.58 Billion 0.49% of portfolio
37,842
Q1 2025 Reduced 19.88%
$358B
$1.5 Billion 0.47% of portfolio
13,881
Q1 2025 Reduced 10.7%
$0
$1.51 Billion 0.47% of portfolio
2,704
Q1 2025 Reduced 4.11%
$434B
$1.52 Billion 0.47% of portfolio
1,608
Q1 2025 Added 0.25%
$0
$1.49 Billion 0.46% of portfolio
8,722
Q1 2025 Added 75.25%
$745M
$1.41 Billion 0.44% of portfolio
84,826
Q4 2021 New
$63B
$1.35 Billion 0.42% of portfolio
47,150
Q1 2025 Reduced 48.4%
$0
$1.34 Billion 0.42% of portfolio
80,249
Q1 2025 Added 1.86%
$115B
$1.3 Billion 0.4% of portfolio
14,509
Q1 2025 Added 1.27%
$261B
$1.3 Billion 0.4% of portfolio
14,847
Q1 2025 Reduced 0.66%
$44B
$1.25 Billion 0.39% of portfolio
11,957
Q1 2025 Added 0.32%
$178B
$1.27 Billion 0.39% of portfolio
8,454
Q1 2025 Added 7.61%
$0
$1.22 Billion 0.38% of portfolio
22,667
Q1 2025 Added 21.47%
$79.6B
$1.23 Billion 0.38% of portfolio
8,345
Q1 2025 Added 0.01%
$81B
$1.2 Billion 0.37% of portfolio
18,320
Q1 2025 Reduced 3.38%
$0
$1.18 Billion 0.36% of portfolio
25,603
Q1 2025 Added 42.2%
$293B
$1.15 Billion 0.35% of portfolio
6,848
Q1 2025 Added 2.47%
$725B
$1.12 Billion 0.35% of portfolio
1,361
Q1 2025 Reduced 2.51%
$39.1B
$1.14 Billion 0.35% of portfolio
14,931
Q1 2025 Added 0.27%
$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%
$51.5B
$1.02 Billion 0.31% of portfolio
6,114
Q2 2024 Added 3.03%
$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%
$7.25B
$1.01 Billion 0.31% of portfolio
16,165
Q1 2024 Reduced 0.35%
$8.71B
$976 Million 0.3% of portfolio
17,767
Q1 2025 Added 1.31%
$2.12B
$938 Million 0.29% of portfolio
11,177
Q1 2025 Added 0.73%
$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%
$55.1B
$902 Million 0.28% of portfolio
48,537
Q1 2025 Added 15.71%
$107B
$916 Million 0.28% of portfolio
3,180
Q1 2025 Added 8.57%
$135B
$876 Million 0.27% of portfolio
34,585
Q1 2025 Added 1.42%
$216B
$866 Million 0.27% of portfolio
6,536
Q2 2024 Reduced 0.38%

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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