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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$564 Million 0.16% of portfolio
9,622
Q2 2025 Added 0.1%
$318B
$569 Million 0.16% of portfolio
7,103
Q2 2025 Added 14.6%
$47.9B
$571 Million 0.16% of portfolio
1,629
Q2 2025 Reduced 23.77%
$0
$527 Million 0.15% of portfolio
2,319
Q2 2025 Reduced 17.85%
$0
$517 Million 0.15% of portfolio
1,217
Q2 2025 Added 0.08%
Cambria ETF Tr
-
$519 Million 0.15% of portfolio
-
Q2 2025 Reduced 8.01%
$12.7B
$526 Million 0.15% of portfolio
21,912
Q4 2024 New
$0
$509 Million 0.15% of portfolio
4,873
Q2 2025 Added 39.03%
$0
$535 Million 0.15% of portfolio
10,224
Q2 2025 Added 4.56%
$197B
$493 Million 0.14% of portfolio
5,795
Q2 2025 Reduced 0.03%
$0
$495 Million 0.14% of portfolio
2,721
Q2 2025 Added 6.46%
$0
$489 Million 0.14% of portfolio
25,956
Q2 2025 Reduced 1.53%
$3.53B
$477 Million 0.14% of portfolio
15,588
Q1 2025 Reduced 5.77%
Capital Grp Fixed Incm ETF T
-
$472 Million 0.14% of portfolio
-
Q2 2025 Added 24.48%
$0
$492 Million 0.14% of portfolio
15,386
Q2 2025 Reduced 10.27%
-
$496 Million 0.14% of portfolio
-
Q2 2025 Added 144.15%
$213B
$497 Million 0.14% of portfolio
6,279
Q2 2025 Reduced 4.83%
$0
$478 Million 0.14% of portfolio
1,573
Q2 2025 Reduced 2.84%
$120B
$495 Million 0.14% of portfolio
5,512
Q2 2025 Added 1.21%
$43.3B
$457 Million 0.13% of portfolio
3,084
Q1 2025 Added 0.13%
$0
$436 Million 0.13% of portfolio
5,384
Q2 2025 Reduced 2.57%
$0
$455 Million 0.13% of portfolio
11,238
Q2 2025 Added 3.98%
$0
$467 Million 0.13% of portfolio
2,696
Q2 2025 Reduced 3.89%
Ishares Bitcoin Trust ETF
-
$406 Million 0.12% of portfolio
-
Q2 2025 New
$0
$423 Million 0.12% of portfolio
8,117
Q2 2025 New
$65.4B
$408 Million 0.12% of portfolio
3,418
Q2 2025 Reduced 1.1%
$0
$421 Million 0.12% of portfolio
4,383
Q2 2025 Added 31.7%
$0
$387 Million 0.11% of portfolio
3,530
Q2 2025 Added 7.46%
$329B
$368 Million 0.11% of portfolio
1,431
Q2 2025 Reduced 1.11%
$0
$378 Million 0.11% of portfolio
1,945
Q2 2025 Added 0.41%
$0
$373 Million 0.11% of portfolio
3,320
Q2 2025 Added 3.78%
$0
$376 Million 0.11% of portfolio
10,185
Q2 2025 New
$3.08B
$333 Million 0.1% of portfolio
39,606
Q2 2025 Added 39.08%
$0
$345 Million 0.1% of portfolio
10,894
Q1 2025 Reduced 0.69%
$95.9B
$362 Million 0.1% of portfolio
7,811
Q2 2025 Reduced 12.7%
$21.3B
$328 Million 0.09% of portfolio
3,415
Q2 2025 Reduced 14.41%
$1.48T
$320 Million 0.09% of portfolio
1,805
Q2 2025 Reduced 5.25%
$0
$301 Million 0.09% of portfolio
44,270
Q2 2025 Added 3.51%
$543B
$296 Million 0.09% of portfolio
526
Q2 2025 Reduced 6.9%
$0
$327 Million 0.09% of portfolio
14,226
Q2 2025 Added 43.1%
$534B
$316 Million 0.09% of portfolio
236
Q2 2025 Reduced 16.31%
$0
$295 Million 0.09% of portfolio
1,165
Q2 2025 Reduced 15.21%
$122B
$263 Million 0.08% of portfolio
852
Q2 2025 Reduced 6.06%
$49.9B
$293 Million 0.08% of portfolio
4,000
Q1 2025 Reduced 1.23%
$48.7B
$279 Million 0.08% of portfolio
8,255
Q2 2025 Reduced 3.51%
Blackrock ETF Trust
-
$270 Million 0.08% of portfolio
-
Q2 2025 New
$26.5B
$264 Million 0.08% of portfolio
2,378
Q2 2025 Added 0.17%
Capital Group Dividend Growe
-
$286 Million 0.08% of portfolio
-
Q2 2025 New
Capital Group Global Equity
-
$261 Million 0.08% of portfolio
-
Q2 2025 New

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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