Msh Capital Advisors LLC Purchases in Q3 2025

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
45K
+ 26.35%
$56.02 - $60.3 $2.52M - $2.71M
216K $12.9B
AAPL
Apple Inc.

Technology
870
+ 2.34%
$202.38 - $256.87 $176K - $223K
38K $9.67B
IEFA
Ishares Tr

ETFs
15.9K
+ 23.92%
$81.7 - $87.53 $1.3M - $1.39M
82.5K $7.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.4K
+ 5.26%
$28.92 - $32.19 $444K - $494K
307K $9.8B
FTLS
First Tr Long/Short Equity ETF

ETFs
14.8K
+ 66.84%
$65.78 - $69.95 $974K - $1.04M
37K $2.59B
STX
Seagate Technology Holdings PLC

Technology
717
+ 8.95%
$142.01 - $236.06 $102K - $169K
8.73K $2.06B
NVO
Novo Nordisk A S

Healthcare
15.4K
New
$45.38 - $71.7 $700K - $1.11M
15.4K $856M
XLV
Select Sector Spdr Fund Health

ETFs
5.52K
+ 43.01%
$129.01 - $139.72 $712K - $772K
18.4K $2.56B
Blackrock ETF Trust
32.6K
New
N/A
32.6K $824M
Blackrock ETF Trust
28.6K
New
N/A
28.6K $715M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.2K
+ 5.13%
$132.9 - $142.03 $292K - $312K
45K $6.34B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.9K
+ 2.4%
$136.48 - $142.97 $259K - $272K
81.1K $11.4B
JNJ
Johnson & Johnson

Healthcare
315
+ 2.05%
$155.17 - $185.42 $48.9K - $58.4K
15.7K $2.9B
PSA
Public Storage

Real Estate
1.78K
New
$271.94 - $298.09 $485K - $531K
1.78K $515M
AMH
American Homes 4 Rent

Real Estate
15.1K
New
$32.47 - $36.74 $490K - $554K
15.1K $501M
PEAK
Healthpeak Properties, Inc.

Real Estate
24.2K
New
N/A
24.2K $463M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.98K
+ 85.99%
$51.78 - $57.89 $361K - $404K
15.1K $868M
SPY
Spdr S&P 500 ETF Trust

ETFs
468
+ 16.97%
$617.65 - $666.84 $289K - $312K
3.23K $2.15B
Blackrock ETF Trust
12.3K
New
N/A
12.3K $421M
TSLA
Tesla, Inc.

Consumer Cyclical
263
+ 11.25%
$293.94 - $444.72 $77.3K - $117K
2.6K $1.16B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.7K
New
$100.37 - $100.74 $371K - $373K
3.7K $373M
GDV
Gabelli Dividend & Income Trust

Financial Services
9.93K
+ 11.13%
$25.8 - $27.4 $256K - $272K
99.2K $2.69B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.04K
New
$50.85 - $51.35 $358K - $361K
7.04K $361M
MSFT
Microsoft Corp

Technology
29
+ 0.18%
$491.09 - $535.64 $14.2K - $15.5K
15.8K $8.16B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
33.3K
+ 15.11%
$7.98 - $8.29 $266K - $276K
254K $2.08B
PFE
Pfizer Inc

Healthcare
10.1K
+ 23.03%
$23.29 - $25.88 $234K - $260K
53.7K $1.37B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.92K
+ 34.78%
$87.29 - $93.61 $255K - $273K
11.3K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
231
+ 6.78%
$567.77 - $614.76 $131K - $142K
3.64K $2.23B
ETN
Eaton Corp PLC

Industrials
700
+ 41.03%
$342.99 - $392.76 $240K - $275K
2.41K $900M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.67K
+ 3.48%
$101.12 - $106.18 $169K - $177K
49.7K $5.12B
CGGR
Capital Group Growth ETF Shs C

ETFs
4.44K
+ 16.08%
$40.2 - $44.58 $178K - $198K
32K $1.41B
Capital Group Core Balanced
8.18K
New
N/A
8.18K $284M
VIG
Vanguard Dividend Appreciation

ETFs
685
+ 5.75%
N/A
12.6K $2.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 0.68%
$459.11 - $506.91 $41.3K - $45.6K
13.2K $6.66B
CGGO
Capital Group Global Growth Eq

ETFs
6.61K
+ 42.97%
$31.71 - $34.17 $210K - $226K
22K $752M
IEMG
Ishares Inc

ETFs
1.3K
+ 4.62%
N/A
29.4K $1.94B
QCOM
Qualcomm Inc

Technology
1.49K
New
$145.84 - $173.55 $217K - $258K
1.49K $247M
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.11K
+ 31.77%
N/A
21.2K $988M
Blackrock ETF Trust
5.89K
+ 77.41%
N/A
13.5K $511M
Capital Grp Fixed Incm ETF T
8.39K
+ 46.72%
N/A
26.3K $700M
SPMD
Spdr Portfolio

ETFs
3.97K
New
$54.43 - $58.29 $216K - $231K
3.97K $227M
CAT
Caterpillar Inc

Industrials
5
+ 0.2%
$390.92 - $477.15 $1.95K - $2.39K
2.48K $1.19B
T Rowe Price ETF Inc
4.62K
+ 23.25%
N/A
24.5K $924M
XOM
Exxon Mobil Corp

Energy
428
+ 1.22%
$105.83 - $117.22 $45.3K - $50.2K
35.4K $3.99B
MBB
Ishares Tr

ETFs
2.18K
+ 22.28%
$92.46 - $95.73 $202K - $209K
12K $1.14B
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 8.38%
$94.4 - $104.27 $115K - $127K
15.8K $1.63B
T Rowe Price ETF Inc
5.09K
+ 75.27%
N/A
11.9K $417M
DVY
Ishares Tr

ETFs
482
+ 3.78%
$133.88 - $142.57 $64.5K - $68.7K
13.3K $1.88B
GLD
Spdr Gold Trust

ETFs
92
+ 3.1%
$300.96 - $355.47 $27.7K - $32.7K
3.06K $1.09B
Activity Summary
Buys All Purchases 120 New Holdings 13 Increased Positions 107 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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