Msh Capital Advisors LLC Incresed Positions in Q3 2025

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
394
+ 2.09%
$84.25 - $91.99 $33.2K - $36.2K
19.2K $1.72B
MUB
Ishares National Muni Bond ETF

ETFs
1.03K
+ 21.12%
$103.24 - $106.68 $106K - $110K
5.9K $629M
VZ
Verizon Communications Inc

Communication Services
1.85K
+ 3.5%
$40.84 - $45.06 $75.6K - $83.5K
54.8K $2.41B
CVX
Chevron Corp

Energy
126
+ 1.64%
$145.57 - $161.83 $18.3K - $20.4K
7.79K $1.21B
CGDV
Capital Group Divid Value ETF

ETFs
1.07K
+ 5.23%
$39.59 - $42.21 $42.5K - $45.3K
21.6K $908M
BX
Blackstone Inc.

Financial Services
11
+ 0.25%
$152.77 - $188.68 $1.68K - $2.08K
4.4K $752M
TY
Tri Continental Corp

Financial Services
2K
+ 18.36%
$31.7 - $34.11 $63.4K - $68.2K
12.9K $438M
CGUS
Capital Group Core Equity ETF
1.65K
+ 16.21%
$36.89 - $39.72 $60.9K - $65.6K
11.8K $468M
CGMU
Capital Group Core Plus Income
3.07K
+ 32.89%
N/A
12.4K $338M
MRK
Merck & Co., Inc.

Healthcare
677
+ 10.78%
$77.6 - $87.37 $52.5K - $59.1K
6.96K $584M
Ishares Bitcoin Trust ETF
833
+ 12.57%
N/A
7.46K $485M
EMR
Emerson Electric CO

Industrials
840
+ 5.78%
$128.6 - $149.63 $108K - $126K
15.4K $2.02B
DHS
Wisdomtree Tr U.S

ETFs
556
+ 12.69%
$96.42 - $101.82 $53.6K - $56.6K
4.94K $498M
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.1%
$57.75 - $67.68 $578 - $677
9.63K $636M
PG
Procter & Gamble CO

Consumer Defensive
821
+ 7.98%
$150.47 - $161.22 $124K - $132K
11.1K $1.71B
DGRO
Ishares Core Dividend Growth E

ETFs
325
+ 3.15%
$64.12 - $68.08 $20.8K - $22.1K
10.7K $725M
GE
General Electric CO

Industrials
1
+ 0.07%
$244.75 - $305.63 $245 - $306
1.43K $431M
IWV
Ishares Russell 3000 ETF

ETFs
18
+ 0.95%
$351.04 - $379.81 $6.32K - $6.84K
1.91K $722M
LQD
Ishares Iboxx $ Investment Gra

ETFs
482
+ 19.27%
$107.66 - $112.36 $51.9K - $54.2K
2.98K $333M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
1.01K
+ 2.68%
$41.18 - $42.48 $41.4K - $42.7K
38.6K $1.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.08%
$420.11 - $472.68 $420 - $473
1.22K $571M
Pimco ETF Tr
1.7K
+ 6.6%
N/A
27.5K $737M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
450
+ 6.94%
$97.75 - $100.75 $44K - $45.3K
6.93K $695M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.84K
+ 7.07%
$18.82 - $19.8 $34.5K - $36.3K
27.8K $540M
F
Ford Motor CO

Consumer Cyclical
2.53K
+ 13.48%
$10.82 - $12.09 $27.4K - $30.6K
21.3K $255M
Capital Group Dividend Growe
1.05K
+ 12.33%
N/A
9.56K $331M
Ge Vernova Inc
9
+ 2.21%
N/A
417 $257M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.25%
$303.93 - $329.86 $1.22K - $1.32K
1.58K $517M
HTRB
Hartford Fds Total Return Bd E

ETFs
729
+ 2.27%
$33.47 - $34.58 $24.4K - $25.2K
32.8K $1.13B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.51K
+ 10.58%
$22.64 - $23.22 $34.1K - $34.9K
15.7K $364M
Cambria ETF Tr
1.34K
+ 6.5%
N/A
21.9K $554M
BA
Boeing CO

Industrials
75
+ 2.91%
$209.79 - $237.38 $15.7K - $17.8K
2.65K $572M
WFC
Wells Fargo & Company

Financial Services
11
+ 0.15%
$77.05 - $85.16 $848 - $937
7.11K $596M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
950
+ 9.67%
$25.39 - $26.21 $24.1K - $24.9K
10.8K $281M
COP
Conocophillips

Energy
1
+ 0.02%
$91.0 - $98.99 $91 - $99
5.51K $522M
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.46%
$192.76 - $203.86 $1.73K - $1.83K
1.95K $398M
PFF
Ishares Trust Ishares Pfd And

ETFs
35
+ 0.18%
$30.67 - $32.13 $1.07K - $1.12K
19.1K $603M
MDU
Mdu Resources Group Inc

Industrials
19
+ 0.13%
$15.85 - $17.81 $301 - $338
14.7K $262M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
130
+ 0.7%
$41.8 - $43.15 $5.43K - $5.61K
18.6K $794M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
108
+ 4.72%
$92.18 - $95.14 $9.96K - $10.3K
2.4K $228M
STOT
Spdr Doubleline Short Duration

ETFs
253
+ 1.12%
$47.11 - $47.46 $11.9K - $12K
22.8K $1.08B
SYLD
Cambria Shareholder Yld ETF

ETFs
2
+ 0.06%
$63.93 - $70.45 $128 - $141
3.39K $233M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
128
+ 0.34%
$50.47 - $50.74 $6.46K - $6.49K
38.1K $1.93B
ET
Energy Transfer LP

Energy
3.68K
+ 6.43%
$17.11 - $18.16 $62.9K - $66.8K
60.8K $1.04B
MA
Mastercard Inc

Financial Services
7
+ 1.33%
$550.18 - $598.96 $3.85K - $4.19K
533 $303M
PGF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.07%
$14.11 - $14.94 $98.8 - $105
10.6K $155M
BMY
Bristol Myers Squibb CO

Healthcare
223
+ 2.85%
$43.31 - $48.98 $9.66K - $10.9K
8.03K $362M
NKE
Nike, Inc.

Consumer Cyclical
35
+ 0.25%
$69.24 - $79.24 $2.42K - $2.77K
14K $980M
IBM
International Business Machines Corp

Technology
29
+ 1.38%
$234.77 - $292.47 $6.81K - $8.48K
2.13K $602M
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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