Msh Capital Advisors LLC Closed Holding Positions

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CGSD
Capital Grp Core Plus Income E
Q2 2024 Filed on Feb 13, 2025
8,519
N/A
YELP
Yelp Inc

Communication Services
Q1 2023 Filed on Feb 13, 2025
8,190
$27.73 - $33.11 $227K - $271K
AFL
Aflac Inc

Financial Services
Q4 2023 Filed on Feb 13, 2025
6,082
$75.43 - $84.35 $459K - $513K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2024 Filed on Feb 13, 2025
3,453
$57.96 - $65.72 $200K - $227K
BP
Bp PLC

Energy
Q2 2024 Filed on Feb 13, 2025
5,312
$34.89 - $39.65 $185K - $211K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2023 Filed on Feb 13, 2025
2,819
$89.99 - $105.25 $254K - $297K
IVDA
Iveda Solutions, Inc.

Industrials
Q1 2023 Filed on Feb 13, 2025
16,400
$0.58 - $2.72 $9.51K - $44.6K
SRLN
Ssga Active Trust

ETFs
Q1 2024 Filed on Feb 13, 2025
24,728
$41.64 - $42.11 $1.03M - $1.04M
GM
General Motors CO

Consumer Cyclical
Q2 2023 Filed on Feb 13, 2025
5,534
$31.54 - $38.56 $175K - $213K
GLDM
World Gold Trust

ETFs
Q1 2024 Filed on Feb 13, 2025
4,995
$39.49 - $44.05 $197K - $220K
WU
Western Union CO

Financial Services
Q1 2023 Filed on Feb 13, 2025
11,020
$10.34 - $14.68 $114K - $162K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2023 Filed on Feb 13, 2025
48,079
$0.0 - $6.21 $0 - $299K
PPL
Ppl Corp

Utilities
Q2 2023 Filed on Feb 13, 2025
9,442
$26.0 - $28.83 $245K - $272K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2023 Filed on Feb 13, 2025
3,958
$48.47 - $56.6 $192K - $224K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2023 Filed on Feb 13, 2025
5,958
$34.48 - $36.54 $205K - $218K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2023 Filed on Feb 13, 2025
17,367
$47.36 - $51.14 $823K - $888K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2022 Filed on Feb 13, 2025
10,200
$10.06 - $12.47 $103K - $127K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2024 Filed on Feb 13, 2025
9,215
$20.51 - $26.65 $189K - $246K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2024 Filed on Feb 13, 2025
1,008
$257.46 - $288.1 $260K - $290K
SUB
Ishares Short Term National Mu

ETFs
Q2 2024 Filed on Feb 13, 2025
2,632
$104.04 - $104.8 $274K - $276K
JCPB
J P Morgan Exchange Traded Fd

ETFs
Q1 2024 Filed on Feb 13, 2025
19,313
$46.0 - $47.18 $888K - $911K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2023 Filed on Feb 13, 2025
2,894
$87.47 - $95.27 $253K - $276K
TMC
Tmc The Metals CO Inc.

Basic Materials
Q4 2023 Filed on Feb 13, 2025
10,000
$0.81 - $1.4 $8.1K - $14K
SHV
Ishares Tr

ETFs
Q1 2024 Filed on Feb 13, 2025
2,518
$110.11 - $110.57 $277K - $278K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
Q2 2024 Filed on Feb 13, 2025
10,397
$19.93 - $22.16 $207K - $230K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2024 Filed on Feb 13, 2025
2,626
$76.01 - $82.53 $200K - $217K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2024 Filed on Feb 13, 2025
2,861
$70.34 - $76.15 $201K - $218K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2024 Filed on Feb 13, 2025
3,036
$91.4 - $91.8 $277K - $279K
INTC
Intel Corp

Technology
Q2 2024 Filed on Feb 13, 2025
4,729
$29.85 - $44.52 $141K - $211K
CDXS
Codexis, Inc.

Healthcare
Q2 2024 Filed on Feb 13, 2025
39,164
$2.65 - $3.92 $104K - $154K
LOCL
Local Bounti Corporation

Consumer Defensive
Q2 2023 Filed on Feb 13, 2025
15,018
$0.36 - $5.08 $5.41K - $76.3K
NVO
Novo Nordisk A S

Healthcare
Q4 2023 Filed on Feb 13, 2025
2,392
$87.78 - $105.45 $210K - $252K
OTLK
Outlook Therapeutics, Inc.

Healthcare
Q1 2024 Filed on Feb 13, 2025
148,596
$0.34 - $11.94 $50.5K - $1.77M
VHT
Vanguard Health Care ETF

ETFs
Q4 2023 Filed on Feb 13, 2025
896
$223.1 - $251.09 $200K - $225K
FFIN
First Financial Bankshares Inc

Financial Services
Q3 2023 Filed on Feb 13, 2025
7,083
$23.96 - $32.75 $170K - $232K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2023 Filed on Feb 13, 2025
2,095
$89.42 - $110.48 $187K - $231K
SPGI
S&P Global Inc.

Financial Services
Q3 2024 Filed on Feb 13, 2025
731
$446.32 - $527.38 $326K - $386K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q3 2024 Filed on Feb 13, 2025
4,336
$48.51 - $52.86 $210K - $229K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2024 Filed on Feb 13, 2025
14,643
$6.28 - $8.71 $92K - $128K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q2 2023 Filed on Feb 13, 2025
9,223
$20.48 - $24.05 $189K - $222K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2024 Filed on Feb 13, 2025
6,000
$32.22 - $38.65 $193K - $232K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Feb 13, 2025
4,293
$36.55 - $53.9 $157K - $231K
Broadcom Inc
Q2 2022 Filed on Feb 13, 2025
127
N/A
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Feb 13, 2025
2,659
$59.67 - $85.42 $159K - $227K
WBD
Warner Bros. Discovery, Inc.

Communication Services
Q4 2024 Filed on Feb 13, 2025
10,186
$7.33 - $12.37 $74.7K - $126K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2023 Filed on Feb 13, 2025
5,810
$82.43 - $94.05 $479K - $546K
AMGN
Amgen Inc

Healthcare
Q4 2022 Filed on Feb 13, 2025
5,329
$229.03 - $291.01 $1.22M - $1.55M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q4 2023 Filed on Feb 13, 2025
8,713
$33.71 - $36.6 $294K - $319K
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2022 Filed on Feb 13, 2025
10,115
$11.1 - $16.47 $112K - $167K
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