Msh Capital Advisors LLC Incresed Positions in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
41.4K
+ 154.15%
$131.66 - $144.0 $5.46M - $5.97M
68.3K $9.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
211K
+ 1110.68%
$25.93 - $105.3 $5.48M - $22.3M
230K $6.42B
JPM
Jpmorgan Chase & CO

Financial Services
12.1K
+ 66.2%
$205.18 - $250.29 $2.48M - $3.02M
30.3K $7.26B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
212K
+ 776.91%
$26.93 - $84.95 $5.72M - $18M
240K $6.55B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50.4K
+ 934.58%
$66.77 - $71.52 $3.37M - $3.61M
55.8K $3.85B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20.3K
+ 117.7%
$126.68 - $134.74 $2.57M - $2.74M
37.6K $4.79B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
28.3K
+ 188.83%
$99.2 - $108.47 $2.81M - $3.07M
43.3K $4.31B
KO
Coca Cola CO

Consumer Defensive
48.7K
+ 448.46%
$61.74 - $71.71 $3.01M - $3.49M
59.6K $3.71B
IVW
Ishares S&P 500 Growth ETF

ETFs
9.68K
+ 21.11%
$94.43 - $105.47 $914K - $1.02M
55.5K $5.64B
XOM
Exxon Mobil Corp

Energy
24.6K
+ 244.87%
$105.51 - $125.37 $2.59M - $3.08M
34.6K $3.72B
NVDA
Nvidia Corp

Technology
13.8K
+ 789.75%
$117.0 - $148.88 $1.61M - $2.05M
15.5K $2.09B
VIG
Vanguard Dividend Appreciation

ETFs
7.04K
+ 396.34%
N/A
8.82K $1.73B
V
Visa Inc.

Financial Services
3.46K
+ 119.34%
$273.87 - $320.91 $946K - $1.11M
6.35K $2.01B
DVY
Ishares Tr

ETFs
10.2K
+ 486.69%
$129.55 - $143.41 $1.32M - $1.46M
12.3K $1.61B
IVE
Ishares S&P 500 Value ETF

ETFs
3.12K
+ 23.03%
$189.5 - $206.17 $590K - $642K
16.6K $3.18B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.87K
+ 42.36%
$134.53 - $150.65 $790K - $884K
19.7K $2.67B
IJS
Ishares S&P Smallcap 600 Value

ETFs
7.6K
+ 44.34%
$104.59 - $118.05 $795K - $897K
24.7K $2.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 0.8%
$481.22 - $538.17 $18.8K - $21K
4.93K $2.52B
KMI
Kinder Morgan, Inc.

Energy
7.59K
+ 9.06%
$22.59 - $28.54 $172K - $217K
91.4K $2.5B
GOOGL
Alphabet Inc.

Communication Services
11.5K
+ 1869.69%
$161.86 - $196.66 $1.87M - $2.27M
12.2K $2.3B
EMR
Emerson Electric CO

Industrials
25
+ 0.12%
$108.13 - $134.33 $2.7K - $3.36K
21.5K $2.66B
GDV
Gabelli Dividend & Income Trust

Financial Services
29.9K
+ 63.76%
$23.77 - $25.59 $711K - $766K
76.9K $1.86B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.1K
+ 162.29%
$50.37 - $50.6 $811K - $815K
26K $1.31B
PAYX
Paychex Inc

Industrials
2.59K
+ 18.64%
$135.86 - $148.73 $352K - $386K
16.5K $2.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
88
+ 3.22%
$567.81 - $607.81 $50K - $53.5K
2.82K $1.65B
CVX
Chevron Corp

Energy
4.27K
+ 176.61%
$141.15 - $162.53 $602K - $694K
6.68K $968M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
75.2K
+ 59.97%
$7.83 - $8.16 $589K - $614K
201K $1.58B
SPG
Simon Property Group Inc

Real Estate
1.49K
+ 32.25%
$167.23 - $183.84 $249K - $274K
6.11K $1.05B
ET
Energy Transfer LP

Energy
20.8K
+ 98.47%
$16.05 - $19.86 $334K - $413K
41.9K $822M
XLV
Select Sector Spdr Fund Health

ETFs
3.79K
+ 196.48%
$136.28 - $154.74 $517K - $587K
5.73K $788M
JNJ
Johnson & Johnson

Healthcare
5.78K
+ 63.55%
$143.34 - $165.86 $829K - $959K
14.9K $2.15B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
31.6K
+ 66.84%
$17.21 - $18.41 $543K - $581K
78.8K $1.36B
STRA
Strategic Education, Inc.

Consumer Defensive
2.84K
+ 34.37%
$85.85 - $101.62 $244K - $288K
11.1K $1.04B
TROW
Price T Rowe Group Inc

Financial Services
4.03K
+ 25.24%
$106.48 - $124.69 $429K - $503K
20K $2.26B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.05K
+ 49.25%
$80.18 - $88.79 $325K - $359K
12.3K $990M
PEP
Pepsico Inc

Consumer Defensive
3.26K
+ 70.75%
$151.29 - $176.1 $492K - $573K
7.86K $1.19B
GLDM
World Gold Trust

ETFs
6.37K
+ 112.67%
$50.76 - $55.23 $323K - $352K
12K $625M
CAT
Caterpillar Inc

Industrials
174
+ 9.16%
$360.37 - $416.88 $62.7K - $72.5K
2.07K $752M
HD
Home Depot, Inc.

Consumer Cyclical
653
+ 65.17%
$385.02 - $431.37 $251K - $282K
1.66K $644M
HRB
H&R Block Inc

Consumer Cyclical
1.22K
+ 7.5%
$52.14 - $63.36 $63.8K - $77.6K
17.5K $927M
PG
Procter & Gamble CO

Consumer Defensive
726
+ 7.63%
$161.05 - $179.7 $117K - $130K
10.2K $1.72B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.33K
+ 38.29%
$124.26 - $134.12 $166K - $179K
4.81K $619M
BA
Boeing CO

Industrials
1.36K
+ 76.88%
$138.14 - $180.72 $188K - $246K
3.14K $555M
MCD
Mcdonalds Corp

Consumer Cyclical
547
+ 31.69%
$288.47 - $316.54 $158K - $173K
2.27K $659M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.86K
+ 74.7%
$31.23 - $33.51 $246K - $263K
18.4K $578M
COP
Conocophillips

Energy
2.05K
+ 70.81%
$95.12 - $114.72 $195K - $235K
4.95K $490M
WFC
Wells Fargo & Company

Financial Services
386
+ 7.15%
$54.98 - $77.35 $21.2K - $29.9K
5.79K $407M
DUK
Duke Energy Corp

Utilities
1.27K
+ 11.76%
$105.76 - $120.76 $134K - $153K
12K $1.3B
ENB
Enbridge Inc

Energy
3.1K
+ 23.99%
$40.4 - $43.92 $125K - $136K
16K $680M
Activity Summary
Buys All Purchases 146 New Holdings 76 Increased Positions 70 Sells All Sells 117 Reductions 76 Sold out 41 Options Calls 0 Puts 0
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