Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025

Msh Capital Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $373 Billion distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.9B, Spdr Series Tr Spdr S&P Divide with a value of $11.4B, Schwab Strategic Tr Us Large C with a value of $9.8B, Apple Inc. with a value of $9.67B, and Ishares Core S&P 500 ETF with a value of $8.68B.

Examining the 13F form we can see an increase of $26B in the current position value, from $347B to 373B.

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 $373 Billion
ETFs: $200 Billion
Financial Services: $35.2 Billion
Technology: $28 Billion
Industrials: $13.2 Billion
Healthcare: $13.1 Billion
Consumer Defensive: $12.2 Billion
Consumer Cyclical: $11.2 Billion
Energy: $10.7 Billion
Other: $33.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.67 Billion 2.59% of portfolio
37,982
Q3 2025 Added 2.34%
$3.78T
$8.16 Billion 2.19% of portfolio
15,761
Q3 2025 Added 0.18%
$881B
$8.18 Billion 2.19% of portfolio
25,922
Q3 2025 Reduced 3.0%
$662B
$6.66 Billion 1.79% of portfolio
13,249
Q3 2025 Added 0.68%
$86.1B
$4.89 Billion 1.31% of portfolio
14,131
Q2 2025 Reduced 3.25%
$490B
$3.99 Billion 1.07% of portfolio
35,407
Q3 2025 Added 1.22%
$306B
$4.01 Billion 1.07% of portfolio
60,434
Q3 2025 Added 1.19%
$35.1B
$3.27 Billion 0.88% of portfolio
53,741
Q2 2025 Added 17.26%
$522B
$2.9 Billion 0.78% of portfolio
15,658
Q3 2025 Added 2.05%
$100B
$2.88 Billion 0.77% of portfolio
10,645
Q2 2025 Added 0.92%
$319B
$2.69 Billion 0.72% of portfolio
39,331
Q3 2025 Reduced 0.46%
$0
$2.69 Billion 0.72% of portfolio
99,216
Q3 2025 Added 11.13%
$2.39T
$2.67 Billion 0.71% of portfolio
12,144
Q3 2025 Reduced 5.88%
$23.9B
$2.56 Billion 0.69% of portfolio
18,421
Q2 2025 Added 0.81%
$1.65T
$2.54 Billion 0.68% of portfolio
10,449
Q3 2025 Reduced 12.01%
$172B
$2.41 Billion 0.65% of portfolio
54,836
Q3 2025 Added 3.5%
$40.4B
$2.32 Billion 0.62% of portfolio
18,307
Q2 2025 Reduced 0.98%
$465B
$2.27 Billion 0.61% of portfolio
12,191
Q3 2025 Reduced 3.41%
$0
$2.08 Billion 0.56% of portfolio
253,766
Q3 2025 Added 15.11%
$53.3B
$2.06 Billion 0.55% of portfolio
8,731
Q3 2025 Added 8.95%
$533B
$2.04 Billion 0.55% of portfolio
5,980
Q3 2025 Added 0.07%
$75.4B
$2.02 Billion 0.54% of portfolio
15,383
Q3 2025 Added 5.78%
$98.6B
$2.02 Billion 0.54% of portfolio
21,336
Q2 2025 Added 1.43%
$414B
$1.98 Billion 0.53% of portfolio
8,569
Q3 2025 Reduced 1.1%
$23B
$1.98 Billion 0.53% of portfolio
19,306
Q2 2025 Reduced 4.52%
$7.29B
$1.87 Billion 0.5% of portfolio
56,153
Q2 2025 Added 0.54%
$140B
$1.85 Billion 0.49% of portfolio
7,343
Q2 2025 Added 2.37%
$346B
$1.71 Billion 0.46% of portfolio
11,112
Q3 2025 Added 7.98%
$96.4B
$1.72 Billion 0.46% of portfolio
13,883
Q3 2025 Added 0.02%
$279B
$1.63 Billion 0.44% of portfolio
15,783
Q3 2025 Added 8.38%
$367B
$1.57 Billion 0.42% of portfolio
3,884
Q3 2025 Reduced 4.87%
$404B
$1.48 Billion 0.4% of portfolio
1,600
Q3 2025 Added 1.85%
$822M
$1.47 Billion 0.39% of portfolio
84,826
Q4 2021 New
$128B
$1.43 Billion 0.38% of portfolio
15,027
Q2 2025 Added 3.57%
$141B
$1.37 Billion 0.37% of portfolio
53,682
Q3 2025 Added 23.03%
$91.4B
$1.3 Billion 0.35% of portfolio
8,350
Q3 2025 Reduced 2.87%
$204B
$1.22 Billion 0.33% of portfolio
8,664
Q3 2025 Reduced 1.96%
$291B
$1.19 Billion 0.32% of portfolio
2,484
Q3 2025 Added 0.2%
$303B
$1.21 Billion 0.32% of portfolio
7,787
Q3 2025 Added 1.64%
$300B
$1.16 Billion 0.31% of portfolio
3,363
Q3 2025 Added 4.05%
$1.29T
$1.16 Billion 0.31% of portfolio
2,601
Q3 2025 Added 11.25%
$258B
$1.13 Billion 0.3% of portfolio
6,781
Q2 2025 Added 3.75%
$971B
$1.05 Billion 0.28% of portfolio
1,381
Q2 2025 Added 1.47%
$52.5B
$1.04 Billion 0.28% of portfolio
60,809
Q3 2025 Added 6.43%
$1.37T
$1.01 Billion 0.27% of portfolio
1,381
Q3 2025 Added 16.34%
$1.97B
$973 Million 0.26% of portfolio
11,314
Q2 2025 Added 1.23%
$6.39B
$966 Million 0.26% of portfolio
16,165
Q1 2024 Reduced 0.35%
$79.2B
$980 Million 0.26% of portfolio
14,049
Q3 2025 Added 0.25%
-
$988 Million 0.26% of portfolio
-
Q3 2025 Added 31.77%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $373 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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