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
$61.6B
$941 Million 0.25% of portfolio
33,222
Q3 2025 Reduced 3.56%
$96.7B
$882 Million 0.24% of portfolio
17,477
Q3 2025 Added 6.78%
$7.02B
$897 Million 0.24% of portfolio
17,734
Q2 2025 Reduced 0.19%
$140B
$900 Million 0.24% of portfolio
2,406
Q3 2025 Added 41.03%
$35B
$892 Million 0.24% of portfolio
7,786
Q1 2025 Added 11.36%
$59.8B
$888 Million 0.24% of portfolio
4,731
Q3 2025 Reduced 22.62%
$109B
$856 Million 0.23% of portfolio
15,423
Q3 2025 New
$413B
$866 Million 0.23% of portfolio
16,791
Q3 2025 Added 15.41%
$9.65B
$803 Million 0.22% of portfolio
12,853
Q2 2025 Reduced 15.01%
$268B
$767 Million 0.21% of portfolio
4,586
Q3 2025 Reduced 1.29%
$224B
$780 Million 0.21% of portfolio
2,568
Q2 2025 Reduced 0.35%
$98.1B
$752 Million 0.2% of portfolio
4,400
Q3 2025 Added 0.25%
$70.2B
$735 Million 0.2% of portfolio
23,503
Q3 2025 Reduced 0.21%
$0
$711 Million 0.19% of portfolio
60,847
Q2 2025 Added 13.45%
$139B
$693 Million 0.19% of portfolio
2,100
Q3 2025 Reduced 3.89%
$168B
$688 Million 0.18% of portfolio
9,119
Q3 2025 Reduced 1.64%
$114B
$689 Million 0.18% of portfolio
6,013
Q4 2024 New
-
$633 Million 0.17% of portfolio
-
Q3 2025 Added 28.13%
$104B
$636 Million 0.17% of portfolio
9,632
Q3 2025 Added 0.1%
$181B
$620 Million 0.17% of portfolio
21,947
Q3 2025 Reduced 5.98%
$235B
$584 Million 0.16% of portfolio
6,956
Q3 2025 Added 10.78%
$266B
$602 Million 0.16% of portfolio
2,134
Q3 2025 Added 1.38%
$144B
$584 Million 0.16% of portfolio
1,277
Q2 2025 Reduced 1.69%
$270B
$610 Million 0.16% of portfolio
8,526
Q3 2025 Reduced 0.58%
$317B
$596 Million 0.16% of portfolio
7,114
Q3 2025 Added 0.15%
$114B
$572 Million 0.15% of portfolio
2,652
Q3 2025 Added 2.91%
$40.3B
$550 Million 0.15% of portfolio
1,629
Q2 2025 Reduced 23.77%
$13.3B
$553 Million 0.15% of portfolio
21,912
Q4 2024 New
$191B
$562 Million 0.15% of portfolio
104
Q2 2025 Reduced 4.59%
$193B
$539 Million 0.14% of portfolio
4,704
Q3 2025 Added 1.47%
$113B
$522 Million 0.14% of portfolio
5,513
Q3 2025 Added 0.02%
$48.1B
$515 Million 0.14% of portfolio
1,783
Q3 2025 New
$3.54B
$527 Million 0.14% of portfolio
15,588
Q1 2025 Reduced 5.77%
$1.74T
$490 Million 0.13% of portfolio
2,012
Q3 2025 Added 11.47%
$11.1B
$501 Million 0.13% of portfolio
15,078
Q3 2025 New
$42.4B
$469 Million 0.13% of portfolio
3,084
Q1 2025 Added 0.13%
$190B
$477 Million 0.13% of portfolio
4,704
Q3 2025 Reduced 18.83%
$10.2B
$463 Million 0.12% of portfolio
24,168
Q3 2025 New
$0
$438 Million 0.12% of portfolio
12,894
Q3 2025 Added 18.36%
$328B
$431 Million 0.12% of portfolio
1,432
Q3 2025 Added 0.07%
$68.5B
$458 Million 0.12% of portfolio
3,368
Q3 2025 Reduced 1.46%
$99.5B
$362 Million 0.1% of portfolio
8,034
Q3 2025 Added 2.85%
-
$338 Million 0.09% of portfolio
-
Q3 2025 Added 32.89%
$41B
$348 Million 0.09% of portfolio
1,832
Q2 2025 Reduced 22.73%
$3.41B
$316 Million 0.08% of portfolio
39,606
Q2 2025 Added 39.08%
$0
$281 Million 0.08% of portfolio
44,270
Q2 2025 Added 3.51%
$71.6B
$306 Million 0.08% of portfolio
4,556
Q3 2025 Reduced 72.8%
$123B
$297 Million 0.08% of portfolio
594
Q2 2025 Added 10.41%
$512B
$303 Million 0.08% of portfolio
533
Q3 2025 Added 1.33%

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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