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 Market Cap. of $10 Billions to $200 Billions
