HC
| |
Heck Capital Advisors, LLC13F | |
| Heck Capital Advisors, LLC | |
| Last update 2025-05-20 | 231 Stocks (20 new) |
| Value $889.00 Mil | Turnover 7 % |
Heck Capital Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 194,633 | 109,364.5 | +1.88% | 12.300 | +0.23% | 0.020 | +23.16% | +8.37% | 637,849.1 | ||
VTI | Vanguard Total Stock Market ETF | 278,262 | 76,477.4 | +1.61% | 8.600 | +0.14% | 0.020 | +23.46% | +7.99% | 479,437.0 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 226,817 | 38,760.7 | -1.04% | 4.360 | -0.05% | 0.080 | +17.45% | +4.35% | 53,392.1 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 210,530 | 36,470.2 | -29.85% | 4.100 | -1.80% | 0.050 | +16.43% | +6.42% | 74,273.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 408,548 | 30,906.7 | +30.22% | 3.480 | +0.81% | 0.020 | +13.13% | +20.77% | 142,731.7 | ||
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 441,262 | 30,034.5 | +121.66% | 3.380 | +1.86% | 0.450 | +32.66% | +9.11% | 8,247.9 | ||
GOVT | iShares U.S. Treasury Bond ETF | 1,276,451 | 29,339.2 | +5.91% | 3.300 | +0.18% | 0.110 | +1.22% | +0.96% | 27,415.3 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 57,770 | 24,256.4 | +2.47% | 2.730 | +0.07% | 0.060 | +17.26% | +5.62% | 38,549.4 | ||
IJR | iShares Core S&P Small-Cap ETF | 208,319 | 21,783.9 | -14.97% | 2.450 | -0.48% | 0.030 | +19.88% | -1.51% | 81,959.2 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 435,570 | 21,412.6 | +7.13% | 2.410 | +0.16% | 0.430 | +2.09% | +3.48% | 5,133.8 |
Heck Capital Advisors, LLC's Historical Top Holdings Breakdowns
Heck Capital Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-03-31 | Add Add | +1.86% | 68.07 ($74.63) 78.99 | $82.78 | 10.92% | Add 121.66% | 441,262 | 242,186 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -1.80% | 169.43 ($177.82) 182.84 | $184.82 | 3.94% | Reduce -29.85% | 210,530 | -89,575 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.81% | 69.57 ($74.78) 78.65 | $83.43 | 11.57% | Add 30.22% | 408,548 | 94,805 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +0.53% | 110.11 ($110.29) 110.51 | $110.31 | 0.02% | Add 62.48% | 109,904 | 42,261 | |
TYA |
Simplify Intermediate Term Treasury Futures Strategy ETF
Simplify Intermediate Term Treasury Futures Strategy ETF
| 2025-03-31 | New Buy New Buy | +0.51% | 11.77 ($12.61) 13.28 | $13.21 | 4.76% | New holding | 341,039 | 341,039 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.48% | 102.49 ($112.84) 119.96 | $112.70 | -0.12% | Reduce -14.97% | 208,319 | -36,670 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -0.43% | 87.69 ($92.02) 96.49 | $96.47 | 4.84% | Reduce -99.81% | 75 | -40,001 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | New Buy New Buy | +0.42% | 34.58 ($40.44) 45.97 | $53.28 | 31.75% | New holding | 80,421 | 80,421 | |
IWC | iShares Micro-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.41% | 110.91 ($124.62) 133.46 | $135.43 | 8.67% | Sold Out | 0 | -27,111 | |
GDXJ | VanEck Junior Gold Miners ETF | 2025-03-31 | New Buy New Buy | +0.39% | 43.79 ($50.42) 57.46 | $69.13 | 37.11% | New holding | 61,366 | 61,366 |
Heck Capital Advisors, LLC Total Holding History ($B)
Heck Capital Advisors, LLC's Asset Allocation
Heck Capital Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Heck Capital Advisors, LLC's Hypothetical Growth since 2025-03-31
Heck Capital Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Heck Capital Advisors, LLC's Holdings Heat Map
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Heck Capital Advisors, LLC's Holdings Bubble Chart
Heck Capital Advisors, LLC News
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