Heck Capital Advisors, LLC Portfolio Holdings

Heck Capital Advisors, LLC

  • $889 Billion
  • Q1 2025

Heck Capital Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $889 Billion distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $109B, Vanguard Total Stock Market Et with a value of $76.5B, Ishares Msci Usa Quality Facto with a value of $38.8B, Invesco S&P 500 Equal Weight E with a value of $36.5B, and Ishares Tr with a value of $30.9B.

Examining the 13F form we can see an increase of $689B in the current position value, from $200B to 889B.

Heck Capital Advisors, LLC is based out at Rhinelander, WI

Below you can find more details about Heck Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $889 Billion
ETFs: $806 Billion
Technology: $6.57 Billion
Consumer Defensive: $5.65 Billion
Industrials: $4.3 Billion
Financial Services: $3.98 Billion
Communication Services: $3.95 Billion
Energy: $3.47 Billion
Healthcare: $2.24 Billion
Other: $2.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Billion 12.3% of portfolio
194,633
Q3 2022 Reduced 53.89%
$0
$76.5 Billion 8.6% of portfolio
278,262
Q3 2022 Reduced 57.92%
$0
$38.8 Billion 4.36% of portfolio
226,817
Q3 2022 Added 13.63%
$0
$36.5 Billion 4.1% of portfolio
210,530
Q3 2022 Added 22.73%
$0
$30.9 Billion 3.48% of portfolio
408,548
Q3 2022 Reduced 33.14%
$0
$30 Billion 3.38% of portfolio
441,262
Q3 2024 Added 1.44%
$0
$29.3 Billion 3.3% of portfolio
1,276,451
Q3 2024 Added 3.49%
$0
$24.3 Billion 2.73% of portfolio
57,770
Q3 2022 Reduced 17.39%
$0
$21.8 Billion 2.45% of portfolio
208,319
Q3 2022 Added 7.33%
$0
$21.4 Billion 2.41% of portfolio
435,570
Q3 2022 Reduced 43.97%
$0
$21.1 Billion 2.38% of portfolio
173,321
Q3 2022 Reduced 58.19%
$0
$18.8 Billion 2.11% of portfolio
348,087
Q3 2022 Reduced 37.51%
$0
$17.8 Billion 2.01% of portfolio
199,030
Q3 2024 Reduced 2.97%
$0
$16.7 Billion 1.88% of portfolio
209,682
Q3 2024 Added 9.4%
$0
$15.5 Billion 1.74% of portfolio
131,841
Q3 2022 Reduced 62.74%
$0
$13.1 Billion 1.48% of portfolio
239,760
Q3 2022 Reduced 98.71%
$0
$12.1 Billion 1.37% of portfolio
109,904
Q3 2024 Reduced 2.37%
$0
$12 Billion 1.35% of portfolio
126,151
Q3 2022 Reduced 41.92%
Simplify Exchange Traded Fun
-
$11.2 Billion 1.26% of portfolio
-
Q3 2024 Added 14.82%
$0
$11.1 Billion 1.25% of portfolio
201,046
Q3 2022 Reduced 99.14%
$0
$10.7 Billion 1.2% of portfolio
210,912
Q3 2022 Reduced 78.6%
$0
$10.7 Billion 1.2% of portfolio
168,557
Q3 2022 Added 8.56%
Fidelity Wise Origin Bitcoin
-
$9.55 Billion 1.07% of portfolio
-
Q4 2024 Added 10.7%
$0
$9.3 Billion 1.05% of portfolio
92,430
Q3 2024 Reduced 6.08%
$0
$8.73 Billion 0.98% of portfolio
249,008
Q3 2022 Reduced 98.59%
$0
$8.29 Billion 0.93% of portfolio
276,886
Q3 2022 Reduced 42.01%
-
$8.03 Billion 0.9% of portfolio
-
Q3 2024 Reduced 2.94%
-
$7.88 Billion 0.89% of portfolio
-
Q3 2024 Added 2.4%
$0
$7.88 Billion 0.89% of portfolio
155,401
Q3 2022 Added 12.94%
$0
$7.52 Billion 0.85% of portfolio
163,087
Q3 2024 Added 1.28%
$0
$7.36 Billion 0.83% of portfolio
140,545
Q3 2024 Added 18.88%
$0
$7.27 Billion 0.82% of portfolio
79,867
Q3 2024 Reduced 5.29%
$0
$7.23 Billion 0.81% of portfolio
77,875
Q3 2022 Reduced 88.93%
$0
$7.06 Billion 0.79% of portfolio
197,213
Q3 2024 Reduced 2.92%
$0
$6.54 Billion 0.74% of portfolio
215,598
Q3 2024 Reduced 6.98%
$0
$6.23 Billion 0.7% of portfolio
305,109
Q3 2024 Reduced 2.95%
$0
$6.13 Billion 0.69% of portfolio
72,033
Q3 2024 Added 335.56%
$0
$5.96 Billion 0.67% of portfolio
31,280
Q3 2022 Reduced 44.84%
$0
$5.74 Billion 0.65% of portfolio
209,065
Q3 2024 Added 61.12%
-
$5.64 Billion 0.63% of portfolio
-
Q1 2023 Sold Out
$0
$5.57 Billion 0.63% of portfolio
15,425
Q3 2024 Added 1.13%
$0
$5.44 Billion 0.61% of portfolio
85,246
Q3 2024 Added 127.53%
$0
$5.22 Billion 0.59% of portfolio
38,006
Q4 2024 Reduced 32.41%
$0
$5.12 Billion 0.58% of portfolio
107,710
Q3 2024 Added 4.03%
$0
$4.94 Billion 0.56% of portfolio
113,726
Q3 2024 Reduced 2.33%
$0
$4.51 Billion 0.51% of portfolio
341,039
Q1 2025 New
$403B
$3.98 Billion 0.45% of portfolio
23,372
Q3 2022 Reduced 0.51%
$0
$3.97 Billion 0.45% of portfolio
33,584
Q3 2022 Reduced 80.69%
$0
$3.7 Billion 0.42% of portfolio
80,421
Q2 2022 Sold Out

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $889 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 223 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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