Heck Capital Advisors, LLC Purchases in Q2 2025

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECOW
Pacer Fds Tr Emerging Markets

ETFs
1.32K
+ 0.43%
$17.92 - $22.08 $23.7K - $29.1K
306K $6.77B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.66K
+ 105.01%
$85.42 - $94.39 $483K - $534K
11K $1.04B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.63K
+ 328.22%
$73.0 - $85.5 $411K - $481K
7.34K $617M
META
Meta Platforms, Inc.

Communication Services
471
+ 56.07%
$484.66 - $738.09 $228K - $348K
1.31K $968M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.54K
+ 1318.15%
$68.13 - $74.77 $445K - $489K
7.03K $512M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.99K
New
$53.65 - $67.02 $375K - $468K
6.99K $468M
WMT
Walmart Inc.

Consumer Defensive
3.7K
+ 41.14%
$81.79 - $99.98 $302K - $369K
12.7K $1.24B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
9.12K
+ 5.59%
N/A
172K $7.95B
AVGO
Broadcom Inc.

Technology
477
+ 17.61%
$146.29 - $275.65 $69.8K - $131K
3.19K $878M
GOOGL
Alphabet Inc.

Communication Services
616
+ 4.21%
$144.7 - $178.6 $89.1K - $110K
15.2K $2.69B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.65K
+ 11.72%
$103.88 - $123.68 $276K - $328K
25.3K $3.13B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
586
+ 0.3%
$33.11 - $37.79 $19.4K - $22.1K
198K $7.47B
IEF
Ishares Barclays

ETFs
3.54K
+ 2.81%
$93.15 - $96.56 $330K - $342K
130K $12.4B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.07K
+ 18.34%
$90.85 - $102.31 $369K - $416K
26.2K $2.65B
BAC
Bank Of America Corp

Financial Services
7.98K
New
$34.39 - $47.46 $274K - $379K
7.98K $378M
AMAT
Applied Materials Inc

Technology
2.06K
New
$126.95 - $183.52 $261K - $377K
2.06K $376M
VNQ
Vanguard Specialized Funds Van

ETFs
4.04K
+ 331.34%
$79.79 - $91.42 $322K - $369K
5.26K $468M
EEMV
Ishares Msci Emerging Markets

ETFs
5.68K
New
$54.12 - $62.8 $307K - $357K
5.68K $357M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.72K
+ 6.24%
$46.39 - $47.84 $312K - $322K
114K $5.47B
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
+ 3.28%
$168.34 - $195.42 $173K - $201K
32.3K $6.31B
JPM
Jpmorgan Chase & CO

Financial Services
323
+ 5.63%
$210.28 - $289.91 $67.9K - $93.6K
6.06K $1.76B
EMGF
Ishares Msci Emerging Markets

ETFs
3.42K
+ 11.11%
$41.37 - $52.07 $141K - $178K
34.2K $1.78B
XTEN
Bondbloxx ETF Tr Bloomberg 10
8.78K
+ 5.19%
N/A
178K $8.22B
ASB
Associated Banc Corp

Financial Services
13.6K
New
$18.91 - $24.56 $257K - $334K
13.6K $332M
AMZN
Amazon Com Inc

Consumer Cyclical
715
+ 11.95%
$167.32 - $223.3 $120K - $160K
6.7K $1.47B
Simplify Exchange Traded Fun
6.62K
+ 2.96%
N/A
230K $11.5B
COST
Costco Wholesale Corp

Consumer Defensive
293
+ 887.88%
$908.13 - $1056.85 $266K - $310K
326 $323M
NFLX
Netflix Inc

Communication Services
33
+ 6.45%
$855.86 - $1339.13 $28.2K - $44.2K
545 $730M
NIC
Nicolet Bankshares Inc

Financial Services
2K
New
$100.68 - $125.35 $201K - $251K
2K $247M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11K
New
$17.76 - $22.1 $196K - $244K
11K $244M
RTX
Raytheon Technologies Corp

Industrials
664
+ 6.67%
$113.75 - $148.48 $75.5K - $98.6K
10.6K $1.55B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.74K
+ 13.11%
$82.21 - $83.12 $225K - $227K
23.6K $1.96B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
9.56K
New
$21.77 - $24.89 $208K - $238K
9.56K $223M
CSX
Csx Corp

Industrials
6.26K
New
$26.69 - $32.91 $167K - $206K
6.26K $204M
GE
General Electric CO

Industrials
634
+ 126.8%
$166.81 - $257.39 $106K - $163K
1.13K $292M
TUA
Simpl Exch Traded Fds Sht Term
7.62K
+ 2.97%
N/A
265K $5.83B
TYA
Simplify Exchange Traded Fds S

ETFs
7.01K
+ 2.06%
N/A
348K $4.7B
MRK
Merck & Co., Inc.

Healthcare
2.26K
+ 853.21%
$73.47 - $87.12 $166K - $197K
2.53K $202M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.14K
+ 3.38%
$116.93 - $119.39 $133K - $136K
34.7K $4.13B
IJK
Ishares S&P Midcap 400 Growth

ETFs
383
+ 2.36%
$73.7 - $90.98 $28.2K - $34.8K
16.6K $1.51B
VEA
Vanguard Ftse Developed Market

ETFs
1.19K
+ 8.3%
$45.65 - $57.01 $54.5K - $68.1K
15.6K $888M
LHX
L3 Harris Technologies, Inc.

Industrials
117
+ 4.56%
$200.21 - $256.99 $23.4K - $30.1K
2.68K $673M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
227
+ 1.91%
$60.99 - $77.53 $13.8K - $17.6K
12.1K $939M
MPC
Marathon Petroleum Corp

Energy
290
+ 8.14%
$118.55 - $170.08 $34.4K - $49.3K
3.85K $640M
Rbb Fd Inc
2.28K
+ 29.4%
N/A
10K $503M
CSHI
Shp ETF Tr Neos Enhanced Incom
2.27K
+ 20.0%
N/A
13.6K $676M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.85K
+ 31.93%
$50.48 - $50.71 $93.2K - $93.6K
7.63K $387M
SHV
Ishares Tr

ETFs
821
+ 0.75%
$110.06 - $110.46 $90.4K - $90.7K
111K $12.2B
ASML
Asml Holding Nv

Technology
33
+ 7.67%
$595.37 - $815.24 $19.6K - $26.9K
463 $371M
Activity Summary
Buys All Purchases 141 New Holdings 24 Increased Positions 117 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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