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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
872
+ 16.87%
$49.48 - $61.22 $43.1K - $53.4K
6.04K $368M
PANW
Palo Alto Networks Inc

Technology
86
+ 4.64%
$152.44 - $204.64 $13.1K - $17.6K
1.94K $397M
DSI
Ishares Msci Kld 400 Social Et

ETFs
256
+ 7.47%
$91.62 - $116.16 $23.5K - $29.7K
3.68K $428M
Blackrock Inc
32
+ 7.84%
N/A
440 $462M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
366
+ 0.26%
$51.68 - $52.76 $18.9K - $19.3K
141K $7.43B
NOW
Service Now, Inc.

Technology
15
+ 5.98%
$721.65 - $1040.18 $10.8K - $15.6K
266 $273M
VMC
Vulcan Materials CO

Basic Materials
109
+ 7.58%
$226.49 - $276.01 $24.7K - $30.1K
1.55K $403M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.3K
+ 30.58%
$50.29 - $50.56 $65.5K - $65.8K
5.56K $281M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.38K
+ 2.08%
$25.04 - $25.18 $59.7K - $60K
117K $2.95B
Ishares Tr
1.38K
+ 30.58%
N/A
5.9K $203M
NVS
Novartis Ag

Healthcare
244
+ 7.86%
$101.96 - $121.01 $24.9K - $29.5K
3.35K $405M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
244
+ 0.88%
$47.29 - $53.34 $11.5K - $13K
27.9K $1.47B
ABT
Abbott Laboratories

Healthcare
326
+ 7.75%
$123.95 - $138.08 $40.4K - $45K
4.53K $616M
VIG
Vanguard Dividend Appreciation

ETFs
156
+ 6.53%
N/A
2.55K $521M
HON
Honeywell International Inc

Industrials
136
+ 11.61%
$182.86 - $232.88 $24.9K - $31.7K
1.31K $304M
DE
Deere & CO

Industrials
41
+ 4.64%
$412.99 - $531.48 $16.9K - $21.8K
925 $471M
V
Visa Inc.

Financial Services
125
+ 7.26%
$308.27 - $373.31 $38.5K - $46.7K
1.85K $655M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
190
+ 1.8%
$25.97 - $33.21 $4.93K - $6.31K
10.7K $356M
Blackrock ETF Trust Ii
743
+ 2.24%
N/A
33.9K $1.76B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
291
+ 1.92%
$42.02 - $50.36 $12.2K - $14.7K
15.4K $770M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.9K
+ 3.63%
$83.97 - $92.85 $243K - $269K
82.8K $7.3B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
644
+ 3.97%
$97.29 - $105.63 $62.7K - $68K
16.9K $1.71B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
392
+ 1.6%
$102.02 - $103.5 $40K - $40.6K
24.9K $2.57B
UNP
Union Pacific Corp

Industrials
163
+ 7.83%
$208.27 - $238.46 $33.9K - $38.9K
2.25K $517M
XJR
Ishares Tresg Screened S&P Sma

ETFs
214
+ 3.41%
$32.75 - $39.55 $7.01K - $8.46K
6.49K $257M
FSTA
Fidelity Covington Tr Msci Con

ETFs
347
+ 1.26%
$47.94 - $52.5 $16.6K - $18.2K
28K $1.43B
KO
Coca Cola CO

Consumer Defensive
235
+ 7.2%
$68.37 - $73.9 $16.1K - $17.4K
3.5K $248M
JNJ
Johnson & Johnson

Healthcare
296
+ 11.84%
$146.36 - $159.82 $43.3K - $47.3K
2.8K $427M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16
+ 0.44%
$51.14 - $57.0 $818 - $912
3.65K $207M
Bondbloxx ETF Trust
12
+ 0.28%
N/A
4.28K $216M
PEP
Pepsico Inc

Consumer Defensive
408
+ 11.97%
$128.02 - $151.37 $52.2K - $61.8K
3.82K $504M
AWK
American Water Works Company, Inc.

Utilities
157
+ 3.91%
$133.82 - $151.96 $21K - $23.9K
4.17K $581M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16
+ 0.35%
$45.07 - $52.57 $721 - $841
4.61K $225M
PSX
Phillips 66

Energy
28
+ 0.47%
$92.87 - $125.73 $2.6K - $3.52K
6.05K $722M
TMUS
T Mobile Us, Inc.

Communication Services
194
+ 7.4%
$220.99 - $268.54 $42.9K - $52.1K
2.82K $671M
OKE
Oneok Inc

Energy
311
+ 7.71%
$78.71 - $100.37 $24.5K - $31.2K
4.35K $355M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
61
+ 2.16%
$483.48 - $539.8 $29.5K - $32.9K
2.88K $1.4B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
632
+ 1.41%
$61.03 - $67.59 $38.6K - $42.7K
45.5K $2.91B
UNH
Unitedhealth Group Inc

Healthcare
396
+ 27.07%
$274.35 - $599.47 $109K - $237K
1.86K $580M
COP
Conocophillips

Energy
107
+ 0.64%
$82.66 - $106.1 $8.84K - $11.4K
16.8K $1.51B
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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