Heck Capital Advisors, LLC Incresed Positions in Q3 2025

Heck Capital Advisors, LLC

  • $1.29 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
147
+ 5.26%
$155.17 - $185.42 $22.8K - $27.3K
2.94K $545M
IDEV
Ishares Core Msci Intl Develop

ETFs
115
+ 0.45%
$74.68 - $80.26 $8.59K - $9.23K
25.4K $2.04B
PSX
Phillips 66

Energy
75
+ 1.24%
$118.37 - $139.46 $8.88K - $10.5K
6.12K $833M
VMC
Vulcan Materials CO

Basic Materials
100
+ 6.46%
$260.62 - $307.62 $26.1K - $30.8K
1.65K $507M
VEA
Vanguard Ftse Developed Market

ETFs
871
+ 5.59%
$56.02 - $60.3 $48.8K - $52.5K
16.5K $986M
META
Meta Platforms, Inc.

Communication Services
137
+ 10.45%
$695.21 - $791.73 $95.2K - $108K
1.45K $1.06B
CSHI
Shp ETF Tr Neos Enhanced Incom
1.79K
+ 13.19%
N/A
15.4K $765M
Rbb Fd Inc
1.76K
+ 10.91%
N/A
17.9K $897M
ASML
Asml Holding Nv

Technology
3
+ 0.65%
$689.63 - $968.09 $2.07K - $2.9K
466 $451M
IGRO
Ishares Tr International Divid

ETFs
764
+ 3.19%
$75.97 - $80.24 $58K - $61.3K
24.7K $1.97B
WMT
Walmart Inc.

Consumer Defensive
83
+ 0.65%
$94.4 - $104.27 $7.84K - $8.65K
12.8K $1.32B
Blackrock ETF Trust Ii
1.32K
+ 3.89%
N/A
35.2K $1.83B
FMB
First Tr Exchange Traded Fd Ii

ETFs
613
+ 1.59%
$49.32 - $50.93 $30.2K - $31.2K
39.1K $1.98B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.5K
+ 2.14%
$25.09 - $25.19 $62.8K - $63K
120K $3.01B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
116
+ 0.96%
$77.92 - $81.94 $9.04K - $9.51K
12.2K $1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.9%
$459.11 - $506.91 $11.9K - $13.2K
2.91K $1.46B
GE
General Electric CO

Industrials
28
+ 2.47%
$244.75 - $305.63 $6.85K - $8.56K
1.16K $350M
Bondbloxx ETF Trust
1.1K
+ 25.57%
N/A
5.38K $272M
TYA
Simplify Exchange Traded Fds S

ETFs
1.05K
+ 0.3%
N/A
349K $4.75B
Blackrock Inc
4
+ 0.91%
N/A
444 $518M
AMZN
Amazon Com Inc

Consumer Cyclical
232
+ 3.46%
$211.65 - $238.24 $49.1K - $55.3K
6.93K $1.52B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
2.38K
+ 24.93%
$22.78 - $23.33 $54.3K - $55.6K
11.9K $274M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
160
+ 1.04%
$49.48 - $53.78 $7.92K - $8.6K
15.6K $818M
Ishares Tr
866
+ 14.69%
N/A
6.76K $251M
AMAT
Applied Materials Inc

Technology
5
+ 0.24%
$156.25 - $204.95 $781 - $1.02K
2.06K $422M
ICSH
Blackrock Ultra Short Term Bon

ETFs
872
+ 11.43%
$50.52 - $50.75 $44.1K - $44.3K
8.5K $431M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
320
+ 1.28%
$102.4 - $103.88 $32.8K - $33.2K
25.2K $2.61B
PEP
Pepsico Inc

Consumer Defensive
83
+ 2.18%
$133.81 - $152.16 $11.1K - $12.6K
3.9K $548M
UNP
Union Pacific Corp

Industrials
116
+ 5.17%
$214.91 - $237.16 $24.9K - $27.5K
2.36K $558M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.03K
+ 22.43%
$46.51 - $50.07 $48K - $51.7K
5.64K $265M
BAC
Bank Of America Corp

Financial Services
43
+ 0.54%
$44.92 - $52.42 $1.93K - $2.25K
8.02K $414M
MA
Mastercard Inc

Financial Services
48
+ 5.58%
$550.18 - $598.96 $26.4K - $28.8K
908 $516M
NVS
Novartis Ag

Healthcare
56
+ 1.67%
$113.5 - $129.73 $6.36K - $7.26K
3.41K $437M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
486
+ 8.74%
$50.37 - $50.7 $24.5K - $24.6K
6.05K $307M
PANW
Palo Alto Networks Inc

Technology
121
+ 6.24%
$167.06 - $208.19 $20.2K - $25.2K
2.06K $420M
ASB
Associated Banc Corp

Financial Services
119
+ 0.87%
$23.78 - $27.01 $2.83K - $3.21K
13.7K $353M
TUA
Simpl Exch Traded Fds Sht Term
2.88K
+ 1.09%
N/A
267K $5.85B
TMUS
T Mobile Us, Inc.

Communication Services
66
+ 2.34%
$226.02 - $259.01 $14.9K - $17.1K
2.88K $690M
CSX
Csx Corp

Industrials
25
+ 0.4%
$32.05 - $36.52 $801 - $913
6.29K $223M
ABT
Abbott Laboratories

Healthcare
169
+ 3.73%
$120.51 - $136.62 $20.4K - $23.1K
4.7K $630M
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.48%
$77.6 - $87.37 $931 - $1.05K
2.54K $215M
AWK
American Water Works Company, Inc.

Utilities
60
+ 1.44%
$135.05 - $147.0 $8.1K - $8.82K
4.23K $589M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18
+ 0.31%
$50.82 - $51.09 $915 - $920
5.91K $302M
V
Visa Inc.

Financial Services
77
+ 4.17%
$332.09 - $358.86 $25.6K - $27.6K
1.92K $656M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 6.44%
$915.95 - $994.57 $19.2K - $20.9K
347 $321M
KO
Coca Cola CO

Consumer Defensive
79
+ 2.26%
$65.67 - $71.67 $5.19K - $5.66K
3.58K $238M
NOW
Service Now, Inc.

Technology
14
+ 5.26%
$850.86 - $1044.69 $11.9K - $14.6K
280 $258M
HON
Honeywell International Inc

Industrials
21
+ 1.61%
$207.7 - $240.4 $4.36K - $5.05K
1.33K $279M
OKE
Oneok Inc

Energy
167
+ 3.84%
$71.36 - $83.47 $11.9K - $13.9K
4.51K $329M
Activity Summary
Buys All Purchases 127 New Holdings 23 Increased Positions 104 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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