Heck Capital Advisors, LLC Incresed Positions in Q2 2025

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
RTX
Raytheon Technologies Corp

Industrials
664
+ 6.67%
$113.75 - $148.48 $75.5K - $98.6K
10.6K $1.55B
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
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
BA
Boeing CO

Industrials
49
+ 3.63%
$136.59 - $217.51 $6.69K - $10.7K
1.4K $293M
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
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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