Heck Capital Advisors, LLC Closed Holding Positions

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2021 Filed on May 19, 2025
78,932
$21.57 - $24.62 $1.7M - $1.94M
LITE
Lumentum Holdings Inc.

Technology
Q2 2021 Filed on May 19, 2025
3,281
$67.43 - $94.71 $221K - $311K
GLW
Corning Inc

Technology
Q4 2021 Filed on May 19, 2025
7,876
$35.39 - $39.43 $279K - $311K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on May 19, 2025
39,519
$19.2 - $22.91 $759K - $905K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q3 2021 Filed on May 19, 2025
1
$53.1 - $53.89 $53.1 - $53.9
BCIM
Aberdeen Std Invts Etfs
Q2 2022 Filed on May 19, 2025
66,770
$23.14 - $32.06 $1.55M - $2.14M
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2022 Filed on May 19, 2025
23,555
$15.37 - $32.54 $362K - $766K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on May 19, 2025
5,289
$28.97 - $44.73 $153K - $237K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on May 19, 2025
2,049
$93.29 - $138.58 $191K - $284K
ESGN
Columbia ETF Tr I Sustainable

ETFs
Q4 2021 Filed on May 19, 2025
18,445
$25.83 - $27.66 $476K - $510K
ESGS
Columbia ETF Tr Isustainable U

ETFs
Q4 2021 Filed on May 19, 2025
10,463
$35.69 - $38.2 $373K - $400K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2020 Filed on May 19, 2025
782
$299.82 - $343.69 $234K - $269K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on May 19, 2025
16,520
$41.94 - $55.59 $693K - $918K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on May 19, 2025
971
$138.39 - $165.67 $134K - $161K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on May 19, 2025
120,943
$19.73 - $38.37 $2.39M - $4.64M
NETL
ETF Ser Solutions Net Lease CO

ETFs
Q2 2020 Filed on May 19, 2025
10,015
$15.95 - $24.44 $160K - $245K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2020 Filed on May 19, 2025
16,427
$33.31 - $45.5 $547K - $747K
BFB
Brown Forman Corp Cl B
Q4 2020 Filed on May 19, 2025
1,000
N/A
AMGN
Amgen Inc

Healthcare
Q2 2021 Filed on May 19, 2025
1,204
$233.58 - $259.14 $281K - $312K
NOC
Northrop Grumman Corp

Industrials
Q4 2020 Filed on May 19, 2025
704
$289.82 - $319.68 $204K - $225K
HERO
Global X Fds Video Games & Esp

ETFs
Q4 2020 Filed on May 19, 2025
24,502
$26.21 - $31.46 $642K - $771K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on May 19, 2025
9,052
$81.74 - $112.47 $740K - $1.02M
REET
Ishares Global Reit ETF

ETFs
Q2 2021 Filed on May 19, 2025
105,145
$25.9 - $28.81 $2.72M - $3.03M
Unilever N V
Q4 2020 Filed on May 19, 2025
2,485
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2022 Filed on May 19, 2025
3,811
$50.05 - $62.7 $191K - $239K
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