Heck Capital Advisors, LLC Portfolio Holdings
Heck Capital Advisors, LLC
- $1.16 Trillion
- Q2 2025
Heck Capital Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Trillion distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $168B, Vanguard Total Stock Market Et with a value of $107B, Invesco S&P 500 Equal Weight E with a value of $57.6B, Spdr S&P 500 ETF Trust with a value of $52.3B, and Fidelity Nasdaq Composite Inde with a value of $48.8B.
Examining the 13F form we can see an increase of $273B in the current position value, from $889B to 1.16T.
Heck Capital Advisors, LLC is based out at Rhinelander, WI
Below you can find more details about Heck Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 177
- Current Value $1.16 Trillion
- Prior Value $889 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 24 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 29 stocks