Heck Capital Advisors, LLC Purchases and Sells in Q1 2025

Heck Capital Advisors, LLC

$889 Billion
Q1 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	91.2K + 184.7%	$51.52 - $52.37 $4.7M - $4.78M	141K $7.36B
SHV	42.9K + 63.97%	$110.11 - $110.51 $4.72M - $4.74M	110K $12.1B
IEF	17.1K + 15.69%	$91.17 - $95.39 $1.56M - $1.63M	126K $12B
TLT	18.1K + 29.27%	$85.29 - $92.57 $1.54M - $1.67M	79.9K $7.27B
SHY	4.93K + 30.93%	$81.83 - $82.73 $403K - $408K	20.9K $1.73B

New Holdings

223 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	195K New	$554.06 - $615.85 $108M - $120M	195K $109B
VTI	278K New	$271.18 - $303.12 $75.5M - $84.3M	278K $76.5B
QUAL	227K New	$168.16 - $186.21 $38.1M - $42.2M	227K $38.8B
RSP	211K New	$169.43 - $182.84 $35.7M - $38.5M	211K $36.5B
IEFA	409K New	$69.57 - $78.65 $28.4M - $32.1M	409K $30.9B
ONEQ	441K New	$68.07 - $78.99 $30M - $34.9M	441K $30B

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	-33.2K - 67.18%	$97.25 - $104.79 $3.23M - $3.48M	16.2K $1.68B
IEI	-8.25K - 19.72%	$114.57 - $118.14 $945K - $974K	33.6K $3.97B
BLACKROCK ETF TRUST II	-3.05K - 8.42%	N/A	33.2K $1.72B
GSST	-156 - 3.53%	$50.24 - $50.57 $7.84K - $7.89K	4.26K $215M

Activity Summary All Purchases 228 New Holdings 223 Increased Positions 5 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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