Heck Capital Advisors, LLC Closed Holding Positions

Heck Capital Advisors, LLC

  • $889 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q4 2023 Filed on May 19, 2025
35,449
$49.88 - $57.64 $1.77M - $2.04M
PFE
Pfizer Inc

Healthcare
Q4 2023 Filed on May 19, 2025
380
$26.13 - $33.94 $9.93K - $12.9K
TUA
Simpl Exch Traded Fds Sht Term
Q1 2023 Filed on May 19, 2025
108,875
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2024 Filed on May 19, 2025
2,997
$72.18 - $107.33 $216K - $322K
American Centy ETF Tr
Q1 2024 Filed on May 19, 2025
39,486
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2023 Filed on May 19, 2025
2,664
$47.16 - $60.8 $126K - $162K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2024 Filed on May 19, 2025
3,459
$59.62 - $59.91 $206K - $207K
Gsk PLC
Q4 2023 Filed on May 19, 2025
516
N/A
IRVH
Global X Fds Global X Int Rate

ETFs
Q2 2024 Filed on May 19, 2025
95,351
$0.0 - $20.81 $0 - $1.98M
IGV
Ishares Expanded Tech Software

ETFs
Q4 2023 Filed on May 19, 2025
13,779
$329.19 - $408.79 $4.54M - $5.63M
SOXX
Ishares Semiconductor ETF

ETFs
Q1 2024 Filed on May 19, 2025
8,669
$216.76 - $689.6 $1.88M - $5.98M
IAK
Ishares Tr

ETFs
Q4 2023 Filed on May 19, 2025
48,978
$89.71 - $100.92 $4.39M - $4.94M
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2023 Filed on May 19, 2025
429
$49.7 - $50.52 $21.3K - $21.7K
AGRH
Ishares U S ETF Tr Int Rate Hd

ETFs
Q3 2024 Filed on May 19, 2025
20,360
$25.75 - $26.0 $524K - $529K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q4 2023 Filed on May 19, 2025
304
$0.0 - $25.55 $0 - $7.77K
IRBO
Ishares Robotics & Artificial

ETFs
Q4 2023 Filed on May 19, 2025
72,558
$28.37 - $34.85 $2.06M - $2.53M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on May 19, 2025
2,049
$93.29 - $138.58 $191K - $284K
AFL
Aflac Inc

Financial Services
Q2 2018 Filed on May 19, 2025
3,403
$42.97 - $45.89 $146K - $156K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2020 Filed on May 19, 2025
6,529
$23.13 - $47.39 $151K - $309K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2020 Filed on May 19, 2025
70
$160.63 - $225.43 $11.2K - $15.8K
PCAR
Paccar Inc

Industrials
Q3 2019 Filed on May 19, 2025
2,180
$62.53 - $72.57 $136K - $158K
ALL
Allstate Corp

Financial Services
Q2 2020 Filed on May 19, 2025
162
$85.79 - $106.99 $13.9K - $17.3K
Dowdupontinc
Q2 2019 Filed on May 19, 2025
8,763
N/A
Celgene Corp
Q4 2019 Filed on May 19, 2025
3,624
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on May 19, 2025
21
$40.75 - $81.0 $856 - $1.7K
Raytheon CO
Q2 2020 Filed on May 19, 2025
1,365
N/A
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2020 Filed on May 19, 2025
7,213
$44.04 - $57.88 $318K - $417K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2019 Filed on May 19, 2025
2,355
$74.66 - $83.24 $176K - $196K
RODM
Hartford Multifactor Developed

ETFs
Q3 2019 Filed on May 19, 2025
10,296
$27.53 - $27.96 $283K - $288K
BP
Bp PLC

Energy
Q3 2019 Filed on May 19, 2025
2
$36.05 - $42.08 $72.1 - $84.2
PSC
Principal ETF U.S. Small Cap M

ETFs
Q3 2019 Filed on May 19, 2025
20,527
$30.54 - $31.78 $627K - $652K
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on May 19, 2025
171
$27.04 - $45.9 $4.62K - $7.85K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q1 2020 Filed on May 19, 2025
10,155
$27.59 - $54.04 $280K - $549K
RDS-A
Shell PLC

Energy
Q2 2020 Filed on May 19, 2025
5,948
$28.36 - $36.98 $169K - $220K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2018 Filed on May 19, 2025
2,964
$39.54 - $46.47 $117K - $138K
CSX
Csx Corp

Industrials
Q1 2018 Filed on May 19, 2025
3,277
$16.82 - $19.75 $55.1K - $64.7K
IP
International Paper CO

Consumer Cyclical
Q2 2018 Filed on May 19, 2025
2,272
$47.52 - $55.88 $108K - $127K
Monsanto CO New
Q2 2018 Filed on May 19, 2025
2,678
N/A
T
At&T Inc.

Communication Services
Q3 2018 Filed on May 19, 2025
3,174
$22.85 - $25.61 $72.5K - $81.3K
GD
General Dynamics Corp

Industrials
Q4 2018 Filed on May 19, 2025
651
$148.21 - $207.16 $96.5K - $135K
AIG
American International Group, Inc.

Financial Services
Q3 2018 Filed on May 19, 2025
5,168
$52.0 - $55.56 $269K - $287K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q3 2017 Filed on May 19, 2025
535
N/A
Powershares ETF Tr Ii
Q3 2017 Filed on May 19, 2025
17,046
N/A
Allergan PLC
Q4 2018 Filed on May 19, 2025
439
N/A
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q4 2017 Filed on May 19, 2025
11,058
$30.5 - $32.98 $337K - $365K
NCR
Ncr Corp

Technology
Q4 2017 Filed on May 19, 2025
3,421
$29.57 - $37.86 $101K - $130K
LUV
Southwest Airlines CO

Industrials
Q2 2018 Filed on May 19, 2025
2,506
$50.32 - $56.86 $126K - $142K
Delphi Technologies PLC
Q1 2018 Filed on May 19, 2025
482
N/A
HAL
Halliburton CO

Energy
Q4 2018 Filed on May 19, 2025
3,068
$25.14 - $42.14 $77.1K - $129K
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