Heck Capital Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $889 Billion distributed in 232 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 $109B, Vanguard Total Stock Market Et with a value of $76.5B, Ishares Msci Usa Quality Facto with a value of $38.8B, Invesco S&P 500 Equal Weight E with a value of $36.5B, and Ishares Tr with a value of $30.9B.

Examining the 13F form we can see an increase of $689B in the current position value, from $200B to 889B.

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.

Portfolio value $889 Billion
ETFs: $806 Billion
Technology: $6.57 Billion
Consumer Defensive: $5.65 Billion
Industrials: $4.3 Billion
Financial Services: $3.98 Billion
Communication Services: $3.95 Billion
Energy: $3.47 Billion
Healthcare: $2.24 Billion
Other: $2.17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $889 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 223 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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