Heck Capital Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.47 Trillion distributed in 772 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 $332B, Vanguard Total Stock Market Et with a value of $150B, Invesco S&P 500 Equal Weight E with a value of $83.9B, Ishares Msci Usa Quality Facto with a value of $82B, and Ishares Core S&P Sm Cap ETF with a value of $55B.
Examining the 13F form we can see an increase of $1.47T in the current position value.
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
$1.47 Trillion
ETFs: $151 Billion
Technology: $41 Billion
Industrials: $16.8 Billion
Financial Services: $14.6 Billion
Healthcare: $11.2 Billion
Communication Services: $11.2 Billion
Energy: $10.5 Billion
Consumer Cyclical: $9.5 Billion
Other: $15.7 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
