Heck Capital Advisors, LLC Portfolio Holdings

Heck Capital Advisors, LLC

  • $889 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.64 Billion 0.41% of portfolio
22,592
Q3 2022 Reduced 24.6%
$0
$3.51 Billion 0.39% of portfolio
61,366
Q4 2020 Sold Out
$0
$3.21 Billion 0.36% of portfolio
104,101
Q3 2022 Added 140.96%
$0
$3.07 Billion 0.34% of portfolio
44,882
Q3 2022 Reduced 23.26%
$0
$2.88 Billion 0.32% of portfolio
114,658
Q3 2024 Added 2.69%
$0
$2.74 Billion 0.31% of portfolio
98,088
Q3 2022 Added 107.05%
$0
$2.71 Billion 0.31% of portfolio
22,654
Q3 2022 Reduced 18.12%
$0
$2.64 Billion 0.3% of portfolio
51,636
Q3 2024 Reduced 7.8%
$0
$2.54 Billion 0.29% of portfolio
24,534
Q3 2022 Added 329.69%
$0
$2.61 Billion 0.29% of portfolio
17,291
Q3 2024 New
$0
$2.61 Billion 0.29% of portfolio
56,552
Q3 2024 Added 115.31%
$0
$2.56 Billion 0.29% of portfolio
27,703
Q3 2024 Reduced 46.45%
$0
$2.5 Billion 0.28% of portfolio
9,767
Q3 2024 Added 3.71%
$0
$2.43 Billion 0.27% of portfolio
39,306
Q3 2022 Reduced 80.63%
$0
$2.36 Billion 0.27% of portfolio
12,545
Q3 2022 Reduced 72.16%
$1.02T
$2.26 Billion 0.25% of portfolio
14,620
Q3 2022 Reduced 33.49%
$0
$2.16 Billion 0.24% of portfolio
42,925
Q3 2024 Reduced 1.47%
$3.22T
$2.09 Billion 0.24% of portfolio
9,417
Q3 2022 Reduced 21.93%
$3.65T
$2.05 Billion 0.23% of portfolio
5,448
Q3 2022 Reduced 34.47%
$114B
$1.76 Billion 0.2% of portfolio
16,735
Q3 2022 Reduced 5.0%
Blackrock ETF Trust Ii
-
$1.72 Billion 0.19% of portfolio
-
Q3 2024 Reduced 1.48%
$0
$1.68 Billion 0.19% of portfolio
16,216
Q3 2022 Added 522.64%
$0
$1.73 Billion 0.19% of portfolio
20,862
Q3 2022 Added 858.94%
$0
$1.61 Billion 0.18% of portfolio
19,028
Q3 2022 Reduced 51.24%
$0
$1.6 Billion 0.18% of portfolio
27,503
Q3 2022 Reduced 83.97%
$633B
$1.5 Billion 0.17% of portfolio
2,822
Q3 2024 Reduced 1.13%
$0
$1.44 Billion 0.16% of portfolio
30,774
Q3 2022 Added 682.52%
$0
$1.41 Billion 0.16% of portfolio
27,626
Q3 2024 Added 0.5%
$0
$1.46 Billion 0.16% of portfolio
11,604
Q2 2021 Sold Out
$825B
$1.41 Billion 0.16% of portfolio
5,737
Q3 2022 Reduced 47.39%
$0
$1.41 Billion 0.16% of portfolio
27,696
Q3 2022 Added 59.32%
$209B
$1.32 Billion 0.15% of portfolio
9,962
Q3 2024 Reduced 2.75%
$0
$1.35 Billion 0.15% of portfolio
16,207
Q3 2022 Reduced 37.81%
$2.17T
$1.14 Billion 0.13% of portfolio
5,983
Q3 2022 Added 6.15%
$0
$1.19 Billion 0.13% of portfolio
15,241
Q3 2022 Added 21.71%
$369B
$996 Million 0.11% of portfolio
9,188
Q3 2022 Reduced 86.62%
Ishares Bitcoin Trust ETF
-
$871 Million 0.1% of portfolio
-
Q4 2024 Added 10.71%
-
$757 Million 0.09% of portfolio
-
Q4 2024 Reduced 17.45%
-
$780 Million 0.09% of portfolio
-
Q3 2024 Added 100.7%
$0
$814 Million 0.09% of portfolio
11,882
Q3 2022 Added 128.54%
$266B
$789 Million 0.09% of portfolio
8,982
Q3 2022 Reduced 51.95%
$0
$840 Million 0.09% of portfolio
11,601
Q3 2022 Added 815.96%
$197B
$840 Million 0.09% of portfolio
2,547
Q3 2022 Added 74.32%
$286B
$766 Million 0.09% of portfolio
1,463
Q3 2022 Reduced 22.83%
$57.5B
$743 Million 0.08% of portfolio
6,021
Q1 2025 New
-
$714 Million 0.08% of portfolio
-
Q4 2024 Reduced 18.1%
$286B
$699 Million 0.08% of portfolio
2,622
Q3 2022 Added 64.07%
$0
$721 Million 0.08% of portfolio
8,458
Q4 2024 Reduced 62.7%
$0
$732 Million 0.08% of portfolio
15,154
Q3 2022 Added 24.81%

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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