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

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

Summary

  • Portfolio
  • No. of Stocks 772
  • Current Value $1.47 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 772 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Heck Capital Advisors, LLC Portfolio

Follow Heck Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heck Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heck Capital Advisors, LLC with notifications on news.