Heck Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationrhinelander, WI
- Num holdings
232
- Value ($000)
$889,190
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002046227
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $109.36M | 12 % | 194,633 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $76.48M | 9 % | 278,262 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $38.76M | 4 % | 226,817 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $36.47M | 4 % | 210,530 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $30.91M | 4 % | 408,548 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $30.03M | 3 % | 441,262 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $29.34M | 3 % | 1,276,451 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $24.26M | 3 % | 57,770 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $21.78M | 2 % | 208,319 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $21.41M | 2 % | 435,570 |
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