The Analysis of Heck Capital Advisors, LLC's Holdings

Currently, Heck Capital Advisors, LLC holds 211 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IAUM (+491.2K shares, valued at $21.1M), IVV (+17.7K shares, valued at $12.1M), DIA (+23.3K shares, valued at $11.2M); decreased their positions in N/A (-165.2K shares, valued at $31.7M), EMXC (-86.9K shares, valued at $6.3M), N/A (-58.0K shares, valued at $4.7M); initiated new positions in N/A (+684.3K shares, valued at $4.2M), N/A (+8.9K shares, valued at $938.1K), LLY (+800 shares, valued at $859.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR301.1K shares6.23%2025-12-312026-01-16

VTI VANGUARD INDEX FDS358.1K shares-1.68%2025-12-312026-01-16

ONEQ FIDELITY COMWLTH TR593.6K shares-3.66%2025-12-312026-01-16

IEMG ISHARES INC803.7K shares16.94%2025-12-312026-01-16

IAUM ISHARES GOLD TR1.2M shares68.99%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE107.4K shares27.76%2025-12-312026-01-16

IEFA ISHARES TR456.3K shares-1.47%2025-12-312026-01-16

GOVT ISHARES TR1.6M shares11.39%2025-12-312026-01-16

Sponsored

IWL ISHARES TR204.6K shares0.40%2025-12-312026-01-16

ITOT ISHARES TR204.8K shares15.61%2025-12-312026-01-16

QUAL ISHARES TR153.3K shares-1.81%2025-12-312026-01-16

LMBS FIRST TR EXCHANGE-TRADED FD531.2K shares8.40%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T137.0K shares-54.67%2025-12-312026-01-16

FBTC FIDELITY WISE ORIGIN BITCOIN245.1K shares-1.39%2025-12-312026-01-16

RECS COLUMBIA ETF TR I433.4K shares-0.79%2025-12-312026-01-16

FTCS FIRST TR EXCHANGE-TRADED FD185.9K shares-16.46%2025-12-312026-01-16

Sponsored

COWG PACER FDS TR476.2K shares32.13%2025-12-312026-01-16

DGRW WISDOMTREE TR186.3K shares-6.12%2025-12-312026-01-16

IJR ISHARES TR131.0K shares-0.37%2025-12-312026-01-16

IVLU ISHARES TR412.2K shares55.63%2025-12-312026-01-16

MBB ISHARES TR163.5K shares13.42%2025-12-312026-01-16

IWR ISHARES TR160.5K shares40.09%2025-12-312026-01-16

INTF ISHARES TR344.7K shares445.61%2025-12-312026-01-16

GSSC GOLDMAN SACHS ETF TR157.6K shares-0.67%2025-12-312026-01-16

Sponsored

IWP ISHARES TR83.4K shares3.93%2025-12-312026-01-16

FRDM EA SERIES TRUST220.8K shares-6.59%2025-12-312026-01-16

IDHQ INVESCO EXCH TRADED FD TR II320.6K shares-0.04%2025-12-312026-01-16

IEF ISHARES TR116.2K shares-20.69%2025-12-312026-01-16

IGSB ISHARES TR205.5K shares9.67%2025-12-312026-01-16

BBAG J P MORGAN EXCHANGE TRADED F216.5K shares13.03%2025-12-312026-01-16

XTEN BONDBLOXX ETF TRUST215.8K shares10.65%2025-12-312026-01-16

SHY ISHARES TR118.2K shares-14.94%2025-12-312026-01-16

Sponsored

TLT ISHARES TR110.9K shares13.54%2025-12-312026-01-16

IUSB ISHARES TR200.7K shares11.97%2025-12-312026-01-16

IEI ISHARES TR73.4K shares21.82%2025-12-312026-01-16

MTBA SIMPLIFY EXCHANGE TRADED FUN148.7K shares-36.36%2025-12-312026-01-16

IWF ISHARES TR15.8K shares22.95%2025-12-312026-01-16

PMAY INNOVATOR ETFS TRUST184.1K shares-1.71%2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II212.8K shares-0.90%2025-12-312026-01-16

IVE ISHARES TR33.2K shares3.60%2025-12-312026-01-16

Sponsored

ECOW PACER FDS TR283.1K shares-2.31%2025-12-312026-01-16

QLTA ISHARES TR140.1K shares9.12%2025-12-312026-01-16

SHV ISHARES TR58.6K shares-28.83%2025-12-312026-01-16

FREL FIDELITY COVINGTON TRUST235.9K shares0.17%2025-12-312026-01-16

TUA SIMPLIFY EXCHANGE TRADED FUN285.5K shares6.76%2025-12-312026-01-16

DYNF BLACKROCK ETF TRUST98.4K shares4.69%2025-12-312026-01-16

LRGF ISHARES TR83.3K shares3.37%2025-12-312026-01-16

SGOV ISHARES TR57.4K shares-30.24%2025-12-312026-01-16

Sponsored

GDX VANECK ETF TRUST67.2K shares-1.47%2025-12-312026-01-16

EMXC ISHARES INC76.5K shares-53.18%2025-12-312026-01-16

FTEC FIDELITY COVINGTON TRUST22.4K shares-2.69%2025-12-312026-01-16

TYA SIMPLIFY EXCHANGE TRADED FUN372.8K shares6.78%2025-12-312026-01-16

IVW ISHARES TR37.9K shares5.97%2025-12-312026-01-16

IWD ISHARES TR22.2K shares7.57%2025-12-312026-01-16

HODL VANECK BITCOIN ETF188.0K shares-2.88%2025-12-312026-01-16

NLR VANECK ETF TRUST36.1K shares109.34%2025-12-312026-01-16

Sponsored

NODE VANECK FDS126.3K shares-2.18%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS73.1K shares682.16%2025-12-312026-01-16

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST684.3K sharesnew addition2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR51.3K shares-53.07%2025-12-312026-01-16

ALPHABET INC ALPHABET INC11.7K shares-30.69%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO25.0K shares6.67%2025-12-312026-01-16

TAFL AB ACTIVE ETFS INC136.1K shares61.84%2025-12-312026-01-16

FHLC FIDELITY COVINGTON TRUST45.7K shares-0.28%2025-12-312026-01-16

Sponsored

VBIL VANGUARD INSTL INDEX FD39.7K shares0.00%2025-12-312026-01-16

IJJ ISHARES TR21.9K shares-11.05%2025-12-312026-01-16

IWM ISHARES TR11.2K shares-17.88%2025-12-312026-01-16

MSFT MICROSOFT CORP5.7K shares-6.29%2025-12-312026-01-16

TFLO ISHARES TR51.9K shares-4.13%2025-12-312026-01-16

BROADCOM INC BROADCOM INC7.5K shares123.75%2025-12-312026-01-16

STIP ISHARES TR25.2K shares-0.31%2025-12-312026-01-16

TLH ISHARES TR25.1K shares9.21%2025-12-312026-01-16

Sponsored

LQD ISHARES TR22.6K shares8.18%2025-12-312026-01-16

IDEV ISHARES TR29.0K shares14.10%2025-12-312026-01-16

NOBL PROSHARES TR22.6K shares-0.32%2025-12-312026-01-16

EMGF ISHARES INC36.0K shares5.11%2025-12-312026-01-16

IWY ISHARES TR7.5K shares-9.48%2025-12-312026-01-16

AAPL APPLE INC7.3K shares-11.71%2025-12-312026-01-16

IGRO ISHARES TR23.8K shares-3.50%2025-12-312026-01-16

RTX RTX CORPORATION10.4K shares-1.24%2025-12-312026-01-16

Sponsored

FMB FIRST TR EXCH TRADED FD III36.7K shares-6.05%2025-12-312026-01-16

CLOA BLACKROCK ETF TRUST II35.4K shares0.39%2025-12-312026-01-16

NVDA NVIDIA CORPORATION9.7K shares-8.93%2025-12-312026-01-16

CAT CATERPILLAR INC3.1K shares0.13%2025-12-312026-01-16

USIG ISHARES TR33.6K shares35.17%2025-12-312026-01-16

THRO BLACKROCK ETF TRUST44.6K shares7.23%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.5.2K shares-3.80%2025-12-312026-01-16

IWO ISHARES TR5.1K shares120.08%2025-12-312026-01-16

Sponsored

IJK ISHARES TR16.9K shares7.96%2025-12-312026-01-16

RBIL RBB FD INC32.2K shares79.93%2025-12-312026-01-16

IWX ISHARES TR17.3K shares2.74%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares7.60%2025-12-312026-01-16

SXI STANDEX INTL CORP7.2K shares0.15%2025-12-312026-01-16

FUTY FIDELITY COVINGTON TRUST27.9K shares-1.14%2025-12-312026-01-16

IWS ISHARES TR10.8K shares0.76%2025-12-312026-01-16

AMZN AMAZON COM INC6.5K shares-6.06%2025-12-312026-01-16

Sponsored

DFUS DIMENSIONAL ETF TRUST19.9K shares193.97%2025-12-312026-01-16

COP CONOCOPHILLIPS15.3K shares-0.46%2025-12-312026-01-16

WMT WALMART INC12.7K shares-0.79%2025-12-312026-01-16

FSTA FIDELITY COVINGTON TRUST28.3K shares0.59%2025-12-312026-01-16

NULG NUSHARES ETF TR14.2K shares-6.57%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR2.3K shares0.00%2025-12-312026-01-16

FENY FIDELITY COVINGTON TRUST55.7K shares-1.74%2025-12-312026-01-16

IJH ISHARES TR20.3K shares-18.02%2025-12-312026-01-16

Sponsored

CSHI NEOS ETF TRUST24.1K shares56.63%2025-12-312026-01-16

MOAT VANECK ETF TRUST11.2K shares0.00%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS17.5K shares6.56%2025-12-312026-01-16

CMBS ISHARES TR22.0K shares-4.86%2025-12-312026-01-16

FLOT ISHARES TR20.6K shares249.11%2025-12-312026-01-16

SPYI NEOS ETF TRUST19.9K shares4.38%2025-12-312026-01-16

FIDU FIDELITY COVINGTON TRUST12.1K shares-1.19%2025-12-312026-01-16

OBIL RBB FD INC19.6K shares-29.59%2025-12-312026-01-16

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.9K sharesnew addition2025-12-312026-01-16

GSST GOLDMAN SACHS ETF TR17.9K shares196.38%2025-12-312026-01-16

MA MASTERCARD INCORPORATED1.6K shares71.81%2025-12-312026-01-16

LLY ELI LILLY & CO800 sharesnew addition2025-12-312026-01-16

META META PLATFORMS INC1.3K shares-10.22%2025-12-312026-01-16

FDIS FIDELITY COVINGTON TRUST8.3K shares-1.81%2025-12-312026-01-16

ACWX ISHARES TR12.6K shares24.41%2025-12-312026-01-16

FMAT FIDELITY COVINGTON TRUST15.4K shares-1.01%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON3.9K shares32.32%2025-12-312026-01-16

LHX L3HARRIS TECHNOLOGIES INC2.7K shares-2.83%2025-12-312026-01-16

PSX PHILLIPS 666.0K shares-1.22%2025-12-312026-01-16

ICSH ISHARES TR14.8K shares74.16%2025-12-312026-01-16

AGZ ISHARES TR6.7K shares-14.41%2025-12-312026-01-16

APP APPLOVIN CORP1.0K shares-0.38%2025-12-312026-01-16

IWB ISHARES TR1.9K shares0.00%2025-12-312026-01-16

SPYD SPDR SERIES TRUST15.5K shares38.73%2025-12-312026-01-16

Sponsored

IWN ISHARES TR3.7K shares-6.26%2025-12-312026-01-16

V VISA INC1.9K shares-1.77%2025-12-312026-01-16

USMV ISHARES TR6.9K shares-5.34%2025-12-312026-01-16

EFAV ISHARES TR7.3K shares0.62%2025-12-312026-01-16

VB VANGUARD INDEX FDS2.4K shares0.34%2025-12-312026-01-16

BMO BANK MONTREAL QUE4.6K sharesnew addition2025-12-312026-01-16

TMUS T-MOBILE US INC3.0K shares2.67%2025-12-312026-01-16

ABT ABBOTT LABS4.7K shares-0.32%2025-12-312026-01-16

Sponsored

RSPE INVESCO EXCH TRADED FD TR II19.6K shares-15.38%2025-12-312026-01-16

PEP PEPSICO INC4.0K shares1.82%2025-12-312026-01-16

ASML ASML HOLDING N V535 shares14.81%2025-12-312026-01-16

DVY ISHARES TR4.0K sharesnew addition2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2025-12-312026-01-16

USRT ISHARES TR9.6K shares-7.07%2025-12-312026-01-16

UNP UNION PAC CORP2.3K shares-0.68%2025-12-312026-01-16

FIS FIDELITY NATL INFORMATION SV8.1K sharesnew addition2025-12-312026-01-16

Sponsored

COWZ PACER FDS TR8.9K shares-11.06%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS1.8K sharesnew addition2025-12-312026-01-16

AMAT APPLIED MATLS INC2.1K shares0.19%2025-12-312026-01-16

DFSU DIMENSIONAL ETF TRUST12.1K shares-4.44%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC1.6K shares-21.95%2025-12-312026-01-16

XOM EXXON MOBIL CORP4.3K sharesnew addition2025-12-312026-01-16

NFLX NETFLIX INC5.4K shares862.23%2025-12-312026-01-16

KO COCA COLA CO7.0K shares94.57%2025-12-312026-01-16

Sponsored

NVS NOVARTIS AG3.4K shares0.88%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS5.3K shares0.00%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC429 shares-3.38%2025-12-312026-01-16

DFSE DIMENSIONAL ETF TRUST11.0K shares-4.37%2025-12-312026-01-16

DSI ISHARES TR3.5K shares-3.94%2025-12-312026-01-16

DE DEERE & CO968 shares-0.21%2025-12-312026-01-16

WFC WELLS FARGO CO NEW4.8K sharesnew addition2025-12-312026-01-16

VMC VULCAN MATLS CO1.6K shares-5.22%2025-12-312026-01-16

Sponsored

IWV ISHARES TR1.1K shares0.00%2025-12-312026-01-16

BAC BANK AMERICA CORP8.1K shares0.50%2025-12-312026-01-16

ABBV ABBVIE INC1.9K sharesnew addition2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F7.9K shares83.47%2025-12-312026-01-16

USFR WISDOMTREE TR7.9K shares0.00%2025-12-312026-01-16

IGLB ISHARES TR7.9K sharesnew addition2025-12-312026-01-16

TT TRANE TECHNOLOGIES PLC1.0K sharesnew addition2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC2.1K shares-0.05%2025-12-312026-01-16

Sponsored

ADBE ADOBE INC1.1K shares-3.40%2025-12-312026-01-16

CINF CINCINNATI FINL CORP2.3K sharesnew addition2025-12-312026-01-16

NUEM NUSHARES ETF TR10.3K shares-3.36%2025-12-312026-01-16

CVX CHEVRON CORP NEW2.4K sharesnew addition2025-12-312026-01-16

EEMV ISHARES INC5.6K shares0.81%2025-12-312026-01-16

ASB ASSOCIATED BANC CORP13.9K shares0.89%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE1.1K shares-2.24%2025-12-312026-01-16

MPC MARATHON PETE CORP2.1K shares-0.81%2025-12-312026-01-16

Sponsored

T AT&T INC13.5K sharesnew addition2025-12-312026-01-16

FLTR VANECK ETF TRUST13.0K shares0.00%2025-12-312026-01-16

OKE ONEOK INC NEW4.5K shares-0.35%2025-12-312026-01-16

IGIB ISHARES TR6.0K sharesnew addition2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS505 shares-43.89%2025-12-312026-01-16

AWK AMERICAN WTR WKS CO INC NEW2.4K shares-43.43%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC351 sharesnew addition2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR11.2K sharesnew addition2025-12-312026-01-16

Sponsored

ITDI ISHARES TR8.1K shares20.41%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW346 shares-0.29%2025-12-312026-01-16

PCMM BONDBLOXX ETF TRUST5.9K shares9.95%2025-12-312026-01-16

PRU PRUDENTIAL FINL INC2.6K sharesnew addition2025-12-312026-01-16

CLSE TRUST FOR PROFESSIONAL MANAG10.7K shares-46.52%2025-12-312026-01-16

VTWO VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2025-12-312026-01-16

JAAA JANUS DETROIT STR TR5.8K shares-21.53%2025-12-312026-01-16

XJR ISHARES TR6.8K shares5.19%2025-12-312026-01-16

Sponsored

CDX SIMPLIFY EXCHANGE TRADED FUN13.0K shares8.62%2025-12-312026-01-16

BA BOEING CO1.3K shares-1.81%2025-12-312026-01-16

OMC OMNICOM GROUP INC3.4K sharesnew addition2025-12-312026-01-16

TOTALENERGIES SE TOTALENERGIES SE4.2K sharesnew addition2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR11.4K shares2.84%2025-12-312026-01-16

CSX CSX CORP7.5K shares19.77%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC2.6K shares0.79%2025-12-312026-01-16

HON HONEYWELL INTL INC1.3K shares-0.60%2025-12-312026-01-16

Sponsored

DFSI DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-12-312026-01-16

NIC NICOLET BANKSHARES INC2.0K shares0.00%2025-12-312026-01-16

TSLA TESLA INC510 sharesnew addition2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR2.1K shares0.00%2025-12-312026-01-16

NOW SERVICENOW INC1.4K shares398.21%2025-12-312026-01-16

NMAX NEWSMAX INC27.6K shares0.00%2025-12-312026-01-16

ALPS ETF TR ALPS ETF TR4.4K shares-21.82%2025-12-312026-01-16

BBAI BIGBEAR AI HLDGS INC23.6K sharesnew addition2025-12-312026-01-16

Sponsored

BTG B2GOLD CORP11.6K shares-23.72%2025-12-312026-01-16

DNN DENISON MINES CORP19.2K sharesnew addition2025-12-312026-01-16

LAC LITHIUM AMERS CORP NEW11.7K sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available