Heck Capital Advisors, LLC

data from 30/09/2025

Capitalization

$ 1.293 B 11.22 %

Average holding period

14 ans

Performance

$ 302.845 M 66.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Heck Capital Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 14.67% 189.734 M $ 283481 2016/12/31 13.091 M $ 7.80 %
2025/09/30 VTI VANGUARD INDEX FDS 9.26% 119.693 M $ 364252 2016/12/31 8.544 M $ 7.96 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 4.43% 57.335 M $ 302240 2018/06/30 2.522 M $ 4.38 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 4.25% 54.914 M $ 616117 2024/06/30 5.497 M $ 11.27 %
2025/09/30 IEMG ISHARES INC 3.50% 45.309 M $ 687330 2017/06/30 3.312 M $ 9.81 %
2025/09/30 IEFA ISHARES TR 3.13% 40.435 M $ 463118 2016/12/31 1.704 M $ 4.59 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 3.02% 39.027 M $ 84050 2016/12/31 1.866 M $ 5.23 %
2025/09/30 GOVT ISHARES TR 2.64% 34.123 M $ 1475916 2022/09/30 184.622 K $ 0.61 %
2025/09/30 IWL ISHARES TR 2.62% 33.852 M $ 203807 2024/12/31 2.649 M $ 8.48 %
2025/09/30 QUAL ISHARES TR 2.35% 30.364 M $ 156115 2017/09/30 1.954 M $ 6.39 %
2025/09/30 IAUM ISHARES GOLD TR 2.12% 27.412 M $ 712000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITOT ISHARES TR 2.00% 25.800 M $ 177134 2016/12/31 1.914 M $ 7.86 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 1.92% 24.805 M $ 248524 2024/12/31 468.149 K $ 6.19 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 1.89% 24.399 M $ 490043 2021/12/31 240.136 K $ 1.08 %
2025/09/30 FTCS FIRST TR EXCHANGE-TRADED FD 1.61% 20.837 M $ 222520 2023/06/30 634.174 K $ 3.03 %
2025/09/30 DGRW WISDOMTREE TR 1.37% 17.652 M $ 198429 2023/06/30 1.110 M $ 6.23 %
2025/09/30 RECS COLUMBIA ETF TR I 1.36% 17.628 M $ 436869 2025/06/30 1.644 M $ 9.68 %
2025/09/30 IJR ISHARES TR 1.21% 15.627 M $ 131511 2016/12/31 1.307 M $ 8.73 %
2025/09/30 IEF ISHARES TR 1.09% 14.135 M $ 146539 2022/06/30 89.488 K $ 0.72 %
2025/09/30 MBB ISHARES TR 1.06% 13.719 M $ 144185 2016/12/31 84.329 K $ 1.34 %
2025/09/30 COWG PACER FDS TR 1.01% 13.083 M $ 360413 2025/06/30 443.511 K $ 3.39 %
2025/09/30 GSSC GOLDMAN SACHS ETF TR 0.92% 11.880 M $ 158635 2020/12/31 1.059 M $ 9.15 %
2025/09/30 MTBA SIMPLIFY EXCHANGE TRADED FUN 0.91% 11.764 M $ 233642 2023/12/31 59.898 K $ 0.52 %
2025/09/30 SHY ISHARES TR 0.89% 11.527 M $ 138942 2022/06/30 2.359 K $ 0.12 %
2025/09/30 IWP ISHARES TR 0.88% 11.433 M $ 80283 2022/06/30 308.094 K $ 2.69 %
2025/09/30 IWR ISHARES TR 0.86% 11.065 M $ 114600 2022/09/30 524.492 K $ 4.98 %
2025/09/30 EMXC ISHARES INC 0.85% 11.029 M $ 163361 2022/06/30 743.118 K $ 6.92 %
2025/09/30 IDHQ INVESCO EXCH TRADED FD TR II 0.83% 10.793 M $ 320741 2020/06/30 222.566 K $ 2.03 %
2025/09/30 FRDM EA SERIES TRUST 0.81% 10.474 M $ 236380 2023/12/31 975.791 K $ 9.68 %
2025/09/30 IGSB ISHARES TR 0.77% 9.939 M $ 187413 2024/03/31 38.045 K $ 0.51 %
2025/09/30 IVLU ISHARES TR 0.73% 9.396 M $ 264834 2022/03/31 913.998 K $ 7.87 %
2025/09/30 SHV ISHARES TR 0.70% 9.103 M $ 82385 2022/09/30 7.750 K $ 0.06 %
2025/09/30 XTEN BONDBLOXX ETF TRUST 0.70% 9.095 M $ 195037 2023/12/31 83.683 K $ 1.02 %
2025/09/30 J P MORGAN EXCHANGE TRADED F 0.69% 8.938 M $ 191520 2021/06/30 86.105 K $ 1.08 %
2025/09/30 TLT ISHARES TR 0.68% 8.732 M $ 97702 2023/09/30 92.695 K $ 1.27 %
2025/09/30 IJAN INNOVATOR ETFS TRUST 0.66% 8.531 M $ 242436 2022/09/30 248.152 K $ 2.87 %
2025/09/30 IUSB ISHARES TR 0.65% 8.374 M $ 179280 2024/06/30 26.836 K $ 1.04 %
2025/09/30 SGOV ISHARES TR 0.64% 8.288 M $ 82306 2023/09/30 1.145 K $ 0.01 %
2025/09/30 IAU ISHARES GOLD TR 0.62% 7.957 M $ 109338 2025/06/30 849.435 K $ 16.69 %
2025/09/30 PMAY INNOVATOR ETFS TRUST 0.56% 7.285 M $ 187302 2023/06/30 219.556 K $ 2.94 %
2025/09/30 IEI ISHARES TR 0.56% 7.201 M $ 60251 2022/06/30 14.582 K $ 0.35 %
2025/09/30 IDLV INVESCO EXCH TRADED FD TR II 0.56% 7.194 M $ 214758 2022/09/30 81.251 K $ 1.12 %
2025/09/30 ECOW PACER FDS TR 0.55% 7.082 M $ 289756 2023/12/31 723.172 K $ 10.69 %
2025/09/30 IVE ISHARES TR 0.51% 6.620 M $ 32055 2020/06/30 358.273 K $ 5.67 %
2025/09/30 FREL FIDELITY COVINGTON TRUST 0.51% 6.549 M $ 235496 2023/12/31 180.085 K $ 2.85 %
2025/09/30 HODL VANECK BITCOIN ETF 0.48% 6.267 M $ 193605 2025/09/30 0.000 $ 0.00 %
2025/09/30 QLTA ISHARES TR 0.48% 6.222 M $ 128366 2022/09/30 72.091 K $ 1.32 %
2025/09/30 IWF ISHARES TR 0.46% 6.004 M $ 12819 2023/06/30 559.665 K $ 10.32 %
2025/09/30 TUA SIMPLIFY EXCHANGE TRADED FUN 0.45% 5.848 M $ 267408 2024/12/31 -42.324 K $ -0.73 %
2025/09/30 LRGF ISHARES TR 0.43% 5.568 M $ 80598 2025/06/30 391.653 K $ 7.72 %
2025/09/30 DYNF BLACKROCK ETF TRUST 0.43% 5.563 M $ 93978 2025/06/30 441.417 K $ 8.70 %
2025/09/30 GDXJ VANECK ETF TRUST 0.41% 5.343 M $ 53958 2025/03/31 1.586 M $ 46.52 %
2025/09/30 VANECK FDS 0.41% 5.284 M $ 129155 2025/09/30 0.000 $ 0.00 %
2025/09/30 GDX VANECK ETF TRUST 0.40% 5.210 M $ 68189 2024/12/31 1.556 M $ 46.75 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.40% 5.122 M $ 23052 2016/12/31 573.126 K $ 12.65 %
2025/09/30 TYA SIMPLIFY EXCHANGE TRADED FUN 0.37% 4.751 M $ 349100 2025/03/31 41.766 K $ 0.89 %
2025/09/30 IVW ISHARES TR 0.33% 4.318 M $ 35769 2020/06/30 386.196 K $ 9.65 %
2025/09/30 IWD ISHARES TR 0.32% 4.201 M $ 20636 2022/06/30 242.957 K $ 4.82 %
2025/09/30 GOOGL ALPHABET INC 0.32% 4.109 M $ 16902 2016/12/31 1.019 M $ 37.94 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.28% 3.597 M $ 23411 2018/06/30 -132.519 K $ -3.56 %
2025/09/30 IWM ISHARES TR 0.25% 3.286 M $ 13583 2024/09/30 110.254 K $ 12.13 %
2025/09/30 IJJ ISHARES TR 0.25% 3.194 M $ 24622 2016/12/31 155.391 K $ 4.97 %
2025/09/30 MSFT MICROSOFT CORP 0.24% 3.129 M $ 6041 2019/12/31 119.049 K $ 4.13 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 0.24% 3.064 M $ 45814 2016/12/31 132.900 K $ 4.57 %
2025/09/30 IBDQ ISHARES TR 0.23% 3.011 M $ 119544 2022/09/30 1.170 K $ 0.04 %
2025/09/30 VBIL VANGUARD INSTL INDEX FD 0.23% 3.002 M $ 39700 2025/09/30 0.000 $ 0.00 %
2025/09/30 FETH FIDELITY ETHEREUM FD 0.21% 2.766 M $ 66563 2025/09/30 0.000 $ 0.00 %
2025/09/30 TFLO ISHARES TR 0.21% 2.739 M $ 54136 2022/09/30 -5.208 K $ -0.12 %
2025/09/30 STIP ISHARES TR 0.20% 2.609 M $ 25246 2018/03/31 11.216 K $ 0.44 %
2025/09/30 SOLZ VOLATILITY SHS TR 0.19% 2.417 M $ 109254 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLH ISHARES TR 0.18% 2.364 M $ 22952 2022/06/30 23.435 K $ 1.37 %
2025/09/30 NOBL PROSHARES TR 0.18% 2.342 M $ 22721 2017/12/31 62.181 K $ 2.35 %
2025/09/30 NLR VANECK ETF TRUST 0.18% 2.338 M $ 17234 2025/09/30 0.000 $ 0.00 %
2025/09/30 LQD ISHARES TR 0.18% 2.332 M $ 20925 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTF ISHARES TR 0.18% 2.269 M $ 63181 2017/06/30 100.726 K $ 4.91 %
2025/09/30 IWY ISHARES TR 0.18% 2.266 M $ 8281 2025/03/31 189.925 K $ 11.01 %
2025/09/30 AAPL APPLE INC 0.16% 2.112 M $ 8295 2016/12/31 403.049 K $ 24.11 %
2025/09/30 TAFL AB ACTIVE ETFS INC 0.16% 2.102 M $ 84083 2025/09/30 0.000 $ 0.00 %
2025/09/30 IDEV ISHARES TR 0.16% 2.040 M $ 25448 2022/09/30 104.625 K $ 5.43 %
2025/09/30 NVDA NVIDIA CORPORATION 0.15% 1.986 M $ 10645 2022/09/30 300.137 K $ 18.10 %
2025/09/30 FMB FIRST TR EXCH TRADED FD III 0.15% 1.981 M $ 39076 2020/12/31 33.847 K $ 1.77 %
2025/09/30 IGRO ISHARES TR 0.15% 1.969 M $ 24714 2022/06/30 18.681 K $ 0.99 %
2025/09/30 EMGF ISHARES INC 0.15% 1.937 M $ 34241 2017/06/30 154.210 K $ 8.66 %
2025/09/30 CLOA BLACKROCK ETF TRUST II 0.14% 1.831 M $ 35231 2023/09/30 1.695 K $ 0.10 %
2025/09/30 RTX RTX CORPORATION 0.14% 1.767 M $ 10557 2022/09/30 226.440 K $ 14.59 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.13% 1.717 M $ 5443 2016/12/31 154.651 K $ 8.80 %
2025/09/30 IJH ISHARES TR 0.12% 1.614 M $ 24730 2016/12/31 84.819 K $ 5.22 %
2025/09/30 FUTY FIDELITY COVINGTON TRUST 0.12% 1.594 M $ 28226 2022/06/30 108.127 K $ 7.36 %
2025/09/30 THRO BLACKROCK ETF TRUST 0.12% 1.575 M $ 41598 2025/06/30 98.947 K $ 6.41 %
2025/09/30 AMZN AMAZON COM INC 0.12% 1.522 M $ 6930 2018/03/31 1.205 K $ 0.08 %
2025/09/30 SXI STANDEX INTL CORP 0.12% 1.518 M $ 7165 2024/12/31 396.474 K $ 35.42 %
2025/09/30 NULG NUSHARES ETF TR 0.12% 1.513 M $ 15216 2020/03/31 83.798 K $ 5.85 %
2025/09/30 IJK ISHARES TR 0.12% 1.504 M $ 15685 2016/12/31 81.456 K $ 5.40 %
2025/09/30 IWS ISHARES TR 0.12% 1.493 M $ 10693 2024/12/31 78.319 K $ 5.70 %
2025/09/30 IWX ISHARES TR 0.11% 1.477 M $ 16802 2025/03/31 49.320 K $ 4.38 %
2025/09/30 CAT CATERPILLAR INC 0.11% 1.467 M $ 3075 2018/06/30 332.101 K $ 22.91 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.11% 1.462 M $ 2909 2022/09/30 48.924 K $ 3.49 %
2025/09/30 COP CONOCOPHILLIPS 0.11% 1.456 M $ 15389 2018/06/30 81.683 K $ 5.40 %
2025/09/30 FSTA FIDELITY COVINGTON TRUST 0.11% 1.404 M $ 28165 2022/09/30 -36.644 K $ -2.56 %
2025/09/30 FENY FIDELITY COVINGTON TRUST 0.11% 1.400 M $ 56652 2021/12/31 71.732 K $ 5.42 %