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CIK: 0002046227
Total reported value
$1.7B
$1.7B
197 檔
11.7%
According to the latest 13F quarterly dataset, Heck Capital Advisors, LLC managed an equity portfolio of $1.7B at the end of Q1 2024, spanning 197 distinct U.S. exchange-listed positions.
In Q1 2024, Heck Capital Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.04% | +1.80% | -3.45% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.52% | -0.28% | -0.14% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.63% | -0.46% | -0.49% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.91% | -0.06% | +2.36% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.89% | -0.62% | +2.00% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.11% | -0.46% | +1.48% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.71% | -0.61% | +97.17% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 2.31% | -0.21% | +11.98% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.22% | — | -5.57% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.11% | -0.14% | -0.97% | |
| 11 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.02% | — | -24.12% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.96% | -0.09% | +118.11% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.90% | -0.01% | +0.59% | |
| 14 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.86% | -0.03% | +0.59% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.80% | -0.03% | +2.56% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.45% | +0.92% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.71% | -0.29% | -21.30% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.71% | -0.09% | +2.87% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.57% | -0.19% | +0.35% | |
| 20 | IDHQ | Invesco S&p International De | ETF-Other | 1.51% | -0.05% | +0.42% | |
| 21 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.50% | -0.08% | +37.57% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | -0.01% | +1937.13% | |
| 23 | IJAN | Innovator International Deve | ETF-Other | 1.35% | — | +0.40% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.14% | +11.90% | |
| 25 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.31% | -0.03% | +2.91% | |
| 26 | MTBA | Simplify Mbs ETF | ETF-Other | 1.25% | -0.23% | EXIT | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.23% | +1.44% | -0.60% | |
| 28 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.10% | -0.10% | +0.39% | |
| 29 | IDLV | Invesco S&p International De | ETF-Other | 1.09% | -0.10% | +0.47% | |
| 30 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 1.06% | -0.11% | +176.86% | |
| 31 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.05% | -0.11% | +2.78% | |
| 32 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.04% | -0.10% | +2.76% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.00% | -0.01% | -0.76% | |
| 34 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.97% | -0.02% | +83.88% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +1.28% | +1.97% | |
| 36 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.90% | — | +0.99% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.04% | +4.90% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.85% | -0.04% | -0.91% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.85% | -0.25% | +3.55% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.78% | -0.01% | -47.21% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.76% | -0.38% | EXIT | |
| 42 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.74% | — | -0.22% | |
| 43 | INDA | Ishares Msci India ETF | ETF-Other | 0.74% | — | — | |
| 44 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.71% | — | — | |
| 45 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.62% | — | +6.11% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.04% | — | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.54% | +0.01% | +0.87% | |
| 48 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.49% | — | — | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.43% | — | -2.36% | |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.43% | — | -2.39% |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 197 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, RSP) accounted for 11.7% of total reported equity market value during Q1 2024.
Top New Position Initiated
INDA
市值: $4.9M
Top Position Liquidated / Trimmed
FVD
前期市值: $11.5M
During Q1 2024, Heck Capital Advisors, LLC's top holdings by market value included IVV (8.0%)、QUAL (6.5%)、RSP (5.6%). The largest single position, IVV, represented 8.0% of total portfolio value.
In Q1 2024, Heck Capital Advisors, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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