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CIK: 0002046227
Total reported value
$1.7B
$1.7B
198 檔
16.6%
At the close of Q2 2024, Heck Capital Advisors, LLC disclosed equity holdings valued at approximately $1.7B, spread across 198 reported holdings.
In Q2 2024, Heck Capital Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 22 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 | 11.75% | +1.80% | +72.28% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.65% | -0.62% | +110.99% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.92% | -0.46% | +32.96% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.95% | -0.28% | -10.43% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.33% | -0.46% | +0.15% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.02% | -0.06% | -21.72% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.72% | -0.45% | +92.71% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.63% | -0.19% | +109.12% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.29% | -0.21% | +23.78% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.97% | -0.12% | +8570.50% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.75% | -0.14% | -1.15% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.74% | — | -4.24% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.69% | -0.01% | +16.01% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.66% | +1.44% | +61.31% | |
| 15 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.62% | -0.01% | — | |
| 16 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.55% | — | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.49% | -0.09% | +7.45% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.44% | -0.03% | -2.06% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.41% | -0.61% | -35.59% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | +1.28% | +80.53% | |
| 21 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.40% | -0.29% | +0.41% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.24% | -0.08% | -2.98% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | -0.01% | +5.65% | |
| 24 | IDHQ | Invesco S&p International De | ETF-Other | 1.19% | -0.05% | -2.95% | |
| 25 | IJAN | Innovator International Deve | ETF-Other | 1.08% | — | -2.58% | |
| 26 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.06% | -0.03% | +0.73% | |
| 27 | MTBA | Simplify Mbs ETF | ETF-Other | 1.02% | -0.23% | EXIT | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.01% | -0.04% | +397.13% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -0.09% | +3565.93% | |
| 30 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.92% | -0.10% | -3.05% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | +0.14% | -22.38% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.43% | +8495.58% | |
| 33 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.85% | -0.11% | +0.74% | |
| 34 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 0.85% | -0.11% | -3.01% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | — | +7336.74% | |
| 36 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.84% | -0.10% | +0.73% | |
| 37 | IDLV | Invesco S&p International De | ETF-Other | 0.84% | -0.10% | -2.53% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.04% | +20.40% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.82% | -0.02% | +4.05% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.75% | — | — | |
| 41 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.71% | — | -5.24% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.68% | -0.01% | -13.62% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.67% | -0.25% | +0.25% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.64% | -0.09% | -58.65% | |
| 45 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.62% | — | -0.37% | |
| 46 | INDA | Ishares Msci India ETF | ETF-Other | 0.55% | — | -15.92% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.55% | — | — | |
| 48 | DGIN | Vaneck Digital India ETF | ETF-Other | 0.54% | — | — | |
| 49 | SCJ | Ishares Msci Japan Small-cap | ETF-Other | 0.49% | — | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.04% | — |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 198 disclosed positions in Q2 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, VTI, RSP) accounted for 16.6% of total reported equity market value during Q2 2024.
Top New Position Initiated
ONEQ
市值: $13.1M
Top Position Liquidated / Trimmed
IWN
前期市值: $5.1M
During Q2 2024, Heck Capital Advisors, LLC's top holdings by market value included IVV (11.8%)、VTI (8.7%)、RSP (5.9%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q2 2024, Heck Capital Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 4 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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