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CIK: 0002046227
Total reported value
$1.7B
$1.7B
238 檔
18.7%
The Q4 2024 SEC filing reveals that Heck Capital Advisors, LLC held a total portfolio value of $1.7B, covering 238 public equity positions.
Heck Capital Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 7 holdings and trimming 21 positions.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.90% | +1.80% | +3.20% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.11% | -0.62% | +4.32% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.03% | -0.46% | +4.77% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.68% | -0.28% | -4.57% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.24% | -0.06% | -0.10% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.18% | -0.46% | -1.83% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.75% | -0.19% | +4.21% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.58% | -0.14% | -28.18% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.53% | -0.45% | +6.55% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.27% | -0.29% | +2.73% | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 2.03% | -0.21% | -4.92% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.99% | -0.12% | -3.43% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.90% | -0.09% | +71.73% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | +1.28% | -4.21% | |
| 15 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.74% | -0.01% | +5.02% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.49% | -0.01% | -4.80% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.47% | — | +899.27% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.38% | -0.02% | EXIT | |
| 19 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.37% | -0.03% | -4.17% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.25% | +1.44% | -1.81% | |
| 21 | MTBA | Simplify Mbs ETF | ETF-Other | 1.21% | -0.23% | EXIT | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | — | -12.84% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.16% | -0.09% | -9.80% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.09% | -0.61% | +34.96% | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.99% | -0.02% | +21.09% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | +0.14% | +4.44% | |
| 27 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.95% | -0.08% | -5.06% | |
| 28 | IDHQ | Invesco S&p International De | ETF-Other | 0.91% | -0.05% | -4.90% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | — | +7.49% | |
| 30 | IJAN | Innovator International Deve | ETF-Other | 0.88% | — | -4.78% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.09% | -5.59% | |
| 32 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.82% | -0.10% | -4.75% | |
| 33 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.77% | -0.11% | -1.76% | |
| 34 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.77% | -0.10% | -1.80% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.73% | -0.06% | +305.97% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.71% | -0.01% | +3093.97% | |
| 37 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.70% | -0.03% | -31.30% | |
| 38 | IDLV | Invesco S&p International De | ETF-Other | 0.70% | -0.10% | -5.02% | |
| 39 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 0.69% | -0.11% | -4.92% | |
| 40 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.69% | — | -8.43% | |
| 41 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.59% | -0.12% | — | |
| 42 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.58% | — | -0.82% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.58% | -0.25% | +3.85% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.43% | -27.83% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.04% | -10.42% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | -0.04% | +6.56% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.49% | -0.07% | +404.14% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.47% | +0.01% | -0.41% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | -0.21% | |
| 50 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.43% | -0.18% | — |
According to official SEC Form 13F filings, Heck Capital Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 238 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, RSP) accounted for 18.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
FBTC
市值: $12.0M
Top Position Liquidated / Trimmed
GRPM
前期市值: $8.2M
During Q4 2024, Heck Capital Advisors, LLC's top holdings by market value included IVV (12.9%)、VTI (9.1%)、RSP (6.0%). The largest single position, IVV, represented 12.9% of total portfolio value.
In Q4 2024, Heck Capital Advisors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 7 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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