Heck Capital Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HC Heck Capital Advisors, LLC | Institutional Filer | ▲ 0.46% | $1.35B | 202 |
Current Portfolio Holdings
Showing all 202 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 297K | $194.2M | 14.40% |
| 2 | IAUM | ISHARES GOLD TR | — | 2.4M | $113.7M | 8.44% |
| 3 | VTI | VANGUARD INDEX FDS | — | 350K | $112.4M | 8.34% |
| 4 | ONEQ | FIDELITY COMWLTH TR | — | 587K | $49.8M | 3.69% |
| 5 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 105K | $48.8M | 3.62% |
| 6 | IEMG | ISHARES INC | — | 623K | $43.5M | 3.23% |
| 7 | GOVT | ISHARES TR | — | 1.7M | $38.2M | 2.83% |
| 8 | IEFA | ISHARES TR | — | 416K | $37.7M | 2.79% |
| 9 | FRDM | EA SERIES TRUST | — | 615K | $33.7M | 2.50% |
| 10 | IWL | ISHARES TR | — | 205K | $32.8M | 2.44% |
| 11 | QUAL | ISHARES TR | — | 147K | $28.2M | 2.09% |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 528K | $26.3M | 1.95% |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | — | 125K | $24.0M | 1.78% |
| 14 | ITOT | ISHARES TR | — | 141K | $20.1M | 1.49% |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 183K | $17.0M | 1.26% |
Showing 1 to 15 of 202 holdings