Heck Capital Advisors LLC Portfolio
Invests via Heck Capital Advisors LLC | Managed by Kenneth R. Heck, David M. Heck, Connor J. Showalter
Invests via Heck Capital Advisors LLC
Managed by Kenneth R. Heck, David M. Heck, Connor J. Showalter
Automatically Tracked
Company Profile
Regional investment adviser focused on structuring and managing municipal and fixed-income portfolios for institutional and high-net-worth clients, offering advisory, underwriting and placement services. Heck Capital Advisors LLC positions itself as a specialist in tax-efficient income strategies, risk-managed duration exposure and customized portfolio solutions for public funds and private investors.
Regional investment adviser focused on structuring and managing municipal and fixed-income portfolios for institutional and high-net-worth clients, offering advisory, underwriting and placement services. Heck Capital Advisors LLC positions itself as a specialist in tax-efficient income strategies, risk-managed duration exposure and customized portfolio solutions for public funds and private investors.
Investment Philosophy & Strategy
Regional investment adviser focused on structuring and managing municipal and fixed-income portfolios for institutional and high-net-worth clients, offering advisory, underwriting and placement services. Heck Capital Advisors LLC positions itself as a specialist in tax-efficient income strategies, risk-managed duration exposure and customized portfolio solutions for public funds and private investors.
Regional investment adviser focused on structuring and managing municipal and fixed-income portfolios for institutional and high-net-worth clients, offering advisory, underwriting and placement services. Heck Capital Advisors LLC positions itself as a specialist in tax-efficient income strategies, risk-managed duration exposure and customized portfolio solutions for public funds and private investors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.61%
Gain +0.77%
Monthly
0.69%
Yearly
8.61%
Drawdown
21.23%
$1.69B
Equity
Holdings
$1.69B
Investment
$1.45B
$431.25M
Profit +$10.31M
Realized
$188.44M
Unrealized
$242.81M
Dividends
$109.28M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$10.31M
Win %
72%
This Week
Compared To Last Week
Gain
0.61%
Profit
$10.31M
Win %
72%
This Month
Compared to last month
Gain
3.03%
Profit
$49.86M
Win %
72%
This Year
Compared to last year
Gain
1.08%
Profit
$18.1M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.79M 
GOOG Alphabet Inc
+6.88%
+$510,600.13 
GOOGL Alphabet Inc
+6.73%
+$779,664.06 
DUOT Duos Technologies Group Inc.
+5.77%
+$6,406.1 
AMKR Amkor Technology Inc.
+3.34%
+$4,512.83 
META Meta Platforms Inc Class A
+3.28%
+$22,665.75 
MSFT Microsoft Corp.
+3.02%
+$487,595.64 
NVDA NVIDIA Corporation
+2.93%
+$612,186.98 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$31,023.2 
CSCO Cisco Systems, Inc.
+2.14%
+$11,297.07 
OKE ONEOK, Inc.
+1.95%
+$7,431.54 
LHX L3Harris Technologies, Inc.
+1.9%
+$13,524.38 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,607.5 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$6,161.64 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$734,256.51 
COP ConocoPhillips
+1.22%
+$24,634.07 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$16,767.2 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$3,276 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,599.57 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$292,995.18 
UNP Union Pacific Corporation
+0.92%
+$6,250.49 
IWL iShares Russell Top 200 ETF
+0.87%
+$327,395.65 
IBM International Business Machines Corporation
+0.86%
+$1,896.61 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$2,994.07 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$4,879.31 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$8,749.26 
NIC Nicolet Bankshares Inc.
+0.81%
+$2,740 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$69,194.68 
TSLA Tesla, Inc.
+0.76%
+$48,530.63 
MPC Marathon Petroleum Corporation
+0.76%
+$4,940.16 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$73,221.19 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$2,351.43 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$510,045.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,618.81 
MEME MeeMee Media Inc.
+0.72%
+$36,956.45 
CAT Caterpillar Inc.
+0.7%
+$11,481.73 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$43,236.56 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.85M 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$3,308.62 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$238,957.02 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,990 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$6,805.1 
IWB iShares Russell 1000 ETF
+0.64%
+$4,798.82 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$131,725.85 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$303,273.72 
MO Altria Group, Inc.
+0.57%
+$1,079.13 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$308,130.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$677,461.58 
NMAX Newsmax Inc.
+0.52%
+$1,105.4 
PSX Phillips 66
+0.51%
+$6,632.16 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,125.73 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$89,847.08 
HEQT Simplify Hedged Equity ETF
+0.48%
+$1,968 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$1,319.14 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$3,271.65 
IWD iShares Russell 1000 Value ETF
+0.44%
+$28,445.97 
RTX RTX Corporation
+0.39%
+$9,653.28 
VLO Valero Energy Corporation
+0.38%
+$1,309 
AVGO Broadcom Inc.
+0.37%
+$34,524 
PG Procter & Gamble Co
+0.37%
+$12,692.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,838.54 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$1,517.48 
ITDI iShares LifePath Target Date 2065 ETF
+0.28%
+$1,396.18 
JPM JPMorgan Chase & Co.
+0.27%
+$3,553.2 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$19,592.1 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$3,930.95 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,685.38 
JNJ Johnson & Johnson
+0.21%
+$1,514.21 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,162.07 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$33,230.12 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$55,372.98 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$641.7 
WQTM WisdomTree Quantum Computing Fund
+0.16%
+$7,321.8 
CMBS iShares CMBS ETF
+0.14%
+$893.48 
CDX Simplify High Yield ETF
+0.1%
+$358 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$631.71 
WMT Walmart Inc.
+0.09%
+$1,262.43 
ABT Abbott Laboratories
+0.09%
+$422.55 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$259.58 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.05%
+$185.62 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,191 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,141.53 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$247.28 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$716.58 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$79.41 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 PCMM
PCMM
0%
$0 NFEB
NFEB
0%
$0 ZFEB
ZFEB
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.62M 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$10,649 
MU Micron Technology, Inc.
-5.9%
-$662,257.25 
HIVE HIVE Digital Technologies Ltd.
-5.67%
-$3,115.76 
EQX Equinox Gold Corp.
-4.89%
-$4,745.36 
DNN Denison Mines Corp.
-3.77%
-$4,343.68 
DRAM Roundhill Memory ETF
-3.76%
-$396,771.79 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$260,515.17 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$84,455.33 
ARQQ Arqit Quantum Inc.
-3.27%
-$4,571.56 
BTG B2Gold Corp
-2.6%
-$3,941.9 
EWY iShares MSCI South Korea ETF
-2.55%
-$126,131.79 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$6,946.88 
UUUU Energy Fuels Inc.
-2.31%
-$2,923.83 
NODE VanEck Onchain Economy ETF
-2.28%
-$113,368.65 
BA Boeing Company
-2.15%
-$5,440.67 
SMR NuScale Power Corporation
-2.09%
-$2,948.76 
APLD Applied Digital Corporation
-2.07%
-$4,550.1 
NFLX Netflix, Inc.
-2%
-$7,778.88 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$7,938.13 
AWK American Water Works Company, Inc.
-1.93%
-$6,336 
EFOI Energy Focus Inc.
-1.93%
-$2,117.82 
AMD Advanced Micro Devices, Inc.
-1.9%
-$166,856.28 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,802.16 
URA Global X Uranium ETF
-1.64%
-$40,993.55 
GLD SPDR Gold Shares
-1.49%
-$3,765.39 
IAUM iShares Gold Trust Micro
-1.46%
-$350,734.2 
IAU iShares Gold Trust
-1.46%
-$52,417.31 
NVS Novartis AG Sponsored ADR
-1.45%
-$7,820.38 
UEC Uranium Energy Corp.
-1.44%
-$2,033.22 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$21,250.62 
IDLV Invesco S&P International Developed Low Volatility ETF
-1.23%
-$95,632.65 
ONDS Ondas Holdings Inc.
-1.19%
-$982.17 
DE Deere & Company
-1.13%
-$6,609.59 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$7,467.42 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$137,259.86 
KO The Coca-Cola Company
-1.02%
-$3,471.3 
VMC Vulcan Materials Company
-0.98%
-$4,159.83 
IGRO iShares International Dividend Growth ETF
-0.91%
-$18,492.6 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$20,953.92 
MEC Mayville Engineering Company, Inc.
-0.85%
-$2,215.84 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$15,553.35 
MA Mastercard Incorporated
-0.74%
-$3,659.25 
INTF iShares International Equity Factor ETF
-0.73%
-$101,355.74 
TYA Simplify Intermediate Term Treasury ETF
-0.73%
-$34,569.99 
BLK BlackRock, Inc.
-0.73%
-$3,359.58 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$7,520.7 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$14,271.84 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$2,223.6 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$47,326.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,092.07 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,053.91 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$255,070.62 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$43,605.8 
LGOV First Trust Long Duration Opportunities ETF
-0.62%
-$33,179.9 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,414 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.6%
-$45,955.39 
SCHF Schwab International Equity ETF
-0.58%
-$1,828.64 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$14,687.09 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,391.2 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$74,273.76 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,500.12 
USRT iShares Core U.S. REIT ETF
-0.54%
-$3,563.47 
FTCS First Trust Capital Strength ETF
-0.51%
-$95,618.37 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$4,211.28 
IWM iShares Russell 2000 ETF
-0.47%
-$19,711.45 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$6,614.75 
PEP PepsiCo, Inc.
-0.46%
-$1,345.28 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$87,239.8 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$45,597.15 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2,453.5 
MBB iShares MBS ETF
-0.4%
-$64,643.81 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-0.38%
-$52,037.34 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$1,504.71 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,265.93 
TMUS T-Mobile US, Inc.
-0.36%
-$2,732.9 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$21,656.37 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$898.45 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$29,068.58 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$39,888.39 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$8,952.46 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$2,362.11 
VST Vistra Corp
-0.29%
-$1,121.87 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$39,427.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$16,862.82 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$104,463.48 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$6,866.98 
IWN iShares Russell 2000 Value ETF
-0.25%
-$3,781.11 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.24%
-$26,030.18 
COST Costco Wholesale Corporation
-0.24%
-$784.31 
VB Vanguard Small-Cap ETF
-0.22%
-$2,432.69 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$10,514 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$4,089.26 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,750.42 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$4,995.56 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$3,054.11 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$2,546.05 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$13,274.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$38,292.24 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$2,501.11 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,431.2 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$16,161.24 
AGZ iShares Agency Bond ETF
-0.12%
-$1,273.61 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.12%
-$692.78 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$387.72 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,021.92 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,454.24 
TAFL AB Tax-Aware Long Municipal ETF
-0.1%
-$3,312.89 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$22,397.6 
FMB First Trust Managed Municipal Fund
-0.08%
-$1,719.32 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.08%
-$18,728.39 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.08%
-$248.41 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,026.8 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,468.51 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,377.3 
VO Vanguard Mid-Cap ETF
-0.05%
-$886.4 
V Visa Inc. Class A
-0.04%
-$266.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$3,733.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$5,092.29 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$290.43 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,147.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5422 | Longs Won 3522/5422 64% | Profit Factor 4.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $766,437.76 |
| Average Win $156,658.01 | Best Trade (Aug 14) $36.78M | Sharpe Ratio -21.27 |
| Average Loss -$63,417.52 | Worst Trade (Mar 31) -$6.69M | Z-Score -3.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $79,537.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 66,240 | $18.31M | $20.46M | - | $2.15M | 11.73% | -7.354% |
| ABT Abbott Laboratories | 4,695 | $538,052.14 | $496,261.5 | - | -$41,790.64 | -7.77% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 1,462 | $202,296.96 | $228,700.65 | - | $26,403.69 | 13.05% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 19,585 | $1.26M | $1.47M | - | $211,996.12 | 16.8% | -0.172% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 48,109 | $2.09M | $2.05M | - | -$42,336.6 | -2.02% | -0.199% |
| AGZ iShares Agency Bond ETF | 9,797 | $1.08M | $1.06M | - | -$14,237.43 | -1.32% | -0.12% |
| AMD Advanced Micro Devices, Inc. | 18,058 | $10.49M | $8.6M | - | -$1.89M | -18.03% | -1.904% |
| AMKR Amkor Technology Inc. | 2,803 | $241,703 | $139,785.61 | - | -$101,917.39 | -42.17% | +3.336% |
| AMZN Amazon.com Inc | 49,512 | $11.36M | $13.45M | - | $2.08M | 18.35% | +15.321% |
| APLD Applied Digital Corporation | 7,845 | $186,240.5 | $214,874.55 | - | $28,634.05 | 15.37% | -2.074% |
| APP AppLovin Corporation Class A Common Stock | 996 | $715,802.74 | $394,316.39 | - | -$321,486.35 | -44.91% | -1.973% |
| ARQQ Arqit Quantum Inc. | 7,882 | $215,257.42 | $135,018.66 | - | -$80,238.76 | -37.28% | -3.275% |
| ASML ASML Holding N.V. New York Registry Shares | 947 | $974,096.35 | $1.54M | - | $568,566.65 | 58.37% | -1.359% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 8,190 | $369,533 | $288,042.3 | - | -$81,490.7 | -22.05% | +1.15% |
| AVGO Broadcom Inc. | 23,975 | $8.32M | $9.33M | - | $1.02M | 12.21% | +0.371% |
| AWK American Water Works Company, Inc. | 2,400 | $302,045.84 | $322,008 | - | $19,962.16 | 6.61% | -1.93% |
| BA Boeing Company | 1,143 | $196,848.71 | $247,048.02 | - | $50,199.31 | 25.5% | -2.155% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 236,638 | $10.93M | $10.68M | - | -$247,963.63 | -2.27% | -0.243% |
| BLK BlackRock, Inc. | 421 | $432,906.57 | $459,054.19 | - | $26,147.62 | 6.04% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 3,139 | $1.41M | $1.61M | - | $199,165.66 | 14.16% | +0.365% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Heck Capital Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $46.57M, Invesco S&P 500 Equal Weight ETF - $30.03M, iShares MSCI USA Quality Factor ETF - $28.98M, VANGUARD TOTAL STOCK MKT ETF - $24.61M, and SPDR Dow Jones Industrial Average ETF Trust - $16.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fidelity Wise Origin Bitcoin Index Fund - $8.21M, iShares Gold Trust Micro - $4.72M, Invesco S&P 500 Revenue ETF - $2.63M, VanEck Bitcoin ETF - $2.53M, and WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $1.83M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Heck Capital Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $109.28M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $9.58M, Invesco S&P 500 Equal Weight ETF - $5.83M, VANGUARD TOTAL STOCK MKT ETF - $5.2M, SPDR Dow Jones Industrial Average ETF Trust - $4.11M, and iShares Core MSCI EAFE ETF - $3.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Heck Capital Advisors LLC's monthly returns?
Heck Capital Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Heck Capital Advisors LLC's strategy be considered aggressive or moderate?
Heck Capital Advisors LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Heck Capital Advisors LLC's strategy?
Heck Capital Advisors LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
