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:
48.79%
Gain -0.67%
Monthly
0.66%
Yearly
8.27%
Drawdown
21.23%
$1.82B
Equity
Holdings
$1.82B
Investment
$1.61B
$405.11M
Profit -$9.39M
Realized
$195.27M
Unrealized
$209.84M
Dividends
$113.22M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$9.39M
Win %
69%
This Week
Compared To Last Week
Gain
-1.54%
Profit
-$28.44M
Win %
69%
This Month
Compared to last month
Gain
-0.36%
Profit
-$6.54M
Win %
69%
This Year
Compared to last year
Gain
-0.35%
Profit
-$6.5M
Win %
69%
RTX RTX Corporation
+2.39%
+$41,011.94 
ALIT Alight Inc.
+2.33%
+$8,327.38 
COP ConocoPhillips
+2.12%
+$51,759.96 
PEP PepsiCo, Inc.
+2.04%
+$5,759.25 
VMC Vulcan Materials Company
+1.96%
+$7,778.48 
BTG B2Gold Corp
+1.83%
+$2,896.26 
TJX The TJX Companies, Inc.
+1.76%
+$29,062.68 
JPM JPMorgan Chase & Co.
+1.6%
+$21,477.52 
LHX L3Harris Technologies, Inc.
+1.48%
+$9,656 
KO The Coca-Cola Company
+1.42%
+$5,262.27 
XLE Energy Select Sector SPDR Fund
+1.38%
+$4,495.12 
HD The Home Depot, Inc.
+1.37%
+$21,370.01 
FENY Fidelity MSCI Energy Index ETF
+1.33%
+$17,439.63 
BLK BlackRock, Inc.
+1.28%
+$6,134.4 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$28,558 
PG Procter & Gamble Co
+1.2%
+$45,645.34 
FUTY Fidelity MSCI Utilities Index ETF
+1.18%
+$6,870.7 
COST Costco Wholesale Corporation
+1.17%
+$39,347.88 
MO Altria Group, Inc.
+1.06%
+$2,761.2 
AWK American Water Works Company, Inc.
+1.02%
+$3,319.78 
AON Aon plc
+0.97%
+$2,876.5 
FMAT Fidelity MSCI Materials Index ETF
+0.94%
+$2,769.7 
NIC Nicolet Bankshares Inc.
+0.93%
+$3,060 
ACN Accenture plc Class A
+0.93%
+$12,140.81 
TMUS T-Mobile US, Inc.
+0.92%
+$6,556.32 
PSX Phillips 66
+0.86%
+$15,368.22 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.85%
+$13,791.9 
AAPL Apple Inc.
+0.81%
+$204,475.86 
AXP American Express Company
+0.79%
+$14,296.2 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$12,556.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,803.6 
DVY iShares Select Dividend ETF
+0.7%
+$22,200 
IAT iShares U.S. Regional Banks ETF
+0.68%
+$1,521 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.67%
+$51,097.91 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$10,808.7 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.65%
+$1,598.4 
V Visa Inc. Class A
+0.65%
+$26,021.73 
IGF iShares Global Infrastructure ETF
+0.64%
+$1,620 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.57%
+$3,953.34 
DFSI Dimensional International Sustainability Core 1 ETF
+0.53%
+$1,212 
FTCS First Trust Capital Strength ETF
+0.52%
+$97,615.53 
JNJ Johnson & Johnson
+0.51%
+$3,989.7 
EFV iShares MSCI EAFE Value ETF
+0.51%
+$2,834.4 
INTF iShares International Equity Factor ETF
+0.47%
+$63,856.46 
FREL Fidelity MSCI Real Estate Index ETF
+0.47%
+$30,215.25 
FNCL Fidelity MSCI Financials Index ETF
+0.45%
+$6,923.21 
VNQ Vanguard Real Estate ETF
+0.44%
+$1,111.2 
IVLU iShares MSCI International Value Factor ETF
+0.43%
+$60,439.13 
FAST Fastenal Co.
+0.43%
+$6,115.03 
WMT Walmart Inc.
+0.42%
+$6,835.5 
USRT iShares Core U.S. REIT ETF
+0.42%
+$2,516.81 
NVS Novartis AG Sponsored ADR
+0.41%
+$2,341.79 
IGRO iShares International Dividend Growth ETF
+0.39%
+$8,017.32 
MGV Vanguard Mega Cap Value ETF
+0.37%
+$802.58 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$151,314.49 
DFAI Dimensional International Core Equity Market ETF
+0.36%
+$1,117.65 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.32%
+$2,919.43 
CAT Caterpillar Inc.
+0.32%
+$4,793.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.29%
+$7,428.96 
BA Boeing Company
+0.29%
+$671.22 
EFA iShares MSCI EAFE ETF
+0.27%
+$1,251.6 
IDHQ Invesco S&P International Developed Quality ETF
+0.23%
+$29,892.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$2,811.34 
VLO Valero Energy Corporation
+0.19%
+$913 
SCHF Schwab International Equity ETF
+0.18%
+$572.59 
NSEP Innovator G100 Power Buffer ETF - September
+0.14%
+$332.2 
COWZ Pacer US Cash Cows 100 ETF
+0.14%
+$849.21 
NVDA NVIDIA Corporation
+0.12%
+$29,158.38 
IWX iShares Russell Top 200 Value ETF
+0.12%
+$391.9 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.11%
+$8,458.23 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$3,312.14 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.11%
+$2,998.05 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.1%
+$200 
EWJV iShares MSCI Japan Value ETF
+0.1%
+$4,809.15 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$2,700.09 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$560.11 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.09%
+$11,078.28 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.08%
+$4,750.64 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$282.87 
MA Mastercard Incorporated
+0.06%
+$1,072.02 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.06%
+$195 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.05%
+$1,246.9 
BINC iShares Flexible Income Active ETF
+0.05%
+$34,475.54 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+0.05%
+$6,040.14 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$176.26 
TAFL AB Tax-Aware Long Municipal ETF
+0.04%
+$506.13 
RMOP Rockefeller Opportunistic Municipal Bond ETF
+0.04%
+$802.27 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$246.46 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$992.5 
LMBS First Trust Low Duration Opportunities ETF
+0.03%
+$5,774.95 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$464.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,080.98 
FIDU Fidelity MSCI Industrials Index ETF
+0.02%
+$227.74 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.02%
+$429.36 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$52.69 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$622.53 
IWD iShares Russell 1000 Value ETF
+0.02%
+$1,101.52 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.01%
+$1,279.02 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$173.87 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$729.59 
IEI iShares 3-7 Year Treasury Bond ETF
0%
+$11.46 
GOVT iShares U.S. Treasury Bond ETF
0%
+$1.58 
KFEB Innovator U.S. Small Cap Power Buffer ETF
0%
+$0.78 ZSEP
ZSEP
0%
$0 NFEB
NFEB
0%
$0 KSEP
KSEP
0%
$0 ZFEB
ZFEB
0%
$0 OKE
OKE
0%
$0 SKHY
SKHY
0%
$0 
APLD Applied Digital Corporation
-9.02%
-$23,450.8 
EOSE Eos Energy Enterprises Inc.
-7.97%
-$11,894.69 
PANW Palo Alto Networks, Inc.
-7.26%
-$33,788.15 
MEME MeeMee Media Inc.
-6.94%
-$15,698.44 
HIVE HIVE Digital Technologies Ltd.
-6.31%
-$3,889.48 
ARKG ARK Genomic Revolution ETF
-4.58%
-$11,777.86 
NODE VanEck Onchain Economy ETF
-4.37%
-$196,435.68 
INTC Intel Corporation
-4.11%
-$218,120.31 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.78%
-$9,785.79 
MU Micron Technology, Inc.
-3.71%
-$444,263.87 
SMR NuScale Power Corporation
-3.66%
-$4,275 
DRAM Roundhill Memory ETF
-3.64%
-$360,767.72 
AMD Advanced Micro Devices, Inc.
-3.52%
-$359,702.87 
UUUU Energy Fuels Inc.
-3.27%
-$3,867.08 
UMC United Microelectronics Corp. Sponsored ADR
-3.15%
-$7,143.84 
ONDS Ondas Holdings Inc.
-3.15%
-$2,941.4 
LRCX Lam Research Corporation
-3.08%
-$5,548.73 
AMAT Applied Materials, Inc.
-3.01%
-$11,335.45 
GLW Corning Incorporated
-2.91%
-$14,701.44 
AVGO Broadcom Inc.
-2.85%
-$50,516.32 
KLAC KLA Corporation
-2.75%
-$6,385.86 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-2.71%
-$532,473.33 
APP AppLovin Corporation Class A Common Stock
-2.48%
-$6,761.63 
NFLX Netflix, Inc.
-2.45%
-$10,578.54 
WQTM WisdomTree Quantum Computing Fund
-2.31%
-$97,570.79 
AMKR Amkor Technology Inc.
-2.23%
-$4,117.96 
META Meta Platforms Inc Class A
-2.21%
-$25,361.23 
UEC Uranium Energy Corp.
-2.02%
-$2,727.95 
DNN Denison Mines Corp.
-1.91%
-$1,734.97 
MSFT Microsoft Corp.
-1.88%
-$399,902.01 
SCHW Charles Schwab Corporation
-1.85%
-$41,794.8 
VGT Vanguard Information Technology ETF
-1.83%
-$6,354.88 
IWP iShares Russell Mid-Cap Growth ETF
-1.8%
-$227,814.36 
FTEC Fidelity MSCI Information Technology Index ETF
-1.74%
-$94,485.67 
CSCO Cisco Systems, Inc.
-1.72%
-$8,610.68 
IWO iShares Russell 2000 Growth ETF
-1.67%
-$14,769.02 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$11,486.99 
GOOGL Alphabet Inc
-1.55%
-$261,943.2 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$24,608.45 
DE Deere & Company
-1.46%
-$9,308.99 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$100,384.77 
GOOG Alphabet Inc
-1.41%
-$176,072.94 
NUEM Nuveen ESG Emerging Markets Equity Fund
-1.38%
-$5,470.64 
MGK Vanguard Mega Cap Growth ETF
-1.38%
-$4,229.1 
UNH UnitedHealth Group Incorporated
-1.34%
-$6,721.27 
IWF iShares Russell 1000 Growth ETF
-1.3%
-$142,464.07 
BULD Pacer BlueStar Engineering Future ETF
-1.28%
-$65,290.16 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.26%
-$510,632.9 
IWY iShares Russell Top 200 Growth ETF
-1.25%
-$4,709.52 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.21%
-$6,576.09 
NULG Nuveen ESG Large-Cap Growth ETF
-1.19%
-$18,051.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$961,018.43 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.15%
-$751,570.93 
DFAE Dimensional Emerging Core Equity Market ETF
-1.14%
-$11,336.95 
FRDM Freedom 100 Emerging Markets ETF
-1.14%
-$423,605.6 
IWM iShares Russell 2000 ETF
-1.13%
-$22,226.91 
VTWO Vanguard Russell 2000 ETF
-1.12%
-$5,356.8 
EEM iShares MSCI Emerging Markets ETF
-1.11%
-$7,810 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
-1.11%
-$148,575.25 
FCOM Fidelity MSCI Communication Services Index ETF
-1.1%
-$12,040.39 
TSLA Tesla, Inc.
-1.07%
-$81,495.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.05%
-$8,156.95 
VB Vanguard Small-Cap ETF
-0.88%
-$11,887.2 
BLCR iShares Large Cap Core ACT ETF
-0.85%
-$4,171.02 
IBM International Business Machines Corporation
-0.79%
-$2,057.12 
DSI iShares MSCI KLD 400 Social ETF
-0.69%
-$3,430.26 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$46,637.4 
TROW T. Rowe Price Group, Inc.
-0.68%
-$8,165.2 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.67%
-$2,094.3 
IWR iShares Russell Mid-Cap ETF
-0.63%
-$89,610.3 
AMZN Amazon.com Inc
-0.62%
-$81,260.47 
IWL iShares Russell Top 200 ETF
-0.59%
-$231,731.82 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.59%
-$49,471.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$124,259.54 
IWB iShares Russell 1000 ETF
-0.55%
-$4,305.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$170,698.74 
IVV iShares Core S&P 500 ETF
-0.54%
-$1.44M 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$729,271.35 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$14,871.93 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.52%
-$2,477.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$1,463 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$7,427.61 
FHLC Fidelity MSCI Health Care Index ETF
-0.51%
-$15,074.49 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.51%
-$2,062.01 
IWV ISHARES RUSSELL 3000 ETF
-0.5%
-$175,189.05 
MDY SPDR S&P MidCap 400 ETF Trust
-0.5%
-$4,002 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$86,756.34 
ITDI iShares LifePath Target Date 2065 ETF
-0.45%
-$2,488.98 
IWN iShares Russell 2000 Value ETF
-0.44%
-$3,501.41 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.43%
-$2,526 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.43%
-$7,936.94 
ACWI iShares MSCI ACWI ETF
-0.41%
-$1,068.6 
SPYI NEOS S&P 500 High Income ETF
-0.4%
-$4,234.43 
HEQT Simplify Hedged Equity ETF
-0.38%
-$2,421.25 
DFSU Dimensional US Sustainability Core 1 ETF
-0.37%
-$1,892.34 
UNP Union Pacific Corporation
-0.35%
-$1,391.99 
TYA Simplify Intermediate Term Treasury ETF
-0.31%
-$14,815.67 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$2,105.7 
VO Vanguard Mid-Cap ETF
-0.25%
-$4,793.52 
RECS Columbia Research Enhanced Core ETF
-0.23%
-$46,715.34 
LGOV First Trust Long Duration Opportunities ETF
-0.22%
-$11,951.91 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$42,991.74 
SGOL abrdn Physical Gold Shares ETF
-0.21%
-$492.75 
IAU iShares Gold Trust
-0.21%
-$7,536.21 
IWS iShares Russell Mid-Cap Value ETF
-0.2%
-$6,197.18 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.2%
-$15,731.84 
IJS iShares S&P Small-Cap 600 Value ETF
-0.2%
-$564.57 
IAUM iShares Gold Trust Micro
-0.19%
-$51,574.16 
MOAT VanEck Morningstar Wide Moat Fund
-0.19%
-$2,349.69 
MUB iShares National Muni Bond ETF
-0.18%
-$12,609.73 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$634.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$41,908.68 
GLD SPDR Gold Shares
-0.15%
-$323.9 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.15%
-$17,065.29 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.15%
-$1,882.32 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.14%
-$11,787.03 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.12%
-$1,017.6 
ABT Abbott Laboratories
-0.12%
-$598.37 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$6,624.82 
IGEB iShares Investment Grade Corporate Bond ETF
-0.1%
-$13,745.88 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,105 
CDX Simplify High Yield ETF
-0.1%
-$369.7 
MBB iShares MBS ETF
-0.1%
-$10,108.44 
CORO Ishares International Country Rotational Active ETF
-0.08%
-$276.42 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$58,093.77 
FMB First Trust Managed Municipal Fund
-0.06%
-$1,338.81 
VST Vistra Corp
-0.03%
-$128.7 
MPC Marathon Petroleum Corporation
-0.03%
-$175.45 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$64.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.01%
-$4,597.93 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5642 | Longs Won 3631/5642 64% | Profit Factor 3.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $724,292.33 |
| Average Win $149,296.88 | Best Trade (Oct 15) $33.86M | Sharpe Ratio -21.61 |
| Average Loss -$68,121.03 | Worst Trade (Mar 31) -$6.69M | Z-Score -12.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $71,801.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 73,818 | $20.84M | $25.45M | - | $4.61M | 22.14% | +0.81% |
| ABT Abbott Laboratories | 4,787 | $547,144.52 | $500,504.78 | - | -$46,639.74 | -8.52% | -0.119% |
| ACN Accenture plc Class A | 5,809 | $1.07M | $1.32M | - | $253,504.09 | 23.8% | +0.929% |
| ACWI iShares MSCI ACWI ETF | 1,644 | $231,192.23 | $260,705.52 | - | $29,513.29 | 12.77% | -0.408% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 17,112 | $1.13M | $1.28M | - | $142,746.15 | 12.6% | -0.147% |
| ALIT Alight Inc. | 38,732 | $345,490 | $365,436.42 | - | $19,946.42 | 5.77% | +2.332% |
| AMAT Applied Materials, Inc. | 876 | $447,810 | $365,353.32 | - | -$82,456.68 | -18.41% | -3.009% |
| AMD Advanced Micro Devices, Inc. | 18,199 | $10.58M | $9.87M | - | -$704,010.64 | -6.66% | -3.515% |
| AMKR Amkor Technology Inc. | 4,202 | $314,982.7 | $180,980.14 | - | -$134,002.56 | -42.54% | -2.225% |
| AMZN Amazon.com Inc | 51,431 | $11.84M | $13.02M | - | $1.18M | 9.98% | -0.62% |
| AON Aon plc | 1,031 | $285,350 | $298,567.29 | - | $13,217.29 | 4.63% | +0.973% |
| APLD Applied Digital Corporation | 12,745 | $305,653.64 | $236,419.75 | - | -$69,233.89 | -22.65% | -9.024% |
| APP AppLovin Corporation Class A Common Stock | 975 | $700,710.51 | $265,546.12 | - | -$435,164.39 | -62.1% | -2.483% |
| ARKG ARK Genomic Revolution ETF | 5,223 | $283,192 | $245,402.65 | - | -$37,789.35 | -13.34% | -4.58% |
| ASML ASML Holding N.V. New York Registry Shares | 972 | $1.02M | $1.62M | - | $602,433.58 | 59.1% | +0.671% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 6,174 | $278,571.03 | $248,843.07 | - | -$29,727.96 | -10.67% | -3.784% |
| AVGO Broadcom Inc. | 5,139 | $1.94M | $1.72M | - | -$222,247.55 | -11.45% | -2.855% |
| AWK American Water Works Company, Inc. | 2,441 | $307,355 | $328,070.4 | - | $20,715.4 | 6.74% | +1.022% |
| AXP American Express Company | 5,753 | $1.75M | $1.82M | - | $70,502.31 | 4.03% | +0.792% |
| BA Boeing Company | 1,243 | $215,453.78 | $235,262.61 | - | $19,808.83 | 9.19% | +0.286% |
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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 - $50.07M, Invesco S&P 500 Equal Weight ETF - $30.11M, iShares MSCI USA Quality Factor ETF - $29.04M, VANGUARD TOTAL STOCK MKT ETF - $24.95M, and SPDR Dow Jones Industrial Average ETF Trust - $16.53M. 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 $113.22M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $10.38M, Invesco S&P 500 Equal Weight ETF - $5.91M, VANGUARD TOTAL STOCK MKT ETF - $5.53M, SPDR Dow Jones Industrial Average ETF Trust - $4.28M, 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.
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