Heck-Capital-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "SMTC", "GDX", null, "EXAS", null, null, "ABT", null, "GOOGL", "GDXJ", "ASML", "BLK", null, null, "CAT", "AVGO", "LOW", null, null, null, null, null, "CRS", null, null, null, "D", null, "PII", null, null, null, null, null, null, null, "SRAD", null, null, "HON", "HD", null, null, null, null, null, "UNP", null, "GENI", "HURN", "EMXC", null, "GSIE", null, null, null, "META", null, null, null, null, "IVW", "IJH", "RSI", null, null, null, null, null, null, null, null, null, null, "LHX", "IWS", null, null, null, null, "MPC", "MA", null, "MSFT", null, "TMUS", null, "GE", null, "NVS", "IJR", "IWD", "OKE", null, null, null, null, null, null, null, null, "IWF", "PANW", "PEP", "VGSH", "IEMG", "IJK", null, "IVV", "PBR", null, "UNH", "AAPL", "EFAV", null, null, null, "NVDA", "INTC", "OGN", "GEHC", null, "LMT", "PG", "MRK", null, null, null, "IEFA", null, null, "NOW", "RTX", "IBM", "UL", "VNQ", "VSEC", "ATRC", "ATEC", "MGNI", "OSIS", null, null, null, null, "IWV", null, null, null, "VIG", null, null, "IWO", "GMED", "IWN", "IEF", null, "NTRA", "GNRC", "IWP", "IWR", "FOUR", null, null, "AMZN", null, "IVE", null, null, null, null, null, null, null, "VEA", null, "VBR", "VB", "V", "WMT", null, null, "ZETA", null, "SITM", "SCHD", "PSX", null, "SYY", "DIA", null, null, null, null, null, "GEV", "DGRO", null, null, null, null, null, "ADP", "AVPT", "BRK-B", "BA", "CWH", "CVX", "CSCO", "KO", "COP", "COST", "CRH", "DE", "RSP", "IJT", "IJJ", "VMC", "USMV", "NEE", "IWM", "XOM", "JNJ", "LLY", "NFLX", "AWK", null, null, "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 232
- Total Value
- 889189570
- Accession Number
- 0001140361-25-018424
- Form Type
- 13F-HR
- Manager Name
- Heck-Capital-Advisors
Data Enrichment
52% identified120 identified112 unidentified
Holdings
232 positions
Manager:
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Page 12 of 12
464288877
Shares:27
Value:$1.6K
02072L722
Shares:15
Value:$446
464287390
Shares:4
Value:$92
46435U374
Shares:0
Value:$13
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288877)✕ | 27 | All Managers (Combined) | $1.6K | ||
5 | QoQ NEW(+5) YoY NEW(+5) | All Managers (Combined) | $1.5K | QoQ NEW(+$1.5K) YoY NEW(+$1.5K) | |
9 | QoQ NEW(+9) YoY NEW(+9) | All Managers (Combined) | $505 | QoQ NEW(+$505) YoY NEW(+$505) | |
(cusip02072L722)✕ | 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $446 | QoQ NEW(+$446) YoY NEW(+$446) |
3 | QoQ 0.00% (-0) | All Managers (Combined) | $374 | ||
INTEL CORP(INTCcusip458140100) | 10 | QoQ NEW(+10) | All Managers (Combined) | $227 | QoQ NEW(+$227) |
11 | QoQ NEW(+11) YoY NEW(+11) | All Managers (Combined) | $178 | QoQ NEW(+$178) YoY NEW(+$178) | |
9 | QoQ NEW(+9) YoY NEW(+9) | All Managers (Combined) | $129 | QoQ NEW(+$129) YoY NEW(+$129) | |
Polaris Inc.(PIIcusip731068102) | 3 | QoQ NEW(+3) YoY NEW(+3) | All Managers (Combined) | $123 | QoQ NEW(+$123) YoY NEW(+$123) |
(cusip464287390)✕ | 4 | All Managers (Combined) | $92 | ||
Organon & Co.(OGNcusip68622V106) | 1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $15 | QoQ NEW(+$15) YoY NEW(+$15) |
(cusip46435U374)✕ | 0 | QoQ EXITED(-741) YoY NEW(+0) | All Managers (Combined) | $13 | YoY NEW(+$13) |