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

SEC FilingSEC DataHachi Filing

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
CIK: heck-capital-advisors
Manager Name: Heck-Capital-Advisors

Data Enrichment

52% identified

120 identified112 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

232 positions • $889.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 12

Sort by:

Broadcom Inc.

AVGO|11135F101

Shares:2.7K

Value:$453.4K

% of Portfolio:0.1% ($453.4K/$889.2M)

464289420

Shares:5.4K

Value:$440.4K

% of Portfolio:0.0% ($440.4K/$889.2M)

89834G760

Shares:20.0K

Value:$432.0K

% of Portfolio:0.0% ($432.0K/$889.2M)

464287101

Shares:1.5K

Value:$419.0K

% of Portfolio:0.0% ($419.0K/$889.2M)

DEERE & CO

DE|244199105

Shares:884

Value:$414.9K

% of Portfolio:0.0% ($414.9K/$889.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.5K

Value:$414.4K

% of Portfolio:0.0% ($414.4K/$889.2M)

ONEOK INC /NEW/

OKE|682680103

Shares:4.0K

Value:$400.5K

% of Portfolio:0.0% ($400.5K/$889.2M)

97717Y527

Shares:7.9K

Value:$399.7K

% of Portfolio:0.0% ($399.7K/$889.2M)

74933W460

Shares:7.8K

Value:$388.9K

% of Portfolio:0.0% ($388.9K/$889.2M)

25434V682

Shares:11.5K

Value:$388.1K

% of Portfolio:0.0% ($388.1K/$889.2M)

BlackRock, Inc.

BLK|09290D101

Shares:408

Value:$386.2K

% of Portfolio:0.0% ($386.2K/$889.2M)

464287689

IWV|464287689

Shares:1.1K

Value:$364.3K

% of Portfolio:0.0% ($364.3K/$889.2M)

464288570

Shares:3.4K

Value:$351.0K

% of Portfolio:0.0% ($351.0K/$889.2M)

46435G409

Shares:11.5K

Value:$349.4K

% of Portfolio:0.0% ($349.4K/$889.2M)

NOVARTIS AG

NVS|66987V109

Shares:3.1K

Value:$346.3K

% of Portfolio:0.0% ($346.3K/$889.2M)

Vulcan Materials CO

VMC|929160109

Shares:1.4K

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$889.2M)

92189F486

Shares:13.0K

Value:$331.6K

% of Portfolio:0.0% ($331.6K/$889.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$316.4K

% of Portfolio:0.0% ($316.4K/$889.2M)

45784N858

Shares:13.3K

Value:$314.9K

% of Portfolio:0.0% ($314.9K/$889.2M)

67092P888

Shares:10.5K

Value:$308.0K

% of Portfolio:0.0% ($308.0K/$889.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	2.7K	QoQ +15.33% (-360) YoY +1023.65% (+2.5K)	All Managers (Combined)	$453.4K	0.1% ($453.4K/$889.2M)	QoQ -16.70% (-$91.0K) YoY +41.94% (+$134.0K)
(cusip464289420)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$440.4K	0.0% ($440.4K/$889.2M)	QoQ NEW(+$440.4K) YoY NEW(+$440.4K)
(cusip89834G760)✕	20.0K	QoQ 0.00% (-0) YoY NEW(+20.0K)	All Managers (Combined)	$432.0K	0.0% ($432.0K/$889.2M)	QoQ -5.67% (-$26.0K) YoY NEW(+$432.0K)
(cusip464287101)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$419.0K	0.0% ($419.0K/$889.2M)	QoQ NEW(+$419.0K) YoY NEW(+$419.0K)
DEERE & CO(DEcusip244199105)	884	QoQ +0.11% (+1) YoY -2.75% (-25)	All Managers (Combined)	$414.9K	0.0% ($414.9K/$889.2M)	QoQ +10.89% (+$40.8K) YoY +11.12% (-$41.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.5K	QoQ +58.66% (+924) YoY +54.73% (+884)	All Managers (Combined)	$414.4K	0.0% ($414.4K/$889.2M)	QoQ +81.94% (+$186.7K) YoY +62.21% (+$159.0K)
ONEOK INC /NEW/(OKEcusip682680103)	4.0K	QoQ -0.07% (-3) YoY -3.51% (-147)	All Managers (Combined)	$400.5K	0.0% ($400.5K/$889.2M)	QoQ -1.24% (-$5.1K) YoY +19.41% (-$65.1K)
(cusip97717Y527)✕	7.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$399.7K	0.0% ($399.7K/$889.2M)	QoQ +0.02% (+$80) YoY +0.07% (+$318)
(cusip74933W460)✕	7.8K	QoQ -6.61% (-549) YoY +8.04% (+577)	All Managers (Combined)	$388.9K	0.0% ($388.9K/$889.2M)	QoQ -6.36% (-$26.4K) YoY +8.17% (+$29.4K)
(cusip25434V682)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$388.1K	0.0% ($388.1K/$889.2M)	QoQ NEW(+$388.1K) YoY NEW(+$388.1K)
BlackRock, Inc.(BLKcusip09290D101)	408	QoQ +0.24% (-1) YoY NEW(+408)	All Managers (Combined)	$386.2K	0.0% ($386.2K/$889.2M)	QoQ -7.44% (-$31.1K) YoY NEW(+$386.2K)
(IWVcusip464287689)	1.1K	QoQ +14.70% (+147) YoY NEW(+1.1K)	All Managers (Combined)	$364.3K	0.0% ($364.3K/$889.2M)	QoQ +9.00% (+$30.1K) YoY NEW(+$364.3K)
(cusip464288570)✕	3.4K	QoQ -57.41% (-4.6K) YoY -59.41% (-5.0K)	All Managers (Combined)	$351.0K	0.0% ($351.0K/$889.2M)	QoQ -60.44% (-$536.4K) YoY -58.76% (-$500.2K)
(cusip46435G409)✕	11.5K	QoQ -69.93% (-26.8K) YoY -66.35% (-22.7K)	All Managers (Combined)	$349.4K	0.0% ($349.4K/$889.2M)	QoQ -66.38% (-$689.8K) YoY -63.87% (-$617.8K)
NOVARTIS AG(NVScusip66987V109)	3.1K	QoQ +0.12% (+4) YoY -2.26% (-72)	All Managers (Combined)	$346.3K	0.0% ($346.3K/$889.2M)	QoQ +14.70% (+$44.4K) YoY +12.63% (-$38.8K)
Vulcan Materials CO(VMCcusip929160109)	1.4K	QoQ +0.13% (-2) YoY -2.24% (-33)	All Managers (Combined)	$335.5K	0.0% ($335.5K/$889.2M)	QoQ -9.17% (-$33.9K) YoY -16.43% (-$66.0K)
(cusip92189F486)✕	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$331.6K	0.0% ($331.6K/$889.2M)	QoQ +0.39% (+$1.3K) YoY +0.15% (+$519)
Palo Alto Networks Inc(PANWcusip697435105)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$316.4K	0.0% ($316.4K/$889.2M)	QoQ NEW(+$316.4K) YoY NEW(+$316.4K)
(cusip45784N858)✕	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$314.9K	0.0% ($314.9K/$889.2M)	QoQ NEW(+$314.9K) YoY NEW(+$314.9K)
(cusip67092P888)✕	10.5K	QoQ +71.18% (+4.4K) YoY +63.22% (+4.1K)	All Managers (Combined)	$308.0K	0.0% ($308.0K/$889.2M)	QoQ +72.55% (+$129.5K) YoY +73.61% (+$130.6K)