Heck Capital Advisors, LLC Top Holdings and 13F Report (2025) About Heck Capital Advisors, LLCInvestment ActivityHeck Capital Advisors, LLC has $200.48 million in total holdings as of December 31, 2024.Heck Capital Advisors, LLC owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings iShares U.S. Treasury Bond ETF $49,772,595First Trust Low Duration Opportunities ETF $21,179,958Janus Henderson AAA CLO ETF $11,499,404SIMPLIFY EXCHANGE TRADED FUN $11,491,685WisdomTree Bloomberg Floating Rate Treasury Fund $11,080,226 Sector AllocationMap of 500 Largest Holdings ofHeck Capital Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorGOVTiShares U.S. Treasury Bond ETF$49,772,5952,165,90924.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$21,179,958435,17510.6%ManufacturingJAAAJanus Henderson AAA CLO ETF$11,499,404226,7685.7%ETFSIMPLIFY EXCHANGE TRADED FUN$11,491,685231,2685.7%MBS ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$11,080,226220,1955.5%FinanceSGOViShares 0-3 Month Treasury Bond ETF$10,221,447101,8885.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$10,080,694109,0395.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$8,592,617170,2524.3%ETFSHViShares Short Treasury Bond ETF$7,380,33567,0273.7%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$7,173,844158,7843.6%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$7,133,669159,1273.6%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$6,729,901143,8323.4%ETFTUASimplify Short Term Treasury Futures Strategy ETF$5,464,326257,5082.7%ETFTLTiShares 20+ Year Treasury Bond ETF$5,395,54861,7832.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$4,918,46249,4122.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,833,72641,8322.4%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,954,933117,9611.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,552,22849,3661.3%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$2,540,23925,2511.3%ETFFMBFirst Trust Managed Municipal ETF$2,094,50241,0611.0%ManufacturingCLOAiShares AAA CLO Active ETF$1,874,92236,2160.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,306,29715,9340.7%ManufacturingBLACKROCK ETF TRUST II$1,025,85620,8000.5%ISHARES TOTAL REAGGiShares Core U.S. Aggregate Bond ETF$774,6797,9950.4%FinanceVGSHVanguard Short-Term Treasury Index ETF$543,6349,3440.3%ETFXBILUS Treasury 6 Month Bill ETF$398,4797,9640.2%ETFCSHINEOS Enhanced Income Cash Alternative ETF$380,9247,6460.2%ETFFLTRVanEck Floating Rate ETF$337,95113,2790.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$302,3285,9950.2%ETFGSYInvesco Ultra Short Duration ETF$223,1404,4530.1%ETFGSSTGoldman Sachs Ultra Short Bond ETF$221,6274,4140.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
