Hicks Capital Management LLC Top Holdings and 13F Report (2025) About Hicks Capital Management LLCInvestment ActivityHicks Capital Management LLC has $75.45 million in total holdings as of March 31, 2025.Hicks Capital Management LLC owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $24,787,860Fidelity Total Bond ETF $9,497,196iShares Core S&P Mid-Cap ETF $6,877,694JPMorgan Chase & Co. $3,676,927iShares Core S&P Small-Cap ETF $2,803,122 Sector AllocationMap of 500 Largest Holdings ofHicks Capital Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,787,86044,11232.9%ETFFBNDFidelity Total Bond ETF$9,497,196208,04412.6%ETFIJHiShares Core S&P Mid-Cap ETF$6,877,694117,8639.1%ETFJPMJPMorgan Chase & Co.$3,676,92714,9904.9%FinanceIJRiShares Core S&P Small-Cap ETF$2,803,12226,8063.7%ETFVYMVanguard High Dividend Yield ETF$2,706,67320,9883.6%ETFVIGVanguard Dividend Appreciation ETF$2,429,95412,5263.2%ETFFGROFidelity Fundamental Large Cap Growth ETF$2,349,827106,1353.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,221,44223,7182.9%ETFQUALiShares MSCI USA Quality Factor ETF$2,046,91711,9782.7%ETFIVWiShares S&P 500 Growth ETF$1,884,69320,3032.5%ETFDVYiShares Select Dividend ETF$1,692,72412,6052.2%ETFFBCGFidelity Blue Chip Growth ETF$1,438,54235,9641.9%ETFIEFAiShares Core MSCI EAFE ETF$1,415,63118,7131.9%ETFONEQFidelity NASDAQ Composite Index ETF$1,311,47619,2681.7%ETFVGLTVanguard Long-Term Treasury Index ETF$1,293,97522,4611.7%ETFCOWZPacer US Cash Cows 100 ETF$1,105,44020,1871.5%ETFJPSTJPMorgan Ultra-Short Income ETF$1,086,53821,4601.4%ETFEA SERIES TRUST$900,93144,3591.2%STRIVE ENHANCEDSPLVInvesco S&P 500 Low Volatility ETF$800,80510,7171.1%ETFDFSUDimensional US Sustainability Core 1 ETF$685,97619,1560.9%ETFFITBFifth Third Bancorp$673,61317,1840.9%FinanceRTORentokil Initial$643,85628,1160.9%Business ServicesPZAInvesco National AMT-Free Municipal Bond ETF$353,36415,3370.5%ETFFMAOFarmers & Merchants Bancorp$347,00614,5130.5%FinanceTBLDThornburg Income Builder Opportunities Trust$212,69711,8560.3%FIRST TR EXCHNG TRADED FD VI$203,12210,3850.3%FT VEST NASD 100Showing 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.
