Heck Capital Advisors, LLC Purchases in Q4 2025

Heck Capital Advisors, LLC

  • $1.34 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IAUM
I Shares Gold Trust Micro

ETFs
491K
+ 68.99%
$38.43 - $43.66 $18.9M - $21.4M
1.2M $51.7B
IVV
Ishares Core S&P 500 ETF

ETFs
17.7K
+ 6.23%
$656.2 - $690.71 $11.6M - $12.2M
301K $206B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23.3K
+ 27.76%
$454.87 - $482.76 $10.6M - $11.3M
107K $51.7B
INTF
Ishares Tr

ETFs
282K
+ 445.61%
$35.44 - $37.17 $9.98M - $10.5M
345K $13B
IEMG
Ishares Inc

ETFs
116K
+ 16.94%
N/A
804K $54B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
147K
+ 55.63%
$34.7 - $37.35 $5.11M - $5.5M
412K $15.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
27.6K
+ 15.61%
$142.79 - $150.05 $3.95M - $4.15M
205K $30.4B
IWR
Ishares Russell Mid Cap ETF

ETFs
45.9K
+ 40.09%
$94.02 - $97.61 $4.32M - $4.48M
161K $15.5B
Roundhill ETF Trust
684K
New
N/A
684K $4.24B
VGSH
Vanguard

ETFs
63.7K
+ 682.16%
$58.64 - $58.96 $3.74M - $3.76M
73.1K $4.29B
Pacer Fds Tr
116K
+ 32.13%
N/A
476K $16.8B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
41.1K
+ 8.4%
$49.78 - $50.16 $2.05M - $2.06M
531K $26.6B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
18.8K
+ 109.34%
$128.96 - $165.33 $2.43M - $3.12M
36.1K $4.48B
MBB
Ishares Tr

ETFs
19.4K
+ 13.42%
$94.9 - $96.23 $1.84M - $1.86M
164K $15.6B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.1K
+ 21.82%
$119.13 - $120.38 $1.57M - $1.58M
73.4K $8.76B
AVGO
Broadcom Inc.

Technology
4.17K
+ 123.75%
$324.63 - $385.98 $1.35M - $1.61M
7.54K $2.61B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.94K
+ 22.95%
$459.47 - $491.71 $1.35M - $1.45M
15.8K $7.46B
Ab Active Etfs Inc
52K
+ 61.84%
N/A
136K $3.41B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
25K
+ 13.03%
N/A
216K $10.1B
IWL
Ishares Tr Russell 200 ETF

ETFs
814
+ 0.4%
$163.11 - $172.47 $133K - $140K
205K $34.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.1K
+ 193.97%
$71.0 - $74.64 $932K - $980K
19.9K $1.48B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.5K
+ 11.97%
$46.57 - $47.16 $999K - $1.01M
201K $9.34B
WEC
Wec Energy Group, Inc.

Utilities
8.9K
New
$110.61 - $117.5 $984K - $1.05M
8.9K $938M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.2K
+ 13.54%
$88.67 - $92.06 $1.17M - $1.22M
111K $9.67B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18.1K
+ 9.67%
$52.76 - $53.18 $956K - $964K
206K $10.9B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.78K
+ 120.08%
$310.75 - $335.0 $864K - $932K
5.1K $1.65B
XTEN
Bondbloxx ETF Tr Bloomberg 10
20.8K
+ 10.65%
N/A
216K $9.99B
LLY
Eli Lilly & CO

Healthcare
800
New
$799.57 - $1025.28 $640K - $820K
800 $860M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.7K
+ 249.11%
$50.83 - $51.07 $748K - $752K
20.6K $1.05B
Rbb Fd Inc
14.3K
+ 79.93%
N/A
32.2K $1.6B
BMO
Bank Of Montreal

Financial Services
4.64K
New
$122.49 - $130.46 $568K - $605K
4.64K $602M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
11.9K
+ 196.38%
$50.48 - $50.65 $599K - $601K
17.9K $907M
DVY
Ishares Tr

ETFs
4K
New
$138.1 - $143.11 $552K - $572K
4K $565M
FIS
Fidelity National Information Services, Inc.

Technology
8.1K
New
$61.5 - $68.57 $498K - $555K
8.1K $538M
IBM
International Business Machines Corp

Technology
1.79K
New
$275.97 - $314.98 $495K - $565K
1.79K $531M
XOM
Exxon Mobil Corp

Energy
4.29K
New
$110.64 - $119.78 $475K - $514K
4.29K $517M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
11.7K
+ 9.12%
$48.11 - $49.01 $564K - $574K
140K $6.74B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.56K
+ 7.57%
$199.44 - $208.01 $312K - $325K
22.2K $4.67B
WFC
Wells Fargo & Company

Financial Services
4.84K
New
$77.62 - $87.3 $376K - $422K
4.84K $451M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.75K
+ 35.17%
$51.77 - $52.69 $453K - $461K
33.6K $1.74B
CSHI
Shp ETF Tr Neos Enhanced Incom
8.71K
+ 56.63%
N/A
24.1K $1.2B
ABBV
Abb Vie Inc.

Healthcare
1.88K
New
$211.96 - $244.38 $398K - $459K
1.88K $429M
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
+ 3.6%
$202.52 - $212.07 $234K - $245K
33.2K $7.04B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.41K
+ 4.69%
$57.9 - $61.26 $255K - $270K
98.4K $5.98B
TUA
Simpl Exch Traded Fds Sht Term
18.1K
+ 6.76%
N/A
285K $6.25B
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.9K
New
$50.67 - $52.58 $400K - $416K
7.9K $399M
TT
Trane Technologies PLC

Industrials
1K
New
$408.5 - $448.65 $409K - $449K
1K $389M
CINF
Cincinnati Financial Corp

Financial Services
2.3K
New
$151.39 - $166.89 $348K - $384K
2.3K $378M
MA
Mastercard Inc

Financial Services
652
+ 71.81%
$536.85 - $580.45 $350K - $378K
1.56K $891M
Activity Summary
Buys All Purchases 110 New Holdings 27 Increased Positions 83 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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