Heck Capital Advisors, LLC New Holdings in Q4 2025

Heck Capital Advisors, LLC

  • $1.34 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Roundhill ETF Trust
684K
New
N/A
684K $4.24B
WEC
Wec Energy Group, Inc.

Utilities
8.9K
New
$110.61 - $117.5 $984K - $1.05M
8.9K $938M
LLY
Eli Lilly & CO

Healthcare
800
New
$799.57 - $1025.28 $640K - $820K
800 $860M
BMO
Bank Of Montreal

Financial Services
4.64K
New
$122.49 - $130.46 $568K - $605K
4.64K $602M
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
WFC
Wells Fargo & Company

Financial Services
4.84K
New
$77.62 - $87.3 $376K - $422K
4.84K $451M
ABBV
Abb Vie Inc.

Healthcare
1.88K
New
$211.96 - $244.38 $398K - $459K
1.88K $429M
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
CVX
Chevron Corp

Energy
2.38K
New
$148.9 - $157.72 $354K - $375K
2.38K $362M
T
At&T Inc.

Communication Services
13.5K
New
$24.44 - $27.55 $330K - $372K
13.5K $336M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.03K
New
$53.68 - $54.54 $323K - $329K
6.03K $325M
GS
Goldman Sachs Group Inc

Financial Services
351
New
$744.6 - $838.97 $261K - $294K
351 $309M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.2K
New
$26.44 - $27.53 $296K - $308K
11.2K $307M
PRU
Prudential Financial Inc

Financial Services
2.6K
New
$99.13 - $107.85 $258K - $280K
2.6K $293M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.93K
New
$95.72 - $101.47 $280K - $297K
2.93K $291M
OMC
Omnicom Group Inc.

Communication Services
3.4K
New
$72.23 - $81.23 $246K - $276K
3.4K $277M
TOTB.DE
Total Energies Se

Energy
4.2K
New
N/A
4.2K $275M
DFSI
Dimensional ETF Tr Dimen Intl
5.9K
New
N/A
5.9K $253M
TSLA
Tesla, Inc.

Consumer Cyclical
510
New
$401.99 - $468.37 $205K - $239K
510 $229M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
23.6K
New
$5.66 - $8.91 $134K - $210K
23.6K $127M
DNN
Denison Mines Corp.

Energy
19.2K
New
$2.48 - $3.22 $47.6K - $61.8K
19.2K $51.1M
Lithium Amers Corp New
11.7K
New
N/A
11.7K $51M
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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