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Home > Institutional Investor > Heck Capital Advisors, Llc > Profile

Instuitional Investor - Heck Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Heck Capital Advisors, Llc
Portfolio Value $1,469,386,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 563,278 $331,590,527 22.56%
2.
Vanguard Index Fds
 519,125 $150,447,623 10.23%
3.
Invesco Exchange Traded Fd T
 478,974 $83,930,692 5.71%
4.
Ishares Tr
 460,410 $81,989,885 5.57%
5.
Ishares Trust
 IEF 477,443 $55,010,993 3.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)