Heck Capital Advisors, LLC

Top Holdings by value as of 2025-12-31:ISHARES TR - $618.1M (46%)VANGUARD INDEX FDS - $121.5M (9%)ISHARES INC - $62.0M (5%)ISHARES GOLD TR - $55.9M (4%)FIDELITY COMWLTH TR - $54.3M (4%)When compared to holdings as of 2025-09-30:New Positions:* ABBVIE INC* AT&T INC* BANK MONTREAL QUE* BIGBEAR AI HLDGS INC* CHEVRON CORP NEW* ... and 22 moreClosed Positions:* COINBASE GLOBAL INC* FIDELITY ETHEREUM FD* GE VERNOVA INC* I-80 GOLD CORP* INNOVATOR ETFS TRUST - INTRNL DEV JAN* ... and 7 moreIncrease Position by 25% or more:* AB ACTIVE ETFS INC* BROADCOM INC* COCA COLA CO* DIMENSIONAL ETF TRUST - US EQUITY MARKET* GOLDMAN SACHS ETF TR - ULTRA SHORT BOND* ... and 20 moreReduce Position by 25% or more:* ALPHABET INC* AMERICAN WTR WKS CO INC NEW* INVESCO EXCHANGE TRADED FD T* ISHARES GOLD TR - ISHARES NEW* ISHARES INC - MSCI EMRG CHN* ... and 6 moreHeck Capital Advisors, LLC is headquartered in Rhinelander, WI.Source via /r/edgar_news https://ift.tt/cjxBTMe