Portfolio (Quarterly)
Guide ↗
Heck Capital Advisors, LLC
· CIK 0002046227| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GE | GE AEROSPACE | Industrials | 1,136 | $350K | 0.03% | SOLD |
| 22 | T | AT&T INC | Communication Services | 13,511 | $336K | 0.03% | SOLD |
| 23 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 351 | $309K | 0.02% | SOLD |
| 24 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,600 | $293K | 0.02% | SOLD |
| 25 | CLSE | TRUST FOR PROFESSIONAL MANAG | — | 10,691 | $292K | 0.02% | SOLD |
| 26 | OMC | OMNICOM GROUP INC | Communication Services | 3,400 | $277K | 0.02% | SOLD |
| 27 | — | TOTALENERGIES SE | — | 4,200 | $275K | 0.02% | SOLD |
| 28 | CSX | CSX CORP | Industrials | 7,529 | $273K | 0.02% | SOLD |
| 29 | MRK | MERCK & CO INC | Healthcare | 2,558 | $271K | 0.02% | SOLD |
| 30 | NOW | SERVICENOW INC | Technology | 1,395 | $214K | 0.02% | SOLD |
| 31 | AMLP | ALPS ETF TR | — | 4,408 | $207K | 0.01% | SOLD |
| 32 | BBAI | BIGBEAR AI HLDGS INC | Technology | 23,602 | $127K | 0.01% | SOLD |
| 33 | BTG | B2GOLD CORP | Basic Materials | 11,622 | $52K | 0.00% | SOLD |
Sector Allocation
Financial Services
74.5%
Technology
10.1%
Communication Services
4.4%
Industrials
2.8%
Consumer Defensive
2.5%
Consumer Cyclical
2.3%
Energy
2.1%
Healthcare
0.9%
Utilities
0.2%
Basic Materials
0.2%