Heck Capital Advisors, LLC

Q4 2024 13F Holdings

  • Location
    rhinelander, WI
  • Num holdings

    31

  • Value ($000)

    $200,480

  • Date Filed
    02/25/2025
  • Form type
    new holdings
  • CIK
    0002046227
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOVT
GOVT

ISHARES TR

US TREAS BD ETF
$49.77M
25 %

2,165,909

LMBS
LMBS

FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT
$21.18M
11 %

435,175

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$11.50M
6 %

226,768

MTBA
MTBA

SIMPLIFY EXCHANGE TRADED FUN

MBS ETF
$11.49M
6 %

231,268

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$11.08M
6 %

220,195

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$10.22M
5 %

101,888

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$10.08M
5 %

109,039

TFLO
TFLO

ISHARES TR

TRS FLT RT BD
$8.59M
4 %

170,252

SHV
SHV

ISHARES TR

SHORT TREAS BD
$7.38M
4 %

67,027

BBAG
BBAG

J P MORGAN EXCHANGE TRADED F

BETABUILDERS US
$7.17M
4 %

158,784

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