Heck Capital Advisors, LLC

Q4 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Donna Blamberg - Chief Compliance Officer
Location
Rhinelander, WI
Holdings as of
31 Dec 2024
Value $
$871,596,545
Num holdings
237
Filing time
13 May 2025, 16:12:36 UTC
Form type
13F-HR/A-2 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, VTI, RSP, QUAL, and IJR.
Previous filing
Q3 2024 - 19 May 2025
Next filing
Q1 2025 - 13 May 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 - Restatement compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Donna Blamberg Chief Compliance Officer Rhinelander, Wisconsin 12 May 2025