Heck Capital Advisors as of Dec. 31, 2016
Portfolio Holdings for Heck Capital Advisors
Heck Capital Advisors holds 74 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.6 | $16M | 71k | 224.99 | |
| Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 11.6 | $16M | 80k | 197.51 | |
| Ishares Tr Min Vol Eafe Etf (EFAV) | 9.3 | $13M | 208k | 61.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.6 | $11M | 76k | 137.52 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 7.6 | $10M | 203k | 51.29 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 7.1 | $9.8M | 91k | 108.06 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.9 | $9.4M | 82k | 115.32 | |
| Ishares Min Vol Emrg Mkt (EEMV) | 5.5 | $7.6M | 154k | 48.91 | |
| Ishares Tr Core Russell Val (IUSV) | 4.5 | $6.2M | 126k | 49.14 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 4.1 | $5.6M | 31k | 182.20 | |
| First Tr Value Line Divid In SHS (FVD) | 2.9 | $4.0M | 144k | 28.03 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.2 | $3.1M | 27k | 113.17 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.0 | $2.8M | 33k | 85.70 | |
| Ishares Tr Intrm Gov/cr Etf (GVI) | 2.0 | $2.8M | 26k | 109.85 | |
| Dbx Etf Tr Xtrak Msci Eafe (DBEF) | 1.7 | $2.3M | 82k | 28.06 | |
| Ishares Tr Fltg Rate Bd Etf (FLOT) | 1.5 | $2.1M | 42k | 50.73 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $2.1M | 39k | 53.63 | |
| Ishares Tr Mbs Etf (MBB) | 1.0 | $1.4M | 13k | 106.34 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.3M | 7.9k | 165.34 | |
| Ishares Tr Usa Momentum Fct (MTUM) | 0.9 | $1.2M | 16k | 75.86 | |
| Powershares Etf Tr Ii S&p500 Hgh Bet | 0.6 | $812k | 22k | 36.59 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.6 | $759k | 19k | 39.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $579k | 730.00 | 792.45 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $558k | 4.0k | 140.01 | |
| Apple (AAPL) | 0.4 | $506k | 4.4k | 115.82 | |
| American Intl Group Com New (AIG) | 0.4 | $491k | 7.5k | 65.31 | |
| Union Pacific Corporation (UNP) | 0.3 | $450k | 4.3k | 103.68 | |
| Fidelity Vlu Factor Etf (FVAL) | 0.3 | $407k | 15k | 27.30 | |
| Boeing Company (BA) | 0.2 | $324k | 2.1k | 155.68 | |
| Johnson & Johnson (JNJ) | 0.2 | $310k | 2.7k | 115.21 | |
| American Water Works (AWK) | 0.2 | $286k | 4.0k | 72.36 | |
| General Motors Company (GM) | 0.2 | $259k | 7.4k | 34.84 | |
| Nike CL B (NKE) | 0.2 | $241k | 4.7k | 50.83 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $234k | 2.7k | 86.29 | |
| Novartis A G Sponsored Adr (NVS) | 0.2 | $225k | 3.1k | 72.84 | |
| Deere & Company (DE) | 0.2 | $220k | 2.1k | 103.04 | |
| Monsanto Company | 0.2 | $213k | 2.0k | 105.21 | |
| Citigroup Com New (C) | 0.2 | $211k | 3.5k | 59.43 | |
| Pepsi (PEP) | 0.2 | $210k | 2.0k | 104.63 | |
| Bank of America Corporation (BAC) | 0.1 | $193k | 8.7k | 22.10 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $176k | 2.0k | 90.26 | |
| Pfizer (PFE) | 0.1 | $162k | 5.0k | 32.48 | |
| Celgene Corporation | 0.1 | $157k | 1.4k | 115.75 | |
| Allstate Corporation (ALL) | 0.1 | $155k | 2.1k | 74.12 | |
| Paccar (PCAR) | 0.1 | $151k | 2.4k | 63.90 | |
| Facebook Cl A (META) | 0.1 | $149k | 1.3k | 115.05 | |
| At&t (T) | 0.1 | $146k | 3.4k | 42.53 | |
| Honeywell International (HON) | 0.1 | $144k | 1.2k | 115.85 | |
| Verizon Communications (VZ) | 0.1 | $141k | 2.6k | 53.38 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $132k | 910.00 | 145.21 | |
| Amgen (AMGN) | 0.1 | $132k | 902.00 | 146.21 | |
| International Paper Company (IP) | 0.1 | $131k | 2.5k | 53.06 | |
| AFLAC Incorporated (AFL) | 0.1 | $129k | 1.9k | 69.60 | |
| CSX Corporation (CSX) | 0.1 | $128k | 3.6k | 35.93 | |
| Delta Airlines Inc Del Com New (DAL) | 0.1 | $123k | 2.5k | 49.19 | |
| American Tower Reit (AMT) | 0.1 | $120k | 1.1k | 105.68 | |
| Royal Dutch Shell Spons Adr A | 0.1 | $115k | 2.1k | 54.38 | |
| Bristol Myers Squibb (BMY) | 0.1 | $106k | 1.8k | 58.44 | |
| Allergan SHS | 0.1 | $106k | 504.00 | 210.01 | |
| Under Armour Cl A (UAA) | 0.1 | $81k | 2.8k | 29.05 | |
| Gilead Sciences (GILD) | 0.1 | $78k | 1.1k | 71.61 | |
| Ishares Tr Sp Smcp600gr Etf (IJT) | 0.0 | $45k | 298.00 | 150.00 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $25k | 527.00 | 46.89 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $12k | 218.00 | 54.89 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $12k | 236.00 | 48.81 | |
| Fidelity Msci Finls Idx (FNCL) | 0.0 | $8.0k | 232.00 | 34.58 | |
| Fidelity Msci Indl Indx (FIDU) | 0.0 | $6.0k | 185.00 | 32.23 | |
| Fidelity Msci Info Tech I (FTEC) | 0.0 | $5.1k | 138.00 | 36.91 | |
| Fidelity Msci Hlth Care I (FHLC) | 0.0 | $4.1k | 124.00 | 32.89 | |
| Fidelity Msci Consm Dis (FDIS) | 0.0 | $4.1k | 126.00 | 32.17 | |
| Fidelity Msci Energy Idx (FENY) | 0.0 | $3.9k | 185.00 | 21.18 | |
| Fidelity Consmr Staples (FSTA) | 0.0 | $3.8k | 121.00 | 31.20 | |
| Fidelity Msci Matls Index (FMAT) | 0.0 | $2.9k | 101.00 | 28.84 | |
| Fidelity Msci Rl Est Etf (FREL) | 0.0 | $1.6k | 67.00 | 23.45 |