Heck Capital Advisors, LLC
Top Portfolio Positions
60 positions ·
$236,046,473 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
2,435,620 | $113,743,454 | 48.19% |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
105,267 | $48,758,621 | 20.66% |
| NVDA |
Nvidia Corp
Technology
|
34,630 | $6,039,472 | 2.56% |
| AAPL |
Apple Inc.
Technology
|
23,314 | $5,916,860 | 2.51% |
| IAU |
Ishares Gold Trust
|
65,098 | $5,739,039 | 2.43% |
| MSFT |
Microsoft Corp
Technology
|
13,571 | $5,023,577 | 2.13% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,288 | $4,971,337 | 2.11% |
| HODL |
VanEck Bitcoin ETF
|
202,943 | $3,888,387 | 1.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,004 | $3,541,423 | 1.50% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
23,372 | $3,375,851 | 1.43% |
Portfolio Trend
Holdings in NMAX
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,254 | 27,635 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $213,618 | 27,635 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $342,674 | 27,635 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $418,934 | 27,689 | Shares | Sole | 2025-07-23 | |
| No quarters match your search. | ||||||