First Heartland Consultants, Inc. Purchases in Q1 2025

First Heartland Consultants, Inc.

  • $877 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.91K
New
$75.99 - $81.58 $297K - $319K
3.91K $299K
BIBL
Northern Lts Fd Tr Iv

ETFs
7.61K
+ 41.24%
$37.55 - $41.94 $286K - $319K
26.1K $1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.66K
New
$50.03 - $50.27 $283K - $284K
5.66K $283K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.69K
+ 7.19%
$44.68 - $46.49 $210K - $218K
70K $3.24M
GLDM
World Gold Trust

ETFs
4.53K
New
$52.19 - $61.89 $237K - $281K
4.53K $280K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
2.46K
+ 1.35%
$40.77 - $42.27 $100K - $104K
184K $7.77M
CVS
Cvs Health Corp

Healthcare
3.97K
New
$44.22 - $68.64 $176K - $272K
3.97K $268K
CGGO
Capital Group Global Growth Eq

ETFs
10K
+ 55.13%
$28.33 - $30.84 $284K - $309K
28.2K $798K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
8.62K
New
$26.05 - $30.88 $225K - $266K
8.62K $266K
STT
State Street Corp

Financial Services
2.92K
New
$84.47 - $102.23 $247K - $299K
2.92K $261K
IEFA
Ishares Tr

ETFs
3.33K
New
$69.57 - $78.65 $231K - $262K
3.33K $251K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.83K
+ 7.95%
$97.38 - $104.52 $178K - $191K
24.8K $2.53M
MSTR
Microstrategy Inc

Technology
857
New
$239.27 - $396.5 $205K - $340K
857 $247K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.25K
+ 1.59%
$49.78 - $53.19 $261K - $279K
335K $17.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.7K
+ 117.99%
$24.91 - $29.02 $265K - $309K
19.7K $493K
UBER
Uber Technologies, Inc

Technology
3.31K
New
$63.17 - $81.49 $209K - $269K
3.31K $240K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.11K
+ 4.63%
$66.9 - $71.57 $141K - $151K
47.6K $3.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.38K
+ 24.02%
$50.39 - $50.66 $221K - $222K
22.6K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
878
New
$251.87 - $277.95 $221K - $244K
878 $227K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.67K
New
$83.18 - $89.27 $222K - $238K
2.67K $223K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.22K
New
$65.76 - $84.94 $212K - $273K
3.22K $213K
IXUS
Ishares Tr

ETFs
3.03K
New
$65.06 - $72.31 $197K - $219K
3.03K $211K
FFIU
Spinnaker ETF Ser Uva Unconstr

ETFs
9.39K
New
$20.84 - $22.45 $196K - $211K
9.39K $206K
META
Meta Platforms, Inc.

Communication Services
447
+ 11.4%
$576.36 - $736.67 $258K - $329K
4.37K $2.52M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
14.8K
New
$13.34 - $13.81 $197K - $204K
14.8K $201K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
356
+ 11.92%
$80.53 - $147.57 $28.7K - $52.5K
3.34K $442K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
15.1K
New
$12.48 - $13.53 $189K - $205K
15.1K $189K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.24K
+ 14.85%
$39.61 - $42.65 $168K - $181K
32.8K $1.34M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
357
+ 1.18%
$87.68 - $94.52 $31.3K - $33.7K
30.7K $2.87M
GE
General Electric CO

Industrials
77
+ 1.63%
$168.59 - $212.13 $13K - $16.3K
4.81K $961K
OACP
Unified Ser Tr Oneascent Core

ETFs
6.67K
+ 22.89%
$22.23 - $22.91 $148K - $153K
35.8K $815K
YYY
Amplify ETF Tr High Income ETF

ETFs
14.2K
+ 43.15%
$11.38 - $12.01 $162K - $171K
47.3K $539K
COST
Costco Wholesale Corp

Consumer Defensive
86
+ 3.84%
$890.62 - $1076.86 $76.6K - $92.6K
2.32K $2.2M
ABC
Amerisourcebergen Corp

Healthcare
797
New
N/A
797 $147K
WMT
Walmart Inc.

Consumer Defensive
2.76K
+ 7.35%
$84.5 - $105.05 $233K - $290K
40.3K $3.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 1.89%
$42.5 - $46.71 $53.5K - $58.8K
68K $3.08M
IEMG
Ishares Inc

ETFs
2.53K
+ 20.32%
N/A
15K $803K
GLD
Spdr Gold Trust

ETFs
212
+ 13.56%
$243.19 - $288.14 $51.6K - $61.1K
1.78K $511K
SIXJ
Aim ETF Prods Tr Allianzim U S
4.85K
+ 16.72%
$29.68 - $31.19 $144K - $151K
33.9K $1.01M
PDI
Pimco Dynamic Income Fund

Financial Services
4.34K
+ 17.34%
$18.51 - $20.05 $80.2K - $86.9K
29.3K $580K
PGR
Progressive Corp

Financial Services
105
+ 4.9%
$235.61 - $291.22 $24.7K - $30.6K
2.25K $635K
NFLX
Netflix Inc

Communication Services
80
+ 9.86%
$828.4 - $1058.6 $66.3K - $84.7K
891 $830K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.95K
+ 18.42%
$29.68 - $32.59 $147K - $161K
31.8K $950K
PULS
Pgim ETF Tr

ETFs
2.03K
+ 17.22%
$49.56 - $49.78 $101K - $101K
13.8K $686K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
18.8K
+ 153.95%
$5.3 - $5.75 $99.6K - $108K
31K $166K
WFC
Wells Fargo & Company

Financial Services
1.27K
+ 33.23%
$66.78 - $81.42 $84.8K - $103K
5.09K $365K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.51K
+ 14.84%
$51.45 - $58.51 $232K - $264K
34.9K $1.81M
AMT
American Tower Corp

Real Estate
120
+ 6.46%
$173.46 - $217.6 $20.8K - $26.1K
1.98K $430K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.09%
$117.15 - $158.79 $234 - $318
2.33K $369K
Activity Summary
Buys All Purchases 219 New Holdings 45 Increased Positions 174 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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