First Heartland Consultants, Inc. Portfolio Holdings

First Heartland Consultants, Inc.

  • $1.01 Billion
  • Q2 2025

First Heartland Consultants, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 503 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $41.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $41.5M, Invesco Qqq Trust, Series 1 with a value of $31.1M, Ishares S&P 500 Growth ETF with a value of $28.4M, and First Tr ETF Viii Tcw Unconstr with a value of $25.9M.

Examining the 13F form we can see an increase of $135M in the current position value, from $877M to 1.01B.

Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $863 Million
Technology: $41.5 Million
Financial Services: $26.1 Million
Consumer Cyclical: $21.2 Million
Communication Services: $11.9 Million
Industrials: $10.3 Million
Healthcare: $10 Million
Consumer Defensive: $9.5 Million
Other: $9.04 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$12.9 Million 1.27% of portfolio
81,604
Q2 2025 Reduced 0.81%
$3.69T
$11.8 Million 1.17% of portfolio
57,487
Q2 2025 Reduced 4.97%
$2.26T
$11.2 Million 1.11% of portfolio
51,235
Q2 2025 Reduced 3.14%
$621B
$8.45 Million 0.84% of portfolio
17,405
Q2 2025 Added 1.14%
$3.95T
$6.92 Million 0.68% of portfolio
13,919
Q2 2025 Reduced 1.8%
$281B
$4.03 Million 0.4% of portfolio
41,250
Q2 2025 Added 2.39%
$1.78T
$3.11 Million 0.31% of portfolio
4,220
Q2 2025 Reduced 3.37%
$608B
$2.97 Million 0.29% of portfolio
3,814
Q2 2025 Added 0.82%
$0
$2.88 Million 0.28% of portfolio
294,246
Q2 2025 Added 3.18%
$859B
$2.7 Million 0.27% of portfolio
9,303
Q2 2025 Added 9.63%
$551B
$2.43 Million 0.24% of portfolio
6,851
Q2 2025 Reduced 0.71%
$439B
$2.32 Million 0.23% of portfolio
2,340
Q2 2025 Added 0.73%
$1.08T
$1.9 Million 0.19% of portfolio
5,967
Q2 2025 Added 6.78%
$6.4B
$1.93 Million 0.19% of portfolio
21,410
Q2 2025 Added 1,597.86%
$1.24T
$1.58 Million 0.16% of portfolio
8,915
Q2 2025 Reduced 23.33%
$452B
$1.33 Million 0.13% of portfolio
8,698
Q2 2025 Added 6.62%
$1.21T
$1.32 Million 0.13% of portfolio
7,497
Q2 2025 Reduced 2.24%
$33.3B
$1.3 Million 0.13% of portfolio
712
Q1 2025 Reduced 3.39%
$182B
$1.23 Million 0.12% of portfolio
28,500
Q2 2025 Added 2.43%
$218B
$1.18 Million 0.12% of portfolio
3,037
Q2 2025 Added 3.16%
$203B
$1.22 Million 0.12% of portfolio
42,219
Q2 2025 Added 0.72%
$351B
$1.08 Million 0.11% of portfolio
5,797
Q2 2025 Added 14.34%
$2.68B
$1.08 Million 0.11% of portfolio
23,119
Q2 2025 Added 36.08%
$545B
$1.1 Million 0.11% of portfolio
825
Q2 2025 Reduced 7.41%
$306B
$1.12 Million 0.11% of portfolio
4,366
Q2 2025 Reduced 9.16%
$139B
$983,000 0.1% of portfolio
4,692
Q2 2025 Reduced 10.39%
$368B
$1.05 Million 0.1% of portfolio
6,597
Q2 2025 Added 3.3%
$442B
$900,000 0.09% of portfolio
8,355
Q2 2025 Added 2.55%
$0
$867,000 0.09% of portfolio
95,925
Q2 2025 Reduced 11.86%
$1.19B
$925,000 0.09% of portfolio
16,480
Q2 2025 Reduced 4.01%
$118B
$844,000 0.08% of portfolio
323
Q2 2025 Reduced 0.31%
$405B
$845,000 0.08% of portfolio
2,307
Q2 2025 Reduced 0.3%
$254B
$767,000 0.08% of portfolio
1,084
Q2 2025 Added 9.38%
$293B
$850,000 0.08% of portfolio
12,256
Q2 2025 Added 8.75%
$153B
$797,000 0.08% of portfolio
1,568
Q2 2025 Added 3.57%
$169B
$839,000 0.08% of portfolio
1,545
Q2 2025 Reduced 0.39%
$56B
$720,000 0.07% of portfolio
1,906
Q2 2025 Added 17.15%
$51B
$718,000 0.07% of portfolio
12,706
Q2 2025 New
$210B
$704,000 0.07% of portfolio
2,389
Q2 2025 Added 10.65%
$127B
$705,000 0.07% of portfolio
2,558
Q2 2025 Added 37.67%
$381B
$678,000 0.07% of portfolio
14,330
Q2 2025 Added 8.25%
$0
$677,000 0.07% of portfolio
35,732
Q2 2025 Added 21.84%
$207B
$650,000 0.06% of portfolio
5,249
Q2 2025 Reduced 9.98%
$68.2B
$619,000 0.06% of portfolio
19,983
Q2 2025 Added 10.48%
$172B
$617,000 0.06% of portfolio
601
Q2 2025 New
$135B
$626,000 0.06% of portfolio
2,721
Q2 2025 Added 33.84%
$142B
$578,000 0.06% of portfolio
2,166
Q2 2025 Reduced 3.56%
$302B
$654,000 0.06% of portfolio
4,571
Q2 2025 Added 14.36%
$40.5B
$568,000 0.06% of portfolio
2,339
Q2 2025 Added 17.72%

Summary

  • Portfolio
  • No. of Stocks 503
  • Current Value $1.01 Billion
  • Prior Value $877 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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