First Heartland Consultants, Inc. Portfolio Holdings

First Heartland Consultants, Inc.

  • $877 Million
  • Q1 2025

First Heartland Consultants, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $877 Million distributed in 439 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.9M, ETF Ser Solutions Aptus Collar with a value of $32.5M, Spdr S&P 500 ETF Trust with a value of $29M, First Tr ETF Viii Tcw Unconstr with a value of $23M, and ETF Ser Solutions Aptus Define with a value of $21.4M.

Examining the 13F form we can see an decrease of $84.8M in the current position value, from $962M to 877M.

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

Portfolio value $877 Million
ETFs: $747 Million
Technology: $34.8 Million
Financial Services: $24.2 Million
Consumer Cyclical: $18.8 Million
Healthcare: $10.6 Million
Communication Services: $10.3 Million
Consumer Defensive: $8.8 Million
Industrials: $8.29 Million
Other: $6.79 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$13.4 Million 1.53% of portfolio
60,495
Q1 2025 Reduced 8.71%
$2.27T
$10.1 Million 1.15% of portfolio
52,896
Q1 2025 Reduced 3.87%
$632B
$9.16 Million 1.04% of portfolio
17,208
Q1 2025 Added 14.33%
$393B
$8.92 Million 1.02% of portfolio
82,267
Q1 2025 Reduced 5.84%
$3.7T
$5.32 Million 0.61% of portfolio
14,174
Q1 2025 Reduced 2.63%
$264B
$3.54 Million 0.4% of portfolio
40,287
Q1 2025 Added 7.35%
$737B
$3.12 Million 0.36% of portfolio
3,783
Q1 2025 Reduced 1.25%
$0
$2.82 Million 0.32% of portfolio
285,178
Q1 2025 Added 0.21%
$1.65T
$2.52 Million 0.29% of portfolio
4,367
Q1 2025 Added 11.4%
$570B
$2.42 Million 0.28% of portfolio
6,900
Q1 2025 Reduced 2.21%
$436B
$2.2 Million 0.25% of portfolio
2,323
Q1 2025 Added 3.84%
$842B
$2.08 Million 0.24% of portfolio
8,486
Q1 2025 Added 1.08%
$1.08T
$1.82 Million 0.21% of portfolio
11,627
Q1 2025 Reduced 13.82%
$5.6B
$1.81 Million 0.21% of portfolio
1,261
Q1 2025 Added 1.29%
$1.02T
$1.45 Million 0.17% of portfolio
5,588
Q1 2025 Reduced 19.95%
$45.9B
$1.31 Million 0.15% of portfolio
712
Q1 2025 Reduced 3.39%
$200B
$1.19 Million 0.14% of portfolio
41,916
Q1 2025 Added 10.65%
$178B
$1.26 Million 0.14% of portfolio
27,825
Q1 2025 Added 25.25%
$1.07T
$1.19 Million 0.14% of portfolio
7,669
Q1 2025 Reduced 0.47%
$525B
$1.09 Million 0.12% of portfolio
1,988
Q1 2025 Added 0.51%
$379B
$1.09 Million 0.12% of portfolio
6,386
Q1 2025 Reduced 2.46%
$322B
$1.06 Million 0.12% of portfolio
5,070
Q1 2025 Reduced 5.16%
$456B
$968,000 0.11% of portfolio
8,147
Q1 2025 Reduced 4.14%
$278B
$961,000 0.11% of portfolio
4,806
Q1 2025 Added 1.63%
$203B
$970,000 0.11% of portfolio
2,944
Q1 2025 Reduced 9.64%
$128B
$892,000 0.1% of portfolio
5,236
Q1 2025 Reduced 1.8%
$1.53B
$862,000 0.1% of portfolio
17,168
Q1 2025 Reduced 6.24%
$0
$920,000 0.1% of portfolio
108,837
Q1 2025 Added 5.8%
$377B
$848,000 0.1% of portfolio
2,314
Q1 2025 Reduced 6.54%
$189B
$768,000 0.09% of portfolio
1,551
Q1 2025 Reduced 10.35%
$589B
$830,000 0.09% of portfolio
891
Q1 2025 Added 9.86%
$155B
$710,000 0.08% of portfolio
1,514
Q1 2025 Reduced 23.5%
$281B
$668,000 0.08% of portfolio
3,997
Q1 2025 Reduced 3.34%
$282B
$695,000 0.08% of portfolio
11,270
Q1 2025 Reduced 2.16%
$289B
$589,000 0.07% of portfolio
1,126
Q1 2025 Reduced 9.19%
$223B
$575,000 0.07% of portfolio
5,831
Q1 2025 Reduced 0.03%
$67.6B
$617,000 0.07% of portfolio
18,088
Q1 2025 Reduced 16.74%
$200B
$632,000 0.07% of portfolio
7,048
Q1 2025 Reduced 6.3%
$129B
$632,000 0.07% of portfolio
324
Q1 2025 Reduced 19.4%
$154B
$635,000 0.07% of portfolio
2,246
Q1 2025 Added 4.9%
$2.76B
$645,000 0.07% of portfolio
5,771
Q1 2025 Reduced 15.87%
$304B
$572,000 0.07% of portfolio
7,992
Q1 2025 Reduced 27.75%
$0
$580,000 0.07% of portfolio
29,328
Q1 2025 Added 17.34%
$106B
$490,000 0.06% of portfolio
4,997
Q1 2025 Reduced 4.6%
$260B
$536,000 0.06% of portfolio
2,159
Q1 2025 Reduced 0.6%
$378B
$552,000 0.06% of portfolio
13,238
Q1 2025 Reduced 9.23%
$16.8B
$484,000 0.06% of portfolio
5,667
Q1 2025 Added 0.05%
$181B
$542,000 0.06% of portfolio
3,616
Q1 2025 New
$51.9B
$537,000 0.06% of portfolio
10,051
Q1 2025 Added 1.97%

Summary

  • Portfolio
  • No. of Stocks 439
  • Current Value $877 Million
  • Prior Value $962 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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