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 Market Cap. of $200 Billions or more
