First Heartland Consultants, Inc. Portfolio Holdings
First Heartland Consultants, Inc.
- $963 Million
- Q1 2024
First Heartland Consultants, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $963 Million distributed in 422 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $28.8M, ETF Ser Solutions Aptus Collar with a value of $28.4M, Spdr S&P 500 ETF Trust with a value of $21M, and Janus Detroit Str Tr Janus Hen with a value of $18.9M.
Examining the 13F form we can see an increase of $134M in the current position value, from $829M to 963M.
Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 422
- Current Value $963 Million
- Prior Value $829 Million
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 87 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks