First Heartland Consultants, Inc. Portfolio Holdings
First Heartland Consultants, Inc.
- $962 Million
- Q4 2024
First Heartland Consultants, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $962 Million distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $49.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.9M, ETF Ser Solutions Aptus Collar with a value of $33.1M, Invesco Qqq Trust, Series 1 with a value of $32.4M, and Spdr S&P 500 ETF Trust with a value of $31M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $930M to 962M.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 448
- Current Value $962 Million
- Prior Value $930 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 65 stocks
- Additional Purchases 208 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks