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.
Stock Holdings Table Market Cap. of Under $50 Millions
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