First Heartland Consultants, Inc. Portfolio Holdings
First Heartland Consultants, Inc.
- $930 Million
- Q3 2024
First Heartland Consultants, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $930 Million distributed in 453 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $34M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.8M, Invesco Qqq Trust, Series 1 with a value of $32M, Spdr S&P 500 ETF Trust with a value of $29.2M, and Vanguard Bd Index Fd Inc Short with a value of $28.2M.
Examining the 13F form we can see an decrease of $503M in the current position value, from $1.43B to 930M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 453
- Current Value $930 Million
- Prior Value $1.43 Billion
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 51 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 204 stocks