First Heartland Consultants, Inc. Portfolio Holdings

First Heartland Consultants, Inc.

  • $1.01 Billion
  • Q2 2025

First Heartland Consultants, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 503 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 $41.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $41.5M, Invesco Qqq Trust, Series 1 with a value of $31.1M, Ishares S&P 500 Growth ETF with a value of $28.4M, and First Tr ETF Viii Tcw Unconstr with a value of $25.9M.

Examining the 13F form we can see an increase of $135M in the current position value, from $877M to 1.01B.

Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $863 Million
Technology: $41.5 Million
Financial Services: $26.1 Million
Consumer Cyclical: $21.2 Million
Communication Services: $11.9 Million
Industrials: $10.3 Million
Healthcare: $10 Million
Consumer Defensive: $9.5 Million
Other: $9.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.5B
$877,000 0.09% of portfolio
14,076
Q2 2025 Added 1.63%
$0
$916,000 0.09% of portfolio
13,036
Q2 2025 Added 13.38%
$442B
$900,000 0.09% of portfolio
8,355
Q2 2025 Added 2.55%
$0
$867,000 0.09% of portfolio
95,925
Q2 2025 Reduced 11.86%
$0
$865,000 0.09% of portfolio
16,937
Q2 2025 New
$1.19B
$925,000 0.09% of portfolio
16,480
Q2 2025 Reduced 4.01%
$118B
$844,000 0.08% of portfolio
323
Q2 2025 Reduced 0.31%
$0
$823,000 0.08% of portfolio
8,973
Q2 2025 Added 64.88%
$0
$801,000 0.08% of portfolio
4,540
Q2 2025 Reduced 40.81%
$0
$831,000 0.08% of portfolio
20,892
Q2 2025 Reduced 37.64%
$405B
$845,000 0.08% of portfolio
2,307
Q2 2025 Reduced 0.3%
$254B
$767,000 0.08% of portfolio
1,084
Q2 2025 Added 9.38%
$293B
$850,000 0.08% of portfolio
12,256
Q2 2025 Added 8.75%
$153B
$797,000 0.08% of portfolio
1,568
Q2 2025 Added 3.57%
$0
$846,000 0.08% of portfolio
26,375
Q2 2025 Added 14.1%
$0
$763,000 0.08% of portfolio
3,200
Q2 2025 Reduced 1.17%
$169B
$839,000 0.08% of portfolio
1,545
Q2 2025 Reduced 0.39%
$0
$851,000 0.08% of portfolio
7,901
Q2 2025 Reduced 2.54%
$0
$715,000 0.07% of portfolio
3,715
Q2 2025 Added 2.03%
$56B
$720,000 0.07% of portfolio
1,906
Q2 2025 Added 17.15%
$0
$681,000 0.07% of portfolio
10,571
Q2 2025 Added 17.07%
$0
$682,000 0.07% of portfolio
8,179
Q2 2025 Added 145.91%
$0
$747,000 0.07% of portfolio
28,624
Q2 2025 New
$0
$705,000 0.07% of portfolio
26,430
Q2 2025 New
$0
$745,000 0.07% of portfolio
8,193
Q2 2025 Reduced 3.05%
$0
$730,000 0.07% of portfolio
2,962
Q2 2025 Reduced 20.14%
$51B
$718,000 0.07% of portfolio
12,706
Q2 2025 New
$0
$687,000 0.07% of portfolio
8,289
Q2 2025 Added 30.66%
$0
$686,000 0.07% of portfolio
18,585
Q2 2025 Reduced 53.08%
$210B
$704,000 0.07% of portfolio
2,389
Q2 2025 Added 10.65%
$127B
$705,000 0.07% of portfolio
2,558
Q2 2025 Added 37.67%
$381B
$678,000 0.07% of portfolio
14,330
Q2 2025 Added 8.25%
$0
$696,000 0.07% of portfolio
30,293
Q2 2025 Reduced 0.39%
$0
$757,000 0.07% of portfolio
15,084
Q2 2025 Added 22.24%
$0
$703,000 0.07% of portfolio
6,440
Q2 2025 Reduced 1.09%
$0
$677,000 0.07% of portfolio
35,732
Q2 2025 Added 21.84%
$207B
$650,000 0.06% of portfolio
5,249
Q2 2025 Reduced 9.98%
$0
$626,000 0.06% of portfolio
53,538
Q2 2025 Added 13.3%
$68.2B
$619,000 0.06% of portfolio
19,983
Q2 2025 Added 10.48%
$0
$617,000 0.06% of portfolio
25,717
Q2 2025 Added 43.84%
$106B
$605,000 0.06% of portfolio
1,987
Q2 2025 Added 11.94%
$0
$597,000 0.06% of portfolio
4,484
Q2 2025 Added 13.75%
$172B
$617,000 0.06% of portfolio
601
Q2 2025 New
$135B
$626,000 0.06% of portfolio
2,721
Q2 2025 Added 33.84%
$0
$639,000 0.06% of portfolio
15,264
Q2 2025 Reduced 94.42%
$142B
$578,000 0.06% of portfolio
2,166
Q2 2025 Reduced 3.56%
$0
$559,000 0.06% of portfolio
11,510
Q2 2025 Added 0.82%
$0
$608,000 0.06% of portfolio
11,689
Q2 2025 Added 7.7%
$302B
$654,000 0.06% of portfolio
4,571
Q2 2025 Added 14.36%

Summary

  • Portfolio
  • No. of Stocks 503
  • Current Value $1.01 Billion
  • Prior Value $877 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
Track This Portfolio

Track First Heartland Consultants, Inc. Portfolio

Follow First Heartland Consultants, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email