First Heartland Consultants, Inc. Portfolio Holdings

First Heartland Consultants, Inc.

  • $1.43 Billion
  • Q2 2024

First Heartland Consultants, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $427M, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.5M, ETF Ser Solutions Aptus Collar with a value of $30.4M, Vanguard Bd Index Fd Inc Short with a value of $28.6M, and Spdr S&P 500 ETF Trust with a value of $24.7M.

Examining the 13F form we can see an increase of $469M in the current position value, from $963M to 1.43B.

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

Portfolio value $1.43 Billion
ETFs: $1.2 Billion
Technology: $47.8 Million
Consumer Cyclical: $24.9 Million
Financial Services: $18.9 Million
Consumer Defensive: $17.2 Million
Communication Services: $13.8 Million
Healthcare: $12.8 Million
Energy: $10.1 Million
Other: $15.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
First Tr Exchng Traded Fd Vi
-
$273,000 0.02% of portfolio
-
Q1 2024 New
$0
$281,000 0.02% of portfolio
5,636
Q4 2023 Reduced 27.06%
$94.3B
$230,000 0.02% of portfolio
3,485
Q2 2024 Reduced 13.97%
$0
$235,000 0.02% of portfolio
1,828
Q2 2024 Added 0.16%
$7.72B
$281,000 0.02% of portfolio
6,093
Q2 2024 Reduced 15.77%
$0
$289,000 0.02% of portfolio
8,383
Q2 2024 Added 4.89%
$0
$343,000 0.02% of portfolio
9,357
Q2 2024 Reduced 2.06%
$0
$352,000 0.02% of portfolio
2,923
Q2 2024 Added 3.29%
$0
$348,000 0.02% of portfolio
6,624
Q2 2024 Added 16.13%
$0
$290,000 0.02% of portfolio
7,235
Q2 2024 Added 14.73%
$0
$287,000 0.02% of portfolio
4,508
Q2 2024 Reduced 4.85%
$12.3B
$233,000 0.02% of portfolio
8,018
Q2 2024 Added 0.94%
$98.1B
$255,000 0.02% of portfolio
8,228
Q2 2024 Reduced 0.66%
$81.1B
$273,000 0.02% of portfolio
1,150
Q2 2024 Added 11.87%
$136B
$341,000 0.02% of portfolio
1,003
Q1 2024 Reduced 0.89%
$10.9B
$357,000 0.02% of portfolio
11,542
Q2 2024 Added 0.26%
$0
$319,000 0.02% of portfolio
7,758
Q2 2024 Reduced 11.47%
-
$238,000 0.02% of portfolio
-
Q2 2024 Added 0.1%
$0
$332,000 0.02% of portfolio
6,384
Q2 2024 Added 39.3%
$4.35B
$311,000 0.02% of portfolio
9,493
Q2 2024 Reduced 3.56%
$0
$219,000 0.02% of portfolio
1,563
Q2 2024 Added 0.9%
$0
$310,000 0.02% of portfolio
3,188
Q2 2024 Reduced 2.6%
$0
$298,000 0.02% of portfolio
2,465
Q2 2024 Reduced 3.26%
$0
$264,000 0.02% of portfolio
2,519
Q3 2023 Reduced 22.54%
$0
$252,000 0.02% of portfolio
2,867
Q2 2024 Added 0.03%
$47.9B
$334,000 0.02% of portfolio
2,820
Q2 2024 Added 0.5%
$0
$242,000 0.02% of portfolio
2,479
Q1 2024 Reduced 0.32%
$277B
$348,000 0.02% of portfolio
1,355
Q2 2024 Reduced 2.52%
$0
$298,000 0.02% of portfolio
4,871
Q2 2024 Added 1.95%
$0
$271,000 0.02% of portfolio
3,534
Q2 2024 Added 0.11%
$0
$288,000 0.02% of portfolio
3,154
Q2 2024 Reduced 19.15%
$12B
$307,000 0.02% of portfolio
2,116
Q2 2024 Added 0.05%
$15.1B
$271,000 0.02% of portfolio
10,189
Q2 2024 Added 12.21%
$14B
$311,000 0.02% of portfolio
6,259
Q2 2024 Added 0.97%
$30B
$219,000 0.02% of portfolio
2,789
Q2 2024 Reduced 7.43%
$27.7B
$296,000 0.02% of portfolio
176
Q2 2023 New
$91.2B
$332,000 0.02% of portfolio
1,916
Q2 2024 Reduced 13.3%
Fidelity Wise Origin Bitcoin
-
$276,000 0.02% of portfolio
-
Q2 2024 Added 0.65%
Aim ETF Products Trust
-
$297,000 0.02% of portfolio
-
Q1 2024 New
$0
$350,000 0.02% of portfolio
11,635
Q2 2024 Reduced 1.23%
$40.1B
$234,000 0.02% of portfolio
6,766
Q2 2024 Reduced 5.49%
$0
$217,000 0.02% of portfolio
4,110
Q1 2024 New
$64.6B
$278,000 0.02% of portfolio
2,526
Q2 2024 Added 0.04%
$0
$302,000 0.02% of portfolio
5,739
Q2 2024 Reduced 4.87%
$0
$321,000 0.02% of portfolio
5,474
Q1 2024 Reduced 0.58%
$80.6B
$275,000 0.02% of portfolio
4,659
Q2 2024 Added 11.09%
$0
$222,000 0.02% of portfolio
4,830
Q2 2024 Reduced 9.23%
$0
$346,000 0.02% of portfolio
1,894
Q2 2024 Reduced 52.07%
First Tr Exchng Traded Fd Vi
-
$224,000 0.02% of portfolio
-
Q2 2024 Reduced 2.17%

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $1.43 Billion
  • Prior Value $963 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 44 stocks
  • Additional Purchases 203 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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