FH

First Heartland Consultants, Inc.

13F
First Heartland Consultants, Inc.
Last update 2024-11-06 443 Stocks (50 new)
Value $908.00 Mil Turnover 12 %
Countries:
Top Holdings: ACIO(3.74%)SPLG(3.72%)QQQ(3.53%)SPY(3.22%)BSV(3.10%)
Portfolio Report
Summary Stock Picks Current Portfolio
First Heartland Consultants, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACIO 		Aptus Collared Investment Opportunity ETF
854,375
33950.000
+5.80%
3.740
+0.21%
2.320
+0.58%
+0.30%
1628.975
 
SPLG 		SPDR Portfolio S&P 500 ETF
500,657
33800.000
+1.67%
3.720
+0.06%
0.070
+2.38%
+0.93%
54542.207
 
QQQ 		INVESCO QQQ Trust
65,592
32010.000
+29.19%
3.530
+0.80%
0.010
+5.13%
+0.78%
320860.830
 
SPY 		S&P 500 ETF TRUST ETF
50,868
29190.000
+12.16%
3.220
+0.35%
0.000
+2.38%
+0.94%
625792.643
 
BSV 		Vanguard Short-Term Bond ETF
358,005
28170.000
-4.12%
3.100
-0.08%
0.080
-0.10%
-0.05%
33601.866
 
IVW 		iShares S&P 500 Growth ETF
281,466
26950.000
+66.05%
2.970
+1.18%
0.050
+6.18%
+1.04%
57074.925
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
339,475
20100.000
+71.89%
2.210
+0.92%
0.160
+3.11%
+3.97%
13249.227
 
OSCV 		Opus Small Cap Value Plus ETF
536,209
20080.000
+0.11%
2.210
0%
4.350
-0.63%
+1.65%
489.938
 
VUG 		Vanguard Growth ETF
52,259
20060.000
-0.04%
2.210
0%
0.020
+6.23%
+0.45%
143879.746
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
227,360
18860.000
+2.82%
2.080
+0.06%
0.060
+6.27%
+1.03%
34637.042
 

First Heartland Consultants, Inc.'s Historical Top Holdings Breakdowns

First Heartland Consultants, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR 		WisdomTree Floating Rate Treasury Fund2023-06-30Add
+3.49%
●
49.64 ($49.99) 50.32
$50.43
0.88%
Add 1500.08%
537,355
503,772
USFR 		WisdomTree Floating Rate Treasury Fund2024-03-31Reduce
-2.49%
●
50.23 ($50.34) 50.46
$50.43
0.18%
Reduce -82.46%
83,249
-391,366
QQQ 		INVESCO QQQ Trust2023-06-30Add
+2.47%
●
309.57 ($336.01) 369.75
$516.05
53.58%
Add 366.11%
61,713
48,473
DIA 		SPDR Dow Jones Industrial Average ETF2023-03-31Reduce
-2.24%
●
317.97 ($331.2) 341.28
$431.82
30.38%
Reduce -76.94%
11,862
-39,581
JAAA 		Janus Henderson AAA CLO ETF2023-12-31Add
+2.14%
●
50.01 ($50.2) 50.49
$50.87
1.33%
Add 192%
512,932
337,270
SPY 		S&P 500 ETF TRUST ETF2023-06-30Add
+2.10%
●
402.86 ($418.22) 443.28
$592.15
41.59%
Add 299.1%
45,900
34,399
TAXF 		American Century Diversified Municipal Bond ETF2024-03-31Sold Out
-2.07%
●
50.35 ($50.71) 51.11
$49.76
-1.88%
Sold Out
0
-267,637
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-12-31Reduce
-1.95%
●
91.22 ($91.57) 91.84
$91.58
0.01%
Reduce -84.05%
30,486
-160,638
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-09-30Add
+1.87%
●
91.43 ($91.64) 91.86
$91.58
-0.07%
Add 414.3%
191,124
153,962
SPLG 		SPDR Portfolio S&P 500 ETF2023-09-30Add
+1.80%
●
50.09 ($52.31) 53.81
$69.64
33.13%
Add 346.61%
348,285
270,301

First Heartland Consultants, Inc. Total Holding History ($B)

To

First Heartland Consultants, Inc.'s Asset Allocation

To

First Heartland Consultants, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Heartland Consultants, Inc.'s Hypothetical Growth since 2024-09-30

First Heartland Consultants, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

First Heartland Consultants, Inc.'s Holdings Heat Map

Size field:

First Heartland Consultants, Inc.'s Holdings Bubble Chart

First Heartland Consultants, Inc. News

  • 1

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