FH

First Heartland Consultants, Inc.

13F
First Heartland Consultants, Inc.
Last update 2024-07-25 434 Stocks (43 new)
Value $1.41 Bil Turnover 11 %
Countries:
Top Holdings: VEU(30.37%)SPLG(2.24%)ACIO(2.16%)BSV(2.03%)SPY(1.75%)
Portfolio Report
Summary Stock Picks Current Portfolio
First Heartland Consultants, I... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEU 		Vanguard FTSE All-World ex-US ETF
7,290
427460.000
+3.67%
30.370
+1.07%
-
+3.03%
+8.51%
39254.647
 
SPLG 		SPDR Portfolio S&P 500 ETF
492,419
31520.000
+5.23%
2.240
+0.11%
-
+6.91%
+22.54%
48790.590
 
ACIO 		Aptus Collared Investment Opportunity ETF
807,500
30390.000
+2.42%
2.160
+0.05%
-
+6.01%
+21.20%
1463.921
 
BSV 		Vanguard Short-Term Bond ETF
373,391
28640.000
+162.93%
2.030
+1.26%
-
+0.44%
+0.91%
33112.773
 
SPY 		S&P 500 ETF TRUST ETF
45,352
24680.000
+12.74%
1.750
+0.20%
-
+6.79%
+22.40%
603023.285
 
QQQ 		INVESCO QQQ Trust
50,771
24240.000
-24.39%
1.720
-0.77%
-
+7.82%
+22.13%
301671.509
 
VUG 		Vanguard Growth ETF
52,282
19550.000
+19.82%
1.390
+0.23%
-
+9.25%
+27.48%
133782.801
 
OSCV 		Opus Small Cap Value Plus ETF
535,639
18480.000
+3.10%
1.310
+0.04%
-
+1.47%
+12.90%
463.326
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
713,915
18310.000
+3.86%
1.300
+0.05%
-
+0.73%
+1.91%
980.518
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
221,126
17720.000
+0.83%
1.260
+0.01%
-
+9.33%
+31.00%
30712.640
 

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
FLV 		American Century Focused Large Cap Value ETF2024-06-30Reduce
-1.58%
●
61.78 ($63.77) 65.81
$69.58
9.11%
Reduce -95.67%
10,321
-228,257
UCON 		First Trust TCW Unconstrained Plus Bond ETF2024-06-30Reduce
-1.26%
●
24.15 ($24.41) 24.62
$24.73
1.31%
Reduce -81.7%
107,852
-481,382
BSV 		Vanguard Short-Term Bond ETF2024-06-30Add
+1.26%
●
75.81 ($76.3) 76.76
$77.77
1.93%
Add 162.93%
373,391
231,377
VEU 		Vanguard FTSE All-World ex-US ETF2024-06-30Add
+1.07%
●
56.22 ($58.67) 60.47
$60.92
3.84%
Add 3.67%
7,290
258
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-06-30New Buy
+1.06%
●
47.37 ($48.88) 50.09
$52.57
7.55%
New holding
305,955
305,955
VXF 		Vanguard Extended Market Index ETF2024-06-30Reduce
-0.90%
●
161.82 ($168.77) 174.44
$185.79
10.08%
Reduce -94.41%
2,863
-48,324
MDY 		S&P MidCap 400 ETF2024-06-30Add
+0.78%
●
516.55 ($537.72) 556.17
$573.99
6.75%
Add 3669.06%
20,956
20,400
QQQ 		INVESCO QQQ Trust2024-06-30Reduce
-0.77%
●
414.65 ($449.75) 485.21
$500.16
11.21%
Reduce -24.39%
50,771
-16,380
IJK 		iShares S&P Mid-Cap 400 Growth ETF2024-06-30Add
+0.71%
●
84.85 ($88.39) 91.12
$92.13
4.23%
Add 608.4%
132,293
113,618
IJS 		iShares S&P Small-Cap 600 Value ETF2024-06-30Reduce
-0.65%
●
94.12 ($98.28) 102.13
$107.24
9.12%
Reduce -63.28%
34,245
-59,010

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 2024-06-30

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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