BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.3B AUM 533 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 238 Added 159 Reduced 38 Exited
Page 8 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEF ISHARES TR 6,511.0 $626K 0.05% +765.0 +13.3% $96.17 -2.4%
142 GILD GILEAD SCIENCES INC Healthcare 5,051.0 $620K 0.05% +202.0 +4.2% $122.73 +9.5%
143 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,151.0 $608K 0.05% +517.0 +14.2% $146.58 -11.3%
144 DSEP FIRST TR EXCHNG TRADED FD VI 13,445.0 $604K 0.05% +8K +163.1% $44.91 +4.8%
145 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,974.0 $600K 0.04% +92.0 +4.9% $303.95 +33.1%
146 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,669.0 $596K 0.04% +158.0 +6.3% $223.17 -32.6%
147 FANG DIAMONDBACK ENERGY INC Energy 3,925.0 $590K 0.04% +62.0 +1.6% $150.34 +33.5%
148 EOG EOG RES INC Energy 5,604.0 $588K 0.04% +725.0 +14.9% $105.01 +34.5%
149 PEP PEPSICO INC Consumer Defensive 4,096.0 $588K 0.04% +262.0 +6.8% $143.51 +4.9%
150 LVHD LEGG MASON 14,495.0 $578K 0.04% +198.0 +1.4% $39.88 +8.4%
151 PGR PROGRESSIVE CORP Financial Services 2,537.0 $578K 0.04% +204.0 +8.7% $227.72 -12.4%
152 SGOV ISHARES TR 5,675.0 $570K 0.04% +3K +107.7% $100.38 +0.2%
153 VTES VANGUARD WELLINGTON FD 5,569.0 $566K 0.04% +183.0 +3.4% $101.57 -0.7%
154 PLTR PLANTIR TECHNOLIGIES IN Technology 3,182.0 $566K 0.04% +328.0 +11.5% $177.75 -23.0%
155 QWLD SPDR MSCI WORLD STRATEGIC FACTORS 3,937.0 $564K 0.04% +259.0 +7.0% $143.25 +6.9%
156 UTES ETFIS SER TR I 6,992.0 $552K 0.04% +132.0 +1.9% $78.95 +3.3%
157 CPRT COPART INC Industrials 13,711.0 $537K 0.04% +4K +41.0% $39.15 -13.7%
158 AMT AMERICAN TOWER CORP NEW Real Estate 3,031.0 $532K 0.04% +367.0 +13.8% $175.58 +4.7%
159 CHE CHEMED CORP NEW Healthcare 1,224.0 $524K 0.04% +264.0 +27.5% $427.86 +2.7%
160 AXON AXON ENTERPRISE INC Industrials 917.0 $521K 0.04% +53.0 +6.1% $567.93 -32.0%
Page 8 of 12  ·  238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.9%
Technology 19.7%
Consumer Cyclical 8.5%
Healthcare 5.2%
Communication Services 4.9%
Industrials 4.5%
Consumer Defensive 3.9%
Energy 2.2%
Real Estate 0.9%
Utilities 0.8%