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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.5B AUM 589 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 241 Added 190 Reduced 63 Exited
Page 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIW FIRST TR EXCHANGE TRADED FD 6,244.0 $684K 0.04% +425.0 +7.3% $109.52 +1.4%
142 TLTD FLEXSHARES TR 7,705.0 $683K 0.04% +5K +241.2% $88.59 +18.0%
143 QWLD SPDR MSCI WORLD STRATEGIC FACTORS 4,492.0 $682K 0.04% +555.0 +14.1% $151.91 +4.5%
144 PGR PROGRESSIVE CORP Financial Services 3,114.0 $680K 0.04% +577.0 +22.7% $218.45 +2.5%
145 HYGV FLEXSHARES TR 16,855.0 $679K 0.04% +10K +140.7% $40.26 -0.2%
146 JCPB JP MORGAN EXCHANGE TRADED F 14,402.0 $676K 0.04% +7K +89.6% $46.94 -1.5%
147 QLC FLEXSHARES TR 7,429.0 $668K 0.04% +4K +127.3% $89.87 +2.8%
148 PANW PALO ALTO NETWORKS INC Technology 1,941.0 $662K 0.04% +381.0 +24.4% $341.02 +2.9%
149 CHE CHEMED CORP NEW Healthcare 1,404.0 $654K 0.04% +180.0 +14.7% $465.75 +16.2%
150 UTES ETFIS SER TR I 7,717.0 $631K 0.04% +725.0 +10.4% $81.74 -9.3%
151 NOW SERVICENOW Technology 6,240.0 $620K 0.04% +3K +93.8% $99.28 +29.0%
152 KJAN INNOVATOR ETFS TRUST 13,561.0 $619K 0.04% +2K +15.8% $45.63 +1.4%
153 JAAA JANUS DETROIT STR TR 11,918.0 $602K 0.04% +2K +21.1% $50.49 +0.4%
154 VGIT VANGUARD SCOTTSDALE FDS 9,865.0 $582K 0.04% +3K +34.8% $58.98 -1.0%
155 FLMI FRNKLIN TEMPLETON ETF TR 22,899.0 $576K 0.04% +7K +41.0% $25.17 -2.1%
156 SPYD SPDR SER TR 12,075.0 $576K 0.04% +401.0 +3.4% $47.71 +6.2%
157 PEP PEPSICO INC Consumer Defensive 4,240.0 $574K 0.04% +144.0 +3.5% $135.41 +6.8%
158 TSPA T ROWE PRICE ETF INC 12,078.0 $574K 0.04% +4K +53.9% $47.53 +1.1%
159 PWV INVESCO EXCHANGE TRADED FD T 7,280.0 $552K 0.04% +1K +17.7% $75.77 +9.0%
160 AMT AMERICAN TOWER CORP NEW Real Estate 3,361.0 $550K 0.04% +330.0 +10.9% $163.55 +9.1%
Page 8 of 13  ·  241 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 46.7%
Technology 21.7%
Consumer Cyclical 8.6%
Industrials 6.7%
Consumer Defensive 5.0%
Healthcare 4.4%
Communication Services 3.4%
Energy 1.5%
Real Estate 1.0%
Utilities 0.8%