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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 9 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 3,214.0 $546K 0.04% +401.0 +14.3% $169.87 +11.1%
162 LMT LOCKHEED MARTIN CORP Industrials 1,069.0 $545K 0.04% +209.0 +24.3% $509.52 +10.6%
163 CPRT COPART INC Industrials 19,298.0 $544K 0.04% +6K +40.8% $28.19 +19.9%
164 CGHM CAPITAL GRP FIXED INCM ETF T 20,705.0 $535K 0.04% +6K +38.1% $25.85 -1.8%
165 AXON AXON ENTERPRISE INC Industrials 932.0 $522K 0.03% +15.0 +1.6% $560.61 +12.0%
166 FLOT ISHARES TR 10,227.0 $522K 0.03% +554.0 +5.7% $51.05 -0.1%
167 CGDG CAPITAL GROUP DIVIDEND GROWE 13,882.0 $521K 0.03% +5K +48.4% $37.51 +3.7%
168 IEFA ISHARES TR 5,295.0 $511K 0.03% +2K +48.0% $96.59 +4.4%
169 OUNZ VANECK MERK GOLD ETF Financial Services 12,780.0 $493K 0.03% +5K +70.4% $38.59 +15.0%
170 XLSR SSGA ACTIVE TR 7,538.0 $489K 0.03% +341.0 +4.7% $64.86 +2.0%
171 ARKQ ARK ETF TR 3,689.0 $488K 0.03% +597.0 +19.3% $132.23 -5.0%
172 SPEM SPDR INDEX SHS FDS 9,417.0 $488K 0.03% +549.0 +6.2% $51.78 +1.2%
173 VFH VANGUARD WORLD FD 3,667.0 $483K 0.03% +38.0 +1.1% $131.60 +6.9%
174 QTEC FIRST TR NASDAQ 100 TECH IND 1,416.0 $474K 0.03% +488.0 +52.6% $334.69 -6.1%
175 NOC NORTHROP GRUMMAN CORP Industrials 893.0 $455K 0.03% +83.0 +10.2% $509.20 +8.2%
176 APRW AIM ETF PRODUCTS TRUST 12,035.0 $447K 0.03% +3K +26.8% $37.14 +1.3%
177 FTGC FIRST TR EXCHANGE TRAD FD VI 16,524.0 $447K 0.03% +145.0 +0.9% $27.05 +12.9%
178 AOM ISHARES TR 8,937.0 $446K 0.03% +349.0 +4.1% $49.89 -0.2%
179 MINN TRUST FOR PROOFESSIONAL MANAG 19,878.0 $445K 0.03% +2K +13.2% $22.39 -1.6%
180 SBUX STARBUCKS CORP Consumer Cyclical 4,336.0 $443K 0.03% +62.0 +1.4% $102.19 +4.8%
Page 9 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%