Portfolio (Quarterly)
Guide ↗
First Heartland Consultants, Inc.
· CIK 0001428793| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 11,432 | $495K | 0.04% | SOLD |
| 22 | MUNI | PIMCO ETF TR | — | 8,777 | $460K | 0.04% | SOLD |
| 23 | STT | STATE STR CORP | Financial Services | 3,403 | $439K | 0.03% | SOLD |
| 24 | PAYX | PAYCHEX INC | Industrials | 3,572 | $401K | 0.03% | SOLD |
| 25 | EWBC | EAST WEST BANCORP INC | Financial Services | 3,543 | $398K | 0.03% | SOLD |
| 26 | RNEM | FIRST TR EMERGING MKTS | — | 7,187 | $398K | 0.03% | SOLD |
| 27 | EXC | EXELON CORP | Utilities | 8,921 | $389K | 0.03% | SOLD |
| 28 | GDX | VANECK ETF TRUST | — | 4,428 | $380K | 0.03% | SOLD |
| 29 | EMB | ISHARES TR | — | 3,927 | $378K | 0.03% | SOLD |
| 30 | IEI | ISHARES TR | — | 3,040 | $363K | 0.03% | SOLD |
| 31 | KWEB | KRANESHARES TRUST | — | 10,166 | $346K | 0.03% | SOLD |
| 32 | VICI | VICI PPTYS INC | Real Estate | 12,208 | $343K | 0.03% | SOLD |
| 33 | ARKW | ARK ETF TR | — | 2,185 | $323K | 0.02% | SOLD |
| 34 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 11,487 | $311K | 0.02% | SOLD |
| 35 | URTH | ISHARES INC | — | 1,604 | $298K | 0.02% | SOLD |
| 36 | BK | BANK OF NEW YORK MELLON | Financial Services | 2,512 | $292K | 0.02% | SOLD |
| 37 | CRM | SALESFORCE INC | Technology | 1,077 | $285K | 0.02% | SOLD |
| 38 | MTB | M & T BK CORP | Financial Services | 1,395 | $281K | 0.02% | SOLD |
| 39 | OMC | OMNICOM GROUP INC | Communication Services | 3,465 | $280K | 0.02% | SOLD |
| 40 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 4,866 | $267K | 0.02% | SOLD |
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%