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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.2B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 523 New
Page 16 of 27  ·  523 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GSK GSK PLC Healthcare 10,827.0 $467K 0.04% NEW $43.16 +19.0%
302 PM PHILIP MORRIS INTL INC Consumer Defensive 2,854.0 $463K 0.04% NEW $162.18 +16.5%
303 BILZ PIMCO ETF TR 4,522.0 $458K 0.04% NEW $101.19 -0.3%
304 GTO INVESCO ACTIVELY MANAGD ETF 9,631.0 $458K 0.04% NEW $47.51 -1.9%
305 UDEC INNOVATOR ETFS TRUST 11,770.0 $452K 0.04% NEW $38.37 +8.0%
306 PAYX PAYCHEX INC Industrials 3,542.0 $449K 0.04% NEW $126.76 -23.5%
307 MUNI PIMCO ETF TR 8,579.0 $449K 0.04% NEW $52.28 -0.5%
308 SHOP SHOPIFY INC Technology 3,006.0 $447K 0.04% NEW $148.61 -30.7%
309 CGUS CAPITAL GROUP CORE EQUITY 11,295.0 $447K 0.04% NEW $39.54 +10.5%
310 XMHQ INVESCO EXCHANGE TRADED FD T 4,249.0 $446K 0.04% NEW $104.96 +3.3%
311 CPRT COPART INC Industrials 9,725.0 $437K 0.04% NEW $44.97 -24.9%
312 XLSR SSGA ACTIVE TR 7,326.0 $437K 0.04% NEW $59.62 +9.7%
313 QEFA SPDR INDEX SHS FDS 4,966.0 $437K 0.04% NEW $87.91 +11.1%
314 MGK VANGUARD WORLD FD 1,073.0 $432K 0.04% NEW $402.42 -77.9%
315 LMT LOCKHEED MARTIN CORP Industrials 863.0 $431K 0.04% NEW $499.10 +6.8%
316 CHE CHEMED CORP NEW Healthcare 960.0 $430K 0.04% NEW $447.74 -1.9%
317 MPC MARATHON PETE CORP Energy 2,218.0 $427K 0.03% NEW $192.70 +32.2%
318 NOW SERVICENOW Technology 464.0 $427K 0.03% NEW $920.28 -88.9%
319 RDVI FIRST TR CBOE VEST RISING 16,444.0 $425K 0.03% NEW $25.85 +6.2%
320 KJAN INNOVATOR ETFS TRUST 10,496.0 $424K 0.03% NEW $40.35 +10.7%
Page 16 of 27  ·  523 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 49.1%
Technology 19.7%
Consumer Cyclical 8.8%
Communication Services 4.7%
Industrials 4.7%
Healthcare 4.6%
Consumer Defensive 4.0%
Energy 2.3%
Real Estate 0.9%
Utilities 0.8%