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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGIM ROCK ETF TR 10,457.0 $338K 0.02% NEW $32.28
62 ETF SER SOLUTIONS 12,383.0 $337K 0.02% NEW $27.23
63 GLW CORNING INC Technology 1,254.0 $320K 0.02% NEW $255.43 -41.4%
64 PMAR INNOVATOR ETFS TRUST 6,670.0 $319K 0.02% NEW $47.77 +1.7%
65 GAPR FIRST TR EXCHNG TRADED FD VI 7,450.0 $310K 0.02% NEW $41.67 +1.6%
66 ESGV VANGUARD WORLD FD 2,337.0 $309K 0.02% NEW $132.24 +2.7%
67 DVYE ISHARES INC 9,507.0 $306K 0.02% NEW $32.23 +10.0%
68 NSC NORFOLK SOUTHN CORP Industrials 967.0 $304K 0.02% NEW $314.59 +11.5%
69 DMAY FIRST TR EXCHNG TRADED FD VI 6,344.0 $299K 0.02% NEW $47.12 +1.6%
70 GD GENERAL DYNAMICS CORP Industrials 833.0 $295K 0.02% NEW $354.25 +8.5%
71 NUE NUCOR CORP Basic Materials 1,313.0 $292K 0.02% NEW $222.75 +9.4%
72 SYSB ISHARES TR 3,258.0 $289K 0.02% NEW $88.72 -1.7%
73 XLE SELECT SECTOR SPDR TR 5,439.0 $289K 0.02% NEW $53.11 +19.8%
74 FYC FIRST TR EXCHANGE-TRADED ALP 2,188.0 $279K 0.02% NEW $127.37 -4.2%
75 TT TRANE TECHNOLOGIES PLC Industrials 562.0 $276K 0.02% NEW $490.81 -7.6%
76 IJT ISHARES TR 1,514.0 $270K 0.02% NEW $178.55 -2.6%
77 JUNT AIM ETF PRODUCTS TRUST 7,077.0 $267K 0.02% NEW $37.79 +1.9%
78 CEFS EXCHANGE LISTED FDS TR 10,416.0 $267K 0.02% NEW $25.64 -1.2%
79 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 379.0 $267K 0.02% NEW $703.34 -0.5%
80 AFLG FIRST TR EXCHNG TRADED FD VI 6,139.0 $267K 0.02% NEW $43.42 +3.2%
Page 4 of 6  ·  119 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%