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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML ASML HLDG NV Technology 134.0 $266K 0.02% NEW $1986.67 -11.2%
82 DELL DELL TECHNOLOGIES INC Technology 615.0 $265K 0.02% NEW $431.46 +2.4%
83 PKG PACKAGING CORP AMER Consumer Cyclical 1,107.0 $264K 0.02% NEW $238.28 +6.1%
84 SHV ISHARES TR 2,376.0 $262K 0.02% NEW $110.35 -0.0%
85 JNK SPDR SERIES TRUST 2,710.0 $261K 0.02% NEW $96.37 -0.5%
86 ONEQ FIDELITY COMWLTH TR 2,461.0 $254K 0.02% NEW $103.22 -0.1%
87 CGMS CAPITAL GRP FIXED INCM ETF T 9,171.0 $251K 0.02% NEW $27.33 -0.7%
88 FTA FIRST TR EXCHANGE-TRADED ALP 2,575.0 $249K 0.02% NEW $96.80 +7.2%
89 QCOM QUALCOMM INC Technology 1,337.0 $247K 0.02% NEW $184.79 -13.0%
90 RSPG INVESCO EXCHANGE TRADED FD T 2,501.0 $245K 0.02% NEW $97.96 +16.2%
91 AVEM AMERICAN CENTY ETF TR 2,506.0 $242K 0.02% NEW $96.49 -2.3%
92 IJAN INNOVATOR ETFS TRUST 6,338.0 $241K 0.02% NEW $38.08 +2.5%
93 CSX CSX CORP Industrials 5,025.0 $239K 0.01% NEW $47.53 +8.5%
94 GUNR FLEXSHARES TR 4,845.0 $239K 0.01% NEW $49.28 +15.5%
95 FIRST TR EXCHNG TRADED FD VI 10,316.0 $239K 0.01% NEW $23.13
96 FTGS FIRST TR EXCHANGE-TRADED FD 6,429.0 $238K 0.01% NEW $37.00 +6.9%
97 CGXU CAPITAL GROUP INTL FOCUS EQT 6,732.0 $233K 0.01% NEW $34.62 +1.5%
98 FNDX SCHWAB STRATEGIC TR 7,494.0 $233K 0.01% NEW $31.10 +4.6%
99 GLRY NORTHERN LTS FD TR IV 5,292.0 $231K 0.01% NEW $43.69 -8.6%
100 DFAI DIMENSIONAL ETF TRUST 5,546.0 $229K 0.01% NEW $41.25 +5.1%
Page 5 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%