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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.3B AUM 533 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 238 Added 159 Reduced 38 Exited
Page 2 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IUSB ISHARES TR 85,192.0 $4.0M 0.30% -735.0 -0.9% $46.54 -1.5%
22 BUFR FIRST TR EXCHNG TRADED FD VI 112,750.0 $3.9M 0.29% -66K -36.8% $34.26 +5.7%
23 USMV ISHARES TR 30,700.0 $2.9M 0.22% -723.0 -2.3% $94.16 +2.0%
24 GOOG ALPHABET INC Communication Services 8,653.0 $2.7M 0.21% -97.0 -1.1% $313.81 +22.2%
25 JPM JP MORGAN CHASE & CO Financial Services 8,043.0 $2.6M 0.20% -968.0 -10.7% $322.20 -6.0%
26 EFV ISHARES TR 32,968.0 $2.4M 0.18% -3K -9.6% $71.41 +10.6%
27 ORLY OREILLY AUTOMOTIVE INC NEW Consumer Cyclical 24,975.0 $2.3M 0.17% -369.0 -1.5% $91.21 +1.2%
28 V VISA INC Financial Services 6,235.0 $2.2M 0.17% -316.0 -4.8% $350.72 -5.7%
29 PZA INVESCO EXCHANGE TRADED FD TR 85,892.0 $2.0M 0.15% -864.0 -1.0% $23.19 -1.1%
30 NOCT INNOVATOR ETFS TRUST 33,412.0 $1.9M 0.15% -17K -34.2% $57.92 +6.6%
31 COST COSTCO WHSL CORP NEW Consumer Defensive 2,187.0 $1.9M 0.14% -81.0 -3.6% $862.33 +21.8%
32 QUAL ISHARES TR 9,103.0 $1.8M 0.14% -6K -41.6% $198.61 +7.1%
33 CGGR CAPITAL GROUP GROWTH 35,158.0 $1.6M 0.12% -12K -25.1% $44.47 +3.6%
34 TLH ISHARES TR 15,235.0 $1.5M 0.12% -20K -56.8% $101.67 -3.3%
35 IAU ISHARES GOLD TR Financial Services 17,554.0 $1.4M 0.11% -903.0 -4.9% $81.17 +5.2%
36 SUB ISHARES TR 12,976.0 $1.4M 0.10% -5K -26.5% $106.70 -0.4%
37 NOBL PROSHARES TR 12,897.0 $1.3M 0.10% -687.0 -5.1% $104.07 +3.1%
38 CGIE CAPITAL GROUP INTERNATIONAL 37,172.0 $1.3M 0.10% -2K -5.0% $34.82 +4.0%
39 CIBR FIRST TR EXCHANGE TRADED FD 17,695.0 $1.3M 0.10% -258.0 -1.4% $71.45 +15.0%
40 TPSC TIMOTHY PLAN 28,348.0 $1.2M 0.09% -14K -33.8% $41.45 +8.5%
Page 2 of 8  ·  159 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 48.9%
Technology 19.7%
Consumer Cyclical 8.5%
Healthcare 5.2%
Communication Services 4.9%
Industrials 4.5%
Consumer Defensive 3.9%
Energy 2.2%
Real Estate 0.9%
Utilities 0.8%