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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 2 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES 26,619.0 $6.0M 0.39% -6K -17.2% $227.06 +4.5%
22 FMDE FIDELITY COVINGTON TRUST 145,203.0 $5.9M 0.38% -31K -17.5% $40.58 +4.5%
23 SPMO INVESCO EXCH TRADED FD TR II 35,945.0 $5.8M 0.38% -31K -46.1% $161.54 -7.9%
24 IWV ISHARES 10,724.0 $4.6M 0.30% -149.0 -1.4% $426.41 +2.4%
25 IYY ISHARES TR 23,497.0 $4.3M 0.28% -453.0 -1.9% $182.28 +2.4%
26 BKAG BNY MELLON ETF TRUST 88,101.0 $3.7M 0.24% -118K -57.3% $41.95 -1.5%
27 IEMG ISHARES TR 43,781.0 $3.6M 0.23% -18K -28.6% $82.84 -1.5%
28 EDIV SPDR INDEX SHS FDS 78,382.0 $3.2M 0.21% -27K -25.5% $40.96 +2.9%
29 EFA ISHARES 29,997.0 $3.1M 0.20% -51K -62.7% $103.88 +4.2%
30 PAVE GLOBAL X FDS 46,951.0 $2.8M 0.18% -20K -30.2% $58.92 -4.3%
31 TGT TARGET CORP Consumer Defensive 2,099.0 $2.3M 0.15% -137.0 -6.1% $1083.44 -84.7%
32 ORLY OREILLY AUTOMOTIVE INC NEW Consumer Cyclical 24,075.0 $2.2M 0.14% -900.0 -3.6% $92.09 -3.2%
33 DOL WINSDOMTREE TR 28,917.0 $2.2M 0.14% -45K -60.7% $74.36 +3.9%
34 IVES WEDBUSH SER TR 55,763.0 $2.1M 0.14% -267K -82.7% $38.10 +1.6%
35 META META PLATFORMS INC Communication Services 3,768.0 $2.1M 0.14% -728.0 -16.2% $563.24 -2.4%
36 IUSV ISHARES TR 19,105.0 $2.1M 0.14% -627.0 -3.2% $110.15 +4.3%
37 QJUN FIRST TR EXCHANGE TRADED FD I 59,395.0 $2.0M 0.13% -639.0 -1.1% $33.79 -1.4%
38 TPHD TIMOTHY PLAN 46,788.0 $2.0M 0.13% -8K -14.6% $42.28 +2.6%
39 AMD ADVANCED MICRO DEVICES INC Technology 3,391.0 $2.0M 0.13% -624.0 -15.5% $580.86 -18.5%
40 COST COSTCO WHSL CORP NEW Consumer Defensive 2,101.0 $2.0M 0.13% -86.0 -3.9% $935.69 +1.3%
Page 2 of 10  ·  190 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%