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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 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSPS INVESCO EXCHANGE TRADED FD T 20,508.0 $595K 0.04% -802.0 -3.8% $29.03 +2.9%
82 AMAT APPLIED MATLS INC Technology 2,308.0 $593K 0.04% -84.0 -3.5% $256.94 +66.3%
83 KO COCA COLA COMPANY Consumer Defensive 8,478.0 $593K 0.04% -788.0 -8.5% $69.91 +16.1%
84 APRT ALLIANZ US LARGE CAP BUFFER 10 APR 14,148.0 $589K 0.04% -2K -15.0% $41.64 +9.2%
85 IFRA ISHARES TR 11,024.0 $580K 0.04% -236.0 -2.1% $52.62 +15.0%
86 MDT MEDTRONIC PLC Healthcare 5,815.0 $559K 0.04% -44.0 -0.8% $96.06 -18.6%
87 AUGW AIM ETF PRODUCTS TRUST 17,065.0 $555K 0.04% -580.0 -3.3% $32.53 +3.7%
88 VYM VANGUARD WHITEHALL FDS INC 3,829.0 $530K 0.04% -287.0 -7.0% $138.31 +13.7%
89 ENTERGY CORP NEW 5,657.0 $523K 0.04% -292.0 -4.9% $92.43
90 IHF ISHARES TR 10,496.0 $503K 0.04% -698.0 -6.2% $47.94 +4.7%
91 FTSM FIRST TR EXCHANGE TRADED FD 8,370.0 $502K 0.04% -14K -62.6% $59.93 -0.1%
92 MOAT VANECK ETF TRUST 4,821.0 $499K 0.04% -318.0 -6.2% $103.56 -2.3%
93 NOC NORTHROP GRUMMAN CORP Industrials 810.0 $462K 0.04% -30.0 -3.6% $570.04 -3.2%
94 AIM ETF PRODUCTS TRUST 14,843.0 $450K 0.03% -1K -7.3% $30.31
95 XLSR SSGA ACTIVE TR 7,197.0 $448K 0.03% -129.0 -1.8% $62.31 +4.7%
96 XLV SELECT SECTOR SPDR TR 2,890.0 $447K 0.03% -105.0 -3.5% $154.78 -4.3%
97 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,054.0 $446K 0.03% -572.0 -4.5% $37.00 -11.3%
98 TMSL T ROWE PRICE ETF INC 12,400.0 $445K 0.03% -943.0 -7.1% $35.90 +14.5%
99 VGIT VANGUARD SCOTTSDALE FDS 7,321.0 $439K 0.03% -2K -25.4% $59.93 -2.0%
100 DAL DELTA AIR LINES INC DEL Industrials 6,294.0 $437K 0.03% -1K -14.7% $69.40 +9.0%
Page 5 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%