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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WFC WELLS FARGO CO NEW Financial Services 4,445.0 $414K 0.03% -351.0 -7.3% $93.19 -18.7%
102 AOM ISHARES TR 8,588.0 $410K 0.03% -53.0 -0.6% $47.73 +3.3%
103 SPSM SPDR SER TR 8,483.0 $398K 0.03% -55.0 -0.6% $46.86 +13.1%
104 KIE SPDR SER TR 6,394.0 $385K 0.03% -300.0 -4.5% $60.15 -3.8%
105 RTX RAYTHEON TECHNOLOGIES CORP Industrials 2,035.0 $373K 0.03% -57.0 -2.7% $183.39 -4.7%
106 MCD MCDONALDS CORP Consumer Cyclical 1,218.0 $372K 0.03% -14.0 -1.1% $305.53 -7.0%
107 INTC INTEL CORP Technology 10,052.0 $371K 0.03% -304.0 -2.9% $36.90 +221.1%
108 DJUN FIRST TR EXCHANGE TRADED FD 7,610.0 $360K 0.03% -3K -25.8% $47.34 +3.5%
109 SBUX STARBUCKS CORP Consumer Cyclical 4,274.0 $360K 0.03% -250.0 -5.5% $84.21 +26.5%
110 SPHD INVESCO EXCHANGE TRADED FD TR 7,495.0 $360K 0.03% -142.0 -1.9% $48.00 +4.5%
111 FTCS FIRST TR EXCHANGE TRADED FD 3,864.0 $357K 0.03% -82.0 -2.1% $92.50 +1.3%
112 MPC MARATHON PETE CORP Energy 2,165.0 $352K 0.03% -53.0 -2.4% $162.60 +52.8%
113 BIL SPDR SER TR 3,847.0 $352K 0.03% -87.0 -2.2% $91.38 +0.2%
114 SEPW AIM ETF PRODUCTS TRUST 10,944.0 $349K 0.03% -213.0 -1.9% $31.92 +3.7%
115 XLF SELECT SECTOR SPDR TR 6,369.0 $349K 0.03% -1K -13.8% $54.77 -5.6%
116 GLDM WORLD GOLD TR Financial Services 3,956.0 $338K 0.03% -174.0 -4.2% $85.37 +5.3%
117 CGSM CAPITAL GRP FIXED INCM ETF T 12,803.0 $337K 0.03% -292.0 -2.2% $26.34 -0.3%
118 TSPA T ROWE PRICE ETF INC 7,850.0 $336K 0.03% -2K -21.3% $42.78 +9.7%
119 IXC ISHARES TR 7,966.0 $334K 0.03% -439.0 -5.2% $41.93 +33.7%
120 DJUL FIRST TR EXCHNG TRADED FD VI 7,007.0 $333K 0.03% -3K -30.7% $47.57 +4.3%
Page 6 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%