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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 6 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA COMPANY Consumer Defensive 6,644.0 $540K 0.04% -2K -21.6% $81.27 +13.2%
102 MELI MERCADOLIBRE INC Consumer Cyclical 311.0 $528K 0.03% -10.0 -3.1% $1697.33 +14.8%
103 RSPS INVESCO EXCHANGE TRADED FD T 16,922.0 $507K 0.03% -4K -17.5% $29.98 +7.1%
104 VTES VANGUARD WELLINGTON FD 5,007.0 $507K 0.03% -562.0 -10.1% $101.31 -0.4%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 2,803.0 $507K 0.03% -52.0 -1.8% $180.92 +5.8%
106 FTSM FIRST TR EXCHANGE TRADED FD 8,290.0 $495K 0.03% -80.0 -1.0% $59.73 +0.3%
107 DIS DISNEY WALT CO Communication Services 4,894.0 $471K 0.03% -255.0 -5.0% $96.26 +14.9%
108 CGMU CAPITAL GRP FIXED INCM ETF T 17,111.0 $470K 0.03% -586.0 -3.3% $27.47 -1.5%
109 RDVI FIRST TR CBOE VEST RISING 15,974.0 $470K 0.03% -470.0 -2.9% $29.40 -0.2%
110 AKRE PROFESIONALLY MANAGED PORTFO 8,770.0 $466K 0.03% -428.0 -4.7% $53.19 +15.0%
111 VV VANGUARD INDEX FDS 1,347.0 $463K 0.03% -11.0 -0.8% $343.91 +2.2%
112 BWX SPDR SERIES TRUST 21,150.0 $459K 0.03% -980.0 -4.4% $21.68 +1.2%
113 DAL DELTA AIR LINES INC DEL Industrials 4,887.0 $458K 0.03% -1K -22.4% $93.66 -11.9%
114 SPSM SPDR SER TR 7,902.0 $456K 0.03% -581.0 -6.8% $57.67 -1.1%
115 XLV SELECT SECTOR SPDR TR 2,810.0 $446K 0.03% -80.0 -2.8% $158.63 +10.1%
116 AIM ETF PRODUCTS TRUST 13,867.0 $443K 0.03% -976.0 -6.6% $31.93
117 ARKK ARK ETF TR 5,456.0 $441K 0.03% -7K -56.9% $80.82 +3.8%
118 EPD ENTERPRISE PROD PARTNERS L 11,920.0 $438K 0.03% -8K -41.3% $36.76
119 MPC MARATHON PETE CORP Energy 1,662.0 $425K 0.03% -503.0 -23.2% $255.70 +41.9%
120 DUK DUKE ENERGY CORP NEW Utilities 3,312.0 $419K 0.03% -98.0 -2.9% $126.59 -3.6%
Page 6 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%