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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CGDG CAPITAL GROUP DIVIDEND GROWE 9,352.0 $333K 0.03% -8K -45.4% $35.64 +5.3%
122 SYK STYKER CORP Healthcare 947.0 $333K 0.03% -20.0 -2.1% $351.47 -8.5%
123 APRW AIM ETF PRODUCTS TRUST 9,490.0 $331K 0.03% -5K -36.1% $34.86 +5.8%
124 UDEC INNOVATOR ETFS TRUST 8,320.0 $330K 0.03% -3K -29.3% $39.64 +4.4%
125 VNQ VANGUARD INDEX FDS 3,712.0 $328K 0.03% -1K -27.9% $88.49 +9.2%
126 DVY ISHARES 2,302.0 $325K 0.03% -37.0 -1.6% $141.14 +9.2%
127 ARKW ARK ETF TR 2,185.0 $323K 0.02% -68.0 -3.0% $147.73 -1.6%
128 COP CONOCOPHILLIPS Energy 3,399.0 $318K 0.02% -68.0 -2.0% $93.62 +28.8%
129 AGG ISHARES TR 3,148.0 $314K 0.02% -16.0 -0.5% $99.88 -1.5%
130 FFEB FIRST TR EXCHNG TRADED FD VI 5,483.0 $310K 0.02% -4K -43.7% $56.62 +6.9%
131 SPGP INVESCO EXCHANGE TRADED FD T 2,692.0 $307K 0.02% -3K -53.5% $113.86 +3.4%
132 URTH ISHARES INC 1,604.0 $298K 0.02% -141.0 -8.1% $185.77 +8.8%
133 INNOVATOR ETFS TRUST 11,111.0 $297K 0.02% -947.0 -7.8% $26.71
134 QMAR FIRST TR EXCHNG TRADED FD VI 8,880.0 $293K 0.02% -499.0 -5.3% $33.00 +12.2%
135 BK BANK OF NEW YORK MELLON Financial Services 2,512.0 $292K 0.02% -1K -34.4% $116.09 +19.7%
136 IJJ ISHARES TR 2,165.0 $285K 0.02% -160.0 -6.9% $131.59 +6.3%
137 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,021.0 $285K 0.02% -105.0 -9.3% $278.95 -9.0%
138 EALT INNOVATOR ETFS TRUST 8,038.0 $284K 0.02% -72.0 -0.9% $35.29 +0.6%
139 NJUL INNOVATOR ETFS TRUST 3,681.0 $267K 0.02% -1K -22.9% $72.62 +5.7%
140 QLC FLEXSHARES TR 3,269.0 $265K 0.02% -36.0 -1.1% $80.99 +9.1%
Page 7 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%