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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 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GTO INVESCO ACTIVELY MANAGD ETF 8,878.0 $416K 0.03% -904.0 -9.2% $46.87 -1.7%
122 VCLT VANGUARD SCOTTSDALE FDS 5,238.0 $394K 0.03% -83.0 -1.6% $75.25 -4.3%
123 EMR EMERSON ELEC CO Industrials 2,708.0 $388K 0.03% -34.0 -1.2% $143.13 +10.1%
124 NAPR INNOVATOR ETFS TRUST 6,537.0 $387K 0.03% -17K -72.2% $59.20 +1.1%
125 F FORD MOTOR CO DEL Consumer Cyclical 26,584.0 $370K 0.02% -2K -5.5% $13.90 +0.2%
126 BIBL NORTHERN LTS FD TR IV 6,378.0 $369K 0.02% -13K -67.5% $57.88 -4.1%
127 CDC VICTORY PORTFOLIOS II 4,889.0 $364K 0.02% -331.0 -6.3% $74.37 +4.4%
128 FDN FIRST TR EXCHANGE TRADED FD 1,371.0 $363K 0.02% -509.0 -27.1% $264.72 +8.2%
129 PFF ISHARES TR 11,766.0 $359K 0.02% -302.0 -2.5% $30.49 +0.1%
130 DJUN FIRST TR EXCHANGE TRADED FD 7,226.0 $356K 0.02% -384.0 -5.0% $49.28 +1.5%
131 KIE SPDR SER TR 5,735.0 $350K 0.02% -659.0 -10.3% $60.99 +5.4%
132 DJUL FIRST TR EXCHNG TRADED FD VI 6,953.0 $349K 0.02% -54.0 -0.8% $50.15 +1.9%
133 ENTERGY CORP NEW 2,975.0 $342K 0.02% -3K -47.4% $114.86
134 SDY SPDR SERIES TRUST 2,239.0 $341K 0.02% -711.0 -24.1% $152.19 +4.6%
135 LOW LOWES COS INC Consumer Cyclical 1,527.0 $337K 0.02% -76.0 -4.7% $220.50 -1.6%
136 FIRST TR EXCHANGE TRAD FD VI 9,311.0 $336K 0.02% -13K -58.3% $36.09
137 VNQ VANGUARD INDEX FDS 3,433.0 $331K 0.02% -279.0 -7.5% $96.43 +2.8%
138 XLF SELECT SECTOR SPDR TR 6,173.0 $331K 0.02% -196.0 -3.1% $53.61 +8.6%
139 GSY INVESCO ACTIVELY MANAGED EXC 6,373.0 $320K 0.02% -681.0 -9.7% $50.15 -0.1%
140 SPTM SPDR SERIES TRUST 3,514.0 $319K 0.02% -318.0 -8.3% $90.80 +2.1%
Page 7 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%