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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 12 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LVHD LEGG MASON 22,249.0 $979K 0.06% +8K +53.5% $44.00 +1.3%
222 DDFD INNOVATOR ETFS TRUST 48,300.0 $965K 0.06% +14K +39.4% $19.98 +1.3%
223 IALT BLACKROCK ETF TRUST 34,357.0 $964K 0.06% NEW $28.05 +2.9%
224 VZ VERIZON COMMUNICATIONS INC Communication Services 22,700.0 $961K 0.06% -6K -21.3% $42.34 +18.1%
225 THRO BLACKROCK ETF TRUST 22,104.0 $953K 0.06% -10K -32.0% $43.11 +0.6%
226 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,988.0 $949K 0.06% +14.0 +0.7% $477.59 -15.1%
227 ABBV ABBVIE INC Healthcare 3,768.0 $948K 0.06% -2K -35.4% $251.66 +4.7%
228 SMAY FIRST TR EXCHNG TRADED FD VI 33,012.0 $937K 0.06% +433.0 +1.3% $28.38 +0.7%
229 VPU VANGUARD WORLD FDS 4,781.0 $936K 0.06% +786.0 +19.7% $195.72 -5.3%
230 UNP UNION PAC CORP Industrials 3,425.0 $932K 0.06% +432.0 +14.4% $271.97 +13.5%
231 EMLP FIRST TR EXCHANGE TRADED FD 21,077.0 $917K 0.06% +3K +14.6% $43.50 +0.4%
232 VXF VANGUARD INDEX FDS 3,684.0 $907K 0.06% -88.0 -2.3% $246.21 -1.0%
233 DE DEERE & CO Industrials 1,423.0 $903K 0.06% -109.0 -7.1% $634.36 +3.4%
234 PSH PGIM ETF TR 18,096.0 $903K 0.06% NEW $49.88 +0.1%
235 XDEC FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF 20,707.0 $887K 0.06% -2K -9.6% $42.84 +1.6%
236 IJR ISHARES 5,919.0 $878K 0.06% +51.0 +0.9% $148.30 -1.0%
237 BNDC FLEXSHARES TR 39,311.0 $869K 0.06% +18K +85.8% $22.09 -1.6%
238 GS GOLDMAN SACHS GROUP INC Financial Services 858.0 $868K 0.06% -292.0 -25.4% $1011.92 +2.1%
239 YYY AMPLIFY ETF TR 74,788.0 $862K 0.06% +12K +19.2% $11.53 -1.5%
240 RSP INVESCO EXCHANGE TRADED FD T 4,028.0 $857K 0.06% -849.0 -17.4% $212.77 +4.1%
Page 12 of 30  ·  589 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%