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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 14 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMAT APPLIED MATLS INC Technology 2,308.0 $593K 0.04% -84.0 -3.5% $256.94 +68.2%
262 KO COCA COLA COMPANY Consumer Defensive 8,478.0 $593K 0.04% -788.0 -8.5% $69.91 +16.6%
263 FANG DIAMONDBACK ENERGY INC Energy 3,925.0 $590K 0.04% +62.0 +1.6% $150.34 +33.5%
264 APRT ALLIANZ US LARGE CAP BUFFER 10 APR 14,148.0 $589K 0.04% -2K -15.0% $41.64 +9.3%
265 EOG EOG RES INC Energy 5,604.0 $588K 0.04% +725.0 +14.9% $105.01 +34.5%
266 PEP PEPSICO INC Consumer Defensive 4,096.0 $588K 0.04% +262.0 +6.8% $143.51 +4.9%
267 DIS DISNEY WALT CO Communication Services 5,149.0 $586K 0.04% $113.76 -9.5%
268 ESLG STRATEGY SHS 23,440.0 $585K 0.04% NEW $24.96 +8.8%
269 IFRA ISHARES TR 11,024.0 $580K 0.04% -236.0 -2.1% $52.62 +15.8%
270 LVHD LEGG MASON 14,495.0 $578K 0.04% +198.0 +1.4% $39.88 +8.4%
271 PGR PROGRESSIVE CORP Financial Services 2,537.0 $578K 0.04% +204.0 +8.7% $227.72 -12.4%
272 SGOV ISHARES TR 5,675.0 $570K 0.04% +3K +107.7% $100.38 +0.2%
273 VTES VANGUARD WELLINGTON FD 5,569.0 $566K 0.04% +183.0 +3.4% $101.57 -0.7%
274 PLTR PLANTIR TECHNOLIGIES IN Technology 3,182.0 $566K 0.04% +328.0 +11.5% $177.75 -23.0%
275 QWLD SPDR MSCI WORLD STRATEGIC FACTORS 3,937.0 $564K 0.04% +259.0 +7.0% $143.25 +6.9%
276 MDT MEDTRONIC PLC Healthcare 5,815.0 $559K 0.04% -44.0 -0.8% $96.06 -18.2%
277 AUGW AIM ETF PRODUCTS TRUST 17,065.0 $555K 0.04% -580.0 -3.3% $32.53 +3.9%
278 UTES ETFIS SER TR I 6,992.0 $552K 0.04% +132.0 +1.9% $78.95 +3.3%
279 C CITIGROUP INC Financial Services 4,664.0 $544K 0.04% $116.69 +7.2%
280 CPRT COPART INC Industrials 13,711.0 $537K 0.04% +4K +41.0% $39.15 -13.7%
Page 14 of 27  ·  533 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%