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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 16 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VYM VANGUARD WHITEHALL FDS INC 3,665.0 $579K 0.04% -164.0 -4.3% $158.04 +4.5%
302 FLMI FRNKLIN TEMPLETON ETF TR 22,899.0 $576K 0.04% +7K +41.0% $25.17 -2.1%
303 SPYD SPDR SER TR 12,075.0 $576K 0.04% +401.0 +3.4% $47.71 +6.2%
304 PEP PEPSICO INC Consumer Defensive 4,240.0 $574K 0.04% +144.0 +3.5% $135.41 +6.8%
305 TSPA T ROWE PRICE ETF INC 12,078.0 $574K 0.04% +4K +53.9% $47.53 +1.1%
306 NFLX NETFLIX INC Communication Services 7,985.0 $570K 0.04% -303.0 -3.7% $71.40 +12.1%
307 BAC BANK OF AMERICA Financial Services 9,964.0 $568K 0.04% -4K -31.1% $56.98 +9.4%
308 IHF ISHARES TR 10,072.0 $557K 0.04% -424.0 -4.0% $55.33 +3.5%
309 TDVG T ROWE PRICE ETF INC 11,301.0 $554K 0.04% -476.0 -4.0% $49.03 +2.6%
310 PWV INVESCO EXCHANGE TRADED FD T 7,280.0 $552K 0.04% +1K +17.7% $75.77 +9.0%
311 AMT AMERICAN TOWER CORP NEW Real Estate 3,361.0 $550K 0.04% +330.0 +10.9% $163.55 +9.1%
312 ANET ARISTA NETWORKS INC Technology 3,214.0 $546K 0.04% +401.0 +14.3% $169.87 +10.8%
313 LMT LOCKHEED MARTIN CORP Industrials 1,069.0 $545K 0.04% +209.0 +24.3% $509.52 +10.7%
314 CPRT COPART INC Industrials 19,298.0 $544K 0.04% +6K +40.8% $28.19 +18.0%
315 KO COCA COLA COMPANY Consumer Defensive 6,644.0 $540K 0.04% -2K -21.6% $81.27 +13.2%
316 JUNW AIM ETF PRODUCTS TRUST 15,657.0 $538K 0.04% NEW $34.39 +1.4%
317 CGHM CAPITAL GRP FIXED INCM ETF T 20,705.0 $535K 0.04% +6K +38.1% $25.85 -1.8%
318 MELI MERCADOLIBRE INC Consumer Cyclical 311.0 $528K 0.03% -10.0 -3.1% $1697.33 +14.8%
319 AXON AXON ENTERPRISE INC Industrials 932.0 $522K 0.03% +15.0 +1.6% $560.61 +6.6%
320 FLOT ISHARES TR 10,227.0 $522K 0.03% +554.0 +5.7% $51.05 -0.1%
Page 16 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%