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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 17 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VGIT VANGUARD SCOTTSDALE FDS 7,321.0 $439K 0.03% -2K -25.4% $59.93 -2.0%
322 DAL DELTA AIR LINES INC DEL Industrials 6,294.0 $437K 0.03% -1K -14.7% $69.40 +9.7%
323 BX BLACKSTONE GROUP INC Financial Services 2,811.0 $433K 0.03% $154.15 -23.1%
324 RDVI FIRST TR CBOE VEST RISING 16,444.0 $431K 0.03% $26.24 +4.6%
325 VV VANGUARD INDEX FDS 1,358.0 $427K 0.03% $314.80 +9.0%
326 LMT LOCKHEED MARTIN CORP Industrials 860.0 $416K 0.03% $483.86 +10.2%
327 SPEM SPDR INDEX SHS FDS 8,868.0 $415K 0.03% +272.0 +3.2% $46.81 +9.8%
328 WFC WELLS FARGO CO NEW Financial Services 4,445.0 $414K 0.03% -351.0 -7.3% $93.19 -18.0%
329 TDTT FLEXSHARES TR 17,187.0 $414K 0.03% +6K +58.4% $24.06 +0.7%
330 PWV INVESCO EXCHANGE TRADED FD T 6,184.0 $411K 0.03% NEW $66.52 +12.1%
331 SDY SPDR SERIES TRUST 2,950.0 $411K 0.03% $139.16 +7.8%
332 AOM ISHARES TR 8,588.0 $410K 0.03% -53.0 -0.6% $47.73 +3.5%
333 FLMI FRNKLIN TEMPLETON ETF TR 16,240.0 $404K 0.03% +305.0 +1.9% $24.87 -0.3%
334 VCLT VANGUARD SCOTTSDALE FDS 5,321.0 $404K 0.03% +268.0 +5.3% $75.85 -1.8%
335 PAYX PAYCHEX INC Industrials 3,572.0 $401K 0.03% +30.0 +0.8% $112.18 -13.5%
336 DUK DUKE ENERGY CORP NEW Utilities 3,410.0 $400K 0.03% +372.0 +12.2% $117.21 +7.2%
337 EWBC EAST WEST BANCORP INC Financial Services 3,543.0 $398K 0.03% +34.0 +1.0% $112.39 +9.5%
338 RNEM FIRST TR EMERGING MKTS 7,187.0 $398K 0.03% +1K +17.9% $55.37 -1.1%
339 SPSM SPDR SER TR 8,483.0 $398K 0.03% -55.0 -0.6% $46.86 +14.0%
340 IYH ISHARES TR 6,096.0 $397K 0.03% +124.0 +2.1% $65.10 -3.3%
Page 17 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%