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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 17 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CGDG CAPITAL GROUP DIVIDEND GROWE 13,882.0 $521K 0.03% +5K +48.4% $37.51 +3.7%
322 IEFA ISHARES TR 5,295.0 $511K 0.03% +2K +48.0% $96.59 +4.2%
323 RSPS INVESCO EXCHANGE TRADED FD T 16,922.0 $507K 0.03% -4K -17.5% $29.98 +7.1%
324 VTES VANGUARD WELLINGTON FD 5,007.0 $507K 0.03% -562.0 -10.1% $101.31 -0.4%
325 PM PHILIP MORRIS INTL INC Consumer Defensive 2,803.0 $507K 0.03% -52.0 -1.8% $180.92 +5.8%
326 FTSM FIRST TR EXCHANGE TRADED FD 8,290.0 $495K 0.03% -80.0 -1.0% $59.73 +0.3%
327 OUNZ VANECK MERK GOLD ETF Financial Services 12,780.0 $493K 0.03% +5K +70.4% $38.59 +15.9%
328 XLSR SSGA ACTIVE TR 7,538.0 $489K 0.03% +341.0 +4.7% $64.86 +1.5%
329 ARKQ ARK ETF TR 3,689.0 $488K 0.03% +597.0 +19.3% $132.23 -7.9%
330 SPEM SPDR INDEX SHS FDS 9,417.0 $488K 0.03% +549.0 +6.2% $51.78 +0.4%
331 VFH VANGUARD WORLD FD 3,667.0 $483K 0.03% +38.0 +1.1% $131.60 +8.1%
332 QTEC FIRST TR NASDAQ 100 TECH IND 1,416.0 $474K 0.03% +488.0 +52.6% $334.69 -7.4%
333 DIS DISNEY WALT CO Communication Services 4,894.0 $471K 0.03% -255.0 -5.0% $96.26 +14.9%
334 CGMU CAPITAL GRP FIXED INCM ETF T 17,111.0 $470K 0.03% -586.0 -3.3% $27.47 -1.4%
335 RDVI FIRST TR CBOE VEST RISING 15,974.0 $470K 0.03% -470.0 -2.9% $29.40 -0.2%
336 SLYG SPDR SERIES TRUST 3,930.0 $468K 0.03% $119.14 -2.9%
337 AKRE PROFESIONALLY MANAGED PORTFO 8,770.0 $466K 0.03% -428.0 -4.7% $53.19 +15.0%
338 VV VANGUARD INDEX FDS 1,347.0 $463K 0.03% -11.0 -0.8% $343.91 +2.3%
339 BWX SPDR SERIES TRUST 21,150.0 $459K 0.03% -980.0 -4.4% $21.68 +1.2%
340 DAL DELTA AIR LINES INC DEL Industrials 4,887.0 $458K 0.03% -1K -22.4% $93.66 -11.9%
Page 17 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%