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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 18 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPSM SPDR SER TR 7,902.0 $456K 0.03% -581.0 -6.8% $57.67 -1.1%
342 NOC NORTHROP GRUMMAN CORP Industrials 893.0 $455K 0.03% +83.0 +10.2% $509.20 +7.9%
343 ICSH ISHARES TR 8,928.0 $452K 0.03% NEW $50.58 -0.1%
344 EVSD MORGAN STANLEY ETF TRUST 8,862.0 $451K 0.03% NEW $50.85 +0.0%
345 APRW AIM ETF PRODUCTS TRUST 12,035.0 $447K 0.03% +3K +26.8% $37.14 +1.3%
346 FTGC FIRST TR EXCHANGE TRAD FD VI 16,524.0 $447K 0.03% +145.0 +0.9% $27.05 +12.4%
347 SPACE EXPLORATION TECHN CORP 2,612.0 $446K 0.03% NEW $170.86
348 AOM ISHARES TR 8,937.0 $446K 0.03% +349.0 +4.1% $49.89 -0.3%
349 XLV SELECT SECTOR SPDR TR 2,810.0 $446K 0.03% -80.0 -2.8% $158.63 +10.1%
350 MINN TRUST FOR PROOFESSIONAL MANAG 19,878.0 $445K 0.03% +2K +13.2% $22.39 -1.7%
351 JEPQ J P MORGAN EXCHANGE TRADED F 7,235.0 $445K 0.03% NEW $61.46 -3.3%
352 SBUX STARBUCKS CORP Consumer Cyclical 4,336.0 $443K 0.03% +62.0 +1.4% $102.19 +5.2%
353 AIM ETF PRODUCTS TRUST 13,867.0 $443K 0.03% -976.0 -6.6% $31.93
354 STRATEGY SHS 13,924.0 $443K 0.03% +838.0 +6.4% $31.79
355 ARKK ARK ETF TR 5,456.0 $441K 0.03% -7K -56.9% $80.82 +3.8%
356 EPD ENTERPRISE PROD PARTNERS L 11,920.0 $438K 0.03% -8K -41.3% $36.76
357 AOA ISHARES TR 4,420.0 $431K 0.03% NEW $97.60 +1.2%
358 FTCS FIRST TR EXCHANGE TRADED FD 4,592.0 $431K 0.03% +728.0 +18.8% $93.92 +8.9%
359 IXN ISHARES TR 2,950.0 $426K 0.03% NEW $144.48 -5.3%
360 MPC MARATHON PETE CORP Energy 1,662.0 $425K 0.03% -503.0 -23.2% $255.70 +41.8%
Page 18 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%