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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 7 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AOR ISHARES TR 37,900.0 $2.6M 0.17% +2K +4.4% $69.50 +0.5%
122 SOXX ISHARES 4,094.0 $2.6M 0.17% +799.0 +24.2% $640.74 -18.8%
123 EJAN INNOVATOR ETFS TRUST 69,367.0 $2.5M 0.16% NEW $36.00 +2.2%
124 MUB ISHARES TR 21,659.0 $2.3M 0.15% +14K +194.5% $107.62 -2.1%
125 TGT TARGET CORP Consumer Defensive 2,099.0 $2.3M 0.15% -137.0 -6.1% $1083.44 -84.7%
126 ORLY OREILLY AUTOMOTIVE INC NEW Consumer Cyclical 24,075.0 $2.2M 0.14% -900.0 -3.6% $92.09 -3.2%
127 V VISA INC Financial Services 6,448.0 $2.2M 0.14% +213.0 +3.4% $343.09 +8.1%
128 DOL WINSDOMTREE TR 28,917.0 $2.2M 0.14% -45K -60.7% $74.36 +3.9%
129 IVES WEDBUSH SER TR 55,763.0 $2.1M 0.14% -267K -82.7% $38.10 +1.6%
130 META META PLATFORMS INC Communication Services 3,768.0 $2.1M 0.14% -728.0 -16.2% $563.24 -2.4%
131 IUSV ISHARES TR 19,105.0 $2.1M 0.14% -627.0 -3.2% $110.15 +4.3%
132 OAEM UNIFIED SER TR 41,978.0 $2.1M 0.14% +3K +8.2% $49.89 -1.9%
133 QJUN FIRST TR EXCHANGE TRADED FD I 59,395.0 $2.0M 0.13% -639.0 -1.1% $33.79 -1.4%
134 TPHD TIMOTHY PLAN 46,788.0 $2.0M 0.13% -8K -14.6% $42.28 +2.6%
135 AMD ADVANCED MICRO DEVICES INC Technology 3,391.0 $2.0M 0.13% -624.0 -15.5% $580.86 -18.5%
136 COST COSTCO WHSL CORP NEW Consumer Defensive 2,101.0 $2.0M 0.13% -86.0 -3.9% $935.69 +1.3%
137 OAIM UNIFIED SER TR 40,196.0 $1.9M 0.12% -812.0 -2.0% $47.83 +0.6%
138 FDL FIRST TR EXCHANGE TR 39,332.0 $1.9M 0.12% +26K +190.2% $48.66 +9.1%
139 UJAN INNOVATOR ETFS TRUST 42,092.0 $1.9M 0.12% NEW $45.33 +1.7%
140 PULS PGIM ETF TR 38,477.0 $1.9M 0.12% +6K +19.5% $49.55 +0.2%
Page 7 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%