First-Heartland-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MU",
  null,
  "MPLX",
  null,
  "ABBV",
  "BABA",
  null,
  null,
  null,
  "GOOGL",
  "RIOT",
  null,
  "VDE",
  null,
  null,
  null,
  "JQC",
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "PECO",
  null,
  null,
  "ETJ",
  null,
  "EFT",
  null,
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ARKB",
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  "HD",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  "ITW",
  null,
  "GSIE",
  "AMAT",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SVM",
  null,
  null,
  null,
  null,
  "PCN",
  null,
  null,
  "SCHY",
  null,
  null,
  null,
  "EXG",
  "MPC",
  null,
  "PWR",
  null,
  "MA",
  null,
  null,
  "MDT",
  null,
  "MSFT",
  "EXC",
  "FICO",
  null,
  null,
  "GE",
  null,
  null,
  null,
  null,
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  null,
  "ORCL",
  "NOC",
  null,
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PEP",
  null,
  null,
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "SHW",
  "SHOP",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "TDG",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "ASTS",
  "EWBC",
  "ACWV",
  "VWO",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "GNL",
  "IEF",
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "AXON",
  "AMD",
  "SDY",
  "FI",
  "F",
  "DECK",
  null,
  "IPG",
  null,
  null,
  null,
  "AMZN",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UPLD",
  "VEU",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  null,
  "BLV",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "VICI",
  "WMT",
  "WFC",
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "HST",
  "CRM",
  null,
  null,
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  null,
  null,
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  "BA",
  "BR",
  "CHE",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "DE",
  "FANG",
  "DAL",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 439
Total Value: 968973935
Accession Number: 0001214659-25-007055
Form Type: 13F-HR
CIK: first-heartland-consultants
Manager Name: First-Heartland-Consultants

Data Enrichment

46% identified

200 identified239 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

439 positions • $969.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:500.2K

Value:$32.9M

% of Portfolio:3.4% ($32.9M/$969.0M)

26922A222

Shares:839.6K

Value:$32.5M

% of Portfolio:3.4% ($32.5M/$969.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:51.8K

Value:$29.0M

% of Portfolio:3.0% ($29.0M/$969.0M)

33740F888

Shares:931.3K

Value:$23.0M

% of Portfolio:2.4% ($23.0M/$969.0M)

26922A388

Shares:783.7K

Value:$21.4M

% of Portfolio:2.2% ($21.4M/$969.0M)

78463X889

SPDW|78463X889

Shares:559.2K

Value:$20.4M

% of Portfolio:2.1% ($20.4M/$969.0M)

26922A446

Shares:566.6K

Value:$19.7M

% of Portfolio:2.0% ($19.7M/$969.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:41.6K

Value:$19.5M

% of Portfolio:2.0% ($19.5M/$969.0M)

72201R585

Shares:668.1K

Value:$17.6M

% of Portfolio:1.8% ($17.6M/$969.0M)

78464A508

SPYV|78464A508

Shares:335.2K

Value:$17.1M

% of Portfolio:1.8% ($17.1M/$969.0M)

33738R506

Shares:287.7K

Value:$16.8M

% of Portfolio:1.7% ($16.8M/$969.0M)

78464A409

SPYG|78464A409

Shares:204.9K

Value:$16.5M

% of Portfolio:1.7% ($16.5M/$969.0M)

921937827

BSV|921937827

Shares:209.9K

Value:$16.4M

% of Portfolio:1.7% ($16.4M/$969.0M)

464287309

IVW|464287309

Shares:174.3K

Value:$16.2M

% of Portfolio:1.7% ($16.2M/$969.0M)

72201R833

Shares:146.8K

Value:$14.8M

% of Portfolio:1.5% ($14.8M/$969.0M)

Apple Inc.

AAPL|037833100

Shares:60.5K

Value:$13.4M

% of Portfolio:1.4% ($13.4M/$969.0M)

46434G764

EMXC|46434G764

Shares:224.5K

Value:$12.4M

% of Portfolio:1.3% ($12.4M/$969.0M)

336917109

Shares:273.8K

Value:$11.9M

% of Portfolio:1.2% ($11.9M/$969.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:27.0K

Value:$11.3M

% of Portfolio:1.2% ($11.3M/$969.0M)

922908736

VUG|922908736

Shares:30.3K

Value:$11.3M

% of Portfolio:1.2% ($11.3M/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	500.2K	QoQ +1.84% (-9.1K) YoY +6.90% (+32.3K)	All Managers (Combined)	$32.9M	3.4% ($32.9M/$969.0M)	QoQ -2.85% (-$965.0K) YoY +114151.03% (+$32.9M)
(cusip26922A222)✕	839.6K	QoQ +2.04% (-16.8K) YoY +6.48% (+51.1K)	All Managers (Combined)	$32.5M	3.4% ($32.5M/$969.0M)	QoQ -1.88% (-$625.7K) YoY +114238.71% (+$32.5M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	51.8K	QoQ -2.22% (-1.2K) YoY +28.66% (+11.5K)	All Managers (Combined)	$29.0M	3.0% ($29.0M/$969.0M)	QoQ -6.68% (-$2.1M) YoY +137502.63% (+$28.9M)
(cusip33740F888)✕	931.3K	QoQ +54.67% (+329.2K) YoY +58.05% (+342.1K)	All Managers (Combined)	$23.0M	2.4% ($23.0M/$969.0M)	QoQ +55.29% (+$8.2M) YoY +158917.08% (+$23.0M)
(cusip26922A388)✕	783.7K	QoQ +2.67% (+20.4K) YoY +81.24% (+351.3K)	All Managers (Combined)	$21.4M	2.2% ($21.4M/$969.0M)	QoQ +2.07% (+$433.9K) YoY +185293.04% (+$21.4M)
(SPDWcusip78463X889)	559.2K	QoQ +0.83% (+4.6K) YoY +39.89% (+159.5K)	All Managers (Combined)	$20.4M	2.1% ($20.4M/$969.0M)	QoQ +7.56% (+$1.4M) YoY +142013.14% (+$20.3M)
(cusip26922A446)✕	566.6K	QoQ +2.35% (-13.0K) YoY +9.06% (+47.1K)	All Managers (Combined)	$19.7M	2.0% ($19.7M/$969.0M)	QoQ -3.56% (-$730.6K) YoY +105597.73% (+$19.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	41.6K	QoQ -34.31% (-21.7K) YoY -38.03% (-25.5K)	All Managers (Combined)	$19.5M	2.0% ($19.5M/$969.0M)	QoQ -39.74% (-$12.9M) YoY +65344.93% (-$19.5M)
(cusip72201R585)✕	668.1K	QoQ +112.79% (+354.2K) YoY -2.79% (-19.2K)	All Managers (Combined)	$17.6M	1.8% ($17.6M/$969.0M)	QoQ +116.32% (+$9.5M) YoY +99327.81% (-$17.6M)
(SPYVcusip78464A508)	335.2K	QoQ +1.59% (+5.3K) YoY NEW(+335.2K)	All Managers (Combined)	$17.1M	1.8% ($17.1M/$969.0M)	QoQ +1.45% (+$245.2K) YoY NEW(+$17.1M)
(cusip33738R506)✕	287.7K	QoQ -25.26% (-97.2K) YoY +10.05% (+26.3K)	All Managers (Combined)	$16.8M	1.7% ($16.8M/$969.0M)	QoQ -26.02% (-$5.9M) YoY +114592.86% (+$16.8M)
(SPYGcusip78464A409)	204.9K	QoQ -7.21% (-15.9K) YoY -6.56% (-14.4K)	All Managers (Combined)	$16.5M	1.7% ($16.5M/$969.0M)	QoQ -15.16% (-$2.9M) YoY +102561.07% (-$16.5M)
(BSVcusip921937827)	209.9K	QoQ -29.66% (-88.6K) YoY +47.82% (+67.9K)	All Managers (Combined)	$16.4M	1.7% ($16.4M/$969.0M)	QoQ -28.74% (-$6.6M) YoY +177115.10% (+$16.4M)
(IVWcusip464287309)	174.3K	QoQ +6.03% (-9.9K) YoY +22.67% (+32.2K)	All Managers (Combined)	$16.2M	1.7% ($16.2M/$969.0M)	QoQ -3.05% (-$510.0K) YoY +134762.04% (+$16.2M)
(cusip72201R833)✕	146.8K	QoQ +66.89% (+58.8K) YoY +125.66% (+81.8K)	All Managers (Combined)	$14.8M	1.5% ($14.8M/$969.0M)	QoQ +67.36% (+$5.9M) YoY +225738.90% (+$14.8M)
Apple Inc.(AAPLcusip037833100)	60.5K	QoQ -8.71% (-5.8K) YoY -19.57% (-14.7K)	All Managers (Combined)	$13.4M	1.4% ($13.4M/$969.0M)	QoQ -19.02% (-$3.2M) YoY +104076.76% (-$13.4M)
(EMXCcusip46434G764)	224.5K	QoQ -1.03% (-2.3K) YoY +20.08% (+37.6K)	All Managers (Combined)	$12.4M	1.3% ($12.4M/$969.0M)	QoQ -1.67% (-$210.9K) YoY +114814.36% (+$12.4M)
(cusip336917109)✕	273.8K	QoQ +125.43% (+152.3K) YoY +413.88% (+220.5K)	All Managers (Combined)	$11.9M	1.2% ($11.9M/$969.0M)	QoQ +143.23% (+$7.0M) YoY +579983.65% (+$11.9M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	27.0K	QoQ -20.01% (-6.7K) YoY -17.70% (-5.8K)	All Managers (Combined)	$11.3M	1.2% ($11.3M/$969.0M)	QoQ -21.07% (-$3.0M) YoY +86770.05% (-$11.3M)
(VUGcusip922908736)	30.3K	QoQ -16.58% (-6.0K) YoY -30.46% (-13.3K)	All Managers (Combined)	$11.3M	1.2% ($11.3M/$969.0M)	QoQ -24.63% (-$3.7M) YoY +74806.77% (-$11.2M)