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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92189F486

Shares:30.4K

Value:$775.7K

% of Portfolio:0.1% ($775.7K/$969.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.6K

Value:$768.3K

% of Portfolio:0.1% ($768.3K/$969.0M)

46137V332

Shares:25.8K

Value:$766.1K

% of Portfolio:0.1% ($766.1K/$969.0M)

66537J796

Shares:3.7K

Value:$758.7K

% of Portfolio:0.1% ($758.7K/$969.0M)

37954Y673

Shares:19.5K

Value:$736.8K

% of Portfolio:0.1% ($736.8K/$969.0M)

45783Y855

Shares:23.1K

Value:$725.4K

% of Portfolio:0.1% ($725.4K/$969.0M)

DEERE & CO

DE|244199105

Shares:1.5K

Value:$710.6K

% of Portfolio:0.1% ($710.6K/$969.0M)

464287606

IJK|464287606

Shares:8.5K

Value:$703.8K

% of Portfolio:0.1% ($703.8K/$969.0M)

46429B267

Shares:30.4K

Value:$699.0K

% of Portfolio:0.1% ($699.0K/$969.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.3K

Value:$695.5K

% of Portfolio:0.1% ($695.5K/$969.0M)

464288885

EFG|464288885

Shares:6.9K

Value:$690.3K

% of Portfolio:0.1% ($690.3K/$969.0M)

69344A107

Shares:13.8K

Value:$686.7K

% of Portfolio:0.1% ($686.7K/$969.0M)

464287804

IJR|464287804

Shares:6.5K

Value:$680.9K

% of Portfolio:0.1% ($680.9K/$969.0M)

464287812

Shares:9.4K

Value:$671.4K

% of Portfolio:0.1% ($671.4K/$969.0M)

CHEVRON CORP

CVX|166764100

Shares:4.0K

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$969.0M)

00888H786

Shares:21.7K

Value:$659.2K

% of Portfolio:0.1% ($659.2K/$969.0M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:5.8K

Value:$645.3K

% of Portfolio:0.1% ($645.3K/$969.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.2K

Value:$635.6K

% of Portfolio:0.1% ($635.6K/$969.0M)

MERCADOLIBRE INC

MELI|58733R102

Shares:324

Value:$634.0K

% of Portfolio:0.1% ($634.0K/$969.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:7.0K

Value:$632.7K

% of Portfolio:0.1% ($632.7K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F486)✕	30.4K	QoQ +192.16% (+20.0K) YoY NEW(+30.4K)	All Managers (Combined)	$775.7K	0.1% ($775.7K/$969.0M)	QoQ +193.31% (+$511.2K) YoY NEW(+$775.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.6K	QoQ -10.34% (-179) YoY -11.16% (-195)	All Managers (Combined)	$768.3K	0.1% ($768.3K/$969.0M)	QoQ -14.92% (-$134.8K) YoY +110134.86% (-$767.6K)
(cusip46137V332)✕	25.8K	QoQ +1.07% (+275) YoY -34.05% (-13.3K)	All Managers (Combined)	$766.1K	0.1% ($766.1K/$969.0M)	QoQ +2.63% (+$19.6K) YoY +61629.41% (-$764.8K)
(cusip66537J796)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$758.7K	0.1% ($758.7K/$969.0M)	QoQ NEW(+$758.7K) YoY NEW(+$758.7K)
(cusip37954Y673)✕	19.5K	QoQ -61.43% (-31.1K) YoY +127.66% (+10.9K)	All Managers (Combined)	$736.8K	0.1% ($736.8K/$969.0M)	QoQ -63.98% (-$1.3M) YoY +215962.17% (+$736.4K)
(cusip45783Y855)✕	23.1K	QoQ +4.67% (+1.0K) YoY NEW(+23.1K)	All Managers (Combined)	$725.4K	0.1% ($725.4K/$969.0M)	QoQ +4.54% (+$31.5K) YoY NEW(+$725.4K)
DEERE & CO(DEcusip244199105)	1.5K	QoQ -23.49% (-465) YoY -26.96% (-559)	All Managers (Combined)	$710.6K	0.1% ($710.6K/$969.0M)	QoQ -15.25% (-$127.9K) YoY +83403.17% (-$709.8K)
(IJKcusip464287606)	8.5K	QoQ -43.76% (-6.6K) YoY -54.74% (-10.2K)	All Managers (Combined)	$703.8K	0.1% ($703.8K/$969.0M)	QoQ -48.49% (-$662.8K) YoY +41204.34% (-$702.1K)
(cusip46429B267)✕	30.4K	QoQ +5.50% (+1.6K) YoY +19.99% (+5.1K)	All Managers (Combined)	$699.0K	0.1% ($699.0K/$969.0M)	QoQ +5.52% (+$36.6K) YoY +121041.59% (+$698.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.3K	QoQ -2.16% (-249) YoY -0.93% (-106)	All Managers (Combined)	$695.5K	0.1% ($695.5K/$969.0M)	QoQ +1.98% (-$13.5K) YoY +122339.61% (-$694.9K)
(EFGcusip464288885)	6.9K	QoQ -62.67% (-11.6K) YoY +60.53% (+2.6K)	All Managers (Combined)	$690.3K	0.1% ($690.3K/$969.0M)	QoQ -61.45% (-$1.1M) YoY +154675.78% (+$689.9K)
(cusip69344A107)✕	13.8K	QoQ +17.21% (+2.0K) YoY NEW(+13.8K)	All Managers (Combined)	$686.7K	0.1% ($686.7K/$969.0M)	QoQ +17.64% (+$103.0K) YoY NEW(+$686.7K)
(IJRcusip464287804)	6.5K	QoQ -3.71% (-251) YoY -29.35% (-2.7K)	All Managers (Combined)	$680.9K	0.1% ($680.9K/$969.0M)	QoQ -12.59% (-$98.2K) YoY +16842.12% (-$676.9K)
(cusip464287812)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$671.4K	0.1% ($671.4K/$969.0M)	QoQ NEW(+$671.4K) YoY NEW(+$671.4K)
CHEVRON CORP(CVXcusip166764100)	4.0K	QoQ -3.33% (-138) YoY -9.48% (-419)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$969.0M)	QoQ +11.66% (-$69.9K) YoY +95842.61% (-$668.0K)
(cusip00888H786)✕	21.7K	QoQ NEW(+21.7K) YoY NEW(+21.7K)	All Managers (Combined)	$659.2K	0.1% ($659.2K/$969.0M)	QoQ NEW(+$659.2K) YoY NEW(+$659.2K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	5.8K	QoQ -15.87% (-1.1K) YoY +410.70% (+4.6K)	All Managers (Combined)	$645.3K	0.1% ($645.3K/$969.0M)	QoQ -53.68% (-$747.9K) YoY +60544.36% (+$644.2K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.2K	QoQ +4.90% (+105) YoY +10.36% (+211)	All Managers (Combined)	$635.6K	0.1% ($635.6K/$969.0M)	QoQ +23.90% (+$122.6K) YoY +150883.37% (+$635.2K)
MERCADOLIBRE INC(MELIcusip58733R102)	324	QoQ -19.40% (-78) YoY -25.17% (-109)	All Managers (Combined)	$634.0K	0.1% ($634.0K/$969.0M)	QoQ -7.24% (-$49.5K) YoY +96695.87% (-$633.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	7.0K	QoQ -6.30% (-474) YoY -12.61% (-1.0K)	All Managers (Combined)	$632.7K	0.1% ($632.7K/$969.0M)	QoQ -15.45% (-$115.6K) YoY +59360.05% (-$631.6K)