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

Page 12 of 22

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46429B598

Shares:10.5K

Value:$542.5K

% of Portfolio:0.1% ($542.5K/$969.0M)

PEPSICO INC

PEP|713448108

Shares:3.6K

Value:$542.1K

% of Portfolio:0.1% ($542.1K/$969.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:991

Value:$541.1K

% of Portfolio:0.1% ($541.1K/$969.0M)

032108847

Shares:47.3K

Value:$539.2K

% of Portfolio:0.1% ($539.2K/$969.0M)

MPLX LP

MPLX|55336V100

Shares:10.1K

Value:$537.9K

% of Portfolio:0.1% ($537.9K/$969.0M)

90470L469

Shares:18.7K

Value:$537.0K

% of Portfolio:0.1% ($537.0K/$969.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.2K

Value:$536.9K

% of Portfolio:0.1% ($536.9K/$969.0M)

90470L527

Shares:18.4K

Value:$524.4K

% of Portfolio:0.1% ($524.4K/$969.0M)

78464A870

Shares:6.3K

Value:$514.5K

% of Portfolio:0.1% ($514.5K/$969.0M)

92189F643

Shares:5.8K

Value:$514.2K

% of Portfolio:0.1% ($514.2K/$969.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.8K

Value:$511.4K

% of Portfolio:0.1% ($511.4K/$969.0M)

921946406

VYM|921946406

Shares:3.9K

Value:$508.3K

% of Portfolio:0.1% ($508.3K/$969.0M)

46090A804

Shares:10.8K

Value:$507.0K

% of Portfolio:0.1% ($507.0K/$969.0M)

00888H612

Shares:19.6K

Value:$505.4K

% of Portfolio:0.1% ($505.4K/$969.0M)

74933W601

Shares:9.0K

Value:$502.2K

% of Portfolio:0.1% ($502.2K/$969.0M)

78468R788

Shares:11.3K

Value:$501.1K

% of Portfolio:0.1% ($501.1K/$969.0M)

46435U713

Shares:11.1K

Value:$499.6K

% of Portfolio:0.1% ($499.6K/$969.0M)

46137V233

Shares:10.9K

Value:$499.4K

% of Portfolio:0.1% ($499.4K/$969.0M)

78468R663

Shares:5.4K

Value:$499.2K

% of Portfolio:0.1% ($499.2K/$969.0M)

45782C532

Shares:14.5K

Value:$497.6K

% of Portfolio:0.1% ($497.6K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B598)✕	10.5K	QoQ +13.85% (+1.3K) YoY +81.92% (+4.7K)	All Managers (Combined)	$542.5K	0.1% ($542.5K/$969.0M)	QoQ +11.34% (+$55.3K) YoY +181322.07% (+$542.2K)
PEPSICO INC(PEPcusip713448108)	3.6K	QoQ NEW(+3.6K) YoY -71.61% (-9.1K)	All Managers (Combined)	$542.1K	0.1% ($542.1K/$969.0M)	QoQ NEW(+$542.1K) YoY +24221.04% (-$539.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	991	QoQ -32.07% (-468) YoY -32.90% (-486)	All Managers (Combined)	$541.1K	0.1% ($541.1K/$969.0M)	QoQ -35.24% (-$294.5K) YoY +87603.07% (-$540.5K)
(cusip032108847)✕	47.3K	QoQ +43.14% (+14.2K) YoY NEW(+47.3K)	All Managers (Combined)	$539.2K	0.1% ($539.2K/$969.0M)	QoQ +41.78% (+$158.9K) YoY NEW(+$539.2K)
MPLX LP(MPLXcusip55336V100)	10.1K	QoQ +1.96% (+194) YoY +7.14% (+670)	All Managers (Combined)	$537.9K	0.1% ($537.9K/$969.0M)	QoQ +14.02% (+$66.2K) YoY +137826.15% (+$537.5K)
(cusip90470L469)✕	18.7K	QoQ +2.91% (+530) YoY NEW(+18.7K)	All Managers (Combined)	$537.0K	0.1% ($537.0K/$969.0M)	QoQ +1.41% (+$7.5K) YoY NEW(+$537.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.2K	QoQ -0.59% (-13) YoY -5.39% (-123)	All Managers (Combined)	$536.9K	0.1% ($536.9K/$969.0M)	QoQ +12.43% (-$59.4K) YoY +123041.97% (-$536.5K)
(cusip90470L527)✕	18.4K	QoQ NEW(+18.4K) YoY NEW(+18.4K)	All Managers (Combined)	$524.4K	0.1% ($524.4K/$969.0M)	QoQ NEW(+$524.4K) YoY NEW(+$524.4K)
(cusip78464A870)✕	6.3K	QoQ +2.72% (-168) YoY +19.06% (+1.0K)	All Managers (Combined)	$514.5K	0.1% ($514.5K/$969.0M)	QoQ -7.49% (-$41.7K) YoY +101577.07% (+$514.0K)
(cusip92189F643)✕	5.8K	QoQ -9.81% (-636) YoY -67.21% (-12.0K)	All Managers (Combined)	$514.2K	0.1% ($514.2K/$969.0M)	QoQ -14.41% (-$86.6K) YoY +31979.91% (-$512.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.8K	QoQ +13.56% (+212) YoY NEW(+1.8K)	All Managers (Combined)	$511.4K	0.1% ($511.4K/$969.0M)	QoQ +35.14% (+$133.0K) YoY NEW(+$511.4K)
(VYMcusip921946406)	3.9K	QoQ -6.43% (-271) YoY -57.14% (-5.3K)	All Managers (Combined)	$508.3K	0.1% ($508.3K/$969.0M)	QoQ -5.43% (-$29.2K) YoY +45570.08% (-$507.2K)
(cusip46090A804)✕	10.8K	QoQ +1.25% (+134) YoY -33.86% (-5.5K)	All Managers (Combined)	$507.0K	0.1% ($507.0K/$969.0M)	QoQ +2.41% (+$11.9K) YoY +66172.67% (-$506.2K)
(cusip00888H612)✕	19.6K	QoQ -1.39% (-278) YoY NEW(+19.6K)	All Managers (Combined)	$505.4K	0.1% ($505.4K/$969.0M)	QoQ -6.61% (-$35.8K) YoY NEW(+$505.4K)
(cusip74933W601)✕	9.0K	QoQ +14.41% (+1.1K) YoY NEW(+9.0K)	All Managers (Combined)	$502.2K	0.1% ($502.2K/$969.0M)	QoQ +5.85% (+$27.8K) YoY NEW(+$502.2K)
(cusip78468R788)✕	11.3K	QoQ +0.13% (+15) YoY NEW(+11.3K)	All Managers (Combined)	$501.1K	0.1% ($501.1K/$969.0M)	QoQ +2.48% (+$12.2K) YoY NEW(+$501.1K)
(cusip46435U713)✕	11.1K	QoQ -36.55% (-6.4K) YoY +4.91% (+519)	All Managers (Combined)	$499.6K	0.1% ($499.6K/$969.0M)	QoQ -38.23% (-$309.2K) YoY +108979.25% (+$499.1K)
(cusip46137V233)✕	10.9K	QoQ -5.09% (-583) YoY +88.25% (+5.1K)	All Managers (Combined)	$499.4K	0.1% ($499.4K/$969.0M)	QoQ -12.58% (-$71.9K) YoY +205428.39% (+$499.2K)
(cusip78468R663)✕	5.4K	QoQ -13.81% (-872) YoY -6.22% (-361)	All Managers (Combined)	$499.2K	0.1% ($499.2K/$969.0M)	QoQ -13.52% (-$78.1K) YoY +93557.59% (-$498.7K)
(cusip45782C532)✕	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$497.6K	0.1% ($497.6K/$969.0M)	QoQ NEW(+$497.6K) YoY NEW(+$497.6K)