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,
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  "PANW",
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  null,
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  "DNP",
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  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
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  "UNH",
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  "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",
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  "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",
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  "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",
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  "VFH",
  "VEA",
  null,
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  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "VICI",
  "WMT",
  "WFC",
  null,
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  "IUSG",
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "HST",
  "CRM",
  null,
  null,
  "DIA",
  "ORI",
  null,
  null,
  null,
  null,
  null,
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  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
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  "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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808524300

SCHG|808524300

Shares:19.7K

Value:$493.0K

% of Portfolio:0.1% ($493.0K/$969.0M)

887432268

Shares:20.5K

Value:$491.8K

% of Portfolio:0.1% ($491.8K/$969.0M)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$490.2K

% of Portfolio:0.1% ($490.2K/$969.0M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:5.7K

Value:$484.5K

% of Portfolio:0.0% ($484.5K/$969.0M)

33740F805

Shares:11.0K

Value:$481.8K

% of Portfolio:0.0% ($481.8K/$969.0M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:2.0K

Value:$481.8K

% of Portfolio:0.0% ($481.8K/$969.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.0K

Value:$480.3K

% of Portfolio:0.0% ($480.3K/$969.0M)

78463X418

Shares:3.7K

Value:$478.5K

% of Portfolio:0.0% ($478.5K/$969.0M)

464288760

Shares:3.1K

Value:$477.7K

% of Portfolio:0.0% ($477.7K/$969.0M)

46137V431

Shares:4.6K

Value:$463.7K

% of Portfolio:0.0% ($463.7K/$969.0M)

46432F875

Shares:23.1K

Value:$463.4K

% of Portfolio:0.0% ($463.4K/$969.0M)

Ark 21Shares Bitcoin ETF

ARKB|040919102

Shares:5.6K

Value:$459.7K

% of Portfolio:0.0% ($459.7K/$969.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.1K

Value:$458.3K

% of Portfolio:0.0% ($458.3K/$969.0M)

00888H711

Shares:15.8K

Value:$455.9K

% of Portfolio:0.0% ($455.9K/$969.0M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:11.6K

Value:$454.5K

% of Portfolio:0.0% ($454.5K/$969.0M)

Medtronic plc

MDT|G5960L103

Shares:5.0K

Value:$453.4K

% of Portfolio:0.0% ($453.4K/$969.0M)

33733E104

Shares:5.0K

Value:$447.6K

% of Portfolio:0.0% ($447.6K/$969.0M)

33733E302

Shares:2.0K

Value:$445.6K

% of Portfolio:0.0% ($445.6K/$969.0M)

922907746

VTEB|922907746

Shares:9.0K

Value:$444.7K

% of Portfolio:0.0% ($444.7K/$969.0M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:3.3K

Value:$442.1K

% of Portfolio:0.0% ($442.1K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHGcusip808524300)	19.7K	QoQ +117.99% (+10.7K) YoY NEW(+19.7K)	All Managers (Combined)	$493.0K	0.1% ($493.0K/$969.0M)	QoQ +95.85% (+$241.3K) YoY NEW(+$493.0K)
(cusip887432268)✕	20.5K	QoQ +23.25% (+3.9K) YoY NEW(+20.5K)	All Managers (Combined)	$491.8K	0.1% ($491.8K/$969.0M)	QoQ +24.23% (+$95.9K) YoY NEW(+$491.8K)
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ -4.60% (-241) YoY -3.19% (-165)	All Managers (Combined)	$490.2K	0.1% ($490.2K/$969.0M)	QoQ +2.54% (-$12.2K) YoY +103746.61% (-$489.7K)
ENTERGY CORP /DE/(ETRcusip29364G103)	5.7K	QoQ +0.05% (+3) YoY NEW(+5.7K)	All Managers (Combined)	$484.5K	0.0% ($484.5K/$969.0M)	QoQ +12.81% (+$55.0K) YoY NEW(+$484.5K)
(cusip33740F805)✕	11.0K	QoQ -73.98% (-31.3K) YoY -95.34% (-225.1K)	All Managers (Combined)	$481.8K	0.0% ($481.8K/$969.0M)	QoQ -73.46% (-$1.3M) YoY +4580.72% (-$471.5K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	2.0K	QoQ +5.18% (+98) YoY +13.21% (+232)	All Managers (Combined)	$481.8K	0.0% ($481.8K/$969.0M)	QoQ +12.80% (+$54.7K) YoY +133724.44% (+$481.4K)
UNION PACIFIC CORP(UNPcusip907818108)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$480.3K	0.0% ($480.3K/$969.0M)	QoQ NEW(+$480.3K) YoY NEW(+$480.3K)
(cusip78463X418)✕	3.7K	QoQ -5.94% (-237) YoY +32.40% (+917)	All Managers (Combined)	$478.5K	0.0% ($478.5K/$969.0M)	QoQ -3.02% (-$14.9K) YoY +141041.88% (+$478.1K)
(cusip464288760)✕	3.1K	QoQ -8.77% (-300) YoY -8.77% (-300)	All Managers (Combined)	$477.7K	0.0% ($477.7K/$969.0M)	QoQ -3.90% (-$19.4K) YoY +105814.63% (-$477.2K)
(cusip46137V431)✕	4.6K	QoQ -30.43% (-2.0K) YoY -84.29% (-24.9K)	All Managers (Combined)	$463.7K	0.0% ($463.7K/$969.0M)	QoQ -33.74% (-$236.2K) YoY +14631.35% (-$460.6K)
(cusip46432F875)✕	23.1K	QoQ -4.27% (-1.0K) YoY -58.41% (-32.4K)	All Managers (Combined)	$463.4K	0.0% ($463.4K/$969.0M)	QoQ -1.32% (-$6.2K) YoY +41799.27% (-$462.3K)
Ark 21Shares Bitcoin ETF(ARKBcusip040919102)	5.6K	QoQ +24.15% (+1.1K) YoY NEW(+5.6K)	All Managers (Combined)	$459.7K	0.0% ($459.7K/$969.0M)	QoQ +9.41% (+$39.6K) YoY NEW(+$459.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.1K	QoQ -24.82% (-1.4K) YoY +1.96% (+79)	All Managers (Combined)	$458.3K	0.0% ($458.3K/$969.0M)	QoQ -8.80% (-$44.2K) YoY +155789.45% (+$458.0K)
(cusip00888H711)✕	15.8K	QoQ 0.00% (-0) YoY -22.68% (-4.6K)	All Managers (Combined)	$455.9K	0.0% ($455.9K/$969.0M)	QoQ -1.50% (-$7.0K) YoY +82039.63% (-$455.3K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	11.6K	QoQ -6.87% (-856) YoY +0.66% (+76)	All Managers (Combined)	$454.5K	0.0% ($454.5K/$969.0M)	QoQ +0.91% (-$4.1K) YoY +128284.46% (+$454.1K)
Medtronic plc(MDTcusipG5960L103)	5.0K	QoQ -2.11% (-109) YoY +11.81% (+533)	All Managers (Combined)	$453.4K	0.0% ($453.4K/$969.0M)	QoQ +10.12% (-$41.7K) YoY +115261.57% (+$453.0K)
(cusip33733E104)✕	5.0K	QoQ -0.71% (-36) YoY -91.35% (-52.8K)	All Managers (Combined)	$447.6K	0.0% ($447.6K/$969.0M)	QoQ +1.34% (-$5.9K) YoY +8943.70% (-$442.6K)
(cusip33733E302)✕	2.0K	QoQ -59.95% (-3.0K) YoY -74.08% (-5.7K)	All Managers (Combined)	$445.6K	0.0% ($445.6K/$969.0M)	QoQ +71.12% (-$185.2K) YoY +27962.53% (-$444.0K)
(VTEBcusip922907746)	9.0K	QoQ -10.33% (-1.0K) YoY -37.85% (-5.5K)	All Managers (Combined)	$444.7K	0.0% ($444.7K/$969.0M)	QoQ -11.24% (-$56.4K) YoY +60816.98% (-$444.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	3.3K	QoQ +11.91% (+356) YoY +10.69% (+323)	All Managers (Combined)	$442.1K	0.0% ($442.1K/$969.0M)	QoQ +74.53% (+$188.8K) YoY +202677.06% (+$441.8K)