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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922908553

VNQ|922908553

Shares:4.9K

Value:$440.1K

% of Portfolio:0.0% ($440.1K/$969.0M)

33735B108

Shares:4.0K

Value:$434.2K

% of Portfolio:0.0% ($434.2K/$969.0M)

PAYCHEX INC

PAYX|704326107

Shares:2.8K

Value:$434.0K

% of Portfolio:0.0% ($434.0K/$969.0M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:9.9K

Value:$432.4K

% of Portfolio:0.0% ($432.4K/$969.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.0K

Value:$430.2K

% of Portfolio:0.0% ($430.2K/$969.0M)

66538H633

Shares:17.9K

Value:$424.6K

% of Portfolio:0.0% ($424.6K/$969.0M)

33734X168

Shares:7.6K

Value:$423.2K

% of Portfolio:0.0% ($423.2K/$969.0M)

33738D879

Shares:17.8K

Value:$422.2K

% of Portfolio:0.0% ($422.2K/$969.0M)

464287101

Shares:1.6K

Value:$420.9K

% of Portfolio:0.0% ($420.9K/$969.0M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:2.6K

Value:$417.3K

% of Portfolio:0.0% ($417.3K/$969.0M)

74741A106

Shares:24.3K

Value:$416.6K

% of Portfolio:0.0% ($416.6K/$969.0M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:704

Value:$414.8K

% of Portfolio:0.0% ($414.8K/$969.0M)

CHEMED CORP

CHE|16359R103

Shares:673

Value:$414.1K

% of Portfolio:0.0% ($414.1K/$969.0M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.6K

Value:$413.6K

% of Portfolio:0.0% ($413.6K/$969.0M)

00214Q708

Shares:12.3K

Value:$410.4K

% of Portfolio:0.0% ($410.4K/$969.0M)

GE Vernova Inc.

GEV|36828A101

Shares:1.3K

Value:$407.9K

% of Portfolio:0.0% ($407.9K/$969.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.8K

Value:$406.2K

% of Portfolio:0.0% ($406.2K/$969.0M)

45782C516

Shares:13.4K

Value:$404.5K

% of Portfolio:0.0% ($404.5K/$969.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:903

Value:$403.4K

% of Portfolio:0.0% ($403.4K/$969.0M)

81369Y605

Shares:8.1K

Value:$402.0K

% of Portfolio:0.0% ($402.0K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	4.9K	QoQ -4.57% (-233) YoY -64.68% (-8.9K)	All Managers (Combined)	$440.1K	0.0% ($440.1K/$969.0M)	QoQ -3.00% (-$13.6K) YoY +36883.27% (-$438.9K)
(cusip33735B108)✕	4.0K	QoQ -14.72% (-688) YoY -89.15% (-32.8K)	All Managers (Combined)	$434.2K	0.0% ($434.2K/$969.0M)	QoQ -19.69% (-$106.5K) YoY +10324.39% (-$430.0K)
PAYCHEX INC(PAYXcusip704326107)	2.8K	QoQ -1.12% (-32) YoY +0.24% (+7)	All Managers (Combined)	$434.0K	0.0% ($434.0K/$969.0M)	QoQ +8.78% (-$35.1K) YoY +125694.20% (+$433.6K)
DELTA AIR LINES, INC.(DALcusip247361702)	9.9K	QoQ -12.83% (-1.5K) YoY -17.27% (-2.1K)	All Managers (Combined)	$432.4K	0.0% ($432.4K/$969.0M)	QoQ -37.20% (-$256.2K) YoY +75227.35% (-$431.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.0K	QoQ +6.46% (+120) YoY -74.71% (-5.8K)	All Managers (Combined)	$430.2K	0.0% ($430.2K/$969.0M)	QoQ +26.30% (+$89.6K) YoY +27744.33% (-$428.6K)
(cusip66538H633)✕	17.9K	QoQ +5.90% (+997) YoY NEW(+17.9K)	All Managers (Combined)	$424.6K	0.0% ($424.6K/$969.0M)	QoQ +7.30% (+$28.9K) YoY NEW(+$424.6K)
(cusip33734X168)✕	7.6K	QoQ +1.42% (-107) YoY -3.70% (-294)	All Managers (Combined)	$423.2K	0.0% ($423.2K/$969.0M)	QoQ -1.00% (-$4.3K) YoY +74794.15% (-$422.6K)
(cusip33738D879)✕	17.8K	QoQ -2.73% (-500) YoY -5.61% (-1.1K)	All Managers (Combined)	$422.2K	0.0% ($422.2K/$969.0M)	QoQ -4.81% (-$21.4K) YoY +91283.54% (-$421.7K)
(cusip464287101)✕	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$420.9K	0.0% ($420.9K/$969.0M)	QoQ NEW(+$420.9K) YoY NEW(+$420.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	2.6K	QoQ +0.03% (-1) YoY +29.91% (+601)	All Managers (Combined)	$417.3K	0.0% ($417.3K/$969.0M)	QoQ -2.37% (-$10.1K) YoY +104745.97% (+$416.9K)
(cusip74741A106)✕	24.3K	QoQ +4.32% (+1.0K) YoY NEW(+24.3K)	All Managers (Combined)	$416.6K	0.0% ($416.6K/$969.0M)	QoQ +5.91% (+$23.3K) YoY NEW(+$416.6K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	704	QoQ +6.02% (+40) YoY +48.83% (+231)	All Managers (Combined)	$414.8K	0.0% ($414.8K/$969.0M)	QoQ +20.25% (+$69.9K) YoY +155832.33% (+$414.5K)
CHEMED CORP(CHEcusip16359R103)	673	QoQ +6.65% (+42) YoY +69.09% (+275)	All Managers (Combined)	$414.1K	0.0% ($414.1K/$969.0M)	QoQ +123885.02% (+$413.8K) YoY +162296.07% (+$413.9K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.6K	QoQ +5.37% (-83) YoY NEW(+1.6K)	All Managers (Combined)	$413.6K	0.0% ($413.6K/$969.0M)	QoQ -15.25% (-$74.4K) YoY NEW(+$413.6K)
(cusip00214Q708)✕	12.3K	QoQ +6.88% (-795) YoY -14.61% (-2.1K)	All Managers (Combined)	$410.4K	0.0% ($410.4K/$969.0M)	QoQ -4.04% (-$17.3K) YoY +93605.02% (-$410.0K)
GE Vernova Inc.(GEVcusip36828A101)	1.3K	QoQ +20.03% (+223) YoY NEW(+1.3K)	All Managers (Combined)	$407.9K	0.0% ($407.9K/$969.0M)	QoQ +11.40% (+$41.8K) YoY NEW(+$407.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.8K	QoQ -25.91% (-979) YoY -23.54% (-862)	All Managers (Combined)	$406.2K	0.0% ($406.2K/$969.0M)	QoQ -33.88% (-$208.2K) YoY +53700.13% (-$405.4K)
(cusip45782C516)✕	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$404.5K	0.0% ($404.5K/$969.0M)	QoQ NEW(+$404.5K) YoY NEW(+$404.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	903	QoQ -1.41% (-13) YoY -4.64% (-44)	All Managers (Combined)	$403.4K	0.0% ($403.4K/$969.0M)	QoQ -9.39% (-$41.8K) YoY +93490.48% (-$402.9K)
(cusip81369Y605)✕	8.1K	QoQ -2.18% (-180) YoY -7.89% (-692)	All Managers (Combined)	$402.0K	0.0% ($402.0K/$969.0M)	QoQ +0.82% (-$3.3K) YoY +108849.59% (-$401.7K)