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 16 of 22

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78464A789

Shares:6.0K

Value:$365.3K

% of Portfolio:0.0% ($365.3K/$969.0M)

STRYKER CORP

SYK|863667101

Shares:978

Value:$364.1K

% of Portfolio:0.0% ($364.1K/$969.0M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:686

Value:$360.8K

% of Portfolio:0.0% ($360.8K/$969.0M)

92647N824

Shares:5.5K

Value:$359.8K

% of Portfolio:0.0% ($359.8K/$969.0M)

887432276

Shares:14.0K

Value:$359.0K

% of Portfolio:0.0% ($359.0K/$969.0M)

922908637

VV|922908637

Shares:1.4K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$969.0M)

887432284

Shares:14.1K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$969.0M)

14020Y201

Shares:13.3K

Value:$355.6K

% of Portfolio:0.0% ($355.6K/$969.0M)

33740U612

Shares:11.3K

Value:$354.5K

% of Portfolio:0.0% ($354.5K/$969.0M)

46428Q109

Shares:11.4K

Value:$352.1K

% of Portfolio:0.0% ($352.1K/$969.0M)

GSK plc

GSK|37733W204

Shares:9.1K

Value:$351.1K

% of Portfolio:0.0% ($351.1K/$969.0M)

PFIZER INC

PFE|717081103

Shares:13.8K

Value:$349.3K

% of Portfolio:0.0% ($349.3K/$969.0M)

33740F698

Shares:8.5K

Value:$348.8K

% of Portfolio:0.0% ($348.8K/$969.0M)

33739H101

Shares:13.5K

Value:$345.7K

% of Portfolio:0.0% ($345.7K/$969.0M)

Bank of New York Mellon Corp

BK|064058100

Shares:4.1K

Value:$343.4K

% of Portfolio:0.0% ($343.4K/$969.0M)

92204A405

VFH|92204A405

Shares:2.9K

Value:$342.4K

% of Portfolio:0.0% ($342.4K/$969.0M)

45782C797

Shares:8.8K

Value:$341.9K

% of Portfolio:0.0% ($341.9K/$969.0M)

MCDONALDS CORP

MCD|580135101

Shares:1.1K

Value:$341.4K

% of Portfolio:0.0% ($341.4K/$969.0M)

00888H729

Shares:11.3K

Value:$341.1K

% of Portfolio:0.0% ($341.1K/$969.0M)

500767306

Shares:9.7K

Value:$339.5K

% of Portfolio:0.0% ($339.5K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A789)✕	6.0K	QoQ +9.52% (+525) YoY NEW(+6.0K)	All Managers (Combined)	$365.3K	0.0% ($365.3K/$969.0M)	QoQ +17.29% (+$53.9K) YoY NEW(+$365.3K)
STRYKER CORP(SYKcusip863667101)	978	QoQ 0.00% (+0) YoY -2.49% (-25)	All Managers (Combined)	$364.1K	0.0% ($364.1K/$969.0M)	QoQ +3.38% (+$11.9K) YoY +101309.74% (-$363.7K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	686	QoQ -1.57% (-11) YoY -10.79% (-83)	All Managers (Combined)	$360.8K	0.0% ($360.8K/$969.0M)	QoQ -12.90% (-$53.4K) YoY +149610.37% (-$360.6K)
(cusip92647N824)✕	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$359.8K	0.0% ($359.8K/$969.0M)	QoQ +5.01% (+$17.2K) YoY +110253.06% (+$359.4K)
(cusip887432276)✕	14.0K	QoQ -11.11% (-1.8K) YoY -84.43% (-75.9K)	All Managers (Combined)	$359.0K	0.0% ($359.0K/$969.0M)	QoQ -8.07% (-$31.6K) YoY +16093.41% (-$356.8K)
(VVcusip922908637)	1.4K	QoQ +0.07% (-1) YoY -12.66% (-202)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$969.0M)	QoQ -4.62% (-$17.4K) YoY +93140.36% (-$357.7K)
(cusip887432284)✕	14.1K	QoQ -7.07% (-1.1K) YoY -83.20% (-69.9K)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$969.0M)	QoQ -7.80% (-$30.3K) YoY +16856.84% (-$355.8K)
(cusip14020Y201)✕	13.3K	QoQ +0.95% (+125) YoY -11.09% (-1.7K)	All Managers (Combined)	$355.6K	0.0% ($355.6K/$969.0M)	QoQ +0.57% (+$2.0K) YoY +88133.25% (-$355.2K)
(cusip33740U612)✕	11.3K	QoQ 0.00% (+0) YoY NEW(+11.3K)	All Managers (Combined)	$354.5K	0.0% ($354.5K/$969.0M)	QoQ +1.55% (+$5.4K) YoY NEW(+$354.5K)
(cusip46428Q109)✕	11.4K	QoQ +0.08% (+10) YoY +25.12% (+2.3K)	All Managers (Combined)	$352.1K	0.0% ($352.1K/$969.0M)	QoQ +17.80% (+$53.2K) YoY +169985.50% (+$351.9K)
GSK plc(GSKcusip37733W204)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$351.1K	0.0% ($351.1K/$969.0M)	QoQ NEW(+$351.1K) YoY NEW(+$351.1K)
PFIZER INC(PFEcusip717081103)	13.8K	QoQ -0.73% (-102) YoY -12.66% (-2.0K)	All Managers (Combined)	$349.3K	0.0% ($349.3K/$969.0M)	QoQ -5.19% (-$19.1K) YoY +79656.16% (-$348.9K)
(cusip33740F698)✕	8.5K	QoQ -33.16% (-4.2K) YoY -95.09% (-165.2K)	All Managers (Combined)	$348.8K	0.0% ($348.8K/$969.0M)	QoQ -34.88% (-$186.8K) YoY +5088.33% (-$342.0K)
(cusip33739H101)✕	13.5K	QoQ -29.21% (-5.6K) YoY +37.14% (+3.7K)	All Managers (Combined)	$345.7K	0.0% ($345.7K/$969.0M)	QoQ -24.50% (-$112.2K) YoY +147643.16% (+$345.5K)
Bank of New York Mellon Corp(BKcusip064058100)	4.1K	QoQ -24.01% (-1.3K) YoY -26.44% (-1.5K)	All Managers (Combined)	$343.4K	0.0% ($343.4K/$969.0M)	QoQ -17.05% (-$70.6K) YoY +106866.97% (-$343.0K)
(VFHcusip92204A405)	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$342.4K	0.0% ($342.4K/$969.0M)	QoQ +1.20% (+$4.1K) YoY NEW(+$342.4K)
(cusip45782C797)✕	8.8K	QoQ 0.00% (-0) YoY +52.53% (+3.0K)	All Managers (Combined)	$341.9K	0.0% ($341.9K/$969.0M)	QoQ -1.52% (-$5.3K) YoY +158177.77% (+$341.7K)
MCDONALDS CORP(MCDcusip580135101)	1.1K	QoQ -13.39% (-169) YoY -31.08% (-493)	All Managers (Combined)	$341.4K	0.0% ($341.4K/$969.0M)	QoQ -6.67% (-$24.4K) YoY +76268.90% (-$340.9K)
(cusip00888H729)✕	11.3K	QoQ -8.52% (-1.1K) YoY -56.43% (-14.6K)	All Managers (Combined)	$341.1K	0.0% ($341.1K/$969.0M)	QoQ -10.95% (-$42.0K) YoY +47016.57% (-$340.4K)
(cusip500767306)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$339.5K	0.0% ($339.5K/$969.0M)	QoQ NEW(+$339.5K) YoY NEW(+$339.5K)