First-Heartland-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  "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,
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  null,
  "DUK",
  "PECO",
  null,
  null,
  "ETJ",
  null,
  "EFT",
  null,
  "PDI",
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  "ARKB",
  null,
  null,
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  "GILD",
  null,
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  "HD",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  "ISRG",
  null,
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  "EMXC",
  null,
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  null,
  "ITW",
  null,
  "GSIE",
  "AMAT",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  "META",
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  null,
  null,
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  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  "SVM",
  null,
  null,
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  "PCN",
  null,
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  "SCHY",
  null,
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  null,
  "EXG",
  "MPC",
  null,
  "PWR",
  null,
  "MA",
  null,
  null,
  "MDT",
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  "MSFT",
  "EXC",
  "FICO",
  null,
  null,
  "GE",
  null,
  null,
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  null,
  "ORLY",
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  "BX",
  "IJR",
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  "ANET",
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  "ORCL",
  "NOC",
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  "PAYX",
  null,
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  "PANW",
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  null,
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  "DNP",
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  null,
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  "PG",
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  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "SHW",
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  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
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  "SPYG",
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  "AMT",
  "SPLG",
  null,
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  null,
  "IBM",
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  "TGT",
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  "UBER",
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  "VO",
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  "VV",
  "RCL",
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  "EWBC",
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  "IWV",
  null,
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  null,
  null,
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  null,
  null,
  "VIG",
  null,
  null,
  null,
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  "GNL",
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  "TSM",
  "GSK",
  null,
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  null,
  "ETR",
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  null,
  null,
  null,
  "AXON",
  "AMD",
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  "FI",
  "F",
  "DECK",
  null,
  "IPG",
  null,
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  null,
  "AMZN",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  "UPLD",
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  "USB",
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  "VFH",
  "VEA",
  null,
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  null,
  "VXUS",
  "VOOG",
  "VBK",
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  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "VICI",
  "WMT",
  "WFC",
  null,
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  "IUSG",
  null,
  null,
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  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
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  "HST",
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  null,
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  "DIA",
  "ORI",
  null,
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  null,
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  "IXUS",
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  "GEV",
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  "SPYV",
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  "ADP",
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  "BA",
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  "CHE",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
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  "DE",
  "FANG",
  "DAL",
  "RSP",
  "IJT",
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  "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 17 of 22

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Duke Energy CORP

DUK|26441C204

Shares:2.8K

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$969.0M)

33740F714

Shares:8.0K

Value:$335.9K

% of Portfolio:0.0% ($335.9K/$969.0M)

464289875

Shares:7.6K

Value:$335.3K

% of Portfolio:0.0% ($335.3K/$969.0M)

Salesforce, Inc.

CRM|79466L302

Shares:1.2K

Value:$334.5K

% of Portfolio:0.0% ($334.5K/$969.0M)

464287168

DVY|464287168

Shares:2.5K

Value:$333.9K

% of Portfolio:0.0% ($333.9K/$969.0M)

00888H208

Shares:10.1K

Value:$332.6K

% of Portfolio:0.0% ($332.6K/$969.0M)

37954Y483

Shares:19.9K

Value:$330.1K

% of Portfolio:0.0% ($330.1K/$969.0M)

37954Y475

Shares:8.3K

Value:$329.2K

% of Portfolio:0.0% ($329.2K/$969.0M)

ORACLE CORP

ORCL|68389X105

Shares:2.3K

Value:$327.6K

% of Portfolio:0.0% ($327.6K/$969.0M)

VICI PROPERTIES INC.

VICI|925652109

Shares:10.0K

Value:$325.9K

% of Portfolio:0.0% ($325.9K/$969.0M)

41151J406

Shares:13.2K

Value:$324.4K

% of Portfolio:0.0% ($324.4K/$969.0M)

78464A201

Shares:3.9K

Value:$320.8K

% of Portfolio:0.0% ($320.8K/$969.0M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.2K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$969.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.4K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$969.0M)

Zoetis Inc.

ZTS|98978V103

Shares:1.9K

Value:$320.2K

% of Portfolio:0.0% ($320.2K/$969.0M)

CITIGROUP INC

C|172967424

Shares:4.5K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$969.0M)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:8.7K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$969.0M)

33739Q705

Shares:6.3K

Value:$315.7K

% of Portfolio:0.0% ($315.7K/$969.0M)

464288281

Shares:3.5K

Value:$313.4K

% of Portfolio:0.0% ($313.4K/$969.0M)

Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$311.1K

% of Portfolio:0.0% ($311.1K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Duke Energy CORP(DUKcusip26441C204)	2.8K	QoQ -1.77% (-50) YoY -61.91% (-4.5K)	All Managers (Combined)	$337.7K	0.0% ($337.7K/$969.0M)	QoQ +11.20% (-$34.0K) YoY +47935.84% (-$337.0K)
(cusip33740F714)✕	8.0K	QoQ -32.01% (-3.8K) YoY -52.96% (-9.0K)	All Managers (Combined)	$335.9K	0.0% ($335.9K/$969.0M)	QoQ -34.05% (-$173.5K) YoY +49220.11% (-$335.2K)
(cusip464289875)✕	7.6K	QoQ -11.56% (-999) YoY -13.32% (-1.2K)	All Managers (Combined)	$335.3K	0.0% ($335.3K/$969.0M)	QoQ -10.66% (-$40.0K) YoY +88835.54% (-$334.9K)
Salesforce, Inc.(CRMcusip79466L302)	1.2K	QoQ +10.65% (-120) YoY -10.35% (-144)	All Managers (Combined)	$334.5K	0.0% ($334.5K/$969.0M)	QoQ -11.17% (-$42.1K) YoY +79721.24% (-$334.0K)
(DVYcusip464287168)	2.5K	QoQ -86.79% (-16.3K) YoY -2.43% (-62)	All Managers (Combined)	$333.9K	0.0% ($333.9K/$969.0M)	QoQ -86.49% (-$2.1M) YoY +106223.88% (-$333.5K)
(cusip00888H208)✕	10.1K	QoQ -26.47% (-3.6K) YoY NEW(+10.1K)	All Managers (Combined)	$332.6K	0.0% ($332.6K/$969.0M)	QoQ -25.90% (-$116.3K) YoY NEW(+$332.6K)
(cusip37954Y483)✕	19.9K	QoQ +4.82% (-913) YoY +41.46% (+5.8K)	All Managers (Combined)	$330.1K	0.0% ($330.1K/$969.0M)	QoQ -4.32% (-$14.9K) YoY +131416.33% (+$329.9K)
(cusip37954Y475)✕	8.3K	QoQ +5.50% (-435) YoY +42.01% (+2.5K)	All Managers (Combined)	$329.2K	0.0% ($329.2K/$969.0M)	QoQ -0.55% (-$1.8K) YoY +137640.16% (+$329.0K)
ORACLE CORP(ORCLcusip68389X105)	2.3K	QoQ +32.97% (+581) YoY -53.68% (-2.7K)	All Managers (Combined)	$327.6K	0.0% ($327.6K/$969.0M)	QoQ +11.56% (+$34.0K) YoY +51486.61% (-$326.9K)
VICI PROPERTIES INC.(VICIcusip925652109)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$325.9K	0.0% ($325.9K/$969.0M)	QoQ NEW(+$325.9K) YoY NEW(+$325.9K)
(cusip41151J406)✕	13.2K	QoQ -0.82% (-110) YoY -20.43% (-3.4K)	All Managers (Combined)	$324.4K	0.0% ($324.4K/$969.0M)	QoQ -10.70% (-$38.9K) YoY +82861.63% (-$324.0K)
(cusip78464A201)✕	3.9K	QoQ -1.90% (-75) YoY -18.42% (-873)	All Managers (Combined)	$320.8K	0.0% ($320.8K/$969.0M)	QoQ -9.88% (-$35.2K) YoY +77571.67% (-$320.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.2K	QoQ -17.10% (-454) YoY -15.15% (-393)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$969.0M)	QoQ -13.43% (-$49.8K) YoY +61186.80% (-$320.0K)
LOWES COMPANIES INC(LOWcusip548661107)	1.4K	QoQ -3.84% (-55) YoY -31.23% (-624)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$969.0M)	QoQ -9.11% (-$32.2K) YoY +62870.92% (-$320.0K)
Zoetis Inc.(ZTScusip98978V103)	1.9K	QoQ +0.88% (+17) YoY -11.99% (-265)	All Managers (Combined)	$320.2K	0.0% ($320.2K/$969.0M)	QoQ +1.91% (+$6.0K) YoY +85513.90% (-$319.8K)
CITIGROUP INC(Ccusip172967424)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$969.0M)	QoQ NEW(+$319.6K) YoY NEW(+$319.6K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	8.7K	QoQ 0.00% (-0) YoY -11.26% (-1.1K)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$969.0M)	QoQ -2.58% (-$8.5K) YoY +90185.26% (-$318.4K)
(cusip33739Q705)✕	6.3K	QoQ +2.84% (+173) YoY -24.19% (-2.0K)	All Managers (Combined)	$315.7K	0.0% ($315.7K/$969.0M)	QoQ +3.46% (+$10.6K) YoY +71173.58% (-$315.3K)
(cusip464288281)✕	3.5K	QoQ +21.41% (+610) YoY +45.09% (+1.1K)	All Managers (Combined)	$313.4K	0.0% ($313.4K/$969.0M)	QoQ +23.52% (+$59.7K) YoY +146325.70% (+$313.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ -0.26% (-5) YoY +198.23% (+1.2K)	All Managers (Combined)	$311.1K	0.0% ($311.1K/$969.0M)	QoQ -27.97% (-$120.8K) YoY +37561.62% (+$310.3K)