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,
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  "GILD",
  null,
  null,
  null,
  "HD",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  "ISRG",
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  "EMXC",
  null,
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  null,
  "ITW",
  null,
  "GSIE",
  "AMAT",
  null,
  "EMR",
  null,
  null,
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  "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,
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  "SVM",
  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",
  null,
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  "IJR",
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  "ANET",
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  "ORCL",
  "NOC",
  null,
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  null,
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  "PANW",
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  null,
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  null,
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  null,
  null,
  "AMGN",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  null,
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  null,
  null,
  null,
  "SHW",
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  "ROP",
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  "SPDW",
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  null,
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  "SPYG",
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  null,
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  "IBM",
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  "RCL",
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  "IWV",
  null,
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  null,
  null,
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  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
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  "GNL",
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  "GSK",
  null,
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  null,
  "ETR",
  "VYM",
  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,
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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,
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  "VOOG",
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  "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",
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  null,
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  "DIA",
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  null,
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  null,
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  "IXUS",
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  null,
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  "GEV",
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  "ADP",
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  "BA",
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  "CHE",
  "CVX",
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  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
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  "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 18 of 22

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EXELON CORP

EXC|30161N101

Shares:6.6K

Value:$305.1K

% of Portfolio:0.0% ($305.1K/$969.0M)

78464A359

Shares:3.9K

Value:$299.3K

% of Portfolio:0.0% ($299.3K/$969.0M)

AMGEN INC

AMGN|031162100

Shares:955

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$969.0M)

37954Y459

Shares:19.7K

Value:$297.6K

% of Portfolio:0.0% ($297.6K/$969.0M)

SHOPIFY INC.

SHOP|82509L107

Shares:3.1K

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$969.0M)

33739E108

Shares:16.8K

Value:$295.5K

% of Portfolio:0.0% ($295.5K/$969.0M)

464289867

Shares:5.1K

Value:$295.4K

% of Portfolio:0.0% ($295.4K/$969.0M)

COMCAST CORP

CMCSA|20030N101

Shares:8.0K

Value:$295.3K

% of Portfolio:0.0% ($295.3K/$969.0M)

464287432

Shares:3.2K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$969.0M)

14020Y607

Shares:11.3K

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$969.0M)

26923G806

Shares:4.5K

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$969.0M)

464287341

Shares:6.9K

Value:$291.6K

% of Portfolio:0.0% ($291.6K/$969.0M)

922908611

VBR|922908611

Shares:1.6K

Value:$289.9K

% of Portfolio:0.0% ($289.9K/$969.0M)

25459Y207

Shares:3.3K

Value:$284.6K

% of Portfolio:0.0% ($284.6K/$969.0M)

00888H737

Shares:9.6K

Value:$284.5K

% of Portfolio:0.0% ($284.5K/$969.0M)

46090A887

Shares:5.7K

Value:$283.5K

% of Portfolio:0.0% ($283.5K/$969.0M)

33740U802

Shares:7.6K

Value:$281.9K

% of Portfolio:0.0% ($281.9K/$969.0M)

98149E303

Shares:4.5K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$969.0M)

87283Q404

Shares:6.9K

Value:$278.3K

% of Portfolio:0.0% ($278.3K/$969.0M)

33740F656

Shares:11.6K

Value:$274.9K

% of Portfolio:0.0% ($274.9K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXELON CORP(EXCcusip30161N101)	6.6K	QoQ -2.48% (-169) YoY -7.51% (-538)	All Managers (Combined)	$305.1K	0.0% ($305.1K/$969.0M)	QoQ +19.38% (-$49.5K) YoY +113318.58% (-$304.8K)
(cusip78464A359)✕	3.9K	QoQ NEW(+3.9K) YoY +4.02% (+151)	All Managers (Combined)	$299.3K	0.0% ($299.3K/$969.0M)	QoQ NEW(+$299.3K) YoY +109125.54% (+$299.0K)
AMGEN INC(AMGNcusip031162100)	955	QoQ -60.48% (-1.5K) YoY -62.78% (-1.6K)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$969.0M)	QoQ -52.75% (-$332.4K) YoY +40677.80% (-$296.9K)
(cusip37954Y459)✕	19.7K	QoQ +4.10% (-778) YoY +45.47% (+6.2K)	All Managers (Combined)	$297.6K	0.0% ($297.6K/$969.0M)	QoQ -3.79% (-$11.7K) YoY +129862.44% (+$297.4K)
SHOPIFY INC.(SHOPcusip82509L107)	3.1K	QoQ -10.67% (-370) YoY -23.54% (-954)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$969.0M)	QoQ -19.78% (-$72.9K) YoY +94373.48% (-$295.4K)
(cusip33739E108)✕	16.8K	QoQ -50.02% (-16.8K) YoY -93.77% (-253.1K)	All Managers (Combined)	$295.5K	0.0% ($295.5K/$969.0M)	QoQ -50.33% (-$299.5K) YoY +6221.81% (-$290.9K)
(cusip464289867)✕	5.1K	QoQ -0.31% (-16) YoY NEW(+5.1K)	All Managers (Combined)	$295.4K	0.0% ($295.4K/$969.0M)	QoQ +0.12% (-$366) YoY NEW(+$295.4K)
COMCAST CORP(CMCSAcusip20030N101)	8.0K	QoQ -2.85% (-235) YoY +9.96% (+725)	All Managers (Combined)	$295.3K	0.0% ($295.3K/$969.0M)	QoQ -4.49% (-$13.9K) YoY +93349.05% (+$295.0K)
(cusip464287432)✕	3.2K	QoQ -77.34% (-11.0K) YoY -95.08% (-62.5K)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$969.0M)	QoQ -76.38% (-$951.5K) YoY +4631.07% (-$288.0K)
(cusip14020Y607)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$969.0M)	QoQ NEW(+$293.5K) YoY NEW(+$293.5K)
(cusip26923G806)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$969.0M)	QoQ NEW(+$292.6K) YoY NEW(+$292.6K)
(cusip464287341)✕	6.9K	QoQ +11.73% (+728) YoY +16.21% (+967)	All Managers (Combined)	$291.6K	0.0% ($291.6K/$969.0M)	QoQ +23.12% (+$54.8K) YoY +113803.51% (+$291.3K)
(VBRcusip922908611)	1.6K	QoQ -6.54% (-109) YoY -60.62% (-2.4K)	All Managers (Combined)	$289.9K	0.0% ($289.9K/$969.0M)	QoQ -12.15% (-$40.1K) YoY +38141.02% (-$289.1K)
(cusip25459Y207)✕	3.3K	QoQ -4.39% (-150) YoY -44.52% (-2.6K)	All Managers (Combined)	$284.6K	0.0% ($284.6K/$969.0M)	QoQ -7.14% (-$21.9K) YoY +54104.00% (-$284.0K)
(cusip00888H737)✕	9.6K	QoQ 0.00% (-0) YoY NEW(+9.6K)	All Managers (Combined)	$284.5K	0.0% ($284.5K/$969.0M)	QoQ -0.99% (-$2.8K) YoY NEW(+$284.5K)
(cusip46090A887)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$283.5K	0.0% ($283.5K/$969.0M)	QoQ NEW(+$283.5K) YoY NEW(+$283.5K)
(cusip33740U802)✕	7.6K	QoQ -0.18% (-14) YoY -19.63% (-1.9K)	All Managers (Combined)	$281.9K	0.0% ($281.9K/$969.0M)	QoQ -0.14% (-$402) YoY +89690.44% (-$281.6K)
(cusip98149E303)✕	4.5K	QoQ NEW(+4.5K) YoY -37.33% (-2.7K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$969.0M)	QoQ NEW(+$280.5K) YoY +87845.76% (-$280.2K)
(cusip87283Q404)✕	6.9K	QoQ 0.00% (+0) YoY NEW(+6.9K)	All Managers (Combined)	$278.3K	0.0% ($278.3K/$969.0M)	QoQ +2.04% (+$5.6K) YoY NEW(+$278.3K)
(cusip33740F656)✕	11.6K	QoQ +0.80% (+93) YoY +0.06% (+8)	All Managers (Combined)	$274.9K	0.0% ($274.9K/$969.0M)	QoQ +5.89% (+$15.3K) YoY +100952.20% (+$274.6K)