First-Heartland-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  null,
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  null,
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  "MU",
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  "MPLX",
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  "BABA",
  null,
  null,
  null,
  "GOOGL",
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  null,
  "VDE",
  null,
  null,
  null,
  "JQC",
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  "T",
  null,
  null,
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  "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,
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  null,
  "ARKB",
  null,
  null,
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  "GILD",
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  "HD",
  "CHW",
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "MCD",
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  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",
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  "GSIE",
  "AMAT",
  null,
  "EMR",
  null,
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  "META",
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  null,
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  null,
  "IVW",
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  "IJH",
  null,
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  "SVM",
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  "PCN",
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  "SCHY",
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  "EXG",
  "MPC",
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  "PWR",
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  "MA",
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  "MDT",
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  "MSFT",
  "EXC",
  "FICO",
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  "GE",
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  "ORLY",
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  "IJR",
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  "ANET",
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  "ORCL",
  "NOC",
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  null,
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  null,
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  "IEFA",
  null,
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  null,
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  "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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  "AMT",
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  null,
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  "IBM",
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  "TGT",
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  "GNL",
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  "ETR",
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  "FI",
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  null,
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  null,
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  "AMZN",
  "NIO",
  null,
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  "IVE",
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  "UPLD",
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  "VOOG",
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  "VBR",
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  "VB",
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  null,
  "VTV",
  "V",
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  "VICI",
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  "IUSG",
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  "SCHD",
  "ET",
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  "HST",
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  null,
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  "DIA",
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  null,
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  "IXUS",
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  "GEV",
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  "ADP",
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  "C",
  "KO",
  "CMCSA",
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  "DE",
  "FANG",
  "DAL",
  "RSP",
  "IJT",
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  "IJJ",
  "EFA",
  "USMV",
  "STT",
  "QQQ",
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  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "PM",
  null,
  "MO",
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  "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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464286525

ACWV|464286525

Shares:2.4K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$969.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.6K

Value:$273.4K

% of Portfolio:0.0% ($273.4K/$969.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.6K

Value:$271.7K

% of Portfolio:0.0% ($271.7K/$969.0M)

46438F101

Shares:5.8K

Value:$270.0K

% of Portfolio:0.0% ($270.0K/$969.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:883

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$969.0M)

CVS HEALTH Corp

CVS|126650100

Shares:4.0K

Value:$268.9K

% of Portfolio:0.0% ($268.9K/$969.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.4K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$969.0M)

TARGET CORP

TGT|87612E106

Shares:2.5K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$969.0M)

00162Q858

Shares:4.5K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$969.0M)

46431W507

Shares:5.2K

Value:$263.3K

% of Portfolio:0.0% ($263.3K/$969.0M)

FORD MOTOR CO

F|345370860

Shares:26.2K

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$969.0M)

STATE STREET CORP

STT|857477103

Shares:2.9K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$969.0M)

RTX Corp

RTX|75513E101

Shares:2.0K

Value:$260.8K

% of Portfolio:0.0% ($260.8K/$969.0M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:2.9K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$969.0M)

46137V316

Shares:8.2K

Value:$259.8K

% of Portfolio:0.0% ($259.8K/$969.0M)

38150K103

Shares:8.6K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$969.0M)

US BANCORP \DE\

USB|902973304

Shares:6.1K

Value:$259.4K

% of Portfolio:0.0% ($259.4K/$969.0M)

45783Y475

Shares:8.4K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$969.0M)

46432F842

IEFA|46432F842

Shares:3.3K

Value:$251.6K

% of Portfolio:0.0% ($251.6K/$969.0M)

Energy Transfer LP

ET|29273V100

Shares:13.5K

Value:$251.6K

% of Portfolio:0.0% ($251.6K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ACWVcusip464286525)	2.4K	QoQ -4.52% (-112) YoY -6.27% (-158)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$969.0M)	QoQ +1.73% (-$4.7K) YoY +103579.24% (-$274.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.6K	QoQ +33.25% (+411) YoY NEW(+1.6K)	All Managers (Combined)	$273.4K	0.0% ($273.4K/$969.0M)	QoQ +12.00% (+$29.3K) YoY NEW(+$273.4K)
Palo Alto Networks Inc(PANWcusip697435105)	1.6K	QoQ +23.98% (+308) YoY NEW(+1.6K)	All Managers (Combined)	$271.7K	0.0% ($271.7K/$969.0M)	QoQ +16.27% (+$38.0K) YoY NEW(+$271.7K)
(cusip46438F101)✕	5.8K	QoQ +13.47% (+685) YoY NEW(+5.8K)	All Managers (Combined)	$270.0K	0.0% ($270.0K/$969.0M)	QoQ +0.12% (+$341) YoY NEW(+$270.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	883	QoQ 0.00% (+0) YoY -63.40% (-1.5K)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$969.0M)	QoQ +4.37% (+$11.3K) YoY +44640.13% (-$269.2K)
CVS HEALTH Corp(CVScusip126650100)	4.0K	QoQ NEW(+4.0K) YoY -5.36% (-225)	All Managers (Combined)	$268.9K	0.0% ($268.9K/$969.0M)	QoQ NEW(+$268.9K) YoY +80409.88% (-$268.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.4K	QoQ -0.97% (-24) YoY -3.72% (-94)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$969.0M)	QoQ -12.39% (-$37.7K) YoY +93100.69% (-$266.3K)
TARGET CORP(TGTcusip87612E106)	2.5K	QoQ 0.00% (-0) YoY -21.38% (-690)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$969.0M)	QoQ -22.77% (-$78.1K) YoY +46194.23% (-$264.2K)
(cusip00162Q858)✕	4.5K	QoQ 0.00% (+0) YoY +10.46% (+430)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$969.0M)	QoQ +2.81% (+$7.2K) YoY +118717.11% (+$263.6K)
(cusip46431W507)✕	5.2K	QoQ +1.23% (+63) YoY NEW(+5.2K)	All Managers (Combined)	$263.3K	0.0% ($263.3K/$969.0M)	QoQ +1.95% (+$5.1K) YoY NEW(+$263.3K)
FORD MOTOR CO(Fcusip345370860)	26.2K	QoQ -11.61% (-3.4K) YoY -27.22% (-9.8K)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$969.0M)	QoQ -10.45% (-$30.7K) YoY +54882.42% (-$262.3K)
STATE STREET CORP(STTcusip857477103)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$969.0M)	QoQ NEW(+$261.6K) YoY NEW(+$261.6K)
RTX Corp(RTXcusip75513E101)	2.0K	QoQ -10.25% (-225) YoY -28.45% (-783)	All Managers (Combined)	$260.8K	0.0% ($260.8K/$969.0M)	QoQ +2.72% (-$6.9K) YoY +97227.23% (-$260.6K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	2.9K	QoQ -1.26% (-37) YoY NEW(+2.9K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$969.0M)	QoQ -7.44% (-$20.9K) YoY NEW(+$260.1K)
(cusip46137V316)✕	8.2K	QoQ -3.63% (-309) YoY +2.42% (+194)	All Managers (Combined)	$259.8K	0.0% ($259.8K/$969.0M)	QoQ -6.09% (-$16.9K) YoY +89493.79% (+$259.5K)
(cusip38150K103)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$969.0M)	QoQ NEW(+$259.6K) YoY NEW(+$259.6K)
US BANCORP \DE\(USBcusip902973304)	6.1K	QoQ -2.83% (-179) YoY NEW(+6.1K)	All Managers (Combined)	$259.4K	0.0% ($259.4K/$969.0M)	QoQ -14.23% (-$43.0K) YoY NEW(+$259.4K)
(cusip45783Y475)✕	8.4K	QoQ +1.24% (-103) YoY NEW(+8.4K)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$969.0M)	QoQ -3.46% (-$9.3K) YoY NEW(+$258.5K)
(IEFAcusip46432F842)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$251.6K	0.0% ($251.6K/$969.0M)	QoQ NEW(+$251.6K) YoY NEW(+$251.6K)
Energy Transfer LP(ETcusip29273V100)	13.5K	QoQ +17.47% (+2.0K) YoY +21.57% (+2.4K)	All Managers (Combined)	$251.6K	0.0% ($251.6K/$969.0M)	QoQ +11.47% (+$25.9K) YoY +143682.85% (+$251.4K)