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 20 of 22

Sort by:

45783Y459

Shares:8.3K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$969.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.0K

Value:$248.3K

% of Portfolio:0.0% ($248.3K/$969.0M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:857

Value:$247.0K

% of Portfolio:0.0% ($247.0K/$969.0M)

45783Y442

Shares:8.3K

Value:$247.0K

% of Portfolio:0.0% ($247.0K/$969.0M)

78464A144

Shares:8.4K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$969.0M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:2.8K

Value:$243.3K

% of Portfolio:0.0% ($243.3K/$969.0M)

33740F433

Shares:6.9K

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$969.0M)

78464A284

Shares:9.6K

Value:$242.9K

% of Portfolio:0.0% ($242.9K/$969.0M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.2K

Value:$241.5K

% of Portfolio:0.0% ($241.5K/$969.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:3.3K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$969.0M)

81369Y506

Shares:2.6K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$969.0M)

464287119

Shares:2.9K

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$969.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.9K

Value:$236.3K

% of Portfolio:0.0% ($236.3K/$969.0M)

33740F615

Shares:6.1K

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$969.0M)

45782C276

Shares:3.8K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$969.0M)

922908629

VO|922908629

Shares:878

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$969.0M)

INTEL CORP

INTC|458140100

Shares:9.9K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$969.0M)

Arista Networks, Inc.

ANET|040413205

Shares:2.9K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$969.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:368

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$969.0M)

921932505

VOOG|921932505

Shares:671

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45783Y459)✕	8.3K	QoQ -1.87% (-158) YoY NEW(+8.3K)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$969.0M)	QoQ +3.28% (-$7.9K) YoY NEW(+$249.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.0K	QoQ -3.56% (-37) YoY -2.62% (-27)	All Managers (Combined)	$248.3K	0.0% ($248.3K/$969.0M)	QoQ -5.67% (-$14.9K) YoY +89848.55% (-$248.0K)
MICROSTRATEGY Inc(MSTRcusip594972408)	857	QoQ NEW(+857) YoY NEW(+857)	All Managers (Combined)	$247.0K	0.0% ($247.0K/$969.0M)	QoQ NEW(+$247.0K) YoY NEW(+$247.0K)
(cusip45783Y442)✕	8.3K	QoQ -73.32% (-22.8K) YoY NEW(+8.3K)	All Managers (Combined)	$247.0K	0.0% ($247.0K/$969.0M)	QoQ -73.31% (-$678.7K) YoY NEW(+$247.0K)
(cusip78464A144)✕	8.4K	QoQ -82.17% (-38.9K) YoY NEW(+8.4K)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$969.0M)	QoQ -81.93% (-$1.1M) YoY NEW(+$244.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	2.8K	QoQ -14.21% (-464) YoY -25.66% (-967)	All Managers (Combined)	$243.3K	0.0% ($243.3K/$969.0M)	QoQ -11.45% (-$31.5K) YoY +54707.65% (-$242.9K)
(cusip33740F433)✕	6.9K	QoQ -26.47% (-2.5K) YoY -51.15% (-7.2K)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$969.0M)	QoQ -28.16% (-$95.4K) YoY +51433.05% (-$242.8K)
(cusip78464A284)✕	9.6K	QoQ +0.34% (-33) YoY +11.35% (+982)	All Managers (Combined)	$242.9K	0.0% ($242.9K/$969.0M)	QoQ -1.07% (-$2.6K) YoY +109319.81% (+$242.7K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.2K	QoQ -11.32% (-150) YoY NEW(+1.2K)	All Managers (Combined)	$241.5K	0.0% ($241.5K/$969.0M)	QoQ -21.01% (-$64.2K) YoY NEW(+$241.5K)
Uber Technologies, Inc(UBERcusip90353T100)	3.3K	QoQ NEW(+3.3K) YoY +9.10% (+276)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$969.0M)	QoQ NEW(+$240.9K) YoY +103311.15% (+$240.7K)
(cusip81369Y506)✕	2.6K	QoQ +3.81% (+94) YoY -34.37% (-1.3K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$969.0M)	QoQ +13.23% (+$28.0K) YoY +64901.08% (-$238.8K)
(cusip464287119)✕	2.9K	QoQ +0.13% (-4) YoY +0.54% (+16)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$969.0M)	QoQ -9.49% (-$25.0K) YoY +107967.27% (+$237.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.9K	QoQ +2.60% (+100) YoY -14.37% (-661)	All Managers (Combined)	$236.3K	0.0% ($236.3K/$969.0M)	QoQ +17.77% (+$35.7K) YoY +117438.80% (-$236.1K)
(cusip33740F615)✕	6.1K	QoQ 0.00% (-0) YoY NEW(+6.1K)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$969.0M)	QoQ -1.28% (-$3.0K) YoY NEW(+$230.3K)
(cusip45782C276)✕	3.8K	QoQ -92.51% (-47.1K) YoY -83.80% (-19.7K)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$969.0M)	QoQ -92.84% (-$3.0M) YoY +16761.50% (-$227.3K)
(VOcusip922908629)	878	QoQ NEW(+878) YoY NEW(+878)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$969.0M)	QoQ NEW(+$227.1K) YoY NEW(+$227.1K)
INTEL CORP(INTCcusip458140100)	9.9K	QoQ -67.64% (-20.8K) YoY +19.90% (+1.6K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$969.0M)	QoQ -63.35% (-$389.9K) YoY +61529.50% (+$225.2K)
Arista Networks, Inc.(ANETcusip040413205)	2.9K	QoQ +22.51% (-535) YoY NEW(+2.9K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$969.0M)	QoQ -14.11% (-$37.1K) YoY NEW(+$225.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	368	QoQ -38.66% (-232) YoY NEW(+368)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$969.0M)	QoQ +9.57% (-$19.6K) YoY NEW(+$224.9K)
(VOOGcusip921932505)	671	QoQ -0.73% (-5) YoY NEW(+671)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$969.0M)	QoQ -9.30% (-$23.0K) YoY NEW(+$224.5K)