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,
  null,
  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,
  null,
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  null,
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  "SCHY",
  null,
  null,
  null,
  "EXG",
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  null,
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  null,
  "MA",
  null,
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  "MDT",
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  "MSFT",
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  "FICO",
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  "GE",
  null,
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  "ORLY",
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  "IJR",
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  "ANET",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "IEFA",
  null,
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  null,
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  "SHW",
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  null,
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  "SPYG",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "GNL",
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  null,
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  "ETR",
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  null,
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  "AXON",
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  "FI",
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  null,
  "IPG",
  null,
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  "AMZN",
  "NIO",
  null,
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  "IVE",
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  null,
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  "UPLD",
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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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  "WFC",
  null,
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  "IUSG",
  null,
  null,
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  null,
  "SCHD",
  "ET",
  "DVY",
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  null,
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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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  "ADP",
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  "CHE",
  "CVX",
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  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
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  "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

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SHERWIN WILLIAMS CO

SHW|824348106

Shares:643

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$969.0M)

46435G102

Shares:2.7K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$969.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.1K

Value:$222.9K

% of Portfolio:0.0% ($222.9K/$969.0M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:8.2K

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$969.0M)

03073E105

Shares:797

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$969.0M)

35473P884

Shares:4.2K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$969.0M)

381430107

GSIE|381430107

Shares:6.2K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$969.0M)

33738R779

Shares:4.3K

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$969.0M)

464287838

Shares:1.6K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$969.0M)

00888H406

Shares:6.4K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$969.0M)

87283Q826

Shares:7.2K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$969.0M)

46137Y401

Shares:2.1K

Value:$217.2K

% of Portfolio:0.0% ($217.2K/$969.0M)

78464A821

Shares:2.7K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$969.0M)

00214Q203

Shares:3.2K

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$969.0M)

46432F834

IXUS|46432F834

Shares:3.0K

Value:$211.7K

% of Portfolio:0.0% ($211.7K/$969.0M)

41653L305

Shares:6.2K

Value:$209.6K

% of Portfolio:0.0% ($209.6K/$969.0M)

78468R853

Shares:5.1K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$969.0M)

46641Q761

Shares:3.7K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$969.0M)

33740F219

Shares:10.2K

Value:$207.6K

% of Portfolio:0.0% ($207.6K/$969.0M)

464287697

Shares:2.0K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHERWIN WILLIAMS CO(SHWcusip824348106)	643	QoQ +49.53% (+213) YoY -12.03% (-88)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$969.0M)	QoQ +302.04% (+$168.6K) YoY +88245.66% (-$224.1K)
(cusip46435G102)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$969.0M)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
CONOCOPHILLIPS(COPcusip20825C104)	2.1K	QoQ -10.83% (-258) YoY -5.93% (-134)	All Managers (Combined)	$222.9K	0.0% ($222.9K/$969.0M)	QoQ -5.60% (-$13.2K) YoY +77576.30% (-$222.6K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	8.2K	QoQ -1.23% (-102) YoY +2.94% (+234)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$969.0M)	QoQ -4.26% (-$9.9K) YoY +85647.87% (+$221.8K)
(cusip03073E105)✕	797	QoQ NEW(+797) YoY -59.19% (-1.2K)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$969.0M)	QoQ NEW(+$221.6K) YoY +46542.31% (-$221.1K)
(cusip35473P884)✕	4.2K	QoQ -0.71% (-30) YoY NEW(+4.2K)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$969.0M)	QoQ -3.08% (-$7.1K) YoY NEW(+$221.4K)
(GSIEcusip381430107)	6.2K	QoQ -3.21% (-206) YoY NEW(+6.2K)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$969.0M)	QoQ +3.48% (-$7.4K) YoY NEW(+$220.9K)
(cusip33738R779)✕	4.3K	QoQ -0.85% (-37) YoY -28.79% (-1.7K)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$969.0M)	QoQ +3.24% (-$6.9K) YoY +70296.80% (-$220.0K)
(cusip464287838)✕	1.6K	QoQ -1.80% (-30) YoY +5.42% (+84)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$969.0M)	QoQ +1.87% (-$4.1K) YoY +96025.76% (+$219.9K)
(cusip00888H406)✕	6.4K	QoQ -0.51% (-33) YoY -3.92% (-260)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$969.0M)	QoQ -2.21% (-$5.0K) YoY +101462.96% (-$219.2K)
(cusip87283Q826)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$969.0M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)
(cusip46137Y401)✕	2.1K	QoQ -16.05% (-400) YoY -15.65% (-388)	All Managers (Combined)	$217.2K	0.0% ($217.2K/$969.0M)	QoQ -16.05% (-$41.6K) YoY +86105.95% (-$217.0K)
(cusip78464A821)✕	2.7K	QoQ -0.54% (-15) YoY -6.52% (-190)	All Managers (Combined)	$216.4K	0.0% ($216.4K/$969.0M)	QoQ -9.05% (-$21.6K) YoY +85114.96% (-$216.2K)
(cusip00214Q203)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$213.2K	0.0% ($213.2K/$969.0M)	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
(IXUScusip46432F834)	3.0K	QoQ NEW(+3.0K) YoY -4.04% (-128)	All Managers (Combined)	$211.7K	0.0% ($211.7K/$969.0M)	QoQ NEW(+$211.7K) YoY +98380.93% (-$211.5K)
(cusip41653L305)✕	6.2K	QoQ +2.46% (+149) YoY NEW(+6.2K)	All Managers (Combined)	$209.6K	0.0% ($209.6K/$969.0M)	QoQ +4.08% (+$8.2K) YoY NEW(+$209.6K)
(cusip78468R853)✕	5.1K	QoQ -27.44% (-1.9K) YoY NEW(+5.1K)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$969.0M)	QoQ -34.15% (-$108.3K) YoY NEW(+$208.7K)
(cusip46641Q761)✕	3.7K	QoQ -1.10% (-41) YoY -84.17% (-19.6K)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$969.0M)	QoQ -2.48% (-$5.3K) YoY +16808.85% (-$206.9K)
(cusip33740F219)✕	10.2K	QoQ 0.00% (-0) YoY NEW(+10.2K)	All Managers (Combined)	$207.6K	0.0% ($207.6K/$969.0M)	QoQ -3.00% (-$6.4K) YoY NEW(+$207.6K)
(cusip464287697)✕	2.0K	QoQ -10.53% (-240) YoY -28.89% (-828)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$969.0M)	QoQ -35.24% (-$112.5K) YoY +85311.98% (-$206.5K)