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,
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  null,
  null,
  "ORLY",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  null,
  "ORCL",
  "NOC",
  null,
  "PAYX",
  null,
  null,
  null,
  null,
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  "PANW",
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  null,
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  "DNP",
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  "IJK",
  null,
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  null,
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  "UNH",
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  "SPY",
  null,
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  "GS",
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  "PFE",
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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,
  null,
  null,
  "IBM",
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  "SBUX",
  "TGT",
  "TDG",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "ASTS",
  "EWBC",
  "ACWV",
  "VWO",
  null,
  null,
  null,
  "IWV",
  null,
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  null,
  null,
  null,
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  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
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  "GNL",
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  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "AXON",
  "AMD",
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  "FI",
  "F",
  "DECK",
  null,
  "IPG",
  null,
  null,
  null,
  "AMZN",
  "NIO",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "UPLD",
  "VEU",
  "USB",
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  "VFH",
  "VEA",
  null,
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  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "VICI",
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  "WFC",
  null,
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  "IUSG",
  null,
  null,
  null,
  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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  "BRK-B",
  null,
  "BA",
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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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84858T202

Shares:9.4K

Value:$206.4K

% of Portfolio:0.0% ($206.4K/$969.0M)

45783Y160

Shares:7.8K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$969.0M)

69374H303

Shares:2.9K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$969.0M)

33740F680

Shares:5.2K

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$969.0M)

PIMCO CORPORATE & INCOME STRATEGY FUND

PCN|72200U100

Shares:14.8K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$969.0M)

33740U307

Shares:4.5K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$969.0M)

33740U836

Shares:7.6K

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$969.0M)

00888H760

Shares:6.1K

Value:$200.1K

% of Portfolio:0.0% ($200.1K/$969.0M)

Eaton Vance Floating-Rate Income Trust

EFT|278279104

Shares:15.1K

Value:$189.8K

% of Portfolio:0.0% ($189.8K/$969.0M)

Nuveen Credit Strategies Income Fund

JQC|67073D102

Shares:31.0K

Value:$166.8K

% of Portfolio:0.0% ($166.8K/$969.0M)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:11.7K

Value:$165.9K

% of Portfolio:0.0% ($165.9K/$969.0M)

Global Net Lease, Inc.

GNL|379378201

Shares:19.4K

Value:$156.1K

% of Portfolio:0.0% ($156.1K/$969.0M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:18.3K

Value:$148.6K

% of Portfolio:0.0% ($148.6K/$969.0M)

Riot Platforms, Inc.

RIOT|767292105

Shares:19.5K

Value:$138.8K

% of Portfolio:0.0% ($138.8K/$969.0M)

Calamos Global Dynamic Income Fund

CHW|12811L107

Shares:13.6K

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$969.0M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:12.2K

Value:$86.1K

% of Portfolio:0.0% ($86.1K/$969.0M)

NIO Inc.

NIO|62914V106

Shares:16.4K

Value:$62.6K

% of Portfolio:0.0% ($62.6K/$969.0M)

SILVERCORP METALS INC

SVM|82835P103

Shares:11.5K

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$969.0M)

Upland Software, Inc.

UPLD|91544A109

Shares:13.2K

Value:$37.9K

% of Portfolio:0.0% ($37.9K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip84858T202)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$206.4K	0.0% ($206.4K/$969.0M)	QoQ NEW(+$206.4K) YoY NEW(+$206.4K)
(cusip45783Y160)✕	7.8K	QoQ -25.06% (-2.6K) YoY NEW(+7.8K)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$969.0M)	QoQ -25.33% (-$69.5K) YoY NEW(+$204.9K)
(cusip69374H303)✕	2.9K	QoQ 0.00% (-0) YoY -90.35% (-27.0K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$969.0M)	QoQ -4.06% (-$8.7K) YoY +9870.44% (-$202.7K)
(cusip33740F680)✕	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$204.7K	0.0% ($204.7K/$969.0M)	QoQ -2.14% (-$4.5K) YoY NEW(+$204.7K)
PIMCO CORPORATE & INCOME STRATEGY FUND(PCNcusip72200U100)	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$969.0M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
(cusip33740U307)✕	4.5K	QoQ -1.74% (-80) YoY NEW(+4.5K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$969.0M)	QoQ -4.20% (-$8.8K) YoY NEW(+$201.0K)
(cusip33740U836)✕	7.6K	QoQ -0.50% (-38) YoY -64.11% (-13.5K)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$969.0M)	QoQ -4.60% (-$9.7K) YoY +37985.55% (-$199.8K)
(cusip00888H760)✕	6.1K	QoQ 0.00% (-0) YoY -58.21% (-8.5K)	All Managers (Combined)	$200.1K	0.0% ($200.1K/$969.0M)	QoQ -1.14% (-$2.3K) YoY +46335.49% (-$199.7K)
Eaton Vance Floating-Rate Income Trust(EFTcusip278279104)	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$189.8K	0.0% ($189.8K/$969.0M)	QoQ NEW(+$189.8K) YoY NEW(+$189.8K)
Nuveen Credit Strategies Income Fund(JQCcusip67073D102)	31.0K	QoQ +153.94% (+18.8K) YoY NEW(+31.0K)	All Managers (Combined)	$166.8K	0.0% ($166.8K/$969.0M)	QoQ +140.11% (+$97.4K) YoY NEW(+$166.8K)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	11.7K	QoQ -1.26% (-150) YoY NEW(+11.7K)	All Managers (Combined)	$165.9K	0.0% ($165.9K/$969.0M)	QoQ -19.92% (-$41.3K) YoY NEW(+$165.9K)
Global Net Lease, Inc.(GNLcusip379378201)	19.4K	QoQ +2.11% (+403) YoY -2.99% (-600)	All Managers (Combined)	$156.1K	0.0% ($156.1K/$969.0M)	QoQ +12.46% (+$17.3K) YoY +99987.17% (-$156.0K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	18.3K	QoQ +42.29% (+5.4K) YoY NEW(+18.3K)	All Managers (Combined)	$148.6K	0.0% ($148.6K/$969.0M)	QoQ +41.77% (+$43.8K) YoY NEW(+$148.6K)
Riot Platforms, Inc.(RIOTcusip767292105)	19.5K	QoQ +87.68% (+9.1K) YoY NEW(+19.5K)	All Managers (Combined)	$138.8K	0.0% ($138.8K/$969.0M)	QoQ +30.88% (+$32.8K) YoY NEW(+$138.8K)
Calamos Global Dynamic Income Fund(CHWcusip12811L107)	13.6K	QoQ +0.31% (+42) YoY +7.48% (+945)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$969.0M)	QoQ +6.63% (+$5.4K) YoY +105660.97% (+$86.6K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	12.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$86.1K	0.0% ($86.1K/$969.0M)	QoQ +3.37% (+$2.8K) YoY +119544.44% (+$86.1K)
NIO Inc.(NIOcusip62914V106)	16.4K	QoQ 0.00% (-0) YoY -4.17% (-715)	All Managers (Combined)	$62.6K	0.0% ($62.6K/$969.0M)	QoQ -12.61% (-$9.0K) YoY +81137.66% (-$62.5K)
SILVERCORP METALS INC(SVMcusip82835P103)	11.5K	QoQ +15.00% (+1.5K) YoY NEW(+11.5K)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$969.0M)	QoQ +48.35% (+$14.5K) YoY NEW(+$44.5K)
Upland Software, Inc.(UPLDcusip91544A109)	13.2K	QoQ +17.51% (-2.0K) YoY NEW(+13.2K)	All Managers (Combined)	$37.9K	0.0% ($37.9K/$969.0M)	QoQ -22.56% (-$11.0K) YoY NEW(+$37.9K)