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 3 of 22

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33739Q200

Shares:131.7K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$969.0M)

464287200

IVV|464287200

Shares:11.4K

Value:$6.4M

% of Portfolio:0.7% ($6.4M/$969.0M)

33740F649

Shares:240.9K

Value:$6.3M

% of Portfolio:0.7% ($6.3M/$969.0M)

92203J407

BNDX|92203J407

Shares:124.7K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$969.0M)

922908769

VTI|922908769

Shares:22.0K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$969.0M)

464287408

IVE|464287408

Shares:30.8K

Value:$5.9M

% of Portfolio:0.6% ($5.9M/$969.0M)

464287150

ITOT|464287150

Shares:46.1K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$969.0M)

921937819

BIV|921937819

Shares:72.1K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$969.0M)

464287440

IEF|464287440

Shares:57.4K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$969.0M)

78463X533

Shares:153.3K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$969.0M)

MICROSOFT CORP

MSFT|594918104

Shares:14.2K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$969.0M)

46432F396

MTUM|46432F396

Shares:26.3K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$969.0M)

464286681

Shares:56.0K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$969.0M)

464287721

Shares:37.2K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$969.0M)

46138G649

Shares:26.3K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$969.0M)

74933W452

Shares:100.6K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$969.0M)

33740F342

Shares:226.2K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$969.0M)

464287457

Shares:58.6K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$969.0M)

97717Y683

Shares:245.5K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$969.0M)

464287671

IUSG|464287671

Shares:37.6K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739Q200)✕	131.7K	QoQ +26.12% (+27.3K) YoY NEW(+131.7K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$969.0M)	QoQ +27.39% (+$1.4M) YoY NEW(+$6.5M)
(IVVcusip464287200)	11.4K	QoQ -26.84% (-4.2K) YoY +6.61% (+706)	All Managers (Combined)	$6.4M	0.7% ($6.4M/$969.0M)	QoQ -30.17% (-$2.8M) YoY +113850.48% (+$6.4M)
(cusip33740F649)✕	240.9K	QoQ +154.92% (+146.4K) YoY +344.37% (+186.7K)	All Managers (Combined)	$6.3M	0.7% ($6.3M/$969.0M)	QoQ +142.05% (+$3.7M) YoY +467484.11% (+$6.3M)
(BNDXcusip92203J407)	124.7K	QoQ -6.84% (-9.2K) YoY +3.71% (+4.5K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$969.0M)	QoQ -7.28% (-$478.3K) YoY +102835.12% (+$6.1M)
(VTIcusip922908769)	22.0K	QoQ -1.49% (-335) YoY +30.58% (+5.2K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$969.0M)	QoQ -6.58% (-$426.6K) YoY +137973.89% (+$6.0M)
(IVEcusip464287408)	30.8K	QoQ -18.80% (-7.1K) YoY -34.07% (-15.9K)	All Managers (Combined)	$5.9M	0.6% ($5.9M/$969.0M)	QoQ -18.93% (-$1.4M) YoY +67152.50% (-$5.9M)
(ITOTcusip464287150)	46.1K	QoQ +0.98% (-450) YoY -12.16% (-6.4K)	All Managers (Combined)	$5.6M	0.6% ($5.6M/$969.0M)	QoQ -4.20% (-$247.1K) YoY +92837.07% (-$5.6M)
(BIVcusip921937819)	72.1K	QoQ +4.25% (+2.9K) YoY +15.27% (+9.6K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$969.0M)	QoQ +6.82% (+$352.7K) YoY +116960.09% (+$5.5M)
(IEFcusip464287440)	57.4K	QoQ +204.50% (+38.6K) YoY +925.15% (+51.8K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$969.0M)	QoQ +214.11% (+$3.7M) YoY +1033300.56% (+$5.5M)
(cusip78463X533)✕	153.3K	QoQ -3.84% (-6.1K) YoY NEW(+153.3K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$969.0M)	QoQ -2.69% (-$151.4K) YoY NEW(+$5.5M)
MICROSOFT CORP(MSFTcusip594918104)	14.2K	QoQ -2.63% (-383) YoY -4.07% (-602)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$969.0M)	QoQ -13.28% (-$815.0K) YoY +85486.81% (-$5.3M)
(MTUMcusip46432F396)	26.3K	QoQ +35.87% (+6.9K) YoY +814.89% (+23.4K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$969.0M)	QoQ +32.72% (+$1.3M) YoY +987782.15% (+$5.3M)
(cusip464286681)✕	56.0K	QoQ +103.75% (+28.5K) YoY +92.98% (+27.0K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$969.0M)	QoQ +1895.48% (+$5.0M) YoY +198403.75% (+$5.2M)
(cusip464287721)✕	37.2K	QoQ -8.61% (-3.5K) YoY +11.11% (+3.7K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$969.0M)	QoQ -19.54% (-$1.3M) YoY +115431.98% (+$5.2M)
(cusip46138G649)✕	26.3K	QoQ +5.31% (-1.3K) YoY +60.16% (+9.9K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$969.0M)	QoQ -3.40% (-$179.3K) YoY +169127.69% (+$5.1M)
(cusip74933W452)✕	100.6K	QoQ +22.08% (+18.2K) YoY +3.54% (+3.4K)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$969.0M)	QoQ +22.45% (+$922.8K) YoY +103416.29% (+$5.0M)
(cusip33740F342)✕	226.2K	QoQ +37.46% (+61.6K) YoY NEW(+226.2K)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$969.0M)	QoQ +31.27% (+$1.2M) YoY NEW(+$5.0M)
(cusip464287457)✕	58.6K	QoQ +50.94% (+19.8K) YoY NEW(+58.6K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$969.0M)	QoQ +52.32% (+$1.7M) YoY NEW(+$4.8M)
(cusip97717Y683)✕	245.5K	QoQ NEW(+245.5K) YoY NEW(+245.5K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$969.0M)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
(IUSGcusip464287671)	37.6K	QoQ -0.63% (-242) YoY -5.16% (-2.0K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$969.0M)	QoQ -9.38% (-$494.9K) YoY +102714.85% (-$4.8M)