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

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922908363

VOO|922908363

Shares:9.2K

Value:$4.8M

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

808524797

SCHD|808524797

Shares:164.8K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$969.0M)

922908595

VBK|922908595

Shares:17.8K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$969.0M)

69374H881

Shares:81.0K

Value:$4.4M

% of Portfolio:0.5% ($4.4M/$969.0M)

33740U786

Shares:113.5K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$969.0M)

46434V613

Shares:85.6K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$969.0M)

922908751

VB|922908751

Shares:17.1K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$969.0M)

45783Y137

Shares:152.4K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$969.0M)

Walmart Inc.

WMT|931142103

Shares:40.3K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$969.0M)

464287788

Shares:30.9K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$969.0M)

921909768

VXUS|921909768

Shares:55.7K

Value:$3.5M

% of Portfolio:0.4% ($3.5M/$969.0M)

26922B642

Shares:147.1K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$969.0M)

921937793

BLV|921937793

Shares:47.6K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$969.0M)

464287846

Shares:24.4K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$969.0M)

33738R605

Shares:59.8K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$969.0M)

92206C771

Shares:70.0K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$969.0M)

33740F755

Shares:106.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$969.0M)

ELI LILLY & Co

LLY|532457108

Shares:3.8K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$969.0M)

922042858

VWO|922042858

Shares:68.0K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$969.0M)

46429B697

USMV|46429B697

Shares:30.7K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	9.2K	QoQ -35.78% (-5.2K) YoY +38.65% (+2.6K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$969.0M)	QoQ -38.75% (-$3.0M) YoY +148132.03% (+$4.7M)
(SCHDcusip808524797)	164.8K	QoQ +70.26% (+68.0K) YoY +103.09% (+83.7K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$969.0M)	QoQ +74.25% (+$2.0M) YoY +70324.92% (+$4.6M)
(VBKcusip922908595)	17.8K	QoQ -23.33% (-5.4K) YoY +46.72% (+5.7K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$969.0M)	QoQ -31.07% (-$2.0M) YoY +141582.28% (+$4.5M)
(cusip69374H881)✕	81.0K	QoQ -21.82% (-22.6K) YoY -38.36% (-50.4K)	All Managers (Combined)	$4.4M	0.5% ($4.4M/$969.0M)	QoQ -24.20% (-$1.4M) YoY +57983.52% (-$4.4M)
(cusip33740U786)✕	113.5K	QoQ +28.28% (+25.0K) YoY +263.26% (+82.2K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$969.0M)	QoQ +26.55% (+$875.9K) YoY +379064.39% (+$4.2M)
(cusip46434V613)✕	85.6K	QoQ -17.50% (-18.2K) YoY +29.14% (+19.3K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$969.0M)	QoQ -15.90% (-$745.6K) YoY +130418.80% (+$3.9M)
(VBcusip922908751)	17.1K	QoQ -12.80% (-2.5K) YoY -48.97% (-16.4K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$969.0M)	QoQ -19.52% (-$920.4K) YoY +49401.34% (-$3.8M)
(cusip45783Y137)✕	152.4K	QoQ NEW(+152.4K) YoY NEW(+152.4K)	All Managers (Combined)	$3.7M	0.4% ($3.7M/$969.0M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
Walmart Inc.(WMTcusip931142103)	40.3K	QoQ +7.34% (+2.8K) YoY -2.82% (-1.2K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$969.0M)	QoQ +4.30% (+$146.0K) YoY +141655.11% (-$3.5M)
(cusip464287788)✕	30.9K	QoQ -0.91% (-286) YoY +4.28% (+1.3K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$969.0M)	QoQ +1.11% (-$38.6K) YoY +122928.70% (+$3.5M)
(VXUScusip921909768)	55.7K	QoQ +20.52% (+9.5K) YoY +102.86% (+28.2K)	All Managers (Combined)	$3.5M	0.4% ($3.5M/$969.0M)	QoQ +27.00% (+$735.2K) YoY +208785.92% (+$3.5M)
(cusip26922B642)✕	147.1K	QoQ -5.71% (-8.9K) YoY -73.72% (-412.9K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$969.0M)	QoQ -5.46% (-$194.1K) YoY +25554.97% (-$3.3M)
(BLVcusip921937793)	47.6K	QoQ +4.62% (+2.1K) YoY +13.52% (+5.7K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$969.0M)	QoQ +7.67% (+$238.9K) YoY +110433.02% (+$3.4M)
(cusip464287846)✕	24.4K	QoQ +3.27% (-775) YoY +3.41% (+805)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$969.0M)	QoQ -1.76% (-$59.6K) YoY +109781.57% (+$3.3M)
(cusip33738R605)✕	59.8K	QoQ +4.19% (-2.4K) YoY +7.81% (+4.3K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$969.0M)	QoQ -3.21% (-$109.0K) YoY +103258.79% (+$3.3M)
(cusip92206C771)✕	70.0K	QoQ +7.18% (+4.7K) YoY +24.67% (+13.9K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$969.0M)	QoQ +9.48% (+$280.7K) YoY +126505.42% (+$3.2M)
(cusip33740F755)✕	106.3K	QoQ +16.34% (+14.9K) YoY +34.43% (+27.2K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$969.0M)	QoQ +13.37% (+$372.3K) YoY +142675.21% (+$3.2M)
ELI LILLY & Co(LLYcusip532457108)	3.8K	QoQ -1.25% (-48) YoY -9.79% (-411)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$969.0M)	QoQ +5.64% (-$167.0K) YoY +95650.35% (-$3.1M)
(VWOcusip922042858)	68.0K	QoQ +1.88% (+1.3K) YoY +12.54% (+7.6K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$969.0M)	QoQ +4.70% (+$138.4K) YoY +121825.07% (+$3.1M)
(USMVcusip46429B697)	30.7K	QoQ +1.17% (+357) YoY -33.40% (-15.4K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$969.0M)	QoQ +6.72% (+$181.1K) YoY +74520.16% (-$2.9M)