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 • $968,973.935K total value

439 positions

Manager:

SEC FilingSEC DataHachi Filing

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DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:285.2K

Value:$2.8M

45782C615

Shares:56.7K

Value:$2.8M

33740U489

Shares:139.2K

Value:$2.8M

921937835

BND|921937835

Shares:35.9K

Value:$2.6M

464288679

Shares:23.0K

Value:$2.5M

74348A467

Shares:24.8K

Value:$2.5M

Meta Platforms, Inc.

META|30303M102

Shares:4.4K

Value:$2.5M

46138E537

Shares:107.7K

Value:$2.5M

VISA INC.

V|92826C839

Shares:6.9K

Value:$2.4M

464287465

EFA|464287465

Shares:28.8K

Value:$2.4M

33738D309

Shares:49.7K

Value:$2.3M

33734X846

Shares:35.3K

Value:$2.2M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.3K

Value:$2.2M

33739Q408

Shares:35.6K

Value:$2.1M

46432F339

QUAL|46432F339

Shares:12.3K

Value:$2.1M

464287705

IJJ|464287705

Shares:17.4K

Value:$2.1M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.5K

Value:$2.1M

887432359

Shares:48.9K

Value:$2.1M

886364231

Shares:111.1K

Value:$2.0M

46137V472

Shares:21.2K

Value:$1.9M

Instrument	Shares		Other Manager	Value
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	285.2K	QoQ +0.21% (+603) YoY +1.57% (+4.4K)	All Managers (Combined)	$2.8M	QoQ +12.36% (+$310.5K) YoY +110678.08% (+$2.8M)
(cusip45782C615)✕	56.7K	QoQ NEW(+56.7K) YoY NEW(+56.7K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
(cusip33740U489)✕	139.2K	QoQ +32.26% (+34.0K) YoY NEW(+139.2K)	All Managers (Combined)	$2.8M	QoQ +32.45% (+$684.1K) YoY NEW(+$2.8M)
(BNDcusip921937835)	35.9K	QoQ -47.60% (-32.6K) YoY -73.62% (-100.2K)	All Managers (Combined)	$2.6M	QoQ -46.47% (-$2.3M) YoY +26574.89% (-$2.6M)
(cusip464288679)✕	23.0K	QoQ NEW(+23.0K) YoY NEW(+23.0K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(cusip74348A467)✕	24.8K	QoQ +7.94% (+1.8K) YoY +25.90% (+5.1K)	All Managers (Combined)	$2.5M	QoQ +10.79% (+$246.9K) YoY +126741.76% (+$2.5M)
Meta Platforms, Inc.(METAcusip30303M102)	4.4K	QoQ +11.40% (+447) YoY +25.34% (+883)	All Managers (Combined)	$2.5M	QoQ +9.67% (+$221.9K) YoY +148649.29% (+$2.5M)
(cusip46138E537)✕	107.7K	QoQ -6.36% (-7.3K) YoY -13.99% (-17.5K)	All Managers (Combined)	$2.5M	QoQ -8.62% (-$234.2K) YoY +83050.62% (-$2.5M)
VISA INC.(Vcusip92826C839)	6.9K	QoQ -2.21% (-156) YoY -20.38% (-1.8K)	All Managers (Combined)	$2.4M	QoQ +8.43% (-$188.1K) YoY +99862.71% (-$2.4M)
(EFAcusip464287465)	28.8K	QoQ -11.03% (-3.6K) YoY -70.79% (-69.8K)	All Managers (Combined)	$2.4M	QoQ -3.53% (-$86.3K) YoY +29783.09% (-$2.3M)
(cusip33738D309)✕	49.7K	QoQ -0.52% (-263) YoY -8.42% (-4.6K)	All Managers (Combined)	$2.3M	QoQ -1.79% (-$41.4K) YoY +90351.95% (-$2.3M)
(cusip33734X846)✕	35.3K	QoQ -4.40% (-1.6K) YoY +94.69% (+17.2K)	All Managers (Combined)	$2.2M	QoQ -5.07% (-$119.0K) YoY +217447.94% (+$2.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.3K	QoQ +3.84% (+86) YoY +19.86% (+385)	All Managers (Combined)	$2.2M	QoQ +7.20% (+$147.7K) YoY +154615.07% (+$2.2M)
(cusip33739Q408)✕	35.6K	QoQ -0.22% (-80) YoY -15.53% (-6.6K)	All Managers (Combined)	$2.1M	QoQ -0.10% (-$2.3K) YoY +84667.76% (-$2.1M)
(QUALcusip46432F339)	12.3K	QoQ -42.25% (-9.0K) YoY +90.53% (+5.9K)	All Managers (Combined)	$2.1M	QoQ -44.58% (-$1.7M) YoY +198139.92% (+$2.1M)
(IJJcusip464287705)	17.4K	QoQ -36.87% (-10.2K) YoY +275.05% (+12.8K)	All Managers (Combined)	$2.1M	QoQ -39.51% (-$1.4M) YoY +379638.00% (+$2.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.5K	QoQ +1.08% (+91) YoY +26.58% (+1.8K)	All Managers (Combined)	$2.1M	QoQ +3.44% (+$69.2K) YoY +154903.87% (+$2.1M)
(cusip887432359)✕	48.9K	QoQ -7.11% (-3.7K) YoY +149.81% (+29.4K)	All Managers (Combined)	$2.1M	QoQ -7.95% (-$179.6K) YoY +251692.96% (+$2.1M)
(cusip886364231)✕	111.1K	QoQ +97.49% (+54.8K) YoY NEW(+111.1K)	All Managers (Combined)	$2.0M	QoQ +79.83% (+$896.1K) YoY NEW(+$2.0M)
(cusip46137V472)✕	21.2K	QoQ -7.67% (-1.8K) YoY -43.00% (-16.0K)	All Managers (Combined)	$1.9M	QoQ -14.18% (-$320.0K) YoY +47302.79% (-$1.9M)