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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33740U844

Shares:36.0K

Value:$1.4M

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.2K

Value:$1.4M

032108409

Shares:32.8K

Value:$1.3M

14020V108

Shares:39.6K

Value:$1.3M

46434V621

DGRO|46434V621

Shares:21.4K

Value:$1.3M

FAIR ISAAC CORP

FICO|303250104

Shares:712

Value:$1.3M

92204A876

Shares:7.7K

Value:$1.3M

33733B100

Shares:12.8K

Value:$1.3M

887432326

Shares:34.2K

Value:$1.3M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:27.8K

Value:$1.3M

46641Q332

Shares:22.1K

Value:$1.3M

69374H857

Shares:33.5K

Value:$1.3M

Alphabet Inc.

GOOGL|02079K305

Shares:7.7K

Value:$1.2M

AT&T INC.

T|00206R102

Shares:41.9K

Value:$1.2M

14021M107

Shares:39.4K

Value:$1.2M

46641Q837

Shares:22.6K

Value:$1.1M

92204A306

VDE|92204A306

Shares:8.5K

Value:$1.1M

14021D107

Shares:35.5K

Value:$1.1M

Mastercard Inc

MA|57636Q104

Shares:2.0K

Value:$1.1M

PROCTER & GAMBLE Co

PG|742718109

Shares:6.4K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(cusip33740U844)✕	36.0K	QoQ -1.61% (-589) YoY -31.36% (-16.4K)	All Managers (Combined)	$1.4M	QoQ -1.97% (-$27.9K) YoY +72867.42% (-$1.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	8.2K	QoQ -7.04% (-618) YoY -30.52% (-3.6K)	All Managers (Combined)	$1.4M	QoQ +6.59% (-$83.7K) YoY +72716.63% (-$1.4M)
(cusip032108409)✕	32.8K	QoQ +14.85% (+4.2K) YoY +31.21% (+7.8K)	All Managers (Combined)	$1.3M	QoQ +15.67% (+$181.1K) YoY +137494.54% (+$1.3M)
(cusip14020V108)✕	39.6K	QoQ +37.12% (+10.7K) YoY +56.74% (+14.3K)	All Managers (Combined)	$1.3M	QoQ +30.96% (+$312.8K) YoY +167995.80% (+$1.3M)
(DGROcusip46434V621)	21.4K	QoQ +4.82% (+985) YoY -13.15% (-3.2K)	All Managers (Combined)	$1.3M	QoQ +5.58% (+$69.9K) YoY +92287.07% (-$1.3M)
FAIR ISAAC CORP(FICOcusip303250104)	712	QoQ -3.39% (-25) YoY -6.68% (-51)	All Managers (Combined)	$1.3M	QoQ -10.51% (-$154.3K) YoY +137679.85% (-$1.3M)
(cusip92204A876)✕	7.7K	QoQ +92.18% (+3.7K) YoY +96.86% (+3.8K)	All Managers (Combined)	$1.3M	QoQ +100.89% (+$658.0K) YoY +235535.25% (+$1.3M)
(cusip33733B100)✕	12.8K	QoQ +7.61% (+905) YoY +47.18% (+4.1K)	All Managers (Combined)	$1.3M	QoQ +6.19% (+$75.2K) YoY +145113.52% (+$1.3M)
(cusip887432326)✕	34.2K	QoQ -13.86% (-5.5K) YoY +71.57% (+14.3K)	All Managers (Combined)	$1.3M	QoQ -10.87% (-$156.9K) YoY +178280.16% (+$1.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	27.8K	QoQ +25.24% (+5.6K) YoY +24.73% (+5.5K)	All Managers (Combined)	$1.3M	QoQ +42.07% (+$373.8K) YoY +134744.12% (+$1.3M)
(cusip46641Q332)✕	22.1K	QoQ -8.56% (-2.1K) YoY -33.34% (-11.0K)	All Managers (Combined)	$1.3M	QoQ -9.19% (-$127.6K) YoY +65731.90% (-$1.3M)
(cusip69374H857)✕	33.5K	QoQ +8.08% (-2.5K) YoY -37.96% (-20.5K)	All Managers (Combined)	$1.3M	QoQ -7.90% (-$107.8K) YoY +47219.96% (-$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	7.7K	QoQ -0.46% (-36) YoY -34.70% (-4.1K)	All Managers (Combined)	$1.2M	QoQ -18.69% (-$272.6K) YoY +66789.39% (-$1.2M)
AT&T INC.(Tcusip00206R102)	41.9K	QoQ +10.65% (+4.0K) YoY +11.11% (+4.2K)	All Managers (Combined)	$1.2M	QoQ +37.42% (+$322.8K) YoY +178422.74% (+$1.2M)
(cusip14021M107)✕	39.4K	QoQ -12.45% (-5.6K) YoY NEW(+39.4K)	All Managers (Combined)	$1.2M	QoQ -6.69% (-$82.9K) YoY NEW(+$1.2M)
(cusip46641Q837)✕	22.6K	QoQ +24.01% (+4.4K) YoY +116.09% (+12.2K)	All Managers (Combined)	$1.1M	QoQ +24.65% (+$226.6K) YoY +216817.04% (+$1.1M)
(VDEcusip92204A306)	8.5K	QoQ +199.54% (+5.6K) YoY NEW(+8.5K)	All Managers (Combined)	$1.1M	QoQ +220.29% (+$756.5K) YoY NEW(+$1.1M)
(cusip14021D107)✕	35.5K	QoQ +132.04% (+20.2K) YoY NEW(+35.5K)	All Managers (Combined)	$1.1M	QoQ +129.88% (+$620.8K) YoY NEW(+$1.1M)
Mastercard Inc(MAcusip57636Q104)	2.0K	QoQ +0.50% (+10) YoY -2.02% (-41)	All Managers (Combined)	$1.1M	QoQ +4.63% (+$48.2K) YoY +111435.20% (-$1.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	6.4K	QoQ -2.45% (-161) YoY +2.60% (+162)	All Managers (Combined)	$1.1M	QoQ -0.94% (-$10.4K) YoY +107648.41% (+$1.1M)