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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464288877

Shares:18.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$969.0M)

464288588

Shares:11.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$969.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:5.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$969.0M)

46429B663

Shares:8.4K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$969.0M)

00888H869

Shares:33.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$969.0M)

66538H534

Shares:26.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$969.0M)

97717Y527

Shares:19.8K

Value:$998.0K

% of Portfolio:0.1% ($998.0K/$969.0M)

00888H794

Shares:33.2K

Value:$994.3K

% of Portfolio:0.1% ($994.3K/$969.0M)

808524672

SCHY|808524672

Shares:38.9K

Value:$987.8K

% of Portfolio:0.1% ($987.8K/$969.0M)

CATERPILLAR INC

CAT|149123101

Shares:2.9K

Value:$971.1K

% of Portfolio:0.1% ($971.1K/$969.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.1K

Value:$968.9K

% of Portfolio:0.1% ($968.9K/$969.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.8K

Value:$962.0K

% of Portfolio:0.1% ($962.0K/$969.0M)

33734X143

Shares:9.2K

Value:$955.4K

% of Portfolio:0.1% ($955.4K/$969.0M)

33740U752

Shares:31.8K

Value:$950.7K

% of Portfolio:0.1% ($950.7K/$969.0M)

81369Y209

Shares:6.5K

Value:$942.7K

% of Portfolio:0.1% ($942.7K/$969.0M)

Eaton Vance Risk-Managed Diversified Equity Income Fund

ETJ|27829G106

Shares:108.8K

Value:$920.8K

% of Portfolio:0.1% ($920.8K/$969.0M)

464287655

IWM|464287655

Shares:4.6K

Value:$920.5K

% of Portfolio:0.1% ($920.5K/$969.0M)

00888H687

Shares:32.0K

Value:$914.7K

% of Portfolio:0.1% ($914.7K/$969.0M)

BOEING CO

BA|097023105

Shares:5.2K

Value:$893.0K

% of Portfolio:0.1% ($893.0K/$969.0M)

46137V357

RSP|46137V357

Shares:5.1K

Value:$884.1K

% of Portfolio:0.1% ($884.1K/$969.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288877)✕	18.4K	QoQ -47.02% (-16.3K) YoY +104.94% (+9.4K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$969.0M)	QoQ -40.49% (-$737.7K) YoY +222060.24% (+$1.1M)
(cusip464288588)✕	11.4K	QoQ -25.82% (-4.0K) YoY +30.13% (+2.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$969.0M)	QoQ -24.12% (-$339.3K) YoY +131958.04% (+$1.1M)
AbbVie Inc.(ABBVcusip00287Y109)	5.1K	QoQ -5.16% (-276) YoY -14.74% (-877)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$969.0M)	QoQ +11.81% (-$112.3K) YoY +97991.78% (-$1.1M)
(cusip46429B663)✕	8.4K	QoQ -0.33% (-28) YoY +13.71% (+1.0K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$969.0M)	QoQ +7.54% (-$71.2K) YoY +124793.35% (+$1.0M)
(cusip00888H869)✕	33.9K	QoQ +16.72% (+4.9K) YoY +60.84% (+12.8K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$969.0M)	QoQ +15.00% (+$132.3K) YoY +173215.89% (+$1.0M)
(cusip66538H534)✕	26.1K	QoQ +41.23% (+7.6K) YoY NEW(+26.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$969.0M)	QoQ +39.43% (+$283.1K) YoY NEW(+$1.0M)
(cusip97717Y527)✕	19.8K	QoQ +54.09% (+7.0K) YoY -76.17% (-63.4K)	All Managers (Combined)	$998.0K	0.1% ($998.0K/$969.0M)	QoQ +54.11% (+$350.4K) YoY +23736.49% (-$993.8K)
(cusip00888H794)✕	33.2K	QoQ +7.31% (+2.3K) YoY -4.25% (-1.5K)	All Managers (Combined)	$994.3K	0.1% ($994.3K/$969.0M)	QoQ +5.65% (+$53.2K) YoY +98732.00% (-$993.2K)
(SCHYcusip808524672)	38.9K	QoQ NEW(+38.9K) YoY NEW(+38.9K)	All Managers (Combined)	$987.8K	0.1% ($987.8K/$969.0M)	QoQ NEW(+$987.8K) YoY NEW(+$987.8K)
CATERPILLAR INC(CATcusip149123101)	2.9K	QoQ -9.63% (-314) YoY -14.34% (-493)	All Managers (Combined)	$971.1K	0.1% ($971.1K/$969.0M)	QoQ -17.83% (-$210.8K) YoY +77030.26% (-$969.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.1K	QoQ -4.14% (-352) YoY -19.08% (-1.9K)	All Managers (Combined)	$968.9K	0.1% ($968.9K/$969.0M)	QoQ +5.98% (-$54.7K) YoY +82711.36% (-$967.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.8K	QoQ +1.62% (+77) YoY +1.93% (+91)	All Managers (Combined)	$962.0K	0.1% ($962.0K/$969.0M)	QoQ +21.96% (+$173.2K) YoY +116082.85% (+$961.2K)
(cusip33734X143)✕	9.2K	QoQ +205.87% (+6.2K) YoY NEW(+9.2K)	All Managers (Combined)	$955.4K	0.1% ($955.4K/$969.0M)	QoQ +204.31% (+$641.4K) YoY NEW(+$955.4K)
(cusip33740U752)✕	31.8K	QoQ +18.41% (+5.0K) YoY +31.29% (+7.6K)	All Managers (Combined)	$950.7K	0.1% ($950.7K/$969.0M)	QoQ +12.50% (+$105.7K) YoY +138286.17% (+$950.0K)
(cusip81369Y209)✕	6.5K	QoQ +114.41% (+3.4K) YoY +72.20% (+2.7K)	All Managers (Combined)	$942.7K	0.1% ($942.7K/$969.0M)	QoQ +127.55% (+$528.4K) YoY +170055.95% (+$942.1K)
Eaton Vance Risk-Managed Diversified Equity Income Fund(ETJcusip27829G106)	108.8K	QoQ +5.79% (-6.0K) YoY +19.38% (+17.7K)	All Managers (Combined)	$920.8K	0.1% ($920.8K/$969.0M)	QoQ -3.86% (-$37.0K) YoY +120893.56% (+$920.0K)
(IWMcusip464287655)	4.6K	QoQ -54.16% (-5.5K) YoY +51.97% (+1.6K)	All Managers (Combined)	$920.5K	0.1% ($920.5K/$969.0M)	QoQ -58.61% (-$1.3M) YoY +143947.41% (+$919.8K)
(cusip00888H687)✕	32.0K	QoQ +190.45% (+21.0K) YoY +200.19% (+21.4K)	All Managers (Combined)	$914.7K	0.1% ($914.7K/$969.0M)	QoQ +186.84% (+$595.8K) YoY +315313.79% (+$914.4K)
BOEING CO(BAcusip097023105)	5.2K	QoQ -1.80% (-96) YoY -29.73% (-2.2K)	All Managers (Combined)	$893.0K	0.1% ($893.0K/$969.0M)	QoQ -5.37% (-$50.7K) YoY +62001.04% (-$891.6K)
(RSPcusip46137V357)	5.1K	QoQ -69.45% (-11.6K) YoY -59.71% (-7.6K)	All Managers (Combined)	$884.1K	0.1% ($884.1K/$969.0M)	QoQ -69.80% (-$2.0M) YoY +41095.85% (-$881.9K)