$912 Million is the total value of First Heartland Consultants, Inc.'s 303 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SFYWQ | Exit | SWIFT ENERGY CO | $0 | – | -71,375 | -100.0% | -0.00% | – |
| ILCG | Exit | ISHARES TRmrngstr lg-cp gr | $0 | – | -1,694 | -100.0% | -0.08% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -5,255 | -100.0% | -0.08% | – |
| TEN | Exit | TENNECO INC | $0 | – | -4,000 | -100.0% | -0.08% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -4,603 | -100.0% | -0.08% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHA FD Ieurope alpha | $0 | – | -7,295 | -100.0% | -0.08% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -7 | -100.0% | -0.08% | – |
| SBLK | Exit | STAR BULK CARRIERS CORP | $0 | – | -330,487 | -100.0% | -0.09% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,400 | -100.0% | -0.10% | – |
| HYD | Exit | MARKET VECTORS ETF TRhg yld mun etf | $0 | – | -10,197 | -100.0% | -0.12% | – |
| PHH | Exit | PHH CORP | $0 | – | -34,640 | -100.0% | -0.16% | – |
| VGR | Exit | VECTOR GROUP LTD | $0 | – | -20,512 | -100.0% | -0.18% | – |
| BRSS | Exit | GLOBAL BRASS & COPPR HLDGS I | $0 | – | -19,300 | -100.0% | -0.18% | – |
| TPUB | Exit | TRIBUNE PUBG CO | $0 | – | -64,100 | -100.0% | -0.19% | – |
| IWR | Exit | ISHARESrus mid-cap etf | $0 | – | -3,302 | -100.0% | -0.20% | – |
| BRCM | Exit | BROADCOM CORPcl a | $0 | – | -3,928 | -100.0% | -0.23% | – |
| XLG | Exit | RYDEX ETF TRUSTguggenhm s&p 500 | $0 | – | -9,021 | -100.0% | -0.50% | – |
| SH | Exit | PROSHARES TR | $0 | – | -572,513 | -100.0% | -4.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 3.0% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 6.7% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 2.3% |
| CATERPILLAR INC DEL | 42 | Q3 2023 | 44.0% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 1.5% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 1.5% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 1.7% |
| AT&T INC | 42 | Q3 2023 | 1.3% |
| VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 1.2% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
View First Heartland Consultants, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-11 |
View First Heartland Consultants, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.