$508 Million is the total value of First Heartland Consultants, Inc.'s 291 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $26,572,000 | +39.6% | 702,600 | +28.6% | 5.23% | +28.1% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $14,955,000 | +48.3% | 415,070 | +43.6% | 2.94% | +36.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $13,570,000 | +17.3% | 63,827 | +4.2% | 2.67% | +7.6% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $13,489,000 | +81.3% | 321,864 | +68.3% | 2.66% | +66.3% |
| FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $11,811,000 | +13.7% | 195,670 | +6.9% | 2.32% | +4.3% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $9,172,000 | +501.4% | 145,331 | +437.6% | 1.81% | +452.3% |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 mdcp grw | $7,939,000 | +1664.2% | 139,068 | +1559.5% | 1.56% | +1511.3% |
| IVW | Buy | ISHARESs&p 500 grwt etf | $7,509,000 | +10.4% | 38,776 | +2.6% | 1.48% | +1.2% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $7,032,000 | +208.3% | 201,420 | +182.2% | 1.38% | +182.7% |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $6,358,000 | – | 58,046 | +100.0% | 1.25% | – |
| IVE | Buy | ISHARESs&p 500 val etf | $6,128,000 | +78.8% | 47,103 | +63.7% | 1.21% | +64.0% |
| IYR | Buy | ISHARESdj us real est | $6,125,000 | +15.5% | 65,803 | +16.1% | 1.21% | +6.0% |
| USMV | Buy | ISHARES TRusa min vol etf | $5,632,000 | +7.4% | 85,854 | +5.0% | 1.11% | -1.4% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $5,386,000 | +20.0% | 49,955 | +21.2% | 1.06% | +10.1% |
| FMB | Buy | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $4,711,000 | +44.8% | 84,809 | +44.8% | 0.93% | +33.0% |
| SPY | Buy | SPDR S&P 500 ETF TRunit ser 1 s&p | $4,584,000 | +11.9% | 14,242 | +3.2% | 0.90% | +2.7% |
| BNDX | Buy | VANGUARD CHARLOTTE DDSintl bd idx etf | $4,539,000 | -1.0% | 80,228 | +3.0% | 0.89% | -9.1% |
| LQD | Buy | ISHARESiboxx inv cpbd | $4,479,000 | +95.7% | 35,000 | +95.0% | 0.88% | +79.6% |
| QWLD | Buy | SPDR INDEX SHS FDSmsci wrld strgic | $3,851,000 | +19.0% | 45,028 | +12.4% | 0.76% | +9.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $3,512,000 | +23.7% | 48,319 | +14.1% | 0.69% | +13.3% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt etf | $3,399,000 | +11.4% | 65,613 | +11.8% | 0.67% | +2.1% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $3,260,000 | +16.1% | 11,435 | +9.6% | 0.64% | +6.5% |
| SPHD | Buy | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $3,156,000 | +8.2% | 71,683 | +4.8% | 0.62% | -0.8% |
| PLW | Buy | INVESCO EXCHANGE TRADED FD TR1 30 lader tre | $2,995,000 | +150.0% | 86,861 | +157.8% | 0.59% | +129.6% |
| FDT | Buy | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $2,753,000 | +12.8% | 49,475 | +6.1% | 0.54% | +3.4% |
| RDVY | Buy | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $2,748,000 | +14.9% | 76,596 | +2.0% | 0.54% | +5.5% |
| PCY | Buy | INVESCO EXCHANGE TRADED FD TRemrng mkt svrg | $2,742,000 | +394.1% | 92,688 | +386.7% | 0.54% | +353.8% |
| AGG | Buy | ISHAREScore totusbd etf | $2,734,000 | +14.3% | 24,334 | +15.1% | 0.54% | +4.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,638,000 | +14.0% | 16,120 | +5.2% | 0.52% | +4.4% |
| XSLV | Buy | INVESCO EXCHANGE TRADED FD TRs&p smlcp low | $2,504,000 | +156.6% | 49,219 | +146.5% | 0.49% | +135.9% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,435,000 | +24.6% | 29,032 | +25.4% | 0.48% | +14.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $2,235,000 | +1.0% | 42,036 | +1.2% | 0.44% | -7.4% |
| BLV | Buy | VANGUARD BD INDEX FD INClong term bond | $2,147,000 | -0.6% | 21,395 | +1.7% | 0.42% | -8.8% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $2,059,000 | -0.6% | 23,603 | +0.2% | 0.40% | -9.0% |
| TLT | Buy | ISHAREStreas index fd | $2,042,000 | -2.2% | 15,072 | +3.3% | 0.40% | -10.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,884,000 | +9.1% | 11,375 | +1.4% | 0.37% | 0.0% |
| GTO | Buy | INVESCO ACTIVELY MANAGD ETFtotal return | $1,860,000 | +8.0% | 34,328 | +8.1% | 0.37% | -1.1% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $1,803,000 | +4.9% | 19,433 | +5.4% | 0.36% | -3.8% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $1,791,000 | +4.7% | 24,034 | +2.9% | 0.35% | -3.8% |
| IYLD | Buy | ISHARES TRmrngstr inc etf | $1,768,000 | +21.4% | 69,213 | +18.7% | 0.35% | +11.5% |
| TDIV | Buy | FIRST TR EXCHANGE TRADED FDnasd tech div | $1,735,000 | +14.6% | 40,247 | +6.6% | 0.34% | +5.2% |
| HUSV | New | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $1,715,000 | – | 61,639 | +100.0% | 0.34% | – |
| T | Buy | AT&T INC | $1,712,000 | +13.2% | 43,815 | +9.6% | 0.34% | +3.7% |
| LMT | Buy | LOCKWOOD MARTIN CORP | $1,674,000 | +15.1% | 4,300 | +15.4% | 0.33% | +5.8% |
| IWV | Buy | ISHARESrussell 3000 | $1,626,000 | +16.1% | 8,627 | +7.0% | 0.32% | +6.3% |
| IUSG | Buy | ISHARES TRcore russell grw | $1,587,000 | +15.0% | 23,463 | +6.9% | 0.31% | +5.4% |
| VOO | Buy | VANGUARD INDEX FDS | $1,575,000 | +33.9% | 5,323 | +23.4% | 0.31% | +23.0% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,499,000 | +16.2% | 39,883 | +6.0% | 0.30% | +6.5% |
| PSR | Buy | INVESCO ACTIVELY MANAGD ETFactive us real | $1,476,000 | +241.7% | 15,417 | +241.7% | 0.29% | +212.9% |
| IJR | Buy | ISHAREScore s&p scp etf | $1,435,000 | +28.1% | 17,109 | +18.9% | 0.28% | +17.9% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,406,000 | +91.8% | 6,043 | +68.4% | 0.28% | +76.4% |
| DIVY | Buy | REALITY SHS ETF TRdivs etf | $1,343,000 | +9.7% | 50,305 | +7.3% | 0.26% | +0.4% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,336,000 | +10.6% | 9,037 | +2.0% | 0.26% | +1.5% |
| IUSV | Buy | ISHARES TRcore russell val | $1,338,000 | +16.2% | 21,228 | +6.6% | 0.26% | +6.5% |
| EUSA | Buy | ISHARESmsci equal weite | $1,294,000 | +16.6% | 20,222 | +8.7% | 0.26% | +7.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,238,000 | +15.5% | 8,486 | +2.4% | 0.24% | +6.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,228,000 | +1.2% | 17,597 | +2.5% | 0.24% | -6.9% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $1,122,000 | +43.8% | 21,045 | +43.7% | 0.22% | +32.3% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $1,070,000 | +2.8% | 35,075 | +0.9% | 0.21% | -5.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,044,000 | +134.1% | 20,145 | +137.8% | 0.21% | +114.6% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,022,000 | +116.1% | 5,159 | +95.2% | 0.20% | +97.1% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $985,000 | +28.4% | 9,873 | +29.2% | 0.19% | +17.6% |
| VZ | Buy | VERIZON | $984,000 | +2.3% | 16,026 | +0.6% | 0.19% | -5.8% |
| RWL | Buy | INVESCO EXCHANGE TRADED FD TRs&p 500 revenue | $966,000 | +30.2% | 16,565 | +20.4% | 0.19% | +19.5% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $935,000 | +7.3% | 6,145 | +0.6% | 0.18% | -1.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $918,000 | +37.8% | 14,068 | +29.1% | 0.18% | +26.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $905,000 | +15.9% | 3,696 | +2.0% | 0.18% | +6.0% |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $891,000 | +30.5% | 6,102 | +25.4% | 0.18% | +19.0% |
| GOVT | Buy | ISHARES TRus treas bd etf | $856,000 | +57.9% | 33,012 | +60.4% | 0.17% | +45.7% |
| IDLV | Buy | INVESCO EXCHANGE TRADED FD TRs&p intl low | $858,000 | +56.9% | 25,145 | +57.1% | 0.17% | +44.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $850,000 | +23.4% | 20,201 | +14.7% | 0.17% | +12.8% |
| MUB | Buy | ISHARES TRnational mun etf | $820,000 | +14.0% | 7,201 | +14.2% | 0.16% | +4.5% |
| ACWV | Buy | ISHARESmin vol gbl etf | $782,000 | +25.3% | 8,158 | +23.9% | 0.15% | +14.9% |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $776,000 | +100.5% | 3,401 | +90.9% | 0.15% | +84.3% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $768,000 | +20.8% | 3,469 | +6.8% | 0.15% | +11.0% |
| IYF | New | ISHARES TRu.s. finls etf | $765,000 | – | 5,550 | +100.0% | 0.15% | – |
| DON | Buy | WISDOMTREE TRus midcap divid | $763,000 | +187.9% | 20,055 | +174.6% | 0.15% | +163.2% |
| AMGN | Buy | AMGEN INC | $743,000 | +30.4% | 3,080 | +4.5% | 0.15% | +19.7% |
| BX | New | BLACKSTONE GROUP INC | $714,000 | – | 12,770 | +100.0% | 0.14% | – |
| MORT | Buy | VANECK VECTORS ETF TR | $711,000 | +23.4% | 29,659 | +20.0% | 0.14% | +12.9% |
| MRK | Buy | MERCK & CO INC NEW | $695,000 | +9.8% | 7,643 | +1.7% | 0.14% | +0.7% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSint-term gov | $696,000 | -0.9% | 10,556 | +0.3% | 0.14% | -9.3% |
| IYJ | New | ISHARES TRus industrials | $685,000 | – | 4,087 | +100.0% | 0.14% | – |
| IEF | Buy | ISHARES7-10 yr trs bd | $665,000 | +1.2% | 6,035 | +3.3% | 0.13% | -7.1% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $652,000 | +21.4% | 11,702 | +12.6% | 0.13% | +11.3% |
| NVDA | Buy | NVIDIA CORP | $644,000 | +38.2% | 2,737 | +2.2% | 0.13% | +27.0% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $640,000 | +32.5% | 9,744 | +23.5% | 0.13% | +21.2% |
| ITA | Buy | ISHARES TRus aer def etf | $630,000 | +0.3% | 2,837 | +1.5% | 0.12% | -8.1% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $625,000 | +38.9% | 31,104 | +36.3% | 0.12% | +26.8% |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $608,000 | – | 12,973 | +100.0% | 0.12% | – |
| BAC | Buy | BANK OF AMERICA | $611,000 | +30.0% | 17,339 | +7.7% | 0.12% | +18.8% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $603,000 | +195.6% | 11,971 | +195.8% | 0.12% | +170.5% |
| TPHD | New | TIMOTHY PLANhig dv stk etf | $597,000 | – | 22,131 | +100.0% | 0.12% | – |
| JPM | Buy | JP MORGAN CHASE & CO | $581,000 | +20.5% | 4,169 | +1.9% | 0.11% | +10.7% |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $578,000 | – | 5,199 | +100.0% | 0.11% | – |
| DIS | Buy | DISNEY WALT CO | $568,000 | +15.9% | 3,927 | +4.4% | 0.11% | +6.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $563,000 | +18.0% | 1,885 | +7.3% | 0.11% | +8.8% |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $559,000 | – | 4,125 | +100.0% | 0.11% | – |
| PZA | Buy | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $555,000 | +32.5% | 20,978 | +33.0% | 0.11% | +21.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $548,000 | +4.2% | 2,385 | +0.2% | 0.11% | -4.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $530,000 | +56.3% | 9,850 | +42.4% | 0.10% | +42.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $519,000 | +1.6% | 5,149 | +0.8% | 0.10% | -7.3% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $504,000 | +26.0% | 10,407 | +17.4% | 0.10% | +15.1% |
| FEP | Buy | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $503,000 | +42.1% | 13,373 | +29.7% | 0.10% | +30.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $482,000 | +5.0% | 4,916 | +0.8% | 0.10% | -4.0% |
| CVX | Buy | CHEVRON CORP NEW | $473,000 | +2.2% | 3,922 | +0.5% | 0.09% | -6.1% |
| FISV | Buy | FISERV INC | $468,000 | +63.6% | 4,048 | +46.5% | 0.09% | +50.8% |
| PFE | Buy | PFIZER INC | $452,000 | +10.0% | 11,525 | +0.8% | 0.09% | +1.1% |
| IAU | New | ISHARES GOLD TRUSTishares | $445,000 | – | 30,702 | +100.0% | 0.09% | – |
| JPUS | Buy | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $441,000 | +5.8% | 5,539 | +0.8% | 0.09% | -2.2% |
| FB | Buy | FACEBOOK INCcl a | $435,000 | +20.5% | 2,119 | +4.6% | 0.09% | +11.7% |
| IJH | Buy | ISHAREScore s&p mcp etf | $432,000 | +18.4% | 2,101 | +11.2% | 0.08% | +9.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $426,000 | +17.0% | 7,515 | +17.0% | 0.08% | +7.7% |
| AEP | Buy | AMERICAN ELEC PWR INC | $418,000 | +5.0% | 4,426 | +4.3% | 0.08% | -3.5% |
| SBUX | Buy | STARBUCKS CORP | $412,000 | -0.5% | 4,687 | +0.0% | 0.08% | -9.0% |
| WFC | Buy | WELLS FARGO & CO | $407,000 | +18.0% | 7,561 | +10.5% | 0.08% | +8.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $398,000 | -1.7% | 4,361 | +3.2% | 0.08% | -10.3% |
| SPSM | Buy | SPDR SER TRportfolio sm etf | $392,000 | +12.0% | 12,009 | +2.9% | 0.08% | +2.7% |
| IBM | Buy | INTL BUSINESS MACH | $387,000 | +2.1% | 2,889 | +10.8% | 0.08% | -6.2% |
| DLTR | Buy | DOLLAR TREE INC | $387,000 | -15.5% | 4,117 | +2.6% | 0.08% | -22.4% |
| FTHI | Buy | FIRST TR EXCHANGE TRADED FDbuywrit incm etf | $344,000 | +4.9% | 15,065 | +3.4% | 0.07% | -2.9% |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $343,000 | +40.0% | 8,710 | +32.4% | 0.07% | +28.3% |
| VER | Buy | VEREIT INC | $336,000 | -0.9% | 36,393 | +4.8% | 0.07% | -9.6% |
| SO | Buy | SOUTHERN CO | $329,000 | +11.1% | 5,159 | +7.6% | 0.06% | +1.6% |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $322,000 | +24.3% | 1,602 | +0.1% | 0.06% | +12.5% |
| EFA | New | ISHARES TRmsci eafe etf | $320,000 | – | 4,611 | +100.0% | 0.06% | – |
| LOW | Buy | LOWES COS INC | $305,000 | +8.9% | 2,547 | +0.1% | 0.06% | 0.0% |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $297,000 | – | 7,454 | +100.0% | 0.06% | – |
| SHY | Buy | ISHARES1-3 yr trs bd | $296,000 | +11.7% | 3,501 | +12.0% | 0.06% | +1.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $295,000 | +21.4% | 3,468 | +8.2% | 0.06% | +11.5% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $297,000 | -0.7% | 5,771 | +0.0% | 0.06% | -9.4% |
| TXN | Buy | TEXAS INSTRS INC | $291,000 | -0.3% | 2,266 | +0.4% | 0.06% | -9.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $292,000 | +0.3% | 3,192 | +0.2% | 0.06% | -8.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $283,000 | +20.4% | 4,881 | +13.7% | 0.06% | +12.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $284,000 | +6.4% | 2,383 | +0.7% | 0.06% | -1.8% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $286,000 | – | 3,509 | +100.0% | 0.06% | – |
| VTR | Buy | VENTAS INC | $278,000 | -19.9% | 4,819 | +1.5% | 0.06% | -25.7% |
| TPLC | New | TIMOTHY PLANus lrg cap cor | $277,000 | – | 10,172 | +100.0% | 0.06% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $275,000 | -3.2% | 1,915 | +0.8% | 0.05% | -11.5% |
| CSX | Buy | CSX CORP | $269,000 | +7.2% | 3,722 | +2.8% | 0.05% | -1.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $262,000 | +10.5% | 5,830 | +11.1% | 0.05% | +2.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $265,000 | +28.0% | 6,614 | +25.3% | 0.05% | +18.2% |
| DHS | Buy | WISDOMTREE TRhigh div fd | $259,000 | +3.6% | 3,369 | +0.4% | 0.05% | -5.6% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $251,000 | +8.2% | 1,293 | +0.2% | 0.05% | -2.0% |
| FDL | Buy | FIRST TR MORNINGSTAR DIV LEA | $250,000 | +11.1% | 7,670 | +5.8% | 0.05% | +2.1% |
| USIG | New | ISHARES TRusd inv grde etf | $242,000 | – | 4,153 | +100.0% | 0.05% | – |
| HOMB | Buy | HOME BANCSHARES INC | $242,000 | +5.2% | 12,332 | +0.6% | 0.05% | -2.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $238,000 | +3.9% | 2,078 | +3.0% | 0.05% | -4.1% |
| KMB | Buy | KIMBERLY CLARK CORP | $241,000 | +19.3% | 1,751 | +23.0% | 0.05% | +9.3% |
| SMDV | New | PROSHARES TRruss 2000 divd | $239,000 | – | 3,870 | +100.0% | 0.05% | – |
| IJT | Buy | ISHARESsp smcp600gr etf | $232,000 | +8.4% | 1,203 | +0.2% | 0.05% | 0.0% |
| EELV | Buy | INVESCO EXCHANGE TRADED FD TRs&p emrng mkts | $229,000 | +10.1% | 9,548 | +4.5% | 0.04% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $224,000 | -0.4% | 4,072 | +0.0% | 0.04% | -8.3% |
| MMM | Buy | 3M CO | $223,000 | +11.5% | 1,265 | +3.9% | 0.04% | +2.3% |
| COP | New | CONOCOPHILLIPS | $216,000 | – | 3,328 | +100.0% | 0.04% | – |
| C | New | CITIGROUP INC | $220,000 | – | 2,748 | +100.0% | 0.04% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $212,000 | – | 2,009 | +100.0% | 0.04% | – |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $206,000 | +1.0% | 3,852 | +1.2% | 0.04% | -6.8% |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $207,000 | – | 984 | +100.0% | 0.04% | – |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100etf | $204,000 | – | 6,702 | +100.0% | 0.04% | – |
| HRL | New | HORMEL FOODS CORP | $204,000 | – | 4,518 | +100.0% | 0.04% | – |
| GE | Buy | GENERAL ELECTRIC CO | $197,000 | +39.7% | 17,658 | +12.0% | 0.04% | +30.0% |
| F | Buy | FORD MOTOR CO DEL | $140,000 | +18.6% | 15,025 | +16.6% | 0.03% | +12.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
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.