$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $6,358,000 | – | 58,046 | +100.0% | 1.25% | – |
| HUSV | New | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $1,715,000 | – | 61,639 | +100.0% | 0.34% | – |
| IYF | New | ISHARES TRu.s. finls etf | $765,000 | – | 5,550 | +100.0% | 0.15% | – |
| BX | New | BLACKSTONE GROUP INC | $714,000 | – | 12,770 | +100.0% | 0.14% | – |
| IYJ | New | ISHARES TRus industrials | $685,000 | – | 4,087 | +100.0% | 0.14% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $608,000 | – | 12,973 | +100.0% | 0.12% | – |
| TPHD | New | TIMOTHY PLANhig dv stk etf | $597,000 | – | 22,131 | +100.0% | 0.12% | – |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $578,000 | – | 5,199 | +100.0% | 0.11% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $559,000 | – | 4,125 | +100.0% | 0.11% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $445,000 | – | 30,702 | +100.0% | 0.09% | – |
| EFA | New | ISHARES TRmsci eafe etf | $320,000 | – | 4,611 | +100.0% | 0.06% | – |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $297,000 | – | 7,454 | +100.0% | 0.06% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $286,000 | – | 3,509 | +100.0% | 0.06% | – |
| TPLC | New | TIMOTHY PLANus lrg cap cor | $277,000 | – | 10,172 | +100.0% | 0.06% | – |
| USIG | New | ISHARES TRusd inv grde etf | $242,000 | – | 4,153 | +100.0% | 0.05% | – |
| SMDV | New | PROSHARES TRruss 2000 divd | $239,000 | – | 3,870 | +100.0% | 0.05% | – |
| 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% | – |
| 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% | – |
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.