$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BKLN | Exit | INVESCO EXCHANGE TRADED FD TRsr ln etf | $0 | – | -79 | -100.0% | 0.00% | – |
| FLQD | Exit | FRANKLIN TEMPLETON ETF TRlibertyq gbl | $0 | – | -7,272 | -100.0% | -0.04% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -7,582 | -100.0% | -0.05% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -817 | -100.0% | -0.05% | – |
| RSX | Exit | VANECK VECTORS ETF TRrussia etf | $0 | – | -10,091 | -100.0% | -0.05% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -2,406 | -100.0% | -0.05% | – |
| NIB | Exit | BARCLAYS BANK PLCetn djubscoco 38 | $0 | – | -8,809 | -100.0% | -0.05% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -3,529 | -100.0% | -0.05% | – |
| CIZ | Exit | VICTORY PORTFOLIOS IIcemp developed e | $0 | – | -8,685 | -100.0% | -0.06% | – |
| TAO | Exit | INVESCO EXCHANGE TRADED FD TRchina realeste | $0 | – | -13,226 | -100.0% | -0.07% | – |
| EWH | Exit | ISHARES INCmsci hong kg etf | $0 | – | -14,869 | -100.0% | -0.07% | – |
| NEAR | Exit | ISHARES US ETF TRsht mat bd etf | $0 | – | -6,749 | -100.0% | -0.07% | – |
| IYZ | Exit | ISHARES TR | $0 | – | -12,741 | -100.0% | -0.08% | – |
| FPX | Exit | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $0 | – | -5,985 | -100.0% | -0.10% | – |
| FBT | Exit | FIRST TR EXCHANGE TRADED FDny arca biotech | $0 | – | -4,006 | -100.0% | -0.11% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -14,538 | -100.0% | -0.13% | – |
| REZ | Exit | ISHARES TRresidnl real est | $0 | – | -9,647 | -100.0% | -0.16% | – |
| EEMA | Exit | ISHARES INCmsci em asia etf | $0 | – | -176 | -100.0% | -2.41% | – |
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.