$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDIV | FIRST TR EXCHANGE TRADED FDmulti asset di | $929,000 | +2.0% | 49,430 | 0.0% | 0.18% | -6.6% | |
| ORLY | OREILLY AUTOMOTIVE INC NEW | $875,000 | +10.1% | 1,996 | 0.0% | 0.17% | +0.6% | |
| DSKE | DASEKE INC | $450,000 | +26.4% | 142,500 | 0.0% | 0.09% | +17.1% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $422,000 | +5.5% | 2,476 | 0.0% | 0.08% | -3.5% | |
| CDC | VICTORY PORTFOLIOS II | $377,000 | +5.3% | 7,685 | 0.0% | 0.07% | -3.9% | |
| IHI | ISHARES TRu.s. med dvc etf | $350,000 | +7.0% | 1,323 | 0.0% | 0.07% | -1.4% | |
| CZA | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $335,000 | +5.7% | 4,348 | 0.0% | 0.07% | -2.9% | |
| OLLI | OLLIES BARGAIN OUTLT HLDGS I | $249,000 | +11.7% | 3,805 | 0.0% | 0.05% | +2.1% | |
| LUV | SOUTHWEST AIRLS CO | $249,000 | 0.0% | 4,619 | 0.0% | 0.05% | -7.5% | |
| DFE | WISDOMTREE TReurope smcp dv | $238,000 | +16.7% | 3,642 | 0.0% | 0.05% | +6.8% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $235,000 | +8.8% | 9,412 | 0.0% | 0.05% | 0.0% |
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.