$507 Million is the total value of First Heartland Consultants, Inc.'s 283 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 47.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $30,917,000 | +645.5% | 688,271 | +493.2% | 6.10% | +470.9% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $20,769,000 | +341.1% | 442,746 | +344.2% | 4.10% | +237.7% |
| FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $17,573,000 | +35.4% | 300,806 | +15.2% | 3.47% | +3.7% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $14,346,000 | +139.5% | 395,762 | +99.8% | 2.83% | +83.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $13,738,000 | +33.0% | 55,486 | +2.3% | 2.71% | +1.8% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $12,174,000 | +555.2% | 222,197 | +530.3% | 2.40% | +401.3% |
| JSMD | New | JANUS DETROIT STR TRhendersn sml etf | $11,408,000 | – | 239,391 | +100.0% | 2.25% | – |
| FDG | New | AMERICAN CENTY ETF TRfocused dynamic | $11,406,000 | – | 207,768 | +100.0% | 2.25% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $11,225,000 | – | 189,258 | +100.0% | 2.21% | – |
| AAPL | Buy | APPLE INC | $11,029,000 | +43.7% | 30,233 | +0.1% | 2.18% | +10.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $8,477,000 | +38.6% | 75,966 | +31.9% | 1.67% | +6.2% |
| JSML | New | JANUS DETROIT STR TRhendersn cap etf | $7,277,000 | – | 158,677 | +100.0% | 1.44% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $7,111,000 | – | 194,658 | +100.0% | 1.40% | – |
| AMZN | Buy | AMAZON COM INC | $7,098,000 | +48.7% | 2,573 | +5.1% | 1.40% | +13.9% |
| FTSD | Buy | FRANKLIN ETF TRliberty shrt etf | $6,823,000 | +12.7% | 71,202 | +11.5% | 1.35% | -13.7% |
| DFEB | Buy | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $6,534,000 | +716.8% | 218,803 | +653.7% | 1.29% | +525.7% |
| FMB | Buy | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $6,239,000 | +15.9% | 113,414 | +13.9% | 1.23% | -11.3% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt etf | $5,590,000 | +113.6% | 108,160 | +110.8% | 1.10% | +63.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,439,000 | +40.5% | 26,915 | +8.9% | 1.07% | +7.6% |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $5,431,000 | – | 113,612 | +100.0% | 1.07% | – |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,393,000 | +31.3% | 139,032 | +12.9% | 1.06% | +0.6% |
| IVW | Buy | ISHARESs&p 500 grwt etf | $5,035,000 | +51.3% | 24,264 | +20.3% | 0.99% | +15.9% |
| SPY | Buy | SPDR S&P 500 ETF TRunit ser 1 s&p | $4,504,000 | +32.4% | 14,608 | +10.7% | 0.89% | +1.4% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $4,330,000 | +2.8% | 52,094 | +1.6% | 0.85% | -21.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,116,000 | +23.4% | 41,332 | +10.4% | 0.81% | -5.5% |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 mdcp grw | $3,910,000 | +1392.4% | 72,693 | +1088.0% | 0.77% | +1050.7% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $3,571,000 | – | 119,383 | +100.0% | 0.70% | – |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $3,566,000 | +23.6% | 64,899 | +0.3% | 0.70% | -5.4% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $3,448,000 | +15.6% | 57,469 | +13.7% | 0.68% | -11.5% |
| RYU | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $3,194,000 | +77.9% | 35,118 | +73.1% | 0.63% | +36.4% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $3,054,000 | +30.3% | 165,776 | +16.0% | 0.60% | -0.2% |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $2,829,000 | +696.9% | 16,865 | +523.0% | 0.56% | +513.2% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $2,826,000 | +36.5% | 25,905 | +5.7% | 0.56% | +4.5% |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $2,651,000 | – | 54,453 | +100.0% | 0.52% | – |
| MSFT | Buy | MICROSOFT CORP | $2,647,000 | +32.8% | 13,008 | +2.9% | 0.52% | +1.8% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $2,584,000 | +374.1% | 45,509 | +285.6% | 0.51% | +264.3% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,477,000 | +35.9% | 28,040 | +31.3% | 0.49% | +4.1% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $2,299,000 | +69.8% | 27,573 | +21.0% | 0.45% | +29.8% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $2,268,000 | +6.0% | 24,336 | +1.7% | 0.45% | -18.9% |
| HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $2,029,000 | – | 44,275 | +100.0% | 0.40% | – |
| IJK | Buy | ISHARESs&p mc 400gr etf | $2,023,000 | +271.9% | 9,029 | +196.2% | 0.40% | +185.0% |
| TLT | Buy | ISHAREStreas index fd | $1,932,000 | +97.7% | 11,788 | +99.1% | 0.38% | +51.2% |
| VOO | Buy | VANGUARD INDEX FDS | $1,869,000 | +26.3% | 6,596 | +5.6% | 0.37% | -3.1% |
| IUSG | Buy | ISHARES TRcore russell grw | $1,806,000 | +35.9% | 25,120 | +7.9% | 0.36% | +4.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,756,000 | +39.8% | 12,052 | +10.8% | 0.35% | +6.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,739,000 | +36.5% | 43,908 | +15.6% | 0.34% | +4.6% |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $1,696,000 | – | 22,768 | +100.0% | 0.33% | – |
| EPD | New | ENTERPRISE PROD PARTNERS L | $1,547,000 | – | 85,163 | +100.0% | 0.30% | – |
| IYLD | Buy | ISHARES TRmrngstr inc etf | $1,537,000 | +11.0% | 69,244 | +0.0% | 0.30% | -15.1% |
| V | Buy | VISA INC | $1,525,000 | +27.5% | 7,897 | +6.4% | 0.30% | -2.3% |
| T | Buy | AT&T INC | $1,499,000 | +30.6% | 49,574 | +25.9% | 0.30% | 0.0% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $1,495,000 | +296.6% | 51,590 | +253.2% | 0.30% | +204.1% |
| IWV | Buy | ISHARESrussell 3000 | $1,493,000 | +23.6% | 8,289 | +1.8% | 0.29% | -5.5% |
| SPMD | New | SPDR SER TRportfolio s&p400 | $1,379,000 | – | 44,119 | +100.0% | 0.27% | – |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,358,000 | +151.9% | 79,957 | +123.7% | 0.27% | +92.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,344,000 | +35.3% | 6,233 | +22.0% | 0.26% | +3.5% |
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $1,316,000 | +114.3% | 34,844 | +78.4% | 0.26% | +64.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,275,000 | +28.5% | 902 | +5.7% | 0.25% | -2.0% |
| PG | Buy | PROCTER & GAMBLE CO | $1,252,000 | +30.1% | 10,475 | +19.8% | 0.25% | -0.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,237,000 | +12.4% | 8,797 | +4.8% | 0.24% | -14.1% |
| IJR | Buy | ISHAREScore s&p scp etf | $1,225,000 | +38.6% | 17,944 | +14.0% | 0.24% | +6.1% |
| EUSA | Buy | ISHARESmsci equal weite | $1,173,000 | +23.1% | 20,491 | +0.3% | 0.23% | -5.7% |
| VZ | Buy | VERIZON | $1,158,000 | +17.4% | 21,003 | +14.4% | 0.23% | -10.2% |
| WMT | Buy | WAL-MART STORES INC | $1,140,000 | +9.7% | 9,519 | +4.1% | 0.22% | -16.0% |
| NVDA | Buy | NVIDIA CORP | $1,109,000 | +60.3% | 2,918 | +11.2% | 0.22% | +23.0% |
| HD | Buy | HOME DEPOT INC | $1,097,000 | +34.8% | 4,378 | +0.4% | 0.22% | +2.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,077,000 | +36.5% | 28,634 | +18.3% | 0.21% | +4.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,064,000 | +42.8% | 3,817 | +8.7% | 0.21% | +9.4% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,025,000 | +63.5% | 22,528 | +39.7% | 0.20% | +25.5% |
| WEC | Buy | WEC ENERGY GROUP INC | $1,005,000 | -0.5% | 11,471 | +0.1% | 0.20% | -23.8% |
| XOM | Buy | EXXON MOBIL CORP | $989,000 | +40.5% | 22,117 | +19.2% | 0.20% | +7.7% |
| BA | Buy | BOEING CO | $929,000 | +66.2% | 5,067 | +35.1% | 0.18% | +27.1% |
| LLY | Buy | LILLY ELI & CO | $907,000 | +21.7% | 5,522 | +2.8% | 0.18% | -6.8% |
| TFI | Buy | SPDR SER TRnuvn brcly muni | $895,000 | +11.3% | 17,319 | +7.7% | 0.18% | -14.5% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $828,000 | +21.4% | 37,832 | +5.8% | 0.16% | -7.4% |
| MTUM | Buy | ISHARES TRusa momentum fct | $809,000 | +26.6% | 6,176 | +2.9% | 0.16% | -3.0% |
| DIS | Buy | DISNEY WALT CO | $777,000 | +50.9% | 6,964 | +30.6% | 0.15% | +15.0% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $748,000 | – | 21,119 | +100.0% | 0.15% | – |
| AMGN | Buy | AMGEN INC | $694,000 | +16.8% | 2,943 | +0.4% | 0.14% | -10.5% |
| BX | Buy | BLACKSTONE GROUP INC | $694,000 | +26.4% | 12,246 | +1.7% | 0.14% | -2.8% |
| MORT | Buy | VANECK VECTORS ETF TR | $675,000 | +63.4% | 50,117 | +21.3% | 0.13% | +25.5% |
| MRK | Buy | MERCK & CO INC NEW | $671,000 | +1.8% | 8,682 | +1.4% | 0.13% | -22.4% |
| IEF | Buy | ISHARES7-10 yr trs bd | $663,000 | +45.7% | 5,443 | +45.5% | 0.13% | +12.0% |
| SH | New | PROSHARES TRshort s&p 500 ne | $659,000 | – | 29,451 | +100.0% | 0.13% | – |
| INTC | Buy | INTEL CORP | $621,000 | +13.5% | 10,385 | +2.8% | 0.12% | -13.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $616,000 | +22.2% | 2,381 | +2.8% | 0.12% | -6.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $577,000 | +46.8% | 1,952 | +19.9% | 0.11% | +12.9% |
| ESGU | Buy | ISHARES TResg msci usa etf | $577,000 | +111.4% | 8,240 | +73.6% | 0.11% | +62.9% |
| PFE | Buy | PFIZER INC | $574,000 | +49.5% | 17,553 | +49.1% | 0.11% | +14.1% |
| PFF | Buy | ISHARESus pfd stk idx | $551,000 | +9.1% | 15,909 | +0.3% | 0.11% | -16.2% |
| FSKR | New | FS KKR CAP CORP II | $543,000 | – | 42,141 | +100.0% | 0.11% | – |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $540,000 | +24.4% | 6,851 | +11.7% | 0.11% | -5.4% |
| FB | Buy | FACEBOOK INCcl a | $530,000 | +59.6% | 2,335 | +17.3% | 0.10% | +22.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $534,000 | +3.7% | 5,211 | +1.1% | 0.10% | -21.1% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $522,000 | +12.3% | 3,116 | +12.2% | 0.10% | -14.2% |
| IYH | Buy | ISHARES TRus hlthcare etf | $513,000 | +67.6% | 2,378 | +46.0% | 0.10% | +27.8% |
| PEP | Buy | PEPSICO INC | $507,000 | +11.7% | 3,835 | +1.3% | 0.10% | -14.5% |
| AFIN | Buy | AMERICAN FIN TR INC | $506,000 | +235.1% | 25,907 | +7.1% | 0.10% | +156.4% |
| JPM | Buy | JP MORGAN CHASE & CO | $491,000 | +20.9% | 5,221 | +15.8% | 0.10% | -7.6% |
| TPLC | Buy | TIMOTHY PLANus lrg cap cor | $492,000 | +53.3% | 19,833 | +28.1% | 0.10% | +16.9% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $487,000 | +65.1% | 4,116 | +26.3% | 0.10% | +26.3% |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $483,000 | – | 12,966 | +100.0% | 0.10% | – |
| SRVR | New | PACER FDS TRbnchmrk infra | $465,000 | – | 13,088 | +100.0% | 0.09% | – |
| ABBV | Buy | ABBVIE INC | $467,000 | +38.2% | 4,753 | +7.2% | 0.09% | +5.7% |
| ONEQ | Buy | FIDELITY COMWLTH TRndq cp idx trk | $459,000 | +37.8% | 1,173 | +5.3% | 0.09% | +5.8% |
| SBUX | Buy | STARBUCKS CORP | $460,000 | +40.7% | 6,244 | +25.6% | 0.09% | +8.3% |
| MO | Buy | ALTRIA GROUP INC | $449,000 | +12.0% | 11,435 | +10.4% | 0.09% | -13.6% |
| DAL | Buy | DELTA AIR LINES INC DEL | $447,000 | +16.7% | 15,938 | +18.8% | 0.09% | -11.1% |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $445,000 | – | 17,304 | +100.0% | 0.09% | – |
| IBM | Buy | INTL BUSINESS MACH | $444,000 | +39.2% | 3,679 | +27.8% | 0.09% | +7.3% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $434,000 | +57.2% | 7,810 | +54.5% | 0.09% | +21.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $436,000 | +8.5% | 1,438 | +2.1% | 0.09% | -17.3% |
| MCD | Buy | MCDONALDS CORP | $424,000 | +14.6% | 2,297 | +2.7% | 0.08% | -11.6% |
| IGSB | New | ISHARES TRsh tr crport etf | $415,000 | – | 7,594 | +100.0% | 0.08% | – |
| NFLX | Buy | NETFLIX INC | $409,000 | +27.8% | 899 | +5.4% | 0.08% | -1.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $397,000 | +9.1% | 2,668 | +0.1% | 0.08% | -17.0% |
| KO | Buy | COCA COLA COMPANY | $396,000 | +42.4% | 8,872 | +41.3% | 0.08% | +8.3% |
| CSCO | Buy | CISCO SYS INC | $388,000 | +22.4% | 8,324 | +3.2% | 0.08% | -6.1% |
| CVX | Buy | CHEVRON CORP NEW | $386,000 | +41.4% | 4,325 | +14.8% | 0.08% | +8.6% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $384,000 | +8.8% | 7,920 | +3.7% | 0.08% | -16.5% |
| OLLI | New | OLLIES BARGAIN OUTLET HLDGS | $381,000 | – | 3,906 | +100.0% | 0.08% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $379,000 | – | 14,851 | +100.0% | 0.08% | – |
| EFG | New | ISHARES TReafe grwth etf | $376,000 | – | 4,521 | +100.0% | 0.07% | – |
| DON | Buy | WISDOMTREE TRus midcap divid | $375,000 | +18.7% | 13,217 | +1.0% | 0.07% | -8.6% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $370,000 | – | 13,392 | +100.0% | 0.07% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $355,000 | +0.3% | 4,439 | +1.4% | 0.07% | -23.1% |
| SHOP | New | SHOPIFY INCcl a | $347,000 | – | 366 | +100.0% | 0.07% | – |
| C | Buy | CITIGROUP INC | $337,000 | +64.4% | 6,603 | +35.6% | 0.07% | +24.5% |
| WM | Buy | WASTE MGMT INC DEL | $334,000 | +15.6% | 3,155 | +1.0% | 0.07% | -10.8% |
| BAC | Buy | BANK OF AMERICA | $322,000 | +12.6% | 13,577 | +0.9% | 0.06% | -13.5% |
| ORCL | Buy | ORACLE CORP | $313,000 | +14.7% | 5,656 | +0.0% | 0.06% | -11.4% |
| IDLV | Buy | INVESCO EXCHANGE TRADED FD TRs&p intl low | $315,000 | +14.5% | 11,417 | +9.0% | 0.06% | -12.7% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $315,000 | – | 11,851 | +100.0% | 0.06% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $309,000 | – | 4,036 | +100.0% | 0.06% | – |
| IHF | Buy | ISHARES TRus hlthcr pr etf | $310,000 | +16.1% | 1,605 | +0.1% | 0.06% | -11.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $301,000 | +42.7% | 13,007 | +28.1% | 0.06% | +9.3% |
| CXP | Buy | COLUMBIA PPTY TR INC | $290,000 | +5.8% | 22,089 | +0.7% | 0.06% | -19.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $282,000 | +15.1% | 5,454 | +0.3% | 0.06% | -11.1% |
| F | Buy | FORD MOTOR CO DEL | $277,000 | +77.6% | 45,492 | +40.9% | 0.06% | +37.5% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $275,000 | +29.1% | 2,720 | +21.0% | 0.05% | -1.8% |
| ISRG | New | INTUITIVE SURGICAL INC | $274,000 | – | 480 | +100.0% | 0.05% | – |
| TSLA | New | TESLA INC | $271,000 | – | 251 | +100.0% | 0.05% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $265,000 | – | 187 | +100.0% | 0.05% | – |
| DE | Buy | DEERE & CO | $261,000 | +24.3% | 1,661 | +9.1% | 0.05% | -5.6% |
| ESGE | New | ISHARES INCesg msci em etf | $252,000 | – | 7,850 | +100.0% | 0.05% | – |
| TGT | New | TARGET CORP | $256,000 | – | 2,137 | +100.0% | 0.05% | – |
| FICO | New | FAIT ISAAC CORP | $250,000 | – | 598 | +100.0% | 0.05% | – |
| DLTR | New | DOLLAR TREE INC | $243,000 | – | 2,621 | +100.0% | 0.05% | – |
| CMI | New | CUMMINS INC | $235,000 | – | 1,359 | +100.0% | 0.05% | – |
| VLO | New | VALERO ENERGY CORP | $227,000 | – | 3,867 | +100.0% | 0.04% | – |
| IXUS | New | ISHARES TRcore msci total | $222,000 | – | 4,068 | +100.0% | 0.04% | – |
| DKNG | New | DRAFTKINGS INC | $224,000 | – | 6,731 | +100.0% | 0.04% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $222,000 | – | 5,184 | +100.0% | 0.04% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $223,000 | – | 1,272 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $225,000 | – | 1,439 | +100.0% | 0.04% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $216,000 | – | 2,578 | +100.0% | 0.04% | – |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $216,000 | – | 921 | +100.0% | 0.04% | – |
| HYMB | New | SPDR SER TRnuveen bbg brcly | $218,000 | – | 3,877 | +100.0% | 0.04% | – |
| ITB | New | ISHARES TRus home cons etf | $214,000 | – | 4,858 | +100.0% | 0.04% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $209,000 | – | 5,345 | +100.0% | 0.04% | – |
| HTAB | New | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $208,000 | – | 9,620 | +100.0% | 0.04% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $207,000 | – | 3,642 | +100.0% | 0.04% | – |
| DFE | New | WISDOMTREE TReurope smcp dv | $204,000 | – | 4,129 | +100.0% | 0.04% | – |
| LUV | New | SOUTHWEST AIRLS CO | $204,000 | – | 5,963 | +100.0% | 0.04% | – |
| SO | Buy | SOUTHERN CO | $202,000 | -1.5% | 3,897 | +2.7% | 0.04% | -24.5% |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $204,000 | – | 1,518 | +100.0% | 0.04% | – |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100etf | $203,000 | – | 6,652 | +100.0% | 0.04% | – |
| WPC | New | WP CAREY INC | $202,000 | – | 2,988 | +100.0% | 0.04% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $200,000 | – | 2,911 | +100.0% | 0.04% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $192,000 | – | 10,703 | +100.0% | 0.04% | – |
| HOMB | Buy | HOME BANCSHARES INC | $193,000 | +29.5% | 12,517 | +0.8% | 0.04% | 0.0% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $183,000 | +14.4% | 10,298 | +1.2% | 0.04% | -12.2% |
| GE | Buy | GENERAL ELECTRIC CO | $149,000 | +17.3% | 21,844 | +36.6% | 0.03% | -12.1% |
| NLY | Buy | ANNALY CAP MGMT INC | $143,000 | +64.4% | 21,872 | +27.5% | 0.03% | +27.3% |
| FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $128,000 | +8.5% | 12,280 | +0.0% | 0.02% | -16.7% |
| KEY | New | KEYCORP | $123,000 | – | 10,074 | +100.0% | 0.02% | – |
| RVNU | New | DBX ETF TRxtrack mun infra | $115,000 | – | 7,967 | +100.0% | 0.02% | – |
| MRO | Buy | MARATHON OIL CORP | $72,000 | +105.7% | 11,798 | +9.7% | 0.01% | +55.6% |
| TWI | New | TITAN INTL INC ILL | $30,000 | – | 20,371 | +100.0% | 0.01% | – |
| CLSK | New | CLEANSPARK INC | $26,000 | – | 10,001 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 6.7% |
| VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 2.3% |
| CATERPILLAR INC DEL | 45 | Q2 2024 | 44.0% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 1.5% |
| VANGUARD BD INDEX FD INC | 45 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 45 | Q2 2024 | 0.7% |
| AT&T INC | 45 | Q2 2024 | 1.3% |
| ISHARES TR | 45 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS INC | 45 | Q2 2024 | 1.2% |
View First Heartland Consultants, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 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 |
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.