$528 Million is the total value of First Heartland Consultants, Inc.'s 297 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 19.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Sell | SPDR SERIES TRUSTprtflo s&p500 gw | $30,743,000 | -0.6% | 613,508 | -10.9% | 5.83% | -4.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $20,222,000 | +47.2% | 72,782 | +31.2% | 3.83% | +41.5% |
| FTCS | Sell | FIRST TR EXCHANGE TRADED FDcap strength etf | $15,854,000 | -9.8% | 250,582 | -16.7% | 3.00% | -13.3% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $15,148,000 | +34.9% | 228,716 | +20.8% | 2.87% | +29.7% |
| SPTL | Sell | SPDR SERIES TRUSTportfolio ln tsr | $14,843,000 | -28.5% | 317,556 | -28.3% | 2.81% | -31.3% |
| RWL | Buy | INVESCO EXCHANGE TRADED FD TRs&p 500 revenue | $14,619,000 | +1880.9% | 271,069 | +1779.9% | 2.77% | +1797.9% |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $13,527,000 | +18.6% | 208,750 | +0.5% | 2.56% | +14.0% |
| AAPL | Buy | APPLE INC | $13,475,000 | +22.2% | 116,352 | +284.9% | 2.55% | +17.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $13,102,000 | +7.6% | 238,085 | +7.2% | 2.48% | +3.5% |
| SPLG | Sell | SPDR SERIES TRUSTportfolio lr etf | $13,065,000 | -8.9% | 332,029 | -16.1% | 2.48% | -12.4% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $10,052,000 | +181.5% | 298,544 | +150.1% | 1.90% | +170.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $8,649,000 | +2.0% | 76,926 | +1.3% | 1.64% | -1.9% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $8,555,000 | +1043.7% | 221,294 | +947.8% | 1.62% | +995.9% |
| SPIP | New | SPDR SER TRportfli tips etf | $8,528,000 | – | 276,250 | +100.0% | 1.62% | – |
| AMZN | Buy | AMAZON COM INC | $8,511,000 | +19.9% | 2,703 | +5.1% | 1.61% | +15.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $7,629,000 | +7.3% | 207,525 | +6.6% | 1.45% | +3.1% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $7,628,000 | +121.2% | 127,085 | +121.1% | 1.45% | +112.6% |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $7,565,000 | – | 147,580 | +100.0% | 1.43% | – |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $7,464,000 | -20.9% | 237,244 | -23.8% | 1.42% | -24.0% |
| FMB | Buy | FIRST TR EXCHANGE TRADED FD Imanagd mun etf | $7,161,000 | +14.8% | 128,785 | +13.6% | 1.36% | +10.3% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $6,840,000 | +25.9% | 128 | -99.9% | 1.30% | +21.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,389,000 | +17.5% | 28,068 | +4.3% | 1.21% | +12.9% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $6,342,000 | -29.7% | 33,676 | -36.3% | 1.20% | -32.4% |
| ONEQ | Buy | FIDELITY COMWLTH TRndq cp idx trk | $5,948,000 | +1195.9% | 13,705 | +1068.4% | 1.13% | +1139.6% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,869,000 | +8.8% | 143,496 | +3.2% | 1.11% | +4.6% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt etf | $5,848,000 | +4.6% | 113,151 | +4.6% | 1.11% | +0.6% |
| SPTS | Sell | SPDR SER TRshrt trsry etf | $5,616,000 | -43.2% | 182,938 | -43.2% | 1.06% | -45.4% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $5,421,000 | +1871.3% | 51,992 | +1811.5% | 1.03% | +1803.7% |
| QWLD | Buy | SPDR INDEX SHS FDSmsci wrld strgic | $5,192,000 | +7.8% | 62,049 | +1.8% | 0.98% | +3.6% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $5,070,000 | +120.5% | 55,762 | +102.2% | 0.96% | +112.1% |
| BNDX | Buy | VANGUARD CHARLOTTE DDSintl bd idx etf | $4,860,000 | +5.5% | 83,533 | +4.7% | 0.92% | +1.3% |
| IVV | Sell | ISHAREScore s&p500 etf | $4,787,000 | +7.7% | 14,245 | -0.7% | 0.91% | +3.5% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $4,657,000 | +7.6% | 56,076 | +7.6% | 0.88% | +3.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,459,000 | +8.3% | 42,669 | +3.2% | 0.84% | +4.1% |
| IVW | Sell | ISHARESs&p 500 grwt etf | $4,337,000 | -13.9% | 18,768 | -22.7% | 0.82% | -17.2% |
| SPY | Sell | SPDR S&P 500 ETF TRunit ser 1 s&p | $4,132,000 | -8.3% | 12,338 | -15.5% | 0.78% | -11.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,939,000 | +17.6% | 18,499 | -1.4% | 0.75% | +13.0% |
| FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $3,669,000 | +4.5% | 107,523 | -1.5% | 0.70% | +0.4% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $3,599,000 | – | 47,678 | +100.0% | 0.68% | – |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $3,590,000 | +11.2% | 27,901 | +1.3% | 0.68% | +6.9% |
| USMV | Sell | ISHARES TRusa min vol etf | $3,417,000 | -12.1% | 53,621 | -16.4% | 0.65% | -15.5% |
| FPE | Buy | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $3,338,000 | +9.3% | 174,137 | +5.0% | 0.63% | +5.1% |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $2,926,000 | +3.4% | 18,607 | +10.3% | 0.56% | -0.5% |
| IJK | Buy | ISHARESs&p mc 400gr etf | $2,868,000 | +41.8% | 11,992 | +32.8% | 0.54% | +36.3% |
| IVE | Sell | ISHARESs&p 500 val etf | $2,694,000 | -7.2% | 23,961 | -10.7% | 0.51% | -10.8% |
| SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $2,661,000 | +3.0% | 45,084 | -0.9% | 0.50% | -1.2% |
| MSFT | Sell | MICROSOFT CORP | $2,653,000 | +0.2% | 12,613 | -3.0% | 0.50% | -3.6% |
| BLV | Buy | VANGUARD BD INDEX FD INClong term bond | $2,633,000 | +8.9% | 23,544 | +8.7% | 0.50% | +4.6% |
| ONLN | New | PROSHARES TRonline rtl etf | $2,598,000 | – | 41,398 | +100.0% | 0.49% | – |
| RHS | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $2,579,000 | +628.5% | 18,038 | +590.8% | 0.49% | +598.6% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $2,535,000 | +2.3% | 28,738 | +2.5% | 0.48% | -1.4% |
| FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,539,000 | -1.5% | 55,183 | -3.4% | 0.48% | -5.3% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $2,477,000 | +9.2% | 26,493 | +8.9% | 0.47% | +5.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $2,396,000 | +4.4% | 44,156 | +4.7% | 0.45% | +0.4% |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $2,312,000 | – | 19,778 | +100.0% | 0.44% | – |
| HYLS | Buy | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $2,251,000 | +10.9% | 47,710 | +7.8% | 0.43% | +6.8% |
| EPD | Buy | ENTERPRISE PROD PARTNERS L | $2,187,000 | +41.4% | 138,526 | +62.7% | 0.42% | +36.1% |
| IUSG | Buy | ISHARES TRcore russell grw | $2,100,000 | +16.3% | 26,251 | +4.5% | 0.40% | +11.8% |
| AGG | Sell | ISHAREScore totusbd etf | $2,094,000 | -7.0% | 17,737 | -6.9% | 0.40% | -10.6% |
| SJB | Buy | PROSHARES TRshrt hgh yield | $2,083,000 | +68.3% | 104,523 | +76.5% | 0.40% | +61.9% |
| VOO | Buy | VANGUARD INDEX FDS | $2,033,000 | +8.8% | 6,608 | +0.2% | 0.38% | +4.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,033,000 | +51.3% | 6,917 | +11.0% | 0.38% | +45.3% |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $2,017,000 | -23.9% | 40,297 | -26.0% | 0.38% | -27.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,993,000 | -13.1% | 11,703 | -20.2% | 0.38% | -16.4% |
| NVDA | Buy | NVIDIA CORP | $1,982,000 | +78.7% | 3,662 | +25.5% | 0.38% | +71.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,940,000 | +11.6% | 44,858 | +2.2% | 0.37% | +7.3% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $1,903,000 | +12.2% | 24,249 | +6.5% | 0.36% | +8.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,831,000 | +4.3% | 11,906 | -1.2% | 0.35% | +0.3% |
| IWV | Buy | ISHARESrussell 3000 | $1,669,000 | +11.8% | 8,527 | +2.9% | 0.32% | +7.5% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,636,000 | -0.1% | 5,894 | -7.2% | 0.31% | -4.0% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,623,000 | -75.2% | 52,489 | -76.0% | 0.31% | -76.1% |
| IYLD | Sell | ISHARES TRmrngstr inc etf | $1,555,000 | +1.2% | 68,975 | -0.4% | 0.30% | -2.6% |
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $1,540,000 | +17.0% | 37,673 | +8.1% | 0.29% | +12.3% |
| XMLV | Buy | INVESCO EXCHANGE TRADED FD TRs&p midcp low | $1,502,000 | +7.7% | 36,050 | +7.0% | 0.28% | +3.6% |
| IYY | Sell | ISHARES TRdow jones us etf | $1,495,000 | -20.2% | 8,968 | -26.7% | 0.28% | -23.3% |
| V | Sell | VISA INC | $1,456,000 | -4.5% | 7,283 | -7.8% | 0.28% | -8.3% |
| MO | Buy | ALTRIA GROUP INC | $1,291,000 | +187.5% | 33,403 | +192.1% | 0.24% | +175.3% |
| T | Sell | AT&T INC | $1,279,000 | -14.7% | 44,861 | -9.5% | 0.24% | -18.2% |
| IJR | Buy | ISHAREScore s&p scp etf | $1,269,000 | +3.6% | 18,067 | +0.7% | 0.24% | -0.4% |
| EUSA | Buy | ISHARESmsci equal weite | $1,270,000 | +8.3% | 20,790 | +1.5% | 0.24% | +4.3% |
| WMT | Sell | WAL-MART STORES INC | $1,258,000 | +10.4% | 8,989 | -5.6% | 0.24% | +5.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,231,000 | +15.7% | 3,953 | +3.6% | 0.23% | +11.0% |
| VZ | Sell | VERIZON | $1,185,000 | +2.3% | 19,917 | -5.2% | 0.22% | -1.3% |
| HD | Sell | HOME DEPOT INC | $1,171,000 | +6.7% | 4,218 | -3.7% | 0.22% | +2.8% |
| MDYG | Sell | SPDR SERIES TRUSTs&p 400 mdcp grw | $1,165,000 | -70.2% | 20,306 | -72.1% | 0.22% | -71.3% |
| RWM | PROSHARES TRshrt russell2000 | $1,146,000 | -6.2% | 33,769 | 0.0% | 0.22% | -10.0% | |
| PG | Sell | PROCTER & GAMBLE CO | $1,134,000 | -9.4% | 8,159 | -22.1% | 0.22% | -13.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,124,000 | +4.4% | 28,260 | -1.3% | 0.21% | +0.5% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,126,000 | -2.4% | 40,288 | -2.3% | 0.21% | -6.6% |
| TSLA | Buy | TESLA INC | $1,123,000 | +314.4% | 2,618 | +943.0% | 0.21% | +301.9% |
| ABBV | Buy | ABBVIE INC | $1,081,000 | +131.5% | 12,338 | +159.6% | 0.20% | +122.8% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $955,000 | +96.1% | 7,359 | +78.8% | 0.18% | +88.5% |
| IUSV | Sell | ISHARES TRcore russell val | $944,000 | -12.1% | 17,388 | -15.4% | 0.18% | -15.6% |
| TPHD | Buy | TIMOTHY PLANhig dv stk etf | $928,000 | +12.1% | 40,498 | +7.0% | 0.18% | +8.0% |
| RDVY | Sell | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $914,000 | -45.9% | 27,927 | -49.0% | 0.17% | -48.0% |
| LQD | Sell | ISHARESiboxx inv cpbd | $900,000 | -1.0% | 6,683 | -1.1% | 0.17% | -4.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $881,000 | -28.8% | 5,918 | -32.7% | 0.17% | -31.6% |
| MTUM | Sell | ISHARES TRusa momentum fct | $877,000 | +8.4% | 5,953 | -3.6% | 0.17% | +3.8% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $864,000 | -38.8% | 34,392 | -38.8% | 0.16% | -41.0% |
| TLT | Sell | ISHAREStreas index fd | $838,000 | -56.6% | 5,134 | -56.4% | 0.16% | -58.3% |
| TFI | Sell | SPDR SER TRnuvn brcly muni | $840,000 | -6.1% | 16,168 | -6.6% | 0.16% | -10.2% |
| BA | Buy | BOEING CO | $840,000 | -9.6% | 5,081 | +0.3% | 0.16% | -13.1% |
| DIS | Sell | DISNEY WALT CO | $792,000 | +1.9% | 6,387 | -8.3% | 0.15% | -2.0% |
| FSKR | Buy | FS KKR CAP CORP II | $783,000 | +44.2% | 53,223 | +26.3% | 0.15% | +38.3% |
| LLY | Sell | LILLY ELI & CO | $771,000 | -15.0% | 5,211 | -5.6% | 0.15% | -18.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $757,000 | -40.6% | 515 | -42.9% | 0.14% | -42.6% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $754,000 | -26.4% | 15,216 | -32.5% | 0.14% | -29.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $747,000 | +5.7% | 4,778 | -3.4% | 0.14% | +2.2% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC NEW | $748,000 | -5.8% | 1,623 | -13.8% | 0.14% | -9.6% |
| AMGN | Sell | AMGEN INC | $743,000 | +7.1% | 2,924 | -0.6% | 0.14% | +2.9% |
| MORT | Buy | VANECK VECTORS ETF TR | $742,000 | +9.9% | 53,330 | +6.4% | 0.14% | +6.0% |
| LMT | Sell | LOCKWOOD MARTIN CORP | $738,000 | -31.7% | 1,924 | -35.0% | 0.14% | -34.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $740,000 | +100.0% | 25,284 | +88.8% | 0.14% | +91.8% |
| PWB | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $732,000 | -64.9% | 11,828 | -69.0% | 0.14% | -66.3% |
| MRK | Buy | MERCK & CO INC NEW | $721,000 | +7.5% | 8,696 | +0.2% | 0.14% | +3.8% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $722,000 | -6.1% | 9,410 | -10.4% | 0.14% | -9.9% |
| XOM | Sell | EXXON MOBIL CORP | $711,000 | -28.1% | 20,699 | -6.4% | 0.14% | -30.8% |
| TPLC | Buy | TIMOTHY PLANus lrg cap cor | $708,000 | +43.9% | 26,394 | +33.1% | 0.13% | +38.1% |
| PFE | Buy | PFIZER INC | $691,000 | +20.4% | 18,836 | +7.3% | 0.13% | +15.9% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $685,000 | -80.1% | 4,658 | -82.8% | 0.13% | -80.9% |
| IEF | Buy | ISHARES7-10 yr trs bd | $679,000 | +2.4% | 5,575 | +2.4% | 0.13% | -1.5% |
| FB | Buy | FACEBOOK INCcl a | $677,000 | +27.7% | 2,585 | +10.7% | 0.13% | +21.9% |
| PYPL | New | PAYPAL HLDGS INC | $659,000 | – | 3,343 | +100.0% | 0.12% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $655,000 | +13.5% | 1,938 | -0.7% | 0.12% | +8.8% |
| SPTI | New | SPDR SER TRportfli intrmdit | $644,000 | – | 19,361 | +100.0% | 0.12% | – |
| IYW | Sell | ISHARES TRu.s. tech etf | $639,000 | -11.7% | 2,121 | -20.9% | 0.12% | -15.4% |
| TDIV | Sell | FIRST TR EXCHANGE TRADED FDnasd tech div | $634,000 | -54.0% | 14,482 | -56.1% | 0.12% | -55.9% |
| BX | Sell | BLACKSTONE GROUP INC | $635,000 | -8.5% | 12,165 | -0.7% | 0.12% | -12.4% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $626,000 | -54.6% | 19,185 | -56.5% | 0.12% | -56.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $626,000 | -0.3% | 10,391 | -5.4% | 0.12% | -4.0% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $616,000 | -9.7% | 7,800 | -10.2% | 0.12% | -12.7% |
| QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $611,000 | -78.4% | 5,211 | -79.9% | 0.12% | -79.2% |
| VXUS | Sell | VANGUARD STAR FDvg tl intl stk f | $607,000 | +0.2% | 11,628 | -5.6% | 0.12% | -4.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $609,000 | +39.7% | 1,716 | +19.3% | 0.12% | +33.7% |
| ESGU | Sell | ISHARES TResg msci usa etf | $595,000 | +3.1% | 7,805 | -5.3% | 0.11% | -0.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $585,000 | -5.0% | 2,422 | +1.7% | 0.11% | -8.3% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $586,000 | +2.8% | 6,345 | +1.5% | 0.11% | -0.9% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $586,000 | -1.3% | 11,367 | -1.4% | 0.11% | -5.1% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Trussel 200 gwt | $578,000 | -83.8% | 9,708 | -85.0% | 0.11% | -84.4% |
| PFF | Sell | ISHARESus pfd stk idx | $577,000 | +4.7% | 15,842 | -0.4% | 0.11% | 0.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $567,000 | +45.4% | 4,855 | +30.2% | 0.11% | +39.0% |
| PZA | Sell | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $562,000 | -2.6% | 21,099 | -2.8% | 0.11% | -6.1% |
| INTC | Buy | INTEL CORP | $554,000 | -10.8% | 10,703 | +3.1% | 0.10% | -13.9% |
| SPHD | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 hdl vol | $545,000 | -21.9% | 16,528 | -22.0% | 0.10% | -25.4% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $543,000 | -74.1% | 5,598 | -75.2% | 0.10% | -75.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $539,000 | +0.9% | 5,176 | -0.7% | 0.10% | -2.9% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $534,000 | -1.1% | 6,603 | -3.6% | 0.10% | -4.7% |
| MCD | Buy | MCDONALDS CORP | $525,000 | +23.8% | 2,391 | +4.1% | 0.10% | +19.0% |
| SBUX | Sell | STARBUCKS CORP | $523,000 | +13.7% | 6,082 | -2.6% | 0.10% | +8.8% |
| PEP | Sell | PEPSICO INC | $519,000 | +2.4% | 3,742 | -2.4% | 0.10% | -2.0% |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $519,000 | +7.5% | 13,632 | +5.1% | 0.10% | +3.2% |
| TXN | Buy | TEXAS INSTRS INC | $500,000 | +29.5% | 3,502 | +15.3% | 0.10% | +25.0% |
| UCON | Buy | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $479,000 | +7.6% | 18,264 | +5.5% | 0.09% | +3.4% |
| DAL | Sell | DELTA AIR LINES INC DEL | $476,000 | +6.5% | 15,560 | -2.4% | 0.09% | +2.3% |
| IDU | Sell | ISHARES TRu.s. utilits etf | $475,000 | -17.0% | 3,251 | -20.2% | 0.09% | -20.4% |
| ACWV | Sell | ISHARESmin vol gbl etf | $467,000 | -4.1% | 5,080 | -8.6% | 0.09% | -7.3% |
| LOW | Buy | LOWES COS INC | $462,000 | +33.9% | 2,785 | +9.1% | 0.09% | +29.4% |
| SRVR | PACER FDS TRbnchmrk infra | $462,000 | -0.6% | 13,088 | 0.0% | 0.09% | -4.3% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $463,000 | +5.2% | 7,623 | +4.7% | 0.09% | +1.1% |
| IBM | Buy | INTL BUSINESS MACH | $458,000 | +3.2% | 3,765 | +2.3% | 0.09% | -1.1% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $442,000 | +6.5% | 8,043 | +5.9% | 0.08% | +2.4% |
| ABMD | New | ABIOMED INC | $441,000 | – | 1,593 | +100.0% | 0.08% | – |
| JPM | Sell | JP MORGAN CHASE & CO | $439,000 | -10.6% | 4,565 | -12.6% | 0.08% | -14.4% |
| NFLX | Sell | NETFLIX INC | $435,000 | +6.4% | 870 | -3.2% | 0.08% | +1.2% |
| IHI | New | ISHARES TRu.s. med dvc etf | $431,000 | – | 1,437 | +100.0% | 0.08% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $424,000 | – | 3,925 | +100.0% | 0.08% | – |
| WEC | Sell | WEC ENERGY GROUP INC | $424,000 | -57.8% | 4,380 | -61.8% | 0.08% | -59.6% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $418,000 | -94.3% | 13,557 | -94.3% | 0.08% | -94.5% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $415,000 | +4.5% | 15,058 | +4.6% | 0.08% | +1.3% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $407,000 | -40.0% | 21,351 | -37.2% | 0.08% | -42.5% |
| EFG | ISHARES TReafe grwth etf | $406,000 | +8.0% | 4,521 | 0.0% | 0.08% | +4.1% | |
| KO | Sell | COCA COLA COMPANY | $408,000 | +3.0% | 8,260 | -6.9% | 0.08% | -1.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $406,000 | -31.4% | 11,118 | -37.2% | 0.08% | -34.2% |
| DKNG | Buy | DRAFTKINGS INC | $401,000 | +79.0% | 6,816 | +1.3% | 0.08% | +72.7% |
| MBB | Buy | ISHARES TRmbs etf | $400,000 | +3.4% | 3,623 | +3.7% | 0.08% | 0.0% |
| HYG | Buy | ISHARESiboxx hi yd etf | $395,000 | +20.4% | 4,712 | +17.2% | 0.08% | +15.4% |
| PLW | Sell | INVESCO EXCHANGE TRADED FD TR1 30 lader tre | $388,000 | -49.9% | 9,865 | -49.8% | 0.07% | -51.6% |
| SMDV | Buy | PROSHARES TRruss 2000 divd | $381,000 | -0.8% | 8,081 | +2.0% | 0.07% | -5.3% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $381,000 | +21.0% | 13,898 | +17.3% | 0.07% | +16.1% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $377,000 | -27.8% | 2,266 | -27.3% | 0.07% | -31.1% |
| ITA | Sell | ISHARES TRus aer def etf | $376,000 | -10.0% | 2,376 | -6.5% | 0.07% | -13.4% |
| DUK | Sell | DUKE ENERGY CORP NEW | $373,000 | +5.1% | 4,211 | -5.1% | 0.07% | +1.4% |
| DSKE | Sell | DASEKE INC | $376,000 | -31.6% | 70,000 | -50.0% | 0.07% | -34.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $373,000 | +13.0% | 2,114 | +5.1% | 0.07% | +9.2% |
| CDC | VICTORY PORTFOLIOS II | $364,000 | +1.7% | 7,685 | 0.0% | 0.07% | -2.8% | |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $353,000 | -88.9% | 3,738 | -89.4% | 0.07% | -89.4% |
| CAT | Sell | CATERPILLAR INC DEL | $353,000 | +10.3% | 2,364 | -6.5% | 0.07% | +6.3% |
| SHOP | Sell | SHOPIFY INCcl a | $355,000 | +2.3% | 347 | -5.2% | 0.07% | -1.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $348,000 | +27.0% | 490 | +2.1% | 0.07% | +22.2% |
| VLO | Buy | VALERO ENERGY CORP | $343,000 | +51.1% | 7,908 | +104.5% | 0.06% | +44.4% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $342,000 | -22.6% | 5,300 | -28.7% | 0.06% | -25.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $337,000 | +8.0% | 5,471 | +5.3% | 0.06% | +3.2% |
| ORCL | Buy | ORACLE CORP | $338,000 | +8.0% | 5,658 | +0.0% | 0.06% | +3.2% |
| TGT | Buy | TARGET CORP | $337,000 | +31.6% | 2,138 | +0.0% | 0.06% | +28.0% |
| SPLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 low vol | $327,000 | -60.6% | 6,105 | -63.4% | 0.06% | -62.0% |
| TSCO | New | TRACTOR SUPPLY CO | $325,000 | – | 2,270 | +100.0% | 0.06% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $328,000 | +17.1% | 4,078 | +18.3% | 0.06% | +12.7% |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $328,000 | +3.1% | 9,515 | +0.0% | 0.06% | -1.6% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $327,000 | -13.7% | 12,892 | -13.2% | 0.06% | -17.3% |
| CSCO | Sell | CISCO SYS INC | $320,000 | -17.5% | 8,116 | -2.5% | 0.06% | -20.8% |
| DE | Sell | DEERE & CO | $316,000 | +21.1% | 1,427 | -14.1% | 0.06% | +17.6% |
| FIS | New | FIDELITY NATL INFORMATION SV | $314,000 | – | 2,131 | +100.0% | 0.06% | – |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $309,000 | +14.0% | 4,479 | 0.0% | 0.06% | +11.3% | |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $312,000 | -28.1% | 5,560 | -28.8% | 0.06% | -31.4% |
| IJH | Sell | ISHAREScore s&p mcp etf | $311,000 | 0.0% | 1,677 | -4.1% | 0.06% | -3.3% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $311,000 | -89.6% | 5,581 | -89.7% | 0.06% | -90.0% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $307,000 | -1.0% | 1,519 | -5.4% | 0.06% | -4.9% |
| F | Sell | FORD MOTOR CO DEL | $303,000 | +9.4% | 45,462 | -0.1% | 0.06% | +3.6% |
| ITEQ | Buy | ETF MANAGERS TRbluestar israel | $301,000 | +22.4% | 5,421 | +3.9% | 0.06% | +16.3% |
| FTHI | Buy | FIRST TR EXCHANGE TRADED FDbuywrit incm etf | $303,000 | +3.4% | 15,790 | +4.8% | 0.06% | -1.7% |
| BAC | Sell | BANK OF AMERICA | $297,000 | -7.8% | 12,338 | -9.1% | 0.06% | -12.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $297,000 | +1.4% | 3,097 | +0.7% | 0.06% | -3.4% |
| GTO | Sell | INVESCO ACTIVELY MANAGD ETFtotal return | $294,000 | -69.8% | 5,094 | -70.2% | 0.06% | -70.8% |
| ITB | Buy | ISHARES TRus home cons etf | $294,000 | +37.4% | 5,197 | +7.0% | 0.06% | +33.3% |
| IEMG | ISHARES INCcore msci emkt | $289,000 | +10.7% | 5,480 | 0.0% | 0.06% | +7.8% | |
| CZA | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $287,000 | +7.5% | 4,348 | 0.0% | 0.05% | +1.9% | |
| FDX | New | FEDEX CORP | $284,000 | – | 1,128 | +100.0% | 0.05% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $278,000 | +4.9% | 190 | +1.6% | 0.05% | +1.9% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $279,000 | -9.7% | 3,321 | -17.7% | 0.05% | -13.1% |
| FEP | Sell | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $282,000 | -31.7% | 8,485 | -37.5% | 0.05% | -34.6% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $279,000 | +23.5% | 5,591 | +23.4% | 0.05% | +17.8% |
| C | Sell | CITIGROUP INC | $277,000 | -17.8% | 6,420 | -2.8% | 0.05% | -19.7% |
| IYH | Sell | ISHARES TRus hlthcare etf | $282,000 | -45.0% | 1,243 | -47.7% | 0.05% | -47.5% |
| ENB | New | ENBRIDGE INC | $281,000 | – | 9,622 | +100.0% | 0.05% | – |
| NSC | Buy | NORFOLK SOUTHERN CORP | $273,000 | +22.4% | 1,275 | +0.2% | 0.05% | +18.2% |
| CVX | Sell | CHEVRON CORP NEW | $272,000 | -29.5% | 3,782 | -12.6% | 0.05% | -31.6% |
| FTSD | Sell | FRANKLIN ETF TRliberty shrt etf | $271,000 | -96.0% | 2,829 | -96.0% | 0.05% | -96.2% |
| ESGE | Sell | ISHARES INCesg msci em etf | $264,000 | +4.8% | 7,412 | -5.6% | 0.05% | 0.0% |
| FICO | Buy | FAIR ISAAC CORP | $263,000 | +5.2% | 618 | +3.3% | 0.05% | +2.0% |
| VTEB | VANGUARD MUN BD FD INCtax exempt bd | $266,000 | +0.8% | 4,881 | 0.0% | 0.05% | -3.8% | |
| SPYV | Sell | SPDR SERIES TRUSTprtflo s&p500 vl | $265,000 | -82.3% | 8,768 | -83.0% | 0.05% | -83.1% |
| EBAY | New | EBAY INC | $257,000 | – | 4,924 | +100.0% | 0.05% | – |
| IAU | Sell | ISHARES GOLD TRUSTishares | $259,000 | -80.9% | 14,406 | -82.0% | 0.05% | -81.7% |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $261,000 | – | 4,465 | +100.0% | 0.05% | – |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $255,000 | +0.4% | 2,305 | -2.8% | 0.05% | -4.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $254,000 | +10.0% | 5,143 | +10.4% | 0.05% | +4.3% |
| GILD | Buy | GILEAD SCIENCES INC | $252,000 | -6.7% | 3,988 | +13.7% | 0.05% | -9.4% |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $252,000 | +15.6% | 4,430 | +14.3% | 0.05% | +11.6% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $252,000 | -58.5% | 1,199 | -60.7% | 0.05% | -60.0% |
| AMAT | New | APPLIED MATLS INC | $246,000 | – | 4,132 | +100.0% | 0.05% | – |
| CSX | Sell | CSX CORP | $249,000 | -1.6% | 3,209 | -11.6% | 0.05% | -6.0% |
| OLLI | Sell | OLLIES BARGAIN OUTLET HLDGS | $249,000 | -34.6% | 2,852 | -27.0% | 0.05% | -37.3% |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $246,000 | – | 7,744 | +100.0% | 0.05% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $248,000 | – | 8,810 | +100.0% | 0.05% | – |
| IXUS | Buy | ISHARES TRcore msci total | $245,000 | +10.4% | 4,202 | +3.3% | 0.05% | +4.5% |
| AEP | Sell | AMERICAN ELEC PWR INC | $241,000 | -29.9% | 2,946 | -31.8% | 0.05% | -32.4% |
| ILCG | Sell | ISHARES TRmrngstr lg-cp gr | $236,000 | +9.3% | 883 | -4.1% | 0.04% | +4.7% |
| JPUS | Sell | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $236,000 | -0.8% | 3,192 | -6.9% | 0.04% | -4.3% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $231,000 | -61.8% | 982 | -64.0% | 0.04% | -63.0% |
| GLD | Sell | SPDR GOLD TRUST | $231,000 | -1.7% | 1,304 | -7.3% | 0.04% | -4.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $233,000 | -37.9% | 8,040 | -39.2% | 0.04% | -40.5% |
| MMM | Sell | 3M CO | $228,000 | +1.3% | 1,422 | -1.2% | 0.04% | -2.3% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $225,000 | +2.7% | 2,026 | +1.0% | 0.04% | 0.0% |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100etf | $227,000 | +11.8% | 6,819 | +2.5% | 0.04% | +7.5% |
| LUV | Buy | SOUTHWEST AIRLS CO | $225,000 | +10.3% | 6,002 | +0.7% | 0.04% | +7.5% |
| SMG | Sell | SCOTTS MIRACLE GRO COcl a | $226,000 | +10.8% | 1,476 | -2.8% | 0.04% | +7.5% |
| TTD | New | THE TRADE DESK INC | $227,000 | – | 437 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC | $225,000 | – | 618 | +100.0% | 0.04% | – |
| RVNU | Buy | DBX ETF TRxtrack mun infra | $229,000 | +99.1% | 8,073 | +1.3% | 0.04% | +87.0% |
| WPC | Buy | WP CAREY INC | $223,000 | +10.4% | 3,416 | +14.3% | 0.04% | +5.0% |
| DFE | WISDOMTREE TReurope smcp dv | $220,000 | +7.8% | 4,129 | 0.0% | 0.04% | +5.0% | |
| XSLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p smlcp low | $220,000 | -6.8% | 6,620 | -5.2% | 0.04% | -10.6% |
| IWM | New | ISHARES TRrussell 2000 etf | $222,000 | – | 1,483 | +100.0% | 0.04% | – |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $219,000 | -27.2% | 9,111 | -30.0% | 0.04% | -28.8% |
| FTHY | New | FIRST TR HIGH YIELD OPPRT 20 | $212,000 | – | 10,500 | +100.0% | 0.04% | – |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $213,000 | -0.5% | 3,129 | -3.4% | 0.04% | -4.8% |
| LB | New | L BRANDS INC | $212,000 | – | 6,677 | +100.0% | 0.04% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $213,000 | +1.9% | 5,392 | +0.9% | 0.04% | -2.4% |
| SO | Buy | SOUTHERN CO | $213,000 | +5.4% | 3,921 | +0.6% | 0.04% | 0.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $210,000 | – | 1,133 | +100.0% | 0.04% | – |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $207,000 | -4.2% | 2,147 | -16.7% | 0.04% | -9.3% |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $208,000 | – | 1,274 | +100.0% | 0.04% | – |
| BBH | New | VANECK VECTORS ETF TRbiotech etf | $205,000 | – | 1,265 | +100.0% | 0.04% | – |
| MELI | New | MERCADOLIBRE INC | $206,000 | – | 190 | +100.0% | 0.04% | – |
| CXP | Sell | COLUMBIA PPTY TR INC | $207,000 | -28.6% | 18,997 | -14.0% | 0.04% | -31.6% |
| ITW | New | ILLINOIS TOOL WKS INC | $208,000 | – | 1,075 | +100.0% | 0.04% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $203,000 | -1.9% | 2,506 | -31.2% | 0.04% | -7.3% |
| HRL | Sell | HORMEL FOODS CORP | $202,000 | -0.5% | 4,133 | -1.7% | 0.04% | -5.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $200,000 | -29.1% | 3,620 | -33.6% | 0.04% | -32.1% |
| VTR | New | VENTAS INC | $202,000 | – | 4,826 | +100.0% | 0.04% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $200,000 | – | 981 | +100.0% | 0.04% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $201,000 | -9.5% | 4,564 | -12.0% | 0.04% | -13.6% |
| SHY | New | ISHARES TR1 3 yr treas bd | $202,000 | – | 2,336 | +100.0% | 0.04% | – |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $201,000 | +9.8% | 10,694 | +3.8% | 0.04% | +5.6% |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $191,000 | -0.5% | 10,703 | 0.0% | 0.04% | -5.3% | |
| NLY | Buy | ANNALY CAP MGMT INC | $168,000 | +17.5% | 23,647 | +8.1% | 0.03% | +14.3% |
| AFIN | Sell | AMERICAN FIN TR INC | $160,000 | -68.4% | 25,483 | -1.6% | 0.03% | -70.0% |
| GE | Buy | GENERAL ELECTRIC CO | $149,000 | 0.0% | 23,972 | +9.7% | 0.03% | -3.4% |
| AGNC | New | AGNC INVT CORP | $144,000 | – | 10,361 | +100.0% | 0.03% | – |
| FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $140,000 | +9.4% | 13,688 | +11.5% | 0.03% | +8.0% |
| KEY | Buy | KEYCORP | $121,000 | -1.6% | 10,104 | +0.3% | 0.02% | -4.2% |
| VER | New | VEREIT INC | $113,000 | – | 17,455 | +100.0% | 0.02% | – |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $104,000 | -20.6% | 11,309 | -22.2% | 0.02% | -23.1% |
| X | UNITED STATES STL CORP NEW | $87,000 | +1.2% | 11,843 | 0.0% | 0.02% | -5.9% | |
| ET | New | ENERGY TRANSFER LP | $54,000 | – | 10,022 | +100.0% | 0.01% | – |
| MRO | Buy | MARATHON OIL CORP | $49,000 | -31.9% | 11,956 | +1.3% | 0.01% | -35.7% |
| HCRSQ | Buy | HI CRUSH INC | $1,000 | -50.0% | 18,240 | +69.8% | 0.00% | – |
| CLSK | Exit | CLEANSPARK INC | $0 | – | -10,001 | -100.0% | -0.01% | – |
| TWI | Exit | TITAN INTL INC ILL | $0 | – | -20,371 | -100.0% | -0.01% | – |
| HOMB | Exit | HOME BANCSHARES INC | $0 | – | -12,517 | -100.0% | -0.04% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,911 | -100.0% | -0.04% | – |
| HTAB | Exit | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $0 | – | -9,620 | -100.0% | -0.04% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -5,783 | -100.0% | -0.04% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -5,554 | -100.0% | -0.04% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -1,359 | -100.0% | -0.05% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -2,650 | -100.0% | -0.05% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -2,621 | -100.0% | -0.05% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -4,130 | -100.0% | -0.05% | – |
| IDLV | Exit | INVESCO EXCHANGE TRADED FD TRs&p intl low | $0 | – | -11,417 | -100.0% | -0.06% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -3,155 | -100.0% | -0.07% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,668 | -100.0% | -0.08% | – |
| FISV | Exit | FISERV INC | $0 | – | -4,048 | -100.0% | -0.08% | – |
| MDIV | Exit | FIRST TR EXCHANGE TRADED FDmulti asset di | $0 | – | -47,680 | -100.0% | -0.13% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -29,451 | -100.0% | -0.13% | – |
| HUSV | Exit | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $0 | – | -29,052 | -100.0% | -0.15% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -6,919 | -100.0% | -0.16% | – |
| JSML | Exit | JANUS DETROIT STR TRhendersn cap etf | $0 | – | -158,677 | -100.0% | -1.44% | – |
| JSMD | Exit | JANUS DETROIT STR TRhendersn sml etf | $0 | – | -239,391 | -100.0% | -2.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-21
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 | 2024-02-08 |
| 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 |
| 13F-HR | 2021-11-15 |
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.