$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 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Sell | SPDR SERIES TRUSTprtflo s&p500 gw | $30,743,000 | -0.6% | 613,508 | -10.9% | 5.83% | -4.4% |
| FTCS | Sell | FIRST TR EXCHANGE TRADED FDcap strength etf | $15,854,000 | -9.8% | 250,582 | -16.7% | 3.00% | -13.3% |
| SPTL | Sell | SPDR SERIES TRUSTportfolio ln tsr | $14,843,000 | -28.5% | 317,556 | -28.3% | 2.81% | -31.3% |
| SPLG | Sell | SPDR SERIES TRUSTportfolio lr etf | $13,065,000 | -8.9% | 332,029 | -16.1% | 2.48% | -12.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $7,464,000 | -20.9% | 237,244 | -23.8% | 1.42% | -24.0% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $6,840,000 | +25.9% | 128 | -99.9% | 1.30% | +21.1% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $6,342,000 | -29.7% | 33,676 | -36.3% | 1.20% | -32.4% |
| SPTS | Sell | SPDR SER TRshrt trsry etf | $5,616,000 | -43.2% | 182,938 | -43.2% | 1.06% | -45.4% |
| IVV | Sell | ISHAREScore s&p500 etf | $4,787,000 | +7.7% | 14,245 | -0.7% | 0.91% | +3.5% |
| 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% |
| USMV | Sell | ISHARES TRusa min vol etf | $3,417,000 | -12.1% | 53,621 | -16.4% | 0.65% | -15.5% |
| 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% |
| FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $2,539,000 | -1.5% | 55,183 | -3.4% | 0.48% | -5.3% |
| AGG | Sell | ISHAREScore totusbd etf | $2,094,000 | -7.0% | 17,737 | -6.9% | 0.40% | -10.6% |
| 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% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,831,000 | +4.3% | 11,906 | -1.2% | 0.35% | +0.3% |
| 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% |
| 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% |
| T | Sell | AT&T INC | $1,279,000 | -14.7% | 44,861 | -9.5% | 0.24% | -18.2% |
| WMT | Sell | WAL-MART STORES INC | $1,258,000 | +10.4% | 8,989 | -5.6% | 0.24% | +5.8% |
| 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% |
| 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% |
| IUSV | Sell | ISHARES TRcore russell val | $944,000 | -12.1% | 17,388 | -15.4% | 0.18% | -15.6% |
| 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% |
| DIS | Sell | DISNEY WALT CO | $792,000 | +1.9% | 6,387 | -8.3% | 0.15% | -2.0% |
| 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% |
| LMT | Sell | LOCKWOOD MARTIN CORP | $738,000 | -31.7% | 1,924 | -35.0% | 0.14% | -34.3% |
| PWB | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $732,000 | -64.9% | 11,828 | -69.0% | 0.14% | -66.3% |
| 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% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $685,000 | -80.1% | 4,658 | -82.8% | 0.13% | -80.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $655,000 | +13.5% | 1,938 | -0.7% | 0.12% | +8.8% |
| 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% |
| ESGU | Sell | ISHARES TResg msci usa etf | $595,000 | +3.1% | 7,805 | -5.3% | 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% |
| PZA | Sell | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $562,000 | -2.6% | 21,099 | -2.8% | 0.11% | -6.1% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $407,000 | -40.0% | 21,351 | -37.2% | 0.08% | -42.5% |
| 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% |
| PLW | Sell | INVESCO EXCHANGE TRADED FD TR1 30 lader tre | $388,000 | -49.9% | 9,865 | -49.8% | 0.07% | -51.6% |
| 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% |
| 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% |
| QQQE | Sell | DIREXION SHS ETF TRnas100 eql wgt | $342,000 | -22.6% | 5,300 | -28.7% | 0.06% | -25.3% |
| SPLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p500 low vol | $327,000 | -60.6% | 6,105 | -63.4% | 0.06% | -62.0% |
| 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% |
| 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% |
| BAC | Sell | BANK OF AMERICA | $297,000 | -7.8% | 12,338 | -9.1% | 0.06% | -12.5% |
| GTO | Sell | INVESCO ACTIVELY MANAGD ETFtotal return | $294,000 | -69.8% | 5,094 | -70.2% | 0.06% | -70.8% |
| 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% |
| 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% |
| 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% |
| SPYV | Sell | SPDR SERIES TRUSTprtflo s&p500 vl | $265,000 | -82.3% | 8,768 | -83.0% | 0.05% | -83.1% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $259,000 | -80.9% | 14,406 | -82.0% | 0.05% | -81.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $255,000 | +0.4% | 2,305 | -2.8% | 0.05% | -4.0% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $252,000 | -58.5% | 1,199 | -60.7% | 0.05% | -60.0% |
| 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% |
| 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% |
| SMG | Sell | SCOTTS MIRACLE GRO COcl a | $226,000 | +10.8% | 1,476 | -2.8% | 0.04% | +7.5% |
| XSLV | Sell | INVESCO EXCHANGE TRADED FD TRs&p smlcp low | $220,000 | -6.8% | 6,620 | -5.2% | 0.04% | -10.6% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $219,000 | -27.2% | 9,111 | -30.0% | 0.04% | -28.8% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $213,000 | -0.5% | 3,129 | -3.4% | 0.04% | -4.8% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $207,000 | -4.2% | 2,147 | -16.7% | 0.04% | -9.3% |
| CXP | Sell | COLUMBIA PPTY TR INC | $207,000 | -28.6% | 18,997 | -14.0% | 0.04% | -31.6% |
| 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% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $201,000 | -9.5% | 4,564 | -12.0% | 0.04% | -13.6% |
| AFIN | Sell | AMERICAN FIN TR INC | $160,000 | -68.4% | 25,483 | -1.6% | 0.03% | -70.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $104,000 | -20.6% | 11,309 | -22.2% | 0.02% | -23.1% |
| 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 | 2024-05-07 |
| 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.