$602 Million is the total value of First Heartland Consultants, Inc.'s 341 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PZA | INVESCO EXCHANGE TRADED FD TRnatl amt muni | $572,000 | +1.8% | 21,099 | 0.0% | 0.10% | -11.2% | |
| AMT | AMERICAN TOWER CORP NEW | $544,000 | -7.0% | 2,422 | 0.0% | 0.09% | -18.9% | |
| ACWV | ISHARESmin vol gbl etf | $492,000 | +5.4% | 5,080 | 0.0% | 0.08% | -7.9% | |
| DSKE | DASEKE INC | $407,000 | +8.2% | 70,000 | 0.0% | 0.07% | -4.2% | |
| DE | DEERE & CO | $384,000 | +21.5% | 1,427 | 0.0% | 0.06% | +6.7% | |
| PLW | INVESCO EXCHANGE TRADED FD TR1 30 lader tre | $379,000 | -2.3% | 9,865 | 0.0% | 0.06% | -14.9% | |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $371,000 | +20.1% | 4,479 | 0.0% | 0.06% | +5.1% | |
| FICO | FAIR ISAAC CORP | $316,000 | +20.2% | 618 | 0.0% | 0.05% | +6.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $301,000 | -4.1% | 2,131 | 0.0% | 0.05% | -16.7% | |
| VTEB | VANGUARD MUN BD FD INCtax exempt bd | $269,000 | +1.1% | 4,881 | 0.0% | 0.04% | -10.0% | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $233,000 | -6.4% | 2,852 | 0.0% | 0.04% | -17.0% | |
| BBH | VANECK VECTORS ETF TRbiotech etf | $215,000 | +4.9% | 1,265 | 0.0% | 0.04% | -7.7% | |
| ITW | ILLINOIS TOOL WKS INC | $219,000 | +5.3% | 1,075 | 0.0% | 0.04% | -7.7% | |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $213,000 | +0.5% | 10,500 | 0.0% | 0.04% | -12.5% | |
| KEY | KEYCORP | $166,000 | +37.2% | 10,104 | 0.0% | 0.03% | +21.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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.