$657 Million is the total value of First Heartland Consultants, Inc.'s 386 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $593,000 | -0.5% | 8,006 | 0.0% | 0.09% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $593,000 | -0.8% | 4,968 | 0.0% | 0.09% | -1.1% | |
| CDC | VICTORY PORTFOLIOS II | $454,000 | -0.2% | 7,052 | 0.0% | 0.07% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $446,000 | -8.8% | 9,043 | 0.0% | 0.07% | -8.1% | |
| MUNI | PIMCO ETF TRinter mun bd act | $384,000 | -0.8% | 6,809 | 0.0% | 0.06% | -1.7% | |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $305,000 | -1.6% | 3,573 | 0.0% | 0.05% | -2.1% | |
| CZA | INVESCO EXCHANGE TRADED FD TRzacks mid cap | $276,000 | -0.4% | 3,076 | 0.0% | 0.04% | 0.0% | |
| FICO | FAIR ISAAC CORP | $272,000 | -20.7% | 683 | 0.0% | 0.04% | -21.2% | |
| PLW | INVESCO EXCHANGE TRADED FD TR1 30 lader tre | $267,000 | -0.4% | 7,365 | 0.0% | 0.04% | 0.0% | |
| NTR | NUTRIEN LTD | $256,000 | +7.1% | 3,940 | 0.0% | 0.04% | +8.3% | |
| IPG | INTERPUBLIC GROUP COS INC | $247,000 | +12.8% | 6,729 | 0.0% | 0.04% | +15.2% | |
| CFO | VICTORY PORTFOLIOS II | $234,000 | -0.4% | 3,295 | 0.0% | 0.04% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $219,000 | -9.9% | 914 | 0.0% | 0.03% | -10.8% | |
| ARKW | ARK ETF TRnext gnrtn inter | $217,000 | -9.6% | 1,560 | 0.0% | 0.03% | -8.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $209,000 | +0.5% | 1,045 | 0.0% | 0.03% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $205,000 | -3.3% | 328 | 0.0% | 0.03% | -3.1% | |
| TMDI | TITAN MED INC | $51,000 | -10.5% | 33,557 | 0.0% | 0.01% | -11.1% | |
| BLRX | BIOLINERX LTDsponsored ads | $27,000 | -3.6% | 10,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.