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CIK: 0001428793
Total reported value
$1.5B
$1.5B
503 檔
10.9%
As reported in its official Q2 2025 Form 13F filing, First Heartland Consultants, Inc.'s tracked investment portfolio stood at $1.5B with 503 total positions.
In Q2 2025, First Heartland Consultants, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.70% | -0.07% | +19.81% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | +0.34% | +14.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.76% | +0.22% | +35.42% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.53% | -0.27% | +48.04% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.30% | -0.15% | +11.80% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | +0.16% | -19.67% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.22% | -0.05% | +10.70% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 2.03% | +0.05% | +26.70% | |
| 9 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.00% | -0.74% | +9.86% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.98% | -0.15% | -1.80% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.93% | -0.83% | +32.54% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.80% | +0.19% | +3.52% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.69% | -0.25% | +7.00% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | — | +4.54% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.39% | -0.25% | +5.86% | |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.30% | -0.06% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.24% | -0.03% | +4.45% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.07% | -0.81% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.01% | +136.35% | |
| 20 | QCAP | Ft Nsdq100consbuffetf - Apr | ETF-Other | 1.07% | -0.06% | +9.61% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 1.05% | -0.01% | +24.64% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.06% | -4.97% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.03% | -3.14% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | -0.09% | +19.83% | |
| 25 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.96% | -0.01% | +6.79% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.07% | +13.38% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.92% | -0.01% | +2.53% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.90% | -0.20% | -15.11% | |
| 29 | FLGV | Franklin U.s. Treasury Bond | ETF-Gov Bonds | 0.86% | -0.09% | -0.98% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.04% | +41.21% | |
| 31 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.82% | +0.03% | +12.08% | |
| 32 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.82% | -0.23% | -0.18% | |
| 33 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.81% | -0.16% | +18.92% | |
| 34 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.76% | -0.14% | +12.44% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.07% | +1.14% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.01% | -5.05% | |
| 37 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.70% | -0.44% | +0.94% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | -0.08% | +18.29% | |
| 39 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.64% | — | +1.94% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.62% | -0.05% | +56.23% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.06% | -1.80% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | -0.06% | +74.70% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | +0.06% | +2.71% | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.57% | -0.03% | +0.09% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.08% | +27.88% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | -0.02% | -0.95% | |
| 47 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.54% | -0.01% | +3.30% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.03% | +117.20% | |
| 49 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.51% | -0.01% | +2.65% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.17% | -20.49% |
According to official SEC Form 13F filings, First Heartland Consultants, Inc. reported a total U.S. public equity portfolio value of $1.5B across 503 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ACIO, SPYM, QQQ) accounted for 10.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
FRDM
市值: $14.6M
Top Position Liquidated / Trimmed
EMXC
前期市值: $12.4M
During Q2 2025, First Heartland Consultants, Inc.'s top holdings by market value included ACIO (3.7%)、SPYM (3.7%)、QQQ (2.8%). The largest single position, ACIO, represented 3.7% of total portfolio value.
In Q2 2025, First Heartland Consultants, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 11 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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