FH

First Heartland Consultants, Inc.

13F
First Heartland Consultants, Inc.
Last update 2025-05-07 439 Stocks (46 new)
Value $969.00 Mil Turnover 15 %
Countries:
Top Holdings: SPLG(3.39%)ACIO(3.35%)SPY(2.99%)UCON(2.38%)DRSK(2.21%)
Summary Stock Picks Current Portfolio
First Heartland Consultants, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
500,231
32,895.2
+1.85%
3.390
+0.06%
0.050
+18.80%
+8.87%
78,088.3
 
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
839,558
32,482.5
+2.04%
3.350
+0.07%
1.840
+11.86%
+4.27%
2,021.4
 
SPY
SPDR S&P 500 ETF Trust
51,761
28,954.3
-2.23%
2.990
-0.07%
0.010
+18.80%
+8.86%
654,366.5
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
931,294
23,049.5
+54.67%
2.380
+0.84%
0.740
+2.27%
+3.31%
2,956.1
 
DRSK
Aptus Defined Risk ETF
783,654
21,370.3
+2.67%
2.210
+0.06%
1.820
+7.66%
+6.16%
1,296.2
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
559,202
20,360.5
+0.83%
2.100
+0.02%
0.080
+14.40%
+23.92%
27,862.8
 
OSCV
Opus Small Cap Value Plus ETF
566,643
19,747.5
+2.35%
2.040
+0.05%
3.700
+9.18%
+0.14%
603.4
 
QQQ
INVESCO QQQ Trust
41,613
19,513.1
-34.31%
2.010
-1.14%
0.010
+24.17%
+10.57%
359,485.3
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
668,147
17,605.7
+112.80%
1.820
+0.96%
0.360
+3.54%
+4.72%
6,301.9
 
SPYV
SPDR Portfolio S&P 500 Value ETF
335,168
17,117.0
+1.59%
1.770
+0.03%
0.070
+12.04%
+5.84%
27,326.2
 

First Heartland Consultants, Inc.'s Historical Top Holdings Breakdowns

First Heartland Consultants, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-1.14%
●
468.34 ($508.07) 539.52
$563.81
10.97%
Reduce -34.31%
41,613
-21,736
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.99%
●
97.25 ($101.36) 104.79
$99.71
-1.63%
New holding
92,123
92,123
VXF
Vanguard Extended Market Index ETF
2025-03-31
Reduce
Reduce
-0.97%
●
170.36 ($189.24) 201.04
$200.85
6.14%
Reduce -93.15%
3,641
-49,521
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.96%
●
25.77 ($26.17) 26.48
$26.39
0.84%
Add 112.8%
668,147
354,161
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+0.84%
●
24.5 ($24.74) 24.95
$24.81
0.28%
Add 54.67%
931,294
329,186
CGIC
Capital Group International Core Equity ETF
Capital Group International Core Equity ETF
2025-03-31
Add
Add
+0.80%
●
23.79 ($25.55) 26.94
$29.85
16.83%
Add 1452.29%
318,003
297,517
PTRB
PGIM Total Return Bond ETF
2025-03-31
Add
Add
+0.75%
●
40.5 ($41.34) 42.02
$41.49
0.36%
Add 2563.12%
180,506
173,728
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.70%
●
76.94 ($77.63) 78.28
$78.40
0.99%
Reduce -29.67%
209,928
-88,552
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-03-31
Add
Add
+0.68%
●
39.71 ($42.26) 43.88
$43.53
3.01%
Add 125.43%
273,750
152,316
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.67%
●
34.95 ($36.32) 37.36
$41.01
12.91%
Add 318.63%
240,137
182,774

First Heartland Consultants, Inc. Total Holding History ($B)

To

First Heartland Consultants, Inc.'s Asset Allocation

To

First Heartland Consultants, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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First Heartland Consultants, Inc.'s Hypothetical Growth since 2025-03-31

First Heartland Consultants, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

First Heartland Consultants, Inc.'s Holdings Heat Map

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First Heartland Consultants, Inc.'s Holdings Bubble Chart

First Heartland Consultants, Inc. News

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