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Alex Hallquist

@First Heartland Consultants, Inc.

Latest period2024 - Q3ReportedManaged Assets$929.965MTotal holdings453
Assets growth rate-35.09%Assets growth rate (2-Q avg)6.82%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Heartland Consultants, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 453 positions.

Assets under management

The assets under management (AUM) of First Heartland Consultants, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 929.965M in assets, with a quarterly growth rate of -35.09% and a 2-quarter average growth rate of 6.82%. The portfolio is managed by Alex Hallquist, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACIOEtf Ser Solutions
Recent Activity
Increased 5.81%
3.66%
$33.953M
854,375 shares@ $39.75 avg price
SPLGSpdr Series Trust
Recent Activity
Increased 1.68%
3.64%
$33.799M
500,657 shares@ $67.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 29.2%
3.45%
$32.013M
65,592 shares@ $488.07 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 12.17%
3.14%
$29.186M
50,868 shares@ $573.76 avg price
BSVVanguard Bd Index Fd Inc
Recent Activity
Decreased -4.12%
3.03%
$28.171M
358,005 shares@ $78.69 avg price
IVWIshares
Recent Activity
Increased 66.06%
2.9%
$26.95M
281,466 shares@ $95.75 avg price
RDVYFirst Tr Exchange Traded Fd
Recent Activity
Increased 71.89%
2.17%
$20.1M
339,475 shares@ $59.21 avg price
OSCVEtf Ser Solutions
Recent Activity
Increased 0.11%
2.16%
$20.081M
536,209 shares@ $37.45 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.04%
2.16%
$20.064M
52,259 shares@ $383.94 avg price
SPYGSpdr Series Trust
Recent Activity
Increased 2.82%
2.03%
$18.857M
227,360 shares@ $82.94 avg price