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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
BSVVanguard Bd Index Fd Inc
Recent Activity
Decreased -4.12%
3.03%
$28.171M
358,005 shares@ $78.69 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.04%
2.16%
$20.064M
52,259 shares@ $383.94 avg price
AAPLApple Inc
Recent Activity
Decreased -5.93%
1.75%
$16.202M
69,536 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -14.14%
1.25%
$11.556M
62,021 shares@ $186.33 avg price
NVDANvidia Corp
Recent Activity
Decreased -5.46%
1.23%
$11.384M
93,739 shares@ $121.45 avg price
JUCYEtf Ser Solutions
Recent Activity
Decreased -22.53%
1.12%
$10.323M
444,753 shares@ $23.22 avg price
ADMEEtf Ser Solutions
Recent Activity
Decreased -0.12%
1.03%
$9.569M
207,115 shares@ $46.21 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -4.49%
0.79%
$7.327M
72,766 shares@ $100.7 avg price
IVEIshares
Recent Activity
Decreased -11.43%
0.73%
$6.766M
34,313 shares@ $197.19 avg price
BKAGBny Mellon Etf Trust
Recent Activity
Decreased -27.58%
0.72%
$6.639M
153,864 shares@ $43.15 avg price