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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
EDIVSpdr Index Shs Fds
Recent Activity
New Position
0.55%
$5.08M
134,863 shares@ $37.67 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.28%
$2.58M
31,944 shares@ $80.77 avg price
FXIIshares Tr
Recent Activity
New Position
0.18%
$1.63M
51,283 shares@ $31.79 avg price
7846⤦Spdr Ser Tr
Recent Activity
New Position
0.16%
$1.423M
47,390 shares@ $30.03 avg price
TLHIshares Tr
Recent Activity
New Position
0.16%
$1.397M
12,779 shares@ $109.32 avg price
SHVIshares Tr
Recent Activity
New Position
0.15%
$1.347M
12,175 shares@ $110.64 avg price
IWNIshares Tr
Recent Activity
New Position
0.06%
$531,000
3,183 shares@ $166.83 avg price
VTEIVanguard Mun Bd Fds
Recent Activity
New Position
0.06%
$515,000
5,092 shares@ $101.14 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.06%
$511,000
18,973 shares@ $26.94 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.05%
$451,000
1,514 shares@ $297.89 avg price