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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
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$4.221M
83,172 shares@ $50.76 avg price
BUFFInnovator Etfs Trust
Recent Activity
Exited
0%
$3.56M
83,051 shares@ $42.87 avg price
NXSTNexstar Media Group Inc
Recent Activity
Exited
0%
$2.725M
16,412 shares@ $166.04 avg price
FMHIFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$2.66M
55,044 shares@ $48.33 avg price
PTLCPacer Fds Tr
Recent Activity
Exited
0%
$2.417M
48,568 shares@ $49.77 avg price
SPTLSpdr Series Trust
Recent Activity
Exited
0%
$2.372M
87,131 shares@ $27.23 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$1.85M
12,659 shares@ $146.15 avg price
IWFIshares Tr
Recent Activity
Exited
0%
$1.777M
4,875 shares@ $364.52 avg price
IWBIshares Tr
Recent Activity
Exited
0%
$1.687M
5,671 shares@ $297.48 avg price
RWMProshares Tr
Recent Activity
Exited
0%
$1.633M
78,470 shares@ $20.82 avg price