Alex Hallquist

@First Heartland Consultants, Inc.

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$929.965M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACIOEtf Ser Solutions Recent Activity Increased 5.81%	3.66%	$33.953M 854,375 shares@ $39.75 avg price	Increased 5.81%
SPLGSpdr Series Trust Recent Activity Increased 1.68%	3.64%	$33.799M 500,657 shares@ $67.51 avg price	Increased 1.68%
QQQInvesco Qqq Tr Recent Activity Increased 29.2%	3.45%	$32.013M 65,592 shares@ $488.07 avg price	Increased 29.2%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 12.17%	3.14%	$29.186M 50,868 shares@ $573.76 avg price	Increased 12.17%
IVWIshares Recent Activity Increased 66.06%	2.9%	$26.95M 281,466 shares@ $95.75 avg price	Increased 66.06%
RDVYFirst Tr Exchange Traded Fd Recent Activity Increased 71.89%	2.17%	$20.1M 339,475 shares@ $59.21 avg price	Increased 71.89%
OSCVEtf Ser Solutions Recent Activity Increased 0.11%	2.16%	$20.081M 536,209 shares@ $37.45 avg price	Increased 0.11%
SPYGSpdr Series Trust Recent Activity Increased 2.82%	2.03%	$18.857M 227,360 shares@ $82.94 avg price	Increased 2.82%
SPDWSpdr Index Shs Fds Recent Activity Increased 17.28%	1.99%	$18.481M 492,042 shares@ $37.56 avg price	Increased 17.28%
FIXDFirst Tr Exchng Traded Fd Vi Recent Activity Increased 3.82%	1.92%	$17.811M 393,695 shares@ $45.25 avg price	Increased 3.82%