test

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
SPDWSpdr Index Shs Fds
Recent Activity
Increased 17.28%
1.99%
$18.481M
492,042 shares@ $37.56 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.82%
1.92%
$17.811M
393,695 shares@ $45.25 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.53%
1.75%
$16.258M
307,562 shares@ $52.87 avg price
AAPLApple Inc
Recent Activity
Decreased -5.93%
1.75%
$16.202M
69,536 shares@ $233.01 avg price
DRSKEtf Ser Solutions
Recent Activity
Increased 26.95%
1.71%
$15.897M
561,739 shares@ $28.3 avg price
IWVIshares
Recent Activity
Increased 243.06%
1.61%
$14.923M
45,674 shares@ $326.73 avg price
VIGVanguard Specialized Portfol
Recent Activity
Increased 5.88%
1.35%
$12.486M
63,043 shares@ $198.06 avg price
EMXCIshares Tr
Recent Activity
Increased 2.35%
1.32%
$12.266M
200,543 shares@ $61.17 avg price
SDVYFirst Tr Exchange Traded Fd
Recent Activity
Increased 33.22%
1.26%
$11.67M
320,792 shares@ $36.38 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -14.14%
1.25%
$11.556M
62,021 shares@ $186.33 avg price