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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
MSFTMicrosoft Corp
Recent Activity
Decreased -0.54%
0.71%
$6.565M
15,257 shares@ $430.3 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Decreased -16.29%
0.67%
$6.184M
95,480 shares@ $64.77 avg price
BNDXVanguard Bd Index
Recent Activity
Decreased -0.72%
0.67%
$6.155M
122,424 shares@ $50.28 avg price
ITOTIshares Tr
Recent Activity
Decreased -5.36%
0.66%
$6.132M
48,813 shares@ $125.63 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.81%
0.61%
$5.66M
12,297 shares@ $460.28 avg price
IYWIshares Tr
Recent Activity
Decreased -4.79%
0.58%
$5.354M
35,310 shares@ $151.63 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -45.65%
0.58%
$5.32M
91,996 shares@ $57.83 avg price
FMBFirst Tr Exchange Traded Fd I
Recent Activity
Decreased -1.54%
0.56%
$5.154M
99,197 shares@ $51.96 avg price
BIVVanguard Bd Index Fd Inc
Recent Activity
Decreased -0.09%
0.55%
$5.093M
64,989 shares@ $78.37 avg price
FDLFirst Tr Exchange Tr
Recent Activity
Decreased -50.59%
0.54%
$4.948M
117,959 shares@ $41.95 avg price