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
SCHFSchwab Strategic Tr
Recent Activity
New Position
0.05%
$382,000
9,301 shares@ $41.08 avg price
ETREntergy Corp New
Recent Activity
New Position
0.05%
$379,000
2,881 shares@ $131.56 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
New Position
0.04%
$351,000
14,584 shares@ $24.07 avg price
ZALTInnovator Etfs Trust
Recent Activity
New Position
0.04%
$351,000
12,024 shares@ $29.2 avg price
SPEMSpdr Index Shs Fds
Recent Activity
New Position
0.04%
$327,000
7,910 shares@ $41.35 avg price
PULSPgim Etf Tr
Recent Activity
New Position
0.04%
$318,000
6,389 shares@ $49.78 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.04%
$309,000
5,477 shares@ $56.42 avg price
NFGNational Fuel Gas Co
Recent Activity
New Position
0.04%
$295,000
4,870 shares@ $60.58 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.04%
$289,000
723 shares@ $399.73 avg price
TMFCRbb Fd Inc
Recent Activity
New Position
0.04%
$289,000
5,144 shares@ $56.19 avg price