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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
TBFProshares Tr
Recent Activity
Exited
0%
$1.569M
66,090 shares@ $23.75 avg price
SPTISpdr Ser Tr
Recent Activity
Exited
0%
$1.541M
54,982 shares@ $28.03 avg price
7434⤦Proshares Tr
Recent Activity
Exited
0%
$1.386M
121,493 shares@ $11.41 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.327M
50,912 shares@ $26.07 avg price
IYZIshares Tr
Recent Activity
Exited
0%
$1.258M
57,913 shares@ $21.73 avg price
IYEIshares Tr
Recent Activity
Exited
0%
$1.204M
25,088 shares@ $48.0 avg price
OCTTAllianz Us Large Cap Buffer 10
Recent Activity
Exited
0%
$889,000
24,171 shares@ $36.78 avg price
DOGProshares Tr
Recent Activity
Exited
0%
$799,000
27,652 shares@ $28.9 avg price
LGOVFirst Tr Lng Dur Oprtun
Recent Activity
Exited
0%
$725,000
34,456 shares@ $21.05 avg price
MGKVanguard World Fd
Recent Activity
Exited
0%
$690,000
2,197 shares@ $314.07 avg price