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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
IUSGIshares Tr
Recent Activity
Decreased -2.05%
0.54%
$4.946M
37,496 shares@ $131.91 avg price
BNDVanguard Bd Index Fd Inc
Recent Activity
Decreased -53.8%
0.52%
$4.834M
64,361 shares@ $75.11 avg price
VBVanguard Index Fds
Recent Activity
Decreased -43.47%
0.49%
$4.47M
18,842 shares@ $237.24 avg price
PYLDPimco Etf Tr
Recent Activity
Decreased -78.62%
0.44%
$4.067M
152,615 shares@ $26.65 avg price
EFAIshares
Recent Activity
Decreased -60.27%
0.41%
$3.776M
45,154 shares@ $83.63 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -31.38%
0.39%
$3.534M
34,456 shares@ $102.57 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -5.61%
0.38%
$3.482M
3,931 shares@ $885.78 avg price
WMTWal-mart Stores Inc
Recent Activity
Decreased -0.95%
0.35%
$3.21M
39,750 shares@ $80.76 avg price
FVFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.13%
0.35%
$3.172M
54,431 shares@ $58.28 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -80.89%
0.34%
$3.157M
62,042 shares@ $50.89 avg price