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
GEVGe Vernova
Recent Activity
New Position
0.04%
$285,000
1,117 shares@ $255.15 avg price
IGEBIshares Tr
Recent Activity
New Position
0.04%
$285,000
6,139 shares@ $46.43 avg price
AORIshares Tr
Recent Activity
New Position
0.04%
$279,000
4,707 shares@ $59.28 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.03%
$276,000
10,560 shares@ $26.14 avg price
ASTSAst Spacemobile Inc
Recent Activity
New Position
0.03%
$266,000
10,188 shares@ $26.11 avg price
FLTRVaneck Etf Trust
Recent Activity
New Position
0.03%
$265,000
10,410 shares@ $25.46 avg price
XLSRSsga Active Tr
Recent Activity
New Position
0.03%
$251,000
4,840 shares@ $51.86 avg price
MMM3m Co
Recent Activity
New Position
0.03%
$243,000
1,777 shares@ $136.75 avg price
PDIPimco Dynamic Income Fd
Recent Activity
New Position
0.03%
$237,000
11,670 shares@ $20.31 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.03%
$231,000
1,305 shares@ $177.02 avg price