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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
FLVAmerican Centy Etf Tr
Recent Activity
Exited
0%
$645,000
10,321 shares@ $62.5 avg price
LEALear Corp
Recent Activity
Exited
0%
$595,000
5,209 shares@ $114.23 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$517,000
931 shares@ $555.32 avg price
EQWLInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$454,000
4,805 shares@ $94.49 avg price
LMTLockwood Martin Corp
Recent Activity
Exited
0%
$434,000
929 shares@ $467.17 avg price
DBMFLitman Gregory Funds
Recent Activity
Exited
0%
$350,000
11,635 shares@ $30.09 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$343,000
9,357 shares@ $36.66 avg price
AGGIshares
Recent Activity
Exited
0%
$310,000
3,188 shares@ $97.24 avg price
ONEYSpdr Ser Tr
Recent Activity
Exited
0%
$304,000
2,929 shares@ $103.79 avg price
FCNCAFirst Ctzns Bancshares Inc
Recent Activity
Exited
0%
$296,000
176 shares@ $1681.82 avg price