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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
IVVIshares
Recent Activity
Increased 2.5%
0.91%
$8.46M
14,666 shares@ $576.85 avg price
VEAVanguard Tax Managed Intl Fd
Recent Activity
Increased 0.06%
0.91%
$8.43M
159,631 shares@ $52.81 avg price
VTIVanguard Index Fds
Recent Activity
Increased 17.84%
0.64%
$5.892M
20,807 shares@ $283.18 avg price
IUSBIshares Tr
Recent Activity
Increased 38.52%
0.53%
$4.838M
102,664 shares@ $47.13 avg price
TBILRbb Fd Inc
Recent Activity
Increased 17.93%
0.53%
$4.837M
96,670 shares@ $50.04 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 21.23%
0.52%
$4.805M
23,921 shares@ $200.87 avg price
VOOVanguard Index Fds
Recent Activity
Increased 9.45%
0.42%
$3.839M
7,276 shares@ $527.63 avg price
IJSIshares Tr
Recent Activity
Increased 0.02%
0.4%
$3.687M
34,251 shares@ $107.65 avg price
IYYIshares Tr
Recent Activity
Increased 1.71%
0.36%
$3.314M
23,742 shares@ $139.59 avg price
BLVVanguard Bd Index Fds
Recent Activity
Increased 0.99%
0.35%
$3.205M
42,642 shares@ $75.17 avg price