Sign In
test

Andrew Walz

First Heartland Consultants, Inc.

Assets Managed
$1.545B
Holdings
589
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
18.39%(2Q avg: 8.66%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Heartland Consultants, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 589 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.545B in assets, with a quarterly growth rate of 18.39% and a 2-quarter average growth rate of 8.66%. The portfolio is managed by Andrew Walz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 12.99%
3.89%
$60.023M
683,011 shares@ $87.88 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 5.49%
3.46%
$53.404M
1.157M shares@ $46.14 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.54%
2.92%
$44.994M
61,101 shares@ $736.4 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 1.64%
2.57%
$39.599M
488,517 shares@ $81.06 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.28%
2.43%
$37.449M
743,181 shares@ $50.39 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 11.8%
2.05%
$31.57M
42,275 shares@ $746.78 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 9.89%
2.03%
$31.216M
1.086M shares@ $28.75 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 8.23%
1.99%
$30.658M
257,653 shares@ $119.0 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 10.67%
1.83%
$28.175M
463,488 shares@ $60.8 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -14.29%
1.59%
$24.437M
335,216 shares@ $72.9 avg price

1-10 of 589