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Andrew Walz

First Heartland Consultants, Inc.

Assets Managed
$1.305B
Holdings
523
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.06%(2Q avg: 2.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Heartland Consultants, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 523 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 2026 - Q1, they manage 1.305B in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of 2.69%. The portfolio is managed by Andrew Walz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.15%
3.55%
$46.27M
604,525 shares@ $76.54 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 2.3%
3.53%
$46.04M
1.097M shares@ $41.97 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -17.77%
2.69%
$35.08M
60,777 shares@ $577.19 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.71%
2.57%
$33.499M
733,830 shares@ $45.66 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 24.88%
2.52%
$32.82M
480,671 shares@ $68.28 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 2.4%
2.07%
$27.003M
988,042 shares@ $27.34 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 3.63%
1.99%
$25.889M
330,177 shares@ $78.42 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -26.32%
1.89%
$24.593M
37,815 shares@ $650.35 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.08%
1.82%
$23.696M
418,811 shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.04%
1.79%
$23.309M
238,066 shares@ $97.92 avg price

1-10 of 523