First Heartland Consultants, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $962 Million distributed in 448 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $49.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.9M, ETF Ser Solutions Aptus Collar with a value of $33.1M, Invesco Qqq Trust, Series 1 with a value of $32.4M, and Spdr S&P 500 ETF Trust with a value of $31M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $930M to 962M.
Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$962 Million
ETFs: $768 Million
Industrials: $58.2 Million
Technology: $42.7 Million
Consumer Cyclical: $23.7 Million
Financial Services: $22.2 Million
Healthcare: $10.8 Million
Communication Services: $10.3 Million
Consumer Defensive: $8.49 Million
Other: $6.84 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
