First Heartland Consultants, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $930 Million distributed in 453 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $34M, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.8M, Invesco Qqq Trust, Series 1 with a value of $32M, Spdr S&P 500 ETF Trust with a value of $29.2M, and Vanguard Bd Index Fd Inc Short with a value of $28.2M.
Examining the 13F form we can see an decrease of $503M in the current position value, from $1.43B to 930M.
Below you can find more details about First Heartland Consultants, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$930 Million
ETFs: $741 Million
Technology: $44 Million
Consumer Cyclical: $22.3 Million
Financial Services: $19.9 Million
Communication Services: $11.6 Million
Healthcare: $11 Million
Consumer Defensive: $9.41 Million
Industrials: $9.13 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions