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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.3B AUM 533 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 238 Added 159 Reduced 38 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMOM J P MORGAN EXCHANGE TRADED F 61,365.0 $4.2M 0.32% NEW $68.15 +16.8%
2 CGNG CAPITAL GROUP NEW GEOGRAPHY 73,693.0 $2.4M 0.18% NEW $31.93 +12.0%
3 BSEP INNOVATOR ETFS TRUST 43,207.0 $2.1M 0.16% NEW $49.25 +5.6%
4 GSEP FIRST TR EXCHNG TRADED FD VI 25,490.0 $987K 0.07% NEW $38.74 +4.7%
5 DOCT FIRST TR EXCHNG TRADED FD VI 16,558.0 $733K 0.06% NEW $44.29 +4.5%
6 GRNJ TIDAL TRUST III 27,973.0 $715K 0.05% NEW $25.55 +19.0%
7 CNC CENTENE CORP DEL Healthcare 16,713.0 $688K 0.05% NEW $41.15 +40.4%
8 DDFD INNOVATOR ETFS TRUST 34,644.0 $663K 0.05% NEW $19.15 +3.7%
9 TPIF TIMOTHY PLAN 18,186.0 $631K 0.05% NEW $34.68 +8.7%
10 AKRE PROFESIONALLY MANAGED PORTFO 9,198.0 $603K 0.05% NEW $65.51 -16.8%
11 ESLG STRATEGY SHS 23,440.0 $585K 0.04% NEW $24.96 +7.4%
12 APH AMPHENOL CORP NEW Technology 3,919.0 $530K 0.04% NEW $135.14 -7.6%
13 FIRST TR EXCHNG TRADED FD VI 23,246.0 $522K 0.04% NEW $22.45
14 BWX SPDR SERIES TRUST 22,130.0 $499K 0.04% NEW $22.53 -2.6%
15 QDF FLEXSHARES TR 5,703.0 $461K 0.04% NEW $80.81 +9.2%
16 PWV INVESCO EXCHANGE TRADED FD T 6,184.0 $411K 0.03% NEW $66.52 +11.3%
17 GDX VANECK ETF TRUST 4,428.0 $380K 0.03% NEW $85.77 +0.3%
18 IQDF FLEXSHARES TR 12,323.0 $375K 0.03% NEW $30.40 +13.8%
19 OCTW AIM ETF PRODUCTS TRUST 9,470.0 $369K 0.03% NEW $39.00 +4.1%
20 FMF FIRST TR EXCHANGE-TRADED FD 7,566.0 $356K 0.03% NEW $47.05 +9.8%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.9%
Technology 19.7%
Consumer Cyclical 8.5%
Healthcare 5.2%
Communication Services 4.9%
Industrials 4.5%
Consumer Defensive 3.9%
Energy 2.2%
Real Estate 0.9%
Utilities 0.8%