HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ETF SER SOLUTIONS (ACIO) |
825,114 | +13,945 | $27,361 |
| ACIO | 825,114 | +13,945 | $27,361 |
| INVESCO QQQ TR |
63,192 | +10,285 | $25,878 |
| QQQ | 63,192 | +10,285 | $25,878 |
| JANUS DETROIT STR TR |
512,932 | +337,270 | $25,800 |
| JAAA | 512,932 | +337,270 | $25,800 |
| WISDOMTREE TR |
474,615 | +8,612 | $23,845 |
| USFR | 474,615 | +8,612 | $23,845 |
| SPDR S&P 500 ETF TR (SPY) |
41,423 | +4,305 | $19,689 |
| SPY | 41,423 | +4,305 | $19,689 |
| SPDR SERIES TRUST (SPLG) |
351,377 | +3,092 | $19,642 |
| SPLG | 351,377 | +3,092 | $19,642 |
| ETF SER SOLUTIONS (DRSK) |
750,759 | +2,396 | $18,919 |
| DRSK | 750,759 | +2,396 | $18,919 |
| AMERICAN CENTY ETF TR (FLV) |
267,637 | +5,095 | $16,360 |
| FLV | 267,637 | +5,095 | $16,360 |
| ETF SER SOLUTIONS (OSCV) |
485,739 | +9,264 | $16,307 |
| OSCV | 485,739 | +9,264 | $16,307 |
| APPLE INC |
78,820 | -3,655 | $15,175 |
| AAPL | 78,820 | -3,655 | $15,175 |
| SPDR SERIES TRUST (SPYG) |
229,647 | +3,249 | $14,941 |
| SPYG | 229,647 | +3,249 | $14,941 |
| ETF SER SOLUTIONS (JUCY) |
593,131 | +7,121 | $14,036 |
| JUCY | 593,131 | +7,121 | $14,036 |
| VANGUARD BD INDEX FD INC (BND) |
183,578 | +10,992 | $13,502 |
| BND | 183,578 | +10,992 | $13,502 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
245,482 | +123,940 | $12,912 |
| JMST | 245,482 | +123,940 | $12,912 |
| SPDR INDEX SHS FDS (SPDW) |
371,446 | +10,720 | $12,633 |
| SPDW | 371,446 | +10,720 | $12,633 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
238,470 | +786 | $12,322 |
| RDVY | 238,470 | +786 | $12,322 |
| ETF SER SOLUTIONS (ADME) |
277,927 | +4,129 | $10,685 |
| ADME | 277,927 | +4,129 | $10,685 |
| ISHARES TR (IJJ) |
91,956 | +12,784 | $10,487 |
| IJJ | 91,956 | +12,784 | $10,487 |
| ISHARES (IWV) |
37,442 | -10,799 | $10,249 |
| IWV | 37,442 | -10,799 | $10,249 |
| VANGUARD INDEX FDS (VUG) |
32,426 | -790 | $10,081 |
| VUG | 32,426 | -790 | $10,081 |
| ISHARES TR (EMXC) |
172,539 | +5,970 | $9,560 |
| EMXC | 172,539 | +5,970 | $9,560 |
| AMAZON COM INC |
61,114 | -2,103 | $9,286 |
| AMZN | 61,114 | -2,103 | $9,286 |
| VANGUARD SPECIALIZED PORTFOL (VIG) |
54,068 | +120 | $9,213 |
| VIG | 54,068 | +120 | $9,213 |
| ISHARES (IVW) |
118,843 | -167,079 | $8,925 |
| IVW | 118,843 | -167,079 | $8,925 |
| VANGUARD BD INDEX FD INC (BSV) |
115,321 | -3,458 | $8,882 |
| BSV | 115,321 | -3,458 | $8,882 |
| VANGUARD INDEX FDS (VTV) |
55,988 | +23 | $8,370 |
| VTV | 55,988 | +23 | $8,370 |
| SPDR DOW JONES INDL AVRG ETF (DIA) |
21,563 | +11,736 | $8,126 |
| DIA | 21,563 | +11,736 | $8,126 |
| SCHWAB STRATEGIC TR |
106,615 | -6,611 | $8,117 |
| SCHD | 106,615 | -6,611 | $8,117 |
| ETF SER SOLUTIONS (IDUB) |
370,817 | +7,867 | $7,413 |
| IDUB | 370,817 | +7,867 | $7,413 |
| BNY MELLON ETF TRUST (BKAG) |
173,754 | +5,317 | $7,383 |
| BKAG | 173,754 | +5,317 | $7,383 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
152,794 | +1,608 | $7,319 |
| VEA | 152,794 | +1,608 | $7,319 |
| INVESCO DB COMMDY INDX TRCK |
311,353 | +311,353 | $6,862 |
| DBC | 311,353 | +311,353 | $6,862 |
| VANGUARD INDEX FDS (VB) |
31,985 | +8,919 | $6,823 |
| VB | 31,985 | +8,919 | $6,823 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
147,704 | +7,121 | $6,588 |
| FIXD | 147,704 | +7,121 | $6,588 |
| ISHARES (TLT) |
65,079 | +7,348 | $6,435 |
| TLT | 65,079 | +7,348 | $6,435 |
| ISHARES (IVE) |
36,607 | +8,950 | $6,366 |
| IVE | 36,607 | +8,950 | $6,366 |
| PACER FDS TR |
120,204 | +7,380 | $6,249 |
| COWZ | 120,204 | +7,380 | $6,249 |
| FIRST TR LNG DUR OPRTUN (LGOV) |
281,286 | -5,424 | $6,225 |
| LGOV | 281,286 | -5,424 | $6,225 |
| FIRST TR EXCHNG TRADED FD VI (DJUL) |
164,598 | +164,598 | $6,008 |
| DJUL | 164,598 | +164,598 | $6,008 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
240,029 | -6,638 | $5,938 |
| UCON | 240,029 | -6,638 | $5,938 |
| ISHARES TR (ITOT) |
54,724 | +4,032 | $5,759 |
| ITOT | 54,724 | +4,032 | $5,759 |
| VANGUARD BD INDEX (BNDX) |
108,858 | +341 | $5,374 |
| BNDX | 108,858 | +341 | $5,374 |
| MICROSOFT CORP |
14,158 | +204 | $5,324 |
| MSFT | 14,158 | +204 | $5,324 |
| PIMCO ETF TR (MINT) |
52,685 | +3,184 | $5,257 |
| MINT | 52,685 | +3,184 | $5,257 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
128,950 | +4,348 | $5,230 |
| FVD | 128,950 | +4,348 | $5,230 |
| ISHARES (IVV) |
10,386 | +995 | $4,961 |
| IVV | 10,386 | +995 | $4,961 |
| RBB FD INC |
98,783 | -1,194 | $4,925 |
| TBIL | 98,783 | -1,194 | $4,925 |
| NVIDIA CORP |
9,477 | -629 | $4,693 |
| NVDA | 9,477 | -629 | $4,693 |
 BERKSHIRE HATHAWAY INC DEL |
$4,690 | ||
| BRK.B | 13,149 | +454 | $4,690 |
| FIRST TR EXCHANGE TRADED FD (GJUN) |
146,457 | -33,263 | $4,656 |
| GJUN | 146,457 | -33,263 | $4,656 |
See Full List: All Stocks Held By First Heartland Consultants Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By First Heartland Consultants Inc.
|
Size ($ in 1000's)
At 12/31/2023: $829,587 At 09/30/2023: $812,625 First Heartland Consultants Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Heartland Consultants Inc. 13F filings. Link to 13F filings: SEC filings |
