First Heartland Consultants, Inc. - Portfolio overview
First Heartland Consultants, Inc. has 600 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SPYM - SPDR SERIES TRUST, 3.33%
- ACIO - ETF SER SOLUTIONS, 3.31%
- SPLG - SPDR SERIES TRUST, 3.26%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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