Fund Holdings — First Heartland Consultants, Inc.

Total Portfolio Value
$975.00M
Total Bought
$586.04M
Total Sold
$378.69M
Net Transaction
+$207.35M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR P500ETF
500,657491,155-9,5023433,8603.47%+33,826
ETF SER SOLUTIONS
APTUS COLLRD INV
854,375822,768-31,6073433,1083.40%+33,074
INVESCO QQQ TR65,59263,349-2,2433232,3863.32%+32,354
SPDR S&P 500 ETF TR(SPY)50,86852,941+2,0732931,0283.18%+30,999
VANGUARD BD INDEX FD INC358,005298,480-59,5252823,0642.37%+23,035
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
339,475384,890+45,4152022,7622.33%+22,742
ETF SER SOLUTIONS
APTUS DEFINED
561,739763,265+201,5261620,9362.15%+20,920
ETF SER SOLUTIONS
OPUS SML CP VL
536,209553,613+17,4042020,4782.10%+20,458
SPDR SERIES TRUST
ST STR P500GRW
227,360220,866-6,4941919,4141.99%+19,395
SPDR INDEX SHS FDS
ST STR PO EX ETF
492,042554,583+62,5411818,9281.94%+18,909
SPDR SER TR
ST STR P500VAL
307,562329,916+22,3541616,8721.73%+16,856
ISHARES281,466164,432-117,0342716,6951.71%+16,668
APPLE INC(AAPL)69,53666,267-3,2691616,5951.70%+16,578
FRANKLIN TEMPLETON ETF TR
US TREAS BD ETF
0764,414+764,414015,3801.58%+15,380
VANGUARD INDEX FDS52,25936,369-15,8902014,9271.53%+14,907
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
93,632602,108+508,476214,8421.52%+14,840
SPDR DOW JONES INDL AVRG ETF(DIA)25,16233,720+8,5581114,3481.47%+14,337
ISHARES TR
MSCI EMRG CHN
200,543226,856+26,3131212,5791.29%+12,567
AMAZON COM INC(AMZN)62,02155,024-6,9971212,0721.24%+12,060
NVIDIA CORP(NVDA)93,73987,369-6,3701111,7331.20%+11,721
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
320,792304,136-16,6561210,9031.12%+10,892
FIRST TR EXCHANGE TRAD FD VI
FT VEST NASDAQ 1
0461,474+461,474010,2151.05%+10,215
VANGUARD INDEX FDS57,26860,033+2,7651010,1641.04%+10,154
VANGUARD INDEX FDS2,86053,162+50,302110,1001.04%+10,099
VANGUARD SPECIALIZED PORTFOL63,04349,004-14,039129,5960.98%+9,584
ISHARES45,67427,555-18,119159,2100.94%+9,195
ISHARES14,66615,551+88589,1550.94%+9,146
ETF SER SOLUTIONS
APTUS DRAWDOWN
207,115194,872-12,243109,1030.93%+9,094
PIMCO ETF TR
ENHAN SHRT MA AC
72,76687,966+15,20078,8270.91%+8,819
VANGUARD TAX MANAGED INTL FD159,631178,801+19,17088,5500.88%+8,542
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
69,58070,266+68698,3860.86%+8,377
PIMCO ETF TR
MULTISECTOR BD
152,615313,986+161,37148,1390.83%+8,134
VANGUARD INDEX FDS7,27614,401+7,12547,7590.80%+7,756
BNY MELLON ETF TRUST
CORE BOND ETF
153,864181,974+28,11077,5010.77%+7,494
ISHARES34,31337,985+3,67277,2510.74%+7,244
BERKSHIRE HATHAWAY INC DEL12,29715,051+2,75466,8220.70%+6,817
FIDELITY BLUE CHIP GROWTH49,740147,249+97,50926,8120.70%+6,810
VANGUARD BD INDEX
TOTAL INT BD ETF
122,424133,840+11,41666,5650.67%+6,559
ISHARES TR35,31040,669+5,35956,4880.67%+6,482
VANGUARD INDEX FDS33,70123,158-10,54396,4860.67%+6,477
VANGUARD INDEX FDS20,80722,349+1,54266,4770.66%+6,471
MICROSOFT CORP(MSFT)15,25714,557-70076,1360.63%+6,129
ISHARES TR48,81345,695-3,11865,8770.60%+5,871
PACER FDS TR
US CASH COWS 100
91,996103,580+11,58455,8500.60%+5,845
SPDR INDEX SHS FDS
ST MAR DIVID ETF
134,863159,410+24,54755,6230.58%+5,618
FIRST TR EXCHANGE TRADED FD I
MANAGD MUN ETF
99,197105,737+6,54055,3940.55%+5,388
ISHARES TR37,49637,823+32755,2710.54%+5,266
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
23,92125,008+1,08755,2630.54%+5,258
VANGUARD BD INDEX FD INC64,98969,201+4,21255,1710.53%+5,166
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0104,391+104,39105,0810.52%+5,081
VANGUARD BD INDEX FD INC64,36168,533+4,17254,9280.51%+4,923
FIRST TR EXCHANGE TR117,959121,434+3,47554,8890.50%+4,884
VANGUARD INDEX FDS18,84219,615+77344,7130.48%+4,709
ISHARES TR
CORE UNIVRSL USD
102,664103,729+1,06554,6890.48%+4,684
RBB FD INC
F/M US TREASURY
96,67082,413-14,25754,1090.42%+4,104
ISHARES TR
MSCI USA MMENTM
1,34519,352+18,00704,0040.41%+4,004
SSGA ACTIVE ETF TR
ST STR REAL ETF
0144,270+144,27003,8980.40%+3,898
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0164,516+164,51603,8000.39%+3,800
ISHARES TR
MSCI USA QLT FCT
11,29521,336+10,04123,7990.39%+3,797
ETF SER SOLUTIONS
APTUS ENHANCED
444,753156,030-288,723103,5530.36%+3,542
ISHARES TR3,75427,632+23,87803,4530.35%+3,452
ISHARES TR28,64831,204+2,55633,4510.35%+3,448
WAL-MART STORES INC(WMT)39,75037,529-2,22133,3910.35%+3,388
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
54,43157,358+2,92733,3880.35%+3,384
ISHARES TR23,74223,631-11133,3810.35%+3,378
BLACKROCK ETF TRUST
ISHARES US EQUIT
35,47565,436+29,96123,3540.34%+3,352
FIRST TR CBOE VEST US EQUITY ENH & MOD BUFF
FT VEST U.S
29,57188,436+58,86513,2990.34%+3,298
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
50,61550,867+25233,1930.33%+3,190
ISHARES TR038,836+38,83603,1840.33%+3,184
VANGUARD BD INDEX FDS42,64245,516+2,87433,1150.32%+3,111
VANGUARD
MTG-BKD SECS ETF
60,00365,294+5,29132,9600.30%+2,958
LILLY ELI & CO(LLY)3,9313,831-10032,9570.30%+2,954
VANGUARD61,52766,735+5,20832,9390.30%+2,936
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,97016,709+11,73912,9280.30%+2,927
INNOVATOR ETFS TR
GRWT100 PWR BF
59,36956,825-2,54432,8640.29%+2,861
TESLA INC(TSLA)6,5586,981+42322,8190.29%+2,817
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
62,47291,384+28,91222,7840.29%+2,783
FIRST TR VALUE LINE DIVID IN
SHS
46,23563,663+17,42822,7780.28%+2,776
VANGUARD STAR FD30,38246,189+15,80722,7220.28%+2,720
INVESCO EXCHANGE TRADED FD TR7,923114,976+107,05312,7150.28%+2,714
ISHARES TR
MSCI USA MIN ETF
30,69730,308-38932,6910.28%+2,688
SCHWAB STRATEGIC TR29,40096,809+67,40922,6450.27%+2,642
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
094,482+94,48202,6020.27%+2,602
ALPHABET INC(GOOG)15,96613,492-2,47432,5690.26%+2,567
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
039,913+39,91302,5270.26%+2,527
DNP SELECT INCOME FD INC(DNP)277,516284,575+7,05932,5100.26%+2,507
ISHARES2,52618,829+16,30302,4720.25%+2,472
ISHARES45,15432,366-12,78842,4400.25%+2,436
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
37,21436,916-29822,3420.24%+2,340
ISHARES TR34,25121,352-12,89942,3190.24%+2,315
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
51,41449,917-1,49722,3080.24%+2,306
META PLATFORMS INC(META)3,6413,920+27922,2950.24%+2,293
PROSHARES TR
S&P 500 DV ARIST
21,07622,965+1,88922,2860.23%+2,284
TIMOTHY PLAN40,57052,695+12,12522,2570.23%+2,255
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
34,45622,909-11,54742,2560.23%+2,252
VISA INC(V)7,5267,056-47022,2300.23%+2,228
ISHARES TR13,96210,066-3,89632,2240.23%+2,221
FIRST TR EXCHANGE TRADED FD
FIRST TR ENH NEW
35,72135,721022,1350.22%+2,133
FIRST TR EXCHNG TRADED FD VI
FT VE US EQ EQUA
0105,259+105,25902,1080.22%+2,108
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,5948,979-61522,0880.21%+2,086
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First Heartland Consultants, Inc. — 13F Holdings — Q4 2024 | TickerTrail