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First Heartland Consultants, Inc.
First Heartland Consultants, Inc. is an SEC-registered investment adviser headquartered in Lake St Louis, Missouri. The firm was founded in 1980 and employs over 90 professionals, primarily investment advisers and brokers. First Heartland provides financial planning, investment management, and advisory services mainly to individual clients, including both high net worth and non-high net worth individuals, as well as some pension and profit sharing plans and charitable organizations.
Investment Strategy
First Heartland Consultants, Inc. offers a diversified portfolio management approach focusing on long-term wealth accumulation and financial planning. The firm builds customized investment plans for its clients, tailoring asset allocation strategies to meet individual risk tolerance, retirement goals, and income needs. Their investment philosophy emphasizes prudent diversification across publicly traded equities, fixed income, and other vehicles, aiming to maximize returns while managing risk. Client accounts are managed both on a discretionary and non-discretionary basis, with a strong focus on personal service and transparency.
Latest 13F Filing Activity
First Heartland Consultants, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 488 equity positions with a total 13F market value of $1B. The fund increased holdings in Ea Series Trust, Ishares, Invesco QQQ TR among other positions. First Heartland Consultants, Inc. reduced exposure to Ishares TR, First TR Exchange TR, Ishares TR among others.
Top Holdings
Equity Positions (488)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 3.70% | $41.6M | 1,005,865 | $31.64 | $41.40 | +$9.2M |
S SPLG | SPDR SERIES TRUST | 3.69% | $41.5M | 570,503 | $55.94 | $72.69 | +$8.6M |
Q QQQ | INVESCO QQQ TR | 2.77% | $31.1M | 56,353 | $441.34 | $551.64 | +$11.6M |
I IVW | ISHARES | 2.53% | $28.4M | 258,099 | $92.68 | $110.10 | +$12.2M |
U UCON | FIRST TR EXCHNG TRADED FD VI | 2.31% | $25.9M | 1,041,178 | $24.68 | $24.89 | +$2.9M |
Industry Allocation
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