First Heartland Consultants, Inc.
Top Portfolio Positions
141 positions ·
$217,353,150 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
60,777 | $35,079,268 | 16.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
37,815 | $24,592,607 | 11.31% | |
| AAPL |
Apple Inc.
Technology
|
51,530 | $13,077,798 | 6.02% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
27,720 | $12,839,626 | 5.91% | |
| NVDA |
Nvidia Corp
Technology
|
73,286 | $12,781,078 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,816 | $9,750,368 | 4.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,915 | $8,105,668 | 3.73% | |
| MSFT |
Microsoft Corp
Technology
|
15,003 | $5,553,660 | 2.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,818 | $5,072,861 | 2.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,765 | $3,462,934 | 1.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARKB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,507 | 12,517 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $639,025 | 22,005 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $774,087 | 20,360 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $632,158 | 17,663 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $153,248 | 5,593 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $140,060 | 4,505 | Shares | Sole | 2025-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||