First Heartland Consultants, Inc.
Top Portfolio Positions
140 positions ·
$209,247,482 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 | 16.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
37,815 | $24,592,607 | 11.75% | |
| AAPL |
Apple Inc.
Technology
|
51,530 | $13,077,798 | 6.25% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
27,720 | $12,839,626 | 6.14% | |
| NVDA |
Nvidia Corp
Technology
|
73,286 | $12,781,078 | 6.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,816 | $9,750,368 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
15,003 | $5,553,660 | 2.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,818 | $5,072,861 | 2.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,765 | $3,462,934 | 1.65% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
319,241 | $3,288,182 | 1.57% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,054 | 18,181 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,726 | 18,181 | Shares | Sole | 2026-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||