First Heartland Consultants, Inc.
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$1.3B
Holdings
522
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q3 2025: Increased +1.5% (570.5k → 578.9k shares)
3.5%
02
$ACIO
ETF SER SOLUTIONS
Q4 2025: Increased +2.4% (1.05M → 1.07M shares)
3.5%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +4.8% (70.5k → 73.9k shares)
2.7%
04
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Increased +25.9% (573.3k → 721.5k shares)
2.6%
05
$RDVY
FIRST TR EXCHANGE TRADED FD
Q4 2025: Increased +0.6% (382.5k → 384.9k shares)
2.5%
06
$DRSK
ETF SER SOLUTIONS
Q4 2025: Increased +6.9% (902.4k → 965.0k shares)
2.1%
07
$BSV
VANGUARD BD INDEX FD INC
Q3 2025: Increased +14.9% (278.2k → 319.8k shares)
2.0%
08
$SPY
SPDR S&P 500 ETF TR
Q4 2025: Sold 2.3% (52.5k → 51.3k shares)
1.9%
09
$SPYV
SPDR SER TR
Q4 2025: Increased +13.1% (362.7k → 410.3k shares)
1.8%
10
$SPYG
SPDR SERIES TRUST
Q4 2025: Increased +7.4% (217.2k → 233.3k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.