First Heartland Consultants' Q1 2023 13F Holdings: Apple Surges, Dow Jones ETF Tumbles, Bonds Rise

The First Heartland Consultants, Inc. 13F holdings comparison between Q4 2022 and Q1 2023 reveals several changes in the fund's portfolio. According to the CSV file, the fund bought and sold shares in various companies. Among them, Apple Inc witnessed a massive uptick in the fund's holdings, while other holdings faced a decline in value.

First Heartland Consultants, Inc. significantly increased its holdings in Apple Inc, which rose from 90,650 shares in Q4 2022 to 88,727 shares in Q1 2023. The value of the holdings also went up from $11,778,000 in Q4 2022 to $14,631,000 in Q1 2023, reflecting a 24.2% growth. The increase in Apple's holdings could be attributed to the company's recent performance and its plans for expansion into new areas.

Another notable change in the fund's holdings is in iShares TLT. The Q1 2023 holdings surged to 92,508 shares, a 74% increment from Q4 2022, where the fund held 56,806 shares. The value of the holdings rose from $5,655,000 in Q4 2022 to $9,840,000 in Q1 2023. TLT is an exchange-traded fund that tracks the US Treasury bond market, and the rise in the fund's holdings could indicate the fund's reliance on bonds for risk management.

In contrast, First Heartland Consultants, Inc. reduced its holdings in the SPDR Dow Jones Industrial Average ETF in Q1 2023 to 11,501 shares from 51,443 shares in Q4 2022. The value of the ETF's holdings also plummeted to $3,945,000 in Q1 2023 from $17,044,000 in Q4 2022, indicating a 76.9% decrease. The decrease in the fund's holdings could be attributable to the ETF's underperformance relative to other investments in the fund's portfolio.

Vanguard BND, another ETF, saw a rise in shares from 92,749 in Q4 2022 to 106,695 in Q1 2023, a 15% increase. The value of the holdings also went up from $6,663,000 in Q4 2022 to $7,877,000 in Q1 2023, indicating an 18.2% increase. Vanguard BND could be an investment in the fund's portfolio that offers diversification and risk management benefits.

In addition, the fund significantly increased its holdings in NVIDIA Corp, rising from 10,187 shares in Q4 2022 to 10,040 shares in Q1 2023, a 87.3% rise. The value of the holdings also surged from $1,488,000 in Q4 2022 to $2,788,000 in Q1 2023, reflecting the stock's strong performance in recent years.

The CSV file also indicates that the First Heartland Consultants, Inc. made substantial investments in several ETFs in Q1 2023, including American Century ETF TR, ETF Ser Solutions, and Vanguard Index FDS. The ETF American Century's holdings grew by 9.6%, while the value of holdings in ETF Ser Solutions grew by 3.2%. Vanguard Index FDS, on the other hand, witnessed a 13.8% increase in value.

Overall, the First Heartland Consultants, Inc.'s Q4 2022 vs. Q1 2023 13F Holdings Comparison shows a mixed performance, with some holdings recording an increase in shares and value, while others facing a decline. The increase in holdings in companies like Apple and NVIDIA Corp could be an indicator of the fund's belief in their prospects, while the downsizing seen in the SPDR Dow Jones Industrial Average ETF could be due to the ETF's underperformance. These changes could be a reflection of the investor's portfolio strategy and their investments in different sectors or asset classes.