StockDriftsStockDriftsTop 50 Householder Group Estate & Retirement Specialist, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FSK | FS KKR | 11.69% | 720.3K | $16K | +0.07%(+484) | — | 2024-12-31 | |
| AMLP | ALPS ALERIAN | 10.58% | 293.9K | $14K | -1.85%(-5.55K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 5.34% | 28.6K | $7K | -47.64%(-25.98K) | — | 2024-12-31 | |
| COST | COSTCO WHOLESALE | 4.22% | 6.2K | $6K | -39.49%(-4.02K) | — | 2024-12-31 | |
| DBRG | DIGITALBRIDGE GROUP | 4.17% | 494.7K | $6K | -1.41%(-7.09K) | — | 2024-12-31 | |
| AMZN | AMAZON COM | 2.86% | 17.5K | $4K | -51.57%(-18.59K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORP | 2.82% | 28.1K | $4K | -55.34%(-34.79K) | — | 2024-12-31 | |
| SPTM | SPDR PORTFOLIO | 2.22% | 41.5K | $3K | -1.90%(-805) | — | 2024-12-31 | |
| COWZ | PACER US | 1.98% | 46.9K | $3K | +8.14%(+3.53K) | — | 2024-12-31 | |
| SPYG | SPDR PORTFOLIO | 1.97% | 30.0K | $3K | -44.26%(-23.82K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Householder Group Estate & Retirement Specialist, Llc reports $133.82K in US-listed equity holdings across 601 positions in its most recent 13F filing. Its largest disclosed positions are FSK (11.7%), AMLP (10.6%) and AAPL (5.3%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Householder Group Estate & Retirement Specialist, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1881590). View Householder Group Estate & Retirement Specialist, Llc’s 13F filings on SEC