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Householder Group Estate & Retirement Specialist, Llc

Portfolio Manager
Householder Group Estate & Retirement Specialist, Llc
Performance
0% (N/A)
AUM (13F)
$133.82K
# of Holdings
601
Performance Rank
N/A
Allocation (Top 20)
N/A

Householder Group Estate & Retirement Specialist, Llc Holdings Map

Top 50 Householder Group Estate & Retirement Specialist, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FSK
FS KKR
11.69%720.3K$16K
+0.07%(+484)
2023-Q4: 698.1K shares2024-Q1: 707.2K shares2024-Q2: 711.4K shares2024-Q3: 719.8K shares2024-Q4: 720.3K shares2024-12-31
AMLP
ALPS ALERIAN
10.58%293.9K$14K
-1.85%(-5.55K)
2023-Q4: 299.3K shares2024-Q1: 299.9K shares2024-Q2: 299.8K shares2024-Q3: 299.4K shares2024-Q4: 293.9K shares2024-12-31
AAPL
APPLE INC
5.34%28.6K$7K
-47.64%(-25.98K)
2023-Q4: 54.2K shares2024-Q1: 55.3K shares2024-Q2: 56.7K shares2024-Q3: 54.5K shares2024-Q4: 28.6K shares2024-12-31
COST
COSTCO WHOLESALE
4.22%6.2K$6K
-39.49%(-4.02K)
2023-Q4: 16.6K shares2024-Q1: 16.6K shares2024-Q2: 16.3K shares2024-Q3: 10.2K shares2024-Q4: 6.2K shares2024-12-31
DBRG
DIGITALBRIDGE GROUP
4.17%494.7K$6K
-1.41%(-7.09K)
2023-Q4: 516.4K shares2024-Q1: 514.3K shares2024-Q2: 505.6K shares2024-Q3: 501.8K shares2024-Q4: 494.7K shares2024-12-31
AMZN
AMAZON COM
2.86%17.5K$4K
-51.57%(-18.59K)
2023-Q4: 38.8K shares2024-Q1: 40.8K shares2024-Q2: 41.8K shares2024-Q3: 36.1K shares2024-Q4: 17.5K shares2024-12-31
NVDA
NVIDIA CORP
2.82%28.1K$4K
-55.34%(-34.79K)
2023-Q4: 8.0K shares2024-Q1: 8.1K shares2024-Q2: 98.2K shares2024-Q3: 62.9K shares2024-Q4: 28.1K shares2024-12-31
SPTM
SPDR PORTFOLIO
2.22%41.5K$3K
-1.90%(-805)
2023-Q4: 39.1K shares2024-Q1: 40.4K shares2024-Q2: 41.8K shares2024-Q3: 42.3K shares2024-Q4: 41.5K shares2024-12-31
COWZ
PACER US
1.98%46.9K$3K
+8.14%(+3.53K)
2023-Q4: 33.0K shares2024-Q1: 38.6K shares2024-Q2: 42.2K shares2024-Q3: 43.3K shares2024-Q4: 46.9K shares2024-12-31
SPYG
SPDR PORTFOLIO
1.97%30.0K$3K
-44.26%(-23.82K)
2023-Q4: 44.8K shares2024-Q1: 47.7K shares2024-Q2: 53.2K shares2024-Q3: 53.8K shares2024-Q4: 30.0K shares2024-12-31

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