Institutions / Householder Group Estate & Retirement Specialist, LLC
Householder Group Estate & Retirement Specialist, LLC
CIK 1881590 · Institution · as of Dec 31, 2024
Portfolio value
$133.8K
Positions
601
As of
Dec 31, 2024
Portfolio trend
Portfolio value
$133.8K-61.0%Positions
601-53.0%Holdings
Dec 31, 2024View all 601 →
| Company | Value | % of portfolio |
|---|---|---|
| FS Investment CORPFSK | $15.6K | 11.7% |
| Alps AlerianAMLP | $14.2K | 10.6% |
| Apple IncAAPL | $7.2K | 5.3% |
| Costco Wholesale Corp /NewCOST | $5.6K | 4.2% |
| Colony Capital, Inc.CLNY | $5.6K | 4.2% |
| Amazon Com IncAMZN | $3.8K | 2.9% |
| Nvidia CorpNVDA | $3.8K | 2.8% |
| SPDR PortfolioSPTM | $3.0K | 2.2% |
| Pacer USCOWZ | $2.6K | 2.0% |
| SPDR PortfolioSPYG | $2.6K | 2.0% |
| Invesco QqqQQQ | $2.6K | 1.9% |
| First TrustLMBS | $2.3K | 1.7% |
| Microsoft CorpMSFT | $2.1K | 1.6% |
| Industrial Logistics Properties TrustILPT | $1.9K | 1.4% |
| Sector HealthcareXLV | $1.7K | 1.3% |
| WisdomTree TrWTAI | $1.6K | 1.2% |
| First TrustFTC | $1.4K | 1.0% |
| FTAI Aviation LtdFTAI | $1.3K | 1.0% |
| First TrustFVD | $1.2K | 0.9% |
| First TrustBUFR | $1.2K | 0.9% |
| First TrustUCON | $1.2K | 0.9% |
| Jp MorganJEPQ | $1.1K | 0.8% |
| AbbVie Inc.ABBV | $1.1K | 0.8% |
| First Trust Exchange-Traded Fund IV | $1.1K | 0.8% |
| Sector TechnologyXLK | $1.1K | 0.8% |
Activity
Dec 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Exit Other (per filing) | 25401T108 | $-14.71M | -1.8M -100.00% | 0 | medium |
| Q4 2022 as of | Exit Other (per filing) | SPLV Splv | $-13.34M | -231K -100.00% | 0 | medium |
| Q4 2022 as of | Exit Other (per filing) | FSK FS Investment CORP common | $-10.64M | -628K -100.00% | 0 | medium |
| Q4 2022 as of | Exit Other (per filing) | AMLP Amlp | $-10.53M |