Householder Group Estate & Retirement Specialist, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $319 Million distributed in 1277 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alps ETF Tr Alerian Mlp ETF with a value of $14.2M, Fs Kkr Capital Corp with a value of $13.5M, Costco Wholesale Corp with a value of $12.1M, Invesco ETF Tr Ii S&P 500 Low with a value of $11.1M, and Apple Inc. with a value of $9.49M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $304M to 319M.
Also it can be appreciated an additional of 70 stocks purchases and 2 closed positions.
Below you can find more details about Householder Group Estate & Retirement Specialist, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$319 Million
ETFs: $173 Million
Technology: $30.8 Million
Financial Services: $24.4 Million
Consumer Defensive: $19.4 Million
Healthcare: $17.4 Million
Consumer Cyclical: $15.2 Million
Industrials: $15 Million
Energy: $7.64 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions