Householder Group Estate & Retirement Specialist, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $343 Million distributed in 1282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fs Kkr Capital Corp with a value of $14.2M, Alps ETF Tr Alerian Mlp ETF with a value of $14.1M, Apple Inc. with a value of $12.7M, Invesco ETF Tr Ii S&P 500 Low with a value of $9.63M, and Schwab Strategic Tr Us Dividen with a value of $9.2M.

Examining the 13F form we can see an decrease of $12.8M in the current position value, from $356M to 343M.

Below you can find more details about Householder Group Estate & Retirement Specialist, LLC portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
ETFs: $176 Million
Technology: $34.2 Million
Financial Services: $24.7 Million
Consumer Defensive: $17.4 Million
Healthcare: $15.7 Million
Industrials: $14.6 Million
Consumer Cyclical: $14.3 Million
Real Estate: $7.24 Million
Other: $15.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,282
  • Current Value $343 Million
  • Prior Value $356 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 187 stocks
  • Additional Purchases 297 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 346 stocks
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