Householder Group Estate & Retirement Specialist, LLC Portfolio Holdings
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
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