Householder Group Estate & Retirement Specialist, LLC Portfolio Holdings
Householder Group Estate & Retirement Specialist, LLC
- $319 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,277
- Current Value $319 Million
- Prior Value $304 Million
- Filing
- Period Q1 2024
- Filing Date May 03, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 70 stocks
- Additional Purchases 353 stocks
- Sold out of 2 stocks
- Reduced holdings in 266 stocks