Householder Group Estate & Retirement Specialist, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $356 Million distributed in 1179 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 $14.4M, Fs Kkr Capital Corp with a value of $14M, Costco Wholesale Corp with a value of $13.9M, Nvidia Corp with a value of $12.1M, and Apple Inc. with a value of $12M.
Examining the 13F form we can see an increase of $37.3M in the current position value, from $319M to 356M.
Below you can find more details about Householder Group Estate & Retirement Specialist, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
ETFs: $177 Million
Technology: $39.9 Million
Financial Services: $25.3 Million
Consumer Defensive: $21.9 Million
Healthcare: $16.5 Million
Consumer Cyclical: $15.7 Million
Industrials: $15.7 Million
Energy: $7.88 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions