Householder Group Estate & Retirement Specialist, LLC Portfolio Holdings
Householder Group Estate & Retirement Specialist, LLC
- $356 Million
- Q2 2024
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,179
- Current Value $356 Million
- Prior Value $319 Million
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 114 stocks
- Additional Purchases 402 stocks
- Sold out of 0 stocks
- Reduced holdings in 285 stocks