Householder Group Estate & Retirement Specialist, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $134 Million distributed in 601 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fs Kkr Capital Corp with a value of $15.6M, Alps ETF Tr Alerian Mlp ETF with a value of $14.2M, Apple Inc. with a value of $7.15M, Costco Wholesale Corp with a value of $5.64M, and Digitalbridge Group with a value of $5.58M.
Examining the 13F form we can see an decrease of $210M in the current position value, from $343M to 134M.
Below you can find more details about Householder Group Estate & Retirement Specialist, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$134 Million
ETFs: $61.6 Million
Financial Services: $19.1 Million
Technology: $16.2 Million
Consumer Cyclical: $7.01 Million
Consumer Defensive: $6.91 Million
Healthcare: $3.69 Million
Real Estate: $2.95 Million
Industrials: $2.61 Million
Other: $4.18 Million
Stock Holdings Table Market Cap. of $200 Billions or more
