HG

Householder Group Estate & Retirement Specialist, LLC

13F
Householder Group Estate & Retirement Specialist, LLC
Last update 2025-01-15 601 Stocks (24 new)
Value $134.00 Mil Turnover 4 %
Countries:
Top Holdings: FSK(11.68%)AMLP(10.57%)AAPL(5.34%)COST(4.21%)DBRG(4.17%)
Summary Stock Picks Current Portfolio
Householder Group Estate & Ret... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FSK 		FS KKR Capital Corp
720,277
15,640.0
+0.07%
11.680
+0.01%
0.260
+2.26%
+2.36%
6,021.4
Asset Management
AMLP 		ALPS ETF TRUST
293,861
14,150.0
-1.85%
10.570
-0.08%
0.150
-1.46%
+5.60%
10,418.8
 
AAPL 		Apple Inc
28,553
7,150.0
-47.64%
5.340
-1.76%
0.000
-9.87%
-20.43%
2,968,943.5
Hardware
COST 		Costco Wholesale Corp
6,160
5,640.0
-39.49%
4.210
-1.04%
0.000
+7.26%
+9.05%
442,049.1
Retail - Defensive
DBRG 		DigitalBridge Group Inc
494,697
5,580.0
-1.41%
4.170
-0.03%
0.280
+16.18%
-5.66%
1,873.7
Asset Management
AMZN 		Amazon.com Inc
17,463
3,830.0
-51.57%
2.860
-1.01%
0.000
+8.45%
-2.82%
2,263,406.3
Retail - Cyclical
NVDA 		NVIDIA Corp
28,071
3,770.0
-55.34%
2.820
-1.23%
0.000
+31.35%
+6.38%
3,483,274.8
Semiconductors
SPTM 		SPDR SERIES TRUST
41,519
2,970.0
-1.90%
2.220
-0.02%
0.030
+8.20%
+2.47%
10,265.5
 
COWZ 		Pacer US Cash Cows 100 ETF
46,871
2,650.0
+8.14%
1.980
+0.15%
0.010
+1.11%
-1.67%
21,157.2
 
SPYG 		SPDR SERIES TRUST
29,995
2,640.0
-44.26%
1.970
-0.58%
0.010
+14.41%
+4.57%
35,518.1
 

Householder Group Estate & Retirement Specialist, LLC's Historical Top Holdings Breakdowns

Householder Group Estate & Retirement Specialist, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLV 		Invesco S P 500 Low Volatility ETF2024-12-31Reduce
-2.79%
●
69.58 ($72.15) 74.85
$72.52
0.51%
Reduce -99.51%
659
-133,576
SCHD 		SCHWAB STRATEGIC T2024-12-31Reduce
-2.67%
●
26.93 ($28.43) 29.53
$26.86
-5.52%
Reduce -99.62%
1,235
-325,363
AAPL 		Apple Inc2024-12-31Reduce
-1.76%
●
221.69 ($235.83) 259.02
$198.78
-15.71%
Reduce -47.64%
28,553
-25,984
WWD 		Woodward Inc2024-12-31Sold Out
-1.53%
●
159.71 ($170.86) 187.29
$233.05
36.40%
Sold Out
0
-30,593
TBIL 		US Treasury 3 Month Bill ETF2024-12-31Reduce
-1.29%
●
49.84 ($49.93) 50.02
$49.89
-0.08%
Reduce -99.64%
315
-88,121
IVW 		ISHARES TRUST2024-12-31Reduce
-1.26%
●
94.58 ($99.85) 105.47
$105.98
6.14%
Reduce -99.58%
190
-45,353
KNG 		FIRST TR EXCHANGE42024-12-31Reduce
-1.25%
●
50.06 ($53.13) 55
$49.23
-7.34%
Reduce -78.41%
21,742
-78,969
JPST 		JP MORGAN ETF TRUS2024-12-31Reduce
-1.24%
●
50.37 ($50.5) 50.6
$50.49
-0.02%
Reduce -99.63%
312
-83,751
NVDA 		NVIDIA Corp2024-12-31Reduce
-1.23%
●
118.85 ($138.16) 148.88
$142.83
3.38%
Reduce -55.34%
28,071
-34,786
SPY 		SPDR S&P500 ETF TR2024-12-31Reduce
-1.20%
●
567.8 ($589.49) 607.81
$601.36
2.01%
Reduce -85.41%
1,220
-7,142

Householder Group Estate & Retirement Specialist, LLC Total Holding History ($B)

To

Householder Group Estate & Retirement Specialist, LLC's Asset Allocation

To

Householder Group Estate & Retirement Specialist, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Householder Group Estate & Retirement Specialist, LLC's Hypothetical Growth since 2024-12-31

Householder Group Estate & Retirement Specialist, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Householder Group Estate & Retirement Specialist, LLC's Holdings Heat Map

Size field:

Householder Group Estate & Retirement Specialist, LLC's Holdings Bubble Chart

Householder Group Estate & Retirement Specialist, LLC News

  • 1

Discussions on Householder Group Estate & Retirement Specialist, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.