← Back to Discover
Householder Group Estate & Retirement Specialist, LLC
Period ended Dec 31, 2024 · Latest filing Jan 15, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $133,818
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FS KKR · Common Stock · 302635206 · shares: $15,644
- ALPS ALERIAN · MF Closed and MF Open · 00162Q452 · shares: $14,152
- APPLE INC · Common Stock · 037833100 · shares: $7,150
- COSTCO WHOLESALE · Common Stock · 22160K105 · shares: $5,644
- DIGITALBRIDGE GROUP · Common Stock · 25401T603 · shares: $5,580
- AMAZON COM · Common Stock · 023135106 · shares: $3,831
- NVIDIA CORP · Common Stock · 67066G104 · shares: $3,769
- SPDR PORTFOLIO · MF Closed and MF Open · 78464A805 · shares: $2,965
- PACER US · MF Closed and MF Open · 69374H881 · shares: $2,647
- SPDR PORTFOLIO · MF Closed and MF Open · 78464A409 · shares: $2,636
Reported holdings
601 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| WORKHORSE GROUP | Common Stock | 98138J305 | — | 3 shares | $0 |